Nvidia stock fell more than 3% on Tuesday, extending losses from the previous session, as investors weighed growing scrutiny around the chipmaker's closely watched partnership with OpenAI. ...

[music] We're back on Morning Trade Live. Let's focus on AMD ahead of this afternoon's earnings report. More on that in just a little while.But look at the performance over the last year for this stock compared to say Nvidia and Broadcom. All three companies making solid moves higher. But AMD is the clear outperformer up nearly 120% [music] year-over-year.So the big question is, can it keep it up. We're going to be getting a little bit more of an update later. AMD is the focus of the morning trade.So joinin ...

市场消息：英伟达(NVDA.O)正在采用达索系统的基于模型的系统工程方法。 本文源自：金融界AI电报 ...

英伟达（NVDA）周二早盘下跌3%，延续了周一的下跌趋势，并可能录得连续第三个交易日下跌。此 前有报道称该公司对OpenAI高达1000亿美元的投资尚未敲定，股价应声下跌，尽管CEO黄仁勋重申"重 大"投入但未确认具体金额。 英伟达（NVDA）周二早盘下跌3%，延续了周一的下跌趋势，并可能录得连续第三个交易日下跌。此 前有报道称该公司对OpenAI高达1000亿美元的投资尚未敲定，股价应声下跌，尽管CEO黄仁勋重申"重 大"投入但未确认具体金额。 责任编辑：张俊 SF065 责任编辑：张俊 SF065 ...

Core Insights - Dassault Systèmes and NVIDIA have formed a long-term strategic partnership to create a shared industrial architecture for mission-critical artificial intelligence across various industries [1] - The collaboration aims to integrate Dassault Systèmes' Virtual Twin technologies with NVIDIA's AI infrastructure, open models, and accelerated software libraries [1] - This partnership will lead to the development of science-validated industry World Models and innovative working methods through skilled virtual companions [1]

记者丨张嘉钰 吴斌 编辑丨黎雨桐 2月3日，美股开盘涨跌不一，截至23:37，道指涨0.05%，标普500指数跌0.56%，纳指小幅高开后转跌超 1%。 | 名称 | 现价 | 涨跌 | 涨跌幅 | 年初至今 | | --- | --- | --- | --- | --- | | 道琼斯工业平均 | 49431.43 | 23.77 | 0.05% | 2.85% | | 纳斯达克指数 | 23310.90 | -281.21 | -1.19% | 0.30% | | 标普500 | 6937.33 | -39.11 | -0.56% | 1.34% | | 纳斯达克100 | 25409.34 | -329.27 | -1.28% | 0.63% | | 万得美国科技七巨头指数 | 65331.94 | -1004.40 | -1.51% | -1.42% | | 万得中概科技龙头指数 | 4224.14 | -88.50 | -2.05% | -1.29% | | 纳斯达克中国金龙指数 | 7628.12 | -53.75 | -0.70% | 1.31% | 科技股多数下挫，美股科技七巨头全员飘绿，英伟 ...

黄仁勋补充道："Sam正在完成这轮投资，我们绝对会参与其中。我们将投入大量资金，这可能是我们 有史以来最大的一笔投资。" 英伟达CEO黄仁勋否认了有关他对OpenAI感到不满的报道，并表示他的公司仍计划对这家ChatGPT制造 商进行"巨额"投资。英伟达曾在去年9月宣布将向OpenAI投资高达1000亿美元，但最近有消息称这笔交 易可能不会发生。黄仁勋在台北接受记者采访时表示，说他对OpenAI不满是"无稽之谈"。不过，当被 问及英伟达是否会投资超过1000亿美元时，他回答说："不，不会有那么多。" 据路透社报道，黄仁勋表示： "我们将对OpenAI进行巨额投资。我相信OpenAI，他们所做的工作令人难以置信，他们是我们这个时代 最具影响力的公司之一，我非常喜欢与Sam合作。"他提到的Sam是指OpenAI首席执行官Sam Altman。 A：虽然英伟达此前宣布将向OpenAI投资高达1000亿美元，但黄仁勋澄清投资额不会达到1000亿美元那 么多。不过他强调会进行"巨额投资"和"大量资金投入"，这可能是英伟达有史以来最大的一笔投资。 Q3：英伟达对OpenAI的投资计划还会继续吗？ A：是的，投资计划仍在继 ...

Core Viewpoint - Nvidia's stock has underperformed in 2026, and analysts suggest that upcoming earnings, industry events, and new AI model launches could revitalize its performance [1] Group 1: Stock Performance - Nvidia's stock, along with Broadcom, has traded in the red this year, underperforming compared to the broader PHLX Semiconductor Index [1] - Major chip companies have seen strong stock performances due to supply-demand imbalances, contrasting with Nvidia's recent struggles [1] Group 2: Analyst Insights - Cantor Fitzgerald analyst C.J. Muse highlights the disconnect between Nvidia's performance and that of other semiconductor companies benefiting from market conditions [1]

Core Viewpoint - OpenAI is reportedly dissatisfied with Nvidia's latest AI chips and is exploring alternative options, which may complicate their relationship in the competitive AI landscape [1]. Group 1: OpenAI and Nvidia Relationship - OpenAI has partially distanced itself from Nvidia, which was expected to invest in a new $100 billion funding round [1]. - Sources indicate that OpenAI has been seeking alternatives to Nvidia's AI chips since last year, raising concerns about the future collaboration between these two key players in the AI sector [1]. - Nvidia's CEO Jensen Huang stated that there was never a firm agreement for Nvidia's participation in OpenAI's investment round, suggesting a potential decline in Nvidia's confidence in OpenAI's future valuation [1]. Group 2: Competitive Landscape - The AI chip market is becoming increasingly competitive, with companies like AMD, Amazon (with its Trainium3 chip), Google (with Ironwood TPU), and Microsoft also entering the fray [1]. - Despite the emergence of these competitors, Nvidia remains a dominant player in the AI chip industry, making it challenging for alternatives to gain significant traction [1]. - The tension between Nvidia and OpenAI reflects a broader struggle among major AI companies as they vie for leadership in the rapidly evolving AI market [1].

Market Analysis by covering: Palantir Technologies Inc. Read 's Market Analysis on Investing.com ...