Group 1 - Jefferies raised the target price for Nvidia from $220 to $240 while maintaining a "Buy" rating [1] - Jefferies also increased the target price for Broadcom from $415 to $480 [1]

Walsh Asset Management President and CIO Kevin Mann has some rare stats that might just change your mind on at least whether at least whether to sell, right, Kevin. >> Absolutely. I mean, people are right to question how much longer this bull market can run.And we did just recently hit the three-year birthday of this current bull market in October. So, I asked my research team to go back, find out if this is a good signal or a bad signal. And what they found was that over the last 50 years, the five time th ...

NVIDIA CEO Jensen Huang speaks during the Live Keynote Pregame during the Nvidia GTC (GPU Technology Conference) in Washington, DC, on Oct. 28, 2025.The euphoria around artificial intelligence is colliding with the limits of reality, and cracks are emerging.Last night, tech giants like AMD smashed expectations on AI chip demand, and Palantir reported another quarter of strong growth. Yet the Nasdaq fell, revealing Wall Street's playlist is stuck on one track: AI mania.Palantir — the poster child of that obs ...

Core Insights - Qualcomm Inc. is expected to report strong third-quarter earnings, primarily driven by its robust 5G handset business, despite concerns regarding the timeline for monetizing its investments in artificial intelligence [1][6]. Business Performance - The company has provided guidance for Q3, forecasting total revenue between $9.9 billion and $10.7 billion, with non-GAAP earnings per share expected to be between $2.60 and $2.80 [6]. - Qualcomm anticipates a 10% year-over-year growth in QCT handset revenue, with Automotive and IoT segments projected to grow by 20% and 15%, respectively [7]. AI Strategy and Market Perception - Analysts express skepticism about Qualcomm's AI initiatives, with some valuing its AI data center efforts as "option value" not yet reflected in financial models [3][4]. - The market's focus has shifted towards AI, with analysts urging patience as Qualcomm's AI chip, aimed to compete with Nvidia, is not yet monetized [2][3]. Long-term Growth Potential - Qualcomm's long-term potential extends beyond handsets, with key technologies like the Nuvia acquisition forming the basis for its Snapdragon PC platform, which can be utilized for data center chips [5]. - The company is also seen as having emerging roles in physical AI, robotics, and autonomy, which are expected to be significant growth drivers [5]. Stock Performance - Qualcomm's stock has underperformed compared to the Nasdaq 100 index, with a year-to-date increase of 12.50%, compared to the Nasdaq's 21.26% gain [8].

Tokyo's benchmark Nikkei 225 index dipped more than 4 per cent on Wednesday, and other shares in Asia also were mostly lower after a retreat on Wall Street spurred by selling of Big Tech shares. US futures were mixed, and oil prices also fell. The Nikkei fell nearly 5 per cent early in the session but was down 2.8 per cent by mid-afternoon, at 50,090.33. Shares in energy and tech giant SoftBank Group sank 9.8 per cent on jitters over its investments in artificial intelligence. Computer chip maker Tokyo Elec ...

2025-11-05 09:40:49 作者：狼叫兽 2025年11月5日，美股三大主要股指于11月4日全线收跌，大型科技类企业股价普遍下行。英特尔跌幅超 过6%，特斯拉下跌逾5%，英伟达则下挫超过3%，单日市值缩水约1990亿美元，折合人民币约1.42万亿 元，市场整体情绪趋于谨慎。 有金融机构负责人表示，未来12至24个月内，股市可能出现10%至20%的回调，投资者需为波动做好准 备。另有机构高管认为，若非出现严重的宏观经济冲击，市场对10%至15%的调整具备一定承受能力。 值得关注的是，英伟达首席执行官黄仁勋自今年6月以来已通过预设交易计划持续减持公司股票，累计 出售金额超过10亿美元，约合人民币70亿元。尽管近期股价面临压力，英伟达仍成功拓展业务合作，推 动公司市值正式突破5万亿美元，成为全球首家达成这一里程碑的企业。此前，该公司从4万亿美元市值 增至5万亿美元，仅历时四个月。 伴随市值持续攀升，英伟达年内已催生三位新晋亿万富翁，其中包括因股价上涨而净资产跃升的董事会 成员布鲁克·西威尔。现年62岁的黄仁勋目前在全球富豪榜单中位列第九，个人净资产达1757亿美元， 较年初增长613亿美元。 ...

英伟达和谷歌，抢着上天了！ 搭载英伟达H100的卫星已经在这个月被送入太空，谷歌这边也不甘落后—— CEO劈柴哥表示要把TPU也发射上去，最早的两颗卫星2027初启程。 未来，两家都打算在太空建立起吉瓦级的数据中心。 网友表示，在太空部署算力的想法真的很酷。 不过这个赛道上，领先的既不是英伟达也不是谷歌，而是一家来自中国的公司，更早之前就已经开启了太空算力布局。 Starcloud最早将于明年启动商业服务，后续还计划把Blackwell也送入太空，终极目标是建造一个功率达5吉瓦、跨度约2.5英里（约4公里）的轨道数据中 心。 CEO Philip Johnston还预言，10年之内，新建的数据中心将全部建在太空。 AI芯片要上天了 英伟达芯片上天，主要是由Inception计划孵化的初创公司Starcloud执行。 本月刚刚发射的Starcloud-1卫星搭载了H100，重60公斤，大小与小型冰箱相当。 之所以选择英伟达芯片，是因为Starcloud需要具备与地球数据中心相媲美的性能，而英伟达GPU在训练、微调和推理方面性能最佳。 Starcloud-1将接收来自合成孔径雷达（SAR）卫星群的数据，并在太空中 ...

Core Insights - Nvidia has joined the India Deep Tech Alliance (IDTA) as a founding member, committing to support deep tech startups in India with a focus on AI and other emerging technologies [2][3] - The IDTA is a $2 billion investment alliance aimed at fostering innovation in deep tech sectors such as semiconductors, AI, biotech, and robotics [2][4] - Nvidia plans to provide technical training and mentorship through its Deep Learning Institute, enhancing its engagement in India's growing startup ecosystem [1][2] Group 1: Nvidia's Involvement - Nvidia's participation in the IDTA signifies its commitment to mentoring and guiding emerging startups in India, particularly in AI systems and responsible deployment [3][4] - The company aims to collaborate with policymakers, investors, and entrepreneurs to foster innovation and development in the deep tech space [3][4] Group 2: Indian Government Initiatives - The Indian government is actively promoting research and innovation in deep tech, with significant funding initiatives including over 100 billion rupees ($1.1 billion) for its AI Mission and a 1 trillion rupees ($11.2 billion) fund for research and development [5] - Upcoming events like the AI Impact Summit, announced by Prime Minister Narendra Modi, are expected to attract global leaders and further highlight India's commitment to AI and deep tech [5][6] Group 3: Market Context - There is a growing global interest in India's AI market, with OpenAI recognizing India as its second-largest user base, indicating a robust potential for deep tech growth [6] - Competitors like Google are also investing heavily in India's AI landscape, with a recent pledge of $15 billion to establish an AI hub in Visakhapatnam [6]

Core Insights - NVIDIA and Qualcomm Ventures have joined a coalition of U.S. and Indian investors to support India's deep tech startups, with over $1 billion in commitments aligning with India's new ₹1 trillion (approximately $12 billion) research and development initiative [1][7] Investment and Participation - NVIDIA is participating as a strategic technical advisor without financial commitments, while Qualcomm Ventures has joined with additional capital commitments exceeding $850 million alongside six Indian venture firms [2][4] - The coalition aims to invest capital and provide mentorship and network access to Indian deep-tech startups over the next five to ten years, collaborating with the Indian government on policy initiatives [5][7] Ecosystem Development - India has over 180,000 startups and more than 120 unicorns, with a shift towards ventures addressing infrastructure-scale problems, supported by government initiatives to secure technological sovereignty [3][10] - The India Deep Tech Alliance (IDTA) was launched to bridge the funding gap for deep tech ventures, bringing together major U.S. and Indian investors [4][6] Strategic Contributions - NVIDIA will provide strategic guidance, technical insights, and scalable computing resources to startups, while Qualcomm plans to connect startups with its portfolio companies and partner networks [12][15] - The coalition is described as a "loose coalition of the willing," focusing on knowledge sharing and deal flow among participating investors [17][18] Market Growth and Future Outlook - India's deep-tech funding increased by 78% year-over-year to $1.6 billion in 2024, although it still lags behind developed markets like the U.S. [18] - The alliance is expected to attract global attention and more investors to India's startup ecosystem, fostering confidence among entrepreneurs and potentially leading to more companies listed on major exchanges in the future [19]

当地时间周二，人工智能软件企业Palantir的首席执行官Alex Karp公开抨击卖空势力，并特别点出电影 《大空头》原型人物迈克尔·伯里（Michael Burry）的名字。 此前曝光的文件表明，伯里旗下基金已对Palantir与英伟达这两大AI行业龙头实施了做空布局。 上周五，伯里已在社交平台X上释放了明确信号，他分享了《大空头》中饰演自己的演员克里斯蒂安·贝 尔神情错愕注视电脑屏幕的剧照，并配文称："有时，我们能察觉泡沫的存在。有时，我们能采取行动 应对。有时，唯一的获胜方式就是选择不参与。" 而本周一披露的信息则证实，他并非仅停留在口头警告层面，其管理的Scion资产管理公司正动用巨资 进行空头布局。 伯里还通过推文附带的图表进一步阐述其观点，他对比了Alphabet、亚马逊与微软在2018至2022年云业 务板块的增长态势与当前阶段的差异，暗指当前AI热潮的投资回报率远未达市场预期。这一论调与市 场上与日俱增的忧虑形成呼应：如同互联网泡沫初期对光纤领域的大规模过度投资，当前AI泡沫中的 头部企业未来或许可能遭遇崩盘危机。 具体来看，根据本周的一份证券公告，迈克尔·伯里已买入英伟达和Palantir ...