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The AI Infrastructure Opportunity
Yahoo Finance· 2025-10-13 18:44
Tim Beyers: Very good. Let's talk about this because there's a lot of AI infrastructure spend. I'll give you a quick stat here because I find this to be absolutely bonkers. The New York Times is reporting that Amazon, Microsoft, Alphabet, Meta , and OpenAI combined are projecting 325 billion. That's with a B, 325 billion in spend by year end. We're in October, this was published in mid September. We're in October now, 325 billion by year end in pursuit of AI. That seems absolutely outrageous to me. Let's ta ...
From Vision to Readiness: Vertiv Collaborates with NVIDIA to Advance 800 VDC Platform Designs to Power the Next Generation of AI Factories
Prnewswire· 2025-10-13 16:09
Vertiv matures system-level infrastructure designs to support future NVIDIA AI infrastructure , /PRNewswire/ -- Vertiv (NYSE: VRT), a global leader in critical digital infrastructure, today announced a milestone in its collaboration with NVIDIA to accelerate the next generation of AI factories, detailing its design maturity for 800 VDC power architectures. Building on its strategic alignment announced in May 2025, Vertiv has significantly advanced its platform designs to accelerate its 'unit of compute' s ...
美国股票策略-贸易升级是新一轮牛市中迟来调整的催化剂-US Equity Strategy-Weekly Warm-up Trade Escalation Is Catalyst for Overdue Correction within New Bull Market
2025-10-13 15:12
Summary of Key Points from the Conference Call Industry Overview - The discussion primarily revolves around the **US Equity Market** and the implications of **trade policy uncertainty**, particularly concerning **China**. The current market is characterized as a **new bull market** that began in April 2025, with recent trade escalations acting as a catalyst for a potential correction. Core Insights and Arguments 1. **Market Correction Catalyst**: The unexpected escalation in trade tensions with China has triggered a correction in the equity market, which was already due given high valuations and unfavorable seasonal trends. The market experienced its weakest performance since April 2025 due to these factors [4][7][9]. 2. **Volatility Expectations**: The baseline scenario anticipates continued volatility in the near term, with potential for a larger correction (10-15% in S&P 500 terms) if trade tensions do not de-escalate by early November. This is based on technical analysis and market positioning [4][12][9]. 3. **Earnings Season Dynamics**: The upcoming earnings season is expected to show increased stock-specific risk and dispersion in earnings estimates. The S&P 500 is projected to see an 8% year-over-year increase in earnings for Q3, with sales expected to rise by 4% [53][57]. 4. **Impact of Trade Policy**: The potential for a 100% tariff on China, effective November 1, poses a significant risk to the US industrial supply chain and could negate the current recovery narrative. The effective global tariff rate is expected to reach approximately 16% by year-end [6][13][42]. 5. **Sector Preferences**: The **healthcare sector** is highlighted as a preferred defensive sector amidst trade uncertainties. In contrast, the **Consumer Discretionary Goods** sector is underweighted due to its high exposure to tariffs from China [4][14]. Additional Important Insights 1. **Earnings Revisions Breadth**: There has been a consolidation in earnings revisions breadth for the S&P 500, which may lead to weaker surprise rates in the upcoming quarter. The current revisions breadth stands at 12%, with expectations of a decline to 5% [17][19][23]. 2. **Long-term Economic Outlook**: Despite the near-term challenges, the long-term outlook remains optimistic, with expectations for earnings to improve further into 2026. The quality factor is seen as a hedge against policy uncertainty [4][9][14]. 3. **Technological and Geopolitical Themes**: The call also touched on broader themes such as **technology diffusion**, **longevity**, and the **multipolar world**, emphasizing the role of AI and geopolitical factors in shaping market dynamics [41][42]. Conclusion The conference call provided a comprehensive overview of the current state of the US equity market, highlighting the significant impact of trade policy uncertainty on market performance and sector dynamics. The insights into earnings expectations and sector preferences offer valuable guidance for investors navigating the evolving landscape.
Jim Cramer Says Worries About Oracle (ORCL) Losing Money Are Like Buying A Boeing Plane
Yahoo Finance· 2025-10-13 10:26
Group 1 - Oracle Corporation's shares increased by 36% following the announcement of a $455 billion cloud order backlog [1] - Reports suggest Oracle is losing money from using NVIDIA's chips, with NVIDIA's CEO providing insights on the long-term profitability of such investments [2] - The analogy of building a hotel or acquiring a Boeing plane is used to illustrate that immediate profits are not expected, but significant returns may come in the later years [2] Group 2 - There is a belief that while Oracle has potential, other AI stocks may offer higher returns with limited downside risk [2] - A free report is mentioned that highlights an extremely cheap AI stock benefiting from Trump tariffs and onshoring [2]
I’m Not Giving Up On Amazon, (AMZN) Says Jim Cramer
Yahoo Finance· 2025-10-13 06:16
We recently published Jim Cramer Discussed These 13 Stocks And Talked About Market “Froth” & Dotcom Bubble. Amazon.com, Inc. (NASDAQ:AMZN) is one of the stocks Jim Cramer recently discussed. Cramer mentioned Amazon.com, Inc. (NASDAQ:AMZN) as part of his discussion of NVIDIA CEO Jensen Huang. Remarking that it was “interesting” that Huang mentioned the firm, he discussed the firm’s decision not to aggressively buy NVIDIA’s AI GPUs for its cloud computing business: “I thought it was interesting this mornin ...
CoreWeave’s (CRWV) Model Was “Was Endorsed By” NVIDIA CEO, Says Jim Cramer
Yahoo Finance· 2025-10-13 06:15
We recently published Jim Cramer Discussed These 13 Stocks And Talked About Market “Froth” & Dotcom Bubble. CoreWeave, Inc. (NASDAQ:CRWV) is one of the stocks Jim Cramer recently discussed. CoreWeave, Inc. (NASDAQ:CRWV) has positioned itself to become one of the most important firms in the AI ecosystem. The firm provides computing infrastructure, including NVIDIA’s AI GPUs, to AI software companies to run their workloads. Its proximity to NVIDIA has also led to chatter about “circular transactions” betwee ...
X @Doctor Profit 🇨🇭
Doctor Profit 🇨🇭· 2025-10-12 20:24
#Bitcoin/ Stock market – What’s Next?The Big Sunday Report: All You Need to Know🚩 TA / LCA / Psychological Breakdown:There is no longer a reason to stay MAX bearish as we have been recently after the most recent liquidation event, this does not mean to become MAX bullish. Trading is more than black and white and now is the moment to analyse the next big move. The record breaking liquidation cascade is exactly what I wanted to see, and it finally happened. Congratulations if you survived the largest liquidat ...
AI周观察:英特尔18A正式量产
SINOLINK SECURITIES· 2025-10-12 08:43
Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The AI application market is experiencing varied activity levels, with OpenAI launching its most powerful model, GPT-5Pro API, aimed at high-end markets such as research and law, priced at $15 per million tokens [12] - Intel has officially entered the 2nm era with its 18A node, marking a significant milestone in its manufacturing capabilities, although the yield and performance remain to be validated [18][22] - The Taiwanese storage industry is showing signs of recovery driven by AI demand, with companies like Phison and Winbond reporting significant revenue increases [24][27] - The Chinese smartphone market saw a decline in sales, with a 6.24% year-on-year drop in August 2025, while the PC market remained relatively stable [28][34] Summary by Sections AI Applications - The activity of AI chat applications has been affected by the holiday season, with notable changes in user engagement [10][12] - Google's new Gemini model aims to enhance AI's ability to interact with web pages, reflecting the competitive landscape in AI agent functionalities [13] AMD vs. NVIDIA - The InferenceMAX framework reveals that the competition between AMD and NVIDIA is nuanced, with performance depending on model types and interaction levels [14][15] - NVIDIA maintains an edge in low to mid-interactivity scenarios, while AMD shows competitive potential in specific high-interactivity tasks [16][17] Intel's 18A Node - Intel's 18A node represents a critical step in its strategy to regain advanced manufacturing credibility, with the first products expected to ship by late 2025 [22][23] Taiwanese Storage Industry - Phison's revenue reached NT$6.515 billion in September 2025, driven by a nearly 300% increase in PCIe SSD controller shipments, indicating strong AI-related demand [24] - Winbond reported a revenue high of NT$21.77 billion in Q3 2025, benefiting from rising DRAM contract prices and a recovering demand cycle [27] Smartphone and PC Market - In August 2025, China's smartphone sales reached approximately 20.8 million units, reflecting a decline, with Apple and OPPO leading in market share [28] - The domestic PC market remained stable, with desktop sales declining slightly and laptop sales showing a modest increase [34]
范小明:卖掉2倍做多Google品种后,市场就迎来大力度冲击
Xin Lang Cai Jing· 2025-10-11 15:15
来源:市场资讯 (来源:明哥夜谈) 1 在文章《我的守正账户、出奇账户,分别是什么?》中,我提到:除了在面向国内市场的账户中投资跟 踪纳斯达克100指数的ETF,我还于2024年8月份创建了一个面向美国资本市场的账户,不再约束只投资 纳斯达克100指数ETF,而是可直接投资具体的上市公司股票,以及具有多倍杠杆效应的衍生品。 背后的投资价值观是:相信自己对科技、消费、金融、医药等行业的深入研究能力和广泛涉猎能力,追 求超越指数的个股和行业机会。 至于这个账户是在国内以收益互换的形式创建的账户,还是直接在境外券商开设的账户,抑或仅仅是一 个模拟账户,我就不便透露了。 不得不说,我在2025年迎来了运气最好的日子。 如果你是常年跟踪我文章的读者,一定记得,在试图追求出奇收益率的这个账户中,我在2025年2月5 日,当Google母公司公布了2024年第四季度财报后迎来-7.29%的调整幅度后,卖掉了Google股票,便开 启了逐步买入2倍做多Google的证券品种(GGLL)的历程。 Google公司的股票价格,遭遇了四重的错误解读而明显下跌: 主流舆论认为AI问答产品将颠覆掉传统搜索引擎; Google公司对AI ...
Jim Cramer Wonders Whether AMD’s (AMD) AI GPUs Are Equal Or Better Than NVIDIA’s
Yahoo Finance· 2025-10-10 01:35
Core Insights - Advanced Micro Devices, Inc. (NASDAQ:AMD) announced a deal with OpenAI to supply chips and acquire a 10% stake, which positively impacted its stock price [1] - Jim Cramer highlighted the significance of this partnership, suggesting it validates the total addressable market and AMD's competitive position against NVIDIA [1] - Cramer expressed confidence in AMD's MI450 chip, indicating it may be equal or superior to NVIDIA's offerings, and emphasized the importance of this relationship in the context of market competition [2] Company Developments - The partnership with OpenAI is seen as a strategic move for AMD to secure its position in the AI market, reflecting a proactive approach to avoid losing ground to competitors [1] - CEO Lisa Su's statements suggest that AMD's next-generation products are competitive, countering skepticism about the company's capabilities [2] Market Context - The deal with OpenAI is positioned as a response to the growing AI market, with AMD aiming to capitalize on the demand for advanced computing solutions [1] - Cramer urged skeptics to reconsider their views on AMD's financial and competitive standing, indicating a shift in market perception [1]