Welcome to Morning Brief presented by Robin Hood, the home to commission free trading. I'm Yahoo Finance executive editor Brian Sazy. Let's fire up three things you need to know on this day after Christmas trading session.First up, I remain on Santa Claus rally watch as the Grinch may not rip this from the mouths of the bulls. Stocks flirting with fresh records as the Santa rally period is now underway. A little news you can use here.Stocks have enjoyed a Santa Claus rally in nearly 80% of the last 50 years ...

Core Insights - Nvidia has acquired talent and technology from Groq, a company specializing in custom-built inference chips, but has not acquired Groq itself [1][2][3] - Groq has entered into a non-exclusive licensing agreement with Nvidia for its inference technology, aiming to enhance access to high-performance, low-cost inference solutions [2][3] - Key members of Groq, including founder Jonathan Ross and President Sunny Madra, will join Nvidia, while Groq will continue to operate independently under CFO Simon Edwards as CEO [3] Company Valuation and Growth - Groq was valued at $6.9 billion in a funding round where it raised $750 million, more than double its valuation of $2.8 billion from a year earlier [4][5] - The company claims its technology powers over 2 million developers and Fortune 500 companies, indicating significant market presence and growth in AI technology deployment [4] - Groq's focus is on building American infrastructure for AI inference, emphasizing high speed and low cost [5][6] Industry Trends - There is a noticeable shift in investment and engineering resources towards inference infrastructure as companies transition from experimenting with large language models to implementing them in live environments [6]

英伟达（NVDA）周五早盘上涨1.6%。该公司同意收购或授权Groq的AI加速器资产，并吸纳其核心高 管团队，这是该公司迄今最大规模的交易，旨在将其低延迟推理能力扩展至整个AI工厂架构。 责任编辑：张俊 SF065 英伟达（NVDA）周五早盘上涨1.6%。该公司同意收购或授权Groq的AI加速器资产，并吸纳其核心高 管团队，这是该公司迄今最大规模的交易，旨在将其低延迟推理能力扩展至整个AI工厂架构。 责任编辑：张俊 SF065 ...

责任编辑：张俊 SF065 投资服务公司The Motley Fool指出，英伟达（NVDA）、台积电（TSM）和阿斯麦（ASML）因其在 GPU、先进晶圆代工产能和极紫外光刻（EUV）领域的主导地位，被视为长期推动AI发展的关键企 业。 投资服务公司The Motley Fool指出，英伟达（NVDA）、台积电（TSM）和阿斯麦（ASML）因其在 GPU、先进晶圆代工产能和极紫外光刻（EUV）领域的主导地位，被视为长期推动AI发展的关键企 业。 责任编辑：张俊 SF065 ...

美国银行预计2026年半导体行业规模将达到1万亿美元，由英伟达（NVDA）、博通（AVGO）、泛林 集团（LRCX）、科磊（KLAC）、ADI>亚德诺（ADI）和楷登电子（CDNS）引领，因AI数据中心建 设加速推进。 责任编辑：张俊 SF065 美国银行预计2026年半导体行业规模将达到1万亿美元，由英伟达（NVDA）、博通（AVGO）、泛林 集团（LRCX）、科磊（KLAC）、ADI>亚德诺（ADI）和楷登电子（CDNS）引领，因AI数据中心建 设加速推进。 责任编辑：张俊 SF065 ...

RADNOR, Pa., Dec. 26, 2025 /PRNewswire/ -- The law firm of Kessler Topaz Meltzer & Check, LLP (www.ktmc.com) is currently investigating potential violations of the federal securities laws on behalf of investors of CoreWeave, Inc. (NASDAQ: CRWV) ("CoreWeave"). CoreWeave's business model involves using high-interest debt to buy thousands of advanced AI chips from Nvidia, installing them in server racks inside data centers that it leases from third-party landlords, then renting access to the chips to AI compa ...

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Are You Getting The Returns You Want? Invest alongside the Financial Prophet's All-Weather Portfolio (2025 85% YTD return) and achieve optimal results in any market.The Daily Prophet Report provides crucial information before the opening bell rings each morning.Implement my Covered Call Dividend Plan and earn 50% on some of your investments.All-Weather Portfolio vs. The S&P 500Join The Financial Prophet And Become A Great Investor! Don't Hesitate! Take advantage of the 2-week free trial and receive this lim ...

圣诞节后首个交易日，美股三大指数涨跌不一，纳指涨0.14%，标普500指数涨0.08%，道指跌0.03%。 英伟达涨近1%，据报拟于明年春节前对中国交付H200 AI芯片，性能翻6倍，售价涨30%。 金银价格双双创新高，黄金白银股高开，黄金资源、科尔黛伦矿业涨超3%，泛美白银涨超2%，纽曼矿 业、哈莫尼黄金涨超1%。 存储概念股齐涨，闪迪涨3.5%，美光科技涨1.3%，西部数据涨1.5%，市场研究机构Omdia预期AI需求 推动NAND明年涨价40%。 (格隆汇) ...

Core Insights - NVIDIA Corporation's networking business is becoming a significant growth driver due to the increasing complexity of AI models, which necessitates faster connections between processors [1][5] Group 1: Networking Business Growth - NVIDIA's networking revenues grew 162% year over year and 13% sequentially in Q3 of fiscal 2026, reaching a record $8.19 billion [2][10] - The demand for high-speed interconnects from cloud service providers and AI-focused data center operators is benefiting NVIDIA, as its networking hardware is integrated with its compute platforms [3][10] - The increasing size of AI clusters is leading to higher margins for NVIDIA's networking products, as high-performance switches and interconnects are sold at attractive prices [4] Group 2: Future Revenue Projections - The Zacks Consensus Estimate projects NVIDIA's networking revenues to reach $29.34 billion in fiscal 2026, indicating a year-over-year growth of approximately 126% [5][10] Group 3: Competitive Landscape - NVIDIA faces competition from Broadcom and Arista Networks in the AI networking space, with Broadcom being a leader in Ethernet switching and custom silicon solutions [6] - Arista Networks specializes in high-speed Ethernet switches and is favored by cloud service providers for building AI clusters [7] Group 4: Stock Performance and Valuation - NVIDIA's shares have increased by approximately 19.6% over the past six months, outperforming the Zacks Semiconductor – General industry's gain of 17.5% [8] - The company trades at a forward price-to-earnings ratio of 27.52, which is lower than the industry average of 29.29 [12] - Earnings estimates for fiscal 2026 and 2027 have been revised upward, implying year-over-year increases of approximately 55.5% and 54.4%, respectively [15]