近日，经初步调查，英伟达公司违反《中华人民共和国反垄断法》和《市场监管总局关于附加限制性条 件批准英伟达公司收购迈络思科技有限公司股权案反垄断审查决定的公告》，市场监管总局依法决定对 其实施进一步调查。 ...

CoreWeave披露获得来自英伟达的至少63亿美元订单，这份新订单是基于双方在2023年达成的一项协议。 9月15日，CoreWeave在一份文件中表示，根据协议条款，英伟达有义务购买CoreWeave截至2032年4月的剩余未售算力容 量。CoreWeave表示将在公布第三季度财报时披露完整协议副本。 据媒体报道，CoreWeave发言人在一封电子邮件中表示： 该协议反映了CoreWeave在加速全球人工智能创新方面发挥的规模、信任和关键作用。 今年3月以来，CoreWeave从IPO价格40美元一度飙涨390%至187美元，随后股价大幅回落、曾跌至90美元下方。周一股价 盘中涨逾8.4%，最终收涨7.6%，公司市值接近590亿美元。 英伟达扮演双重角色 CoreWeave的商业模式在很大程度上依赖英伟达，它通过采购数十万个英伟达图形处理单元（GPU），再将其算力租赁给 客户。 这种依赖关系在其IPO招股说明书中曾被列为风险因素，当时其基础设施中的所有GPU均来自英伟达。 与此同时，英伟达也是CoreWeave的早期支持者。截至6月30日，英伟达持有CoreWeave约7%的A类股。这种紧密的伙伴关 系也 ...

[Chart courtesy of MarketWatch.com][Chart courtesy of MarketWatch.com]Moving the marketThe major indexes tried to add to last week’s gains today, driven by upbeat headlines from the latest U.S.-China trade talks and traders bracing for the Fed’s big meeting on rates.Both the S&P 500 and Nasdaq even climbed to new record highs, powered by strong showings in the tech sector and hints from President Trump that discussions with China were “going well.”U.S. and Chinese officials wrapped up another round of talks ...

And right now we are 2 minutes away from the end of the trading day. Romaine Bostick alongside Katie Greipel taking you through to that closing bell with a global simulcast. It starts now.Carol Massar and Tim Stenovec in the radio booth. Welcome to our audiences across the globe out here. I know she's just turned around like you're surprised at the same time every day.Carol Massar Yeah, but this day is different, right. It's this day is different. What did you say.Happy anniversary to Carol. Happy anniversa ...

As the market awaits the FOMC decision on Wednesday, the US stocks are cheering on the prospects for a cut, and visions of other cuts between now and year-end. The gains today were led by the NASDAQ index which closed at another record. The S&P index was also higher and it too closed at a record.Tesla shares closed higher by 3.62%Alphabet cracked 3 trillion market capitalization, rising 4.53% in the process. It now joins Microsoft, Apple and Nvidia with a market capitalization of over $3 trillionNvidia shar ...

Let's now bring in a Tesla shareholder, CNBC contributor, San Hills Global Advisors, Brenda Vanello. Brenda, this is a scenario where a lot of folks have been looking for some kind of catalyst for Tesla to resume a sustained trend higher. Is this the one.>> I think it's one of many catalysts that are out there, but I think it's definitely a great vote of confidence. I mean, there was so many questions about whether Elon was really focused on Tesla for a period of time and whether the work that he was doing ...

Market Overview - The S&P 500 and Nasdaq have reached new all-time highs, driven by positive sentiment regarding a potential trade deal between the U.S. and China, particularly concerning TikTok's operations in the U.S. [1] - China's Ministry of Commerce has initiated an anti-dumping investigation into American-made analog integrated circuits, which may complicate trade negotiations [1] Nvidia and Mellanox - Nvidia is facing antitrust accusations from China related to its $7 billion acquisition of Mellanox Technologies in 2020, although Nvidia's shares showed resilience, only dipping slightly in premarket trading [1] - Nvidia's spokesperson emphasized compliance with the law and cooperation with government agencies regarding export controls [1] - The acquisition of Mellanox has significantly enhanced Nvidia's data center strategy, with networking revenues reaching a record $7.3 billion last quarter, driven by strong demand for its products [1] Cybersecurity Sector - CrowdStrike and Palo Alto Networks have seen stock price increases, outperforming the tech-heavy Nasdaq [1] - Palo Alto Networks received a boost from Wedbush Securities, which added it to their "best ideas" list, highlighting fiscal year 2026 as a pivotal year for its platformization strategy [1] - CrowdStrike is under observation during its annual Fal.Con conference, with an investor briefing scheduled for Wednesday [1] Upcoming Economic Data - No major earnings reports are expected after Monday's close, but minor reports from Dave & Buster's and Ferguson are anticipated [1] - Key economic data, including the August retail sales report and industrial production figures, will be released on Tuesday, leading up to the Federal Reserve's interest rate decision on Wednesday [1]

U.S. stocks opened Monday with modest gains, as investors reacted to President Trump's optimistic remarks on U.S.-China trade talks and braced for the Federal Reserve's upcoming interest rate decision. The S&P 500 and Nasdaq Composite are poised to extend last week's record highs, while the Dow Jones Industrial Average remained largely unchanged.President Trump's comments that "China talks are going well" helped lift investor sentiment, contributing to the positive market tone. However, the broader market's ...

For more on what this may all mean or not mean, let's bring in Bernstein senior analyst Stacy Rasg. Stacy kind of hit with a an antirust accusation and the stock market snores. >> Well, you got to remember they're not selling anything in China right now. >> They want to >> they they want to and actually the reason we're they're not selling right now it is because of the China side.The US seems to be getting a little more flexible on that. Um it's sort of unfortunate because you know supposedly the antitrust ...

Nvidia uh becoming the latest pawn in the US China trade negotiations. Christina Partzene has more on that layer in tech check. Christina Leslie.Well, China's market regulator announced this morning that Nvidia violated anti- monopoly law. But this is more than just about antirust. It's also about leverage.Beijing launched this probe in December, just one week after Washington unveiled tougher chip export controls and conveniently announced the quote violation today as US China trade negotiators just finish ...