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New Broadcom Bull Fuels Continued Optimism
Schaeffers Investment Research· 2025-09-15 14:50
Shares of Broadcom Inc (NASDAQ:AVGO) were last seen up 0.4% at 361.20, after Macquarie Securities initiated coverage on the chipmaker with an "outperform" rating and $420 price target. The firm cited Broadcom's strength in the specialized chip market. Macquarie isn't the only firm bullish on Broadcom -- heading into today, 34 of the 39 analysts covering the stock recommend a "strong buy."The stock is not far removed from a 9.4% post-earnings pop  on Sept. 5, fueled by renewed interest in its AI capabilities ...
A股晚间热点 | 英伟达(NVDA.US)遭反垄断进一步调查
智通财经网· 2025-09-15 14:37
1、习近平:纵深推进全国统一大市场建设 重要程度:★★★★★ 9月16日出版的第18期《求是》杂志将发表中共中央总书记、国家主席、中央军委主席习近平的重要文章 《纵深推进全国统一大市场建设》。 文章强调,建设全国统一大市场,是党中央作出的重大决策,不仅是构建新发展格局、推动高质量发展的 需要,而且是赢得国际竞争主动权的需要。我国作为全球第二大消费市场,必须把全国统一大市场建设 好,增强我们从容应对风险挑战的底气。 2、国家外汇局:允许外商直接投资项下外汇利润境内再投资 9月15日,商务部新闻发言人就美方要求相关方面以进口俄罗斯石油为由对华加征关税情况答记者问。对 此,商务部发言人说,中方一贯反对以所谓"涉俄"为由,对中国采取经贸限制措施。美方此次意图胁迫相 关方面,以购买俄罗斯石油为由,对中国加征"次级关税",是典型的单边霸凌和经济胁迫行径。如果任何 方面损害中方利益,中方将采取一切必要措施维护自身合法权益。 同日,外交部发言人林剑主持例行记者会。有记者提出类似提问,林剑表示,中国同包括俄罗斯在内的世 界各国开展正常的经贸、能源合作正当合法,无可厚非。美方的做法是典型的单边霸凌和经济胁迫,严重 破坏国际经贸规 ...
美股异动丨英伟达跌1.3% 市场监管总局对公司实施进一步反垄断调查
Ge Long Hui· 2025-09-15 14:33
英伟达(NVDA.US)现跌1.3%。据国家市场监督管理总局消息,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。 | 前复权 > 9 0 | NVDA 英伟达 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 175 470 - 2.350 -1.32% | 交易中 09/15 10:26 章 | 184.235 | | | | | | 三 7 24 5 5 5 5 5 0 5 0 5 0 5 0 5 0 2 5 2 5 2 5 2 5 2 5 2 5 2 5 2 5 2 5 2 5 2 5 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 8 0 5 0 12 2 2 2 2 8 0 5 0 12 2 2 2 8 0 5 | 178 122 | 7 9-20.95 | 172.032 | | | | | 最高价 176.570 | ...
与英伟达(NVDA.US)签署63亿美元新订单 CoreWeave(CRWV.US)涨超5%
Zhi Tong Cai Jing· 2025-09-15 14:27
根据协议条款,英伟达承诺在2025年至2032年4月13日期间,承担购买CoreWeave未被客户使用的剩余 产能的义务,前提是CoreWeave满足交付及服务可用性等条件。这一安排不仅有助于CoreWeave提高产 能利用率,也为英伟达在人工智能及高性能计算领域提供了更多算力支持。 CoreWeave(CRWV.US)股价走高,截至发稿,该股涨超5%,报118.1美元。CoreWeave宣布与英伟达 (NVDA.US)在2023年4月10日签署的协议基础上,达成一份新的订单协议,初始价值高达63亿美元。该 协议旨在为CoreWeave客户提供预留的云计算容量,并在客户未完全使用其数据中心产能时,由英伟达 购买剩余的闲置产能。 ...
美股异动 | 与英伟达(NVDA.US)签署63亿美元新订单 CoreWeave(CRWV.US)涨超5%
智通财经网· 2025-09-15 14:26
智通财经APP获悉,CoreWeave(CRWV.US)股价走高,截至发稿,该股涨超5%,报118.1美元。 CoreWeave宣布与英伟达(NVDA.US)在2023年4月10日签署的协议基础上,达成一份新的订单协议,初 始价值高达63亿美元。该协议旨在为CoreWeave客户提供预留的云计算容量,并在客户未完全使用其数 据中心产能时,由英伟达购买剩余的闲置产能。 根据协议条款,英伟达承诺在2025年至2032年4月13日期间,承担购买CoreWeave未被客户使用的剩余 产能的义务,前提是CoreWeave满足交付及服务可用性等条件。这一安排不仅有助于CoreWeave提高产 能利用率,也为英伟达在人工智能及高性能计算领域提供了更多算力支持。 ...
Markets poised for a Fed rate cut, China says Nvidia violated antitrust laws
Youtube· 2025-09-15 14:11
Hello and welcome to Morning Brief Market Sunrise. I'm Raman Karamali live from Yahoo Finance Studios in London. It's Monday 15th September.Coming up on the show, markets are poised for a Fed rate cut this week, but just how many more will there be in 2025. Nvidia shares slide in the pre-market after China says the chip giant violated anti- monopoly law and is it a case of the Lubu doldrums. Has the once popular trend started to fizzle out.So grab your coffee and let's own the morning. Well, overnight China ...
These 2 AI Cloud Stocks Have Outperformed Nvidia and Palantir This Year, and Microsoft Is Throwing Billions at Them. Are They Buys?
Yahoo Finance· 2025-09-15 13:45
Key Points Nvidia and Palantir have been two of the top-performing AI stocks since the launch of ChatGPT. However, cloud giants like Microsoft are now pouring billions into new AI cloud companies. CoreWeave and Nebius have already doubled this year, and are reporting triple-digit revenue growth. 10 stocks we like better than Nebius Group › Nvidia and Palantir Technologies have been the undeniable stars of the artificial intelligence (AI) boom thus far. Since the beginning of 2023, Nvidia is up 1,0 ...
CoreWeave discloses new cloud capacity order with Nvidia (NASDAQ:CRWV)
Seeking Alpha· 2025-09-15 13:40
AI hyperscaler CoreWeave (NASDAQ:CRWV) disclosed a $6.3 billion new order form with Nvidia (NASDAQ:NVDA) under its existing 2023 services deal, giving Nvidia rights to buy unused data center capacity through April 13, 2032. Shares of CoreWeave rose nearly 5% in morning trading ...
美股高开 特斯拉涨超6% 英伟达跌1.3%
Ge Long Hui A P P· 2025-09-15 13:39
特斯拉涨超6%,此前马斯克买入超250万股特斯拉股票。 Monte Rosa Therapeutics涨52.8%,与诺华制药达成57亿美元授权合作协议。 英伟达跌1.3%,违反中国反垄断法,将被进一步调查。 格隆汇9月15日|美股三大指数集体高开,道指涨0.21%,纳指涨0.46%,标普500指数涨0.35%。 禾赛涨3%,公司与Robotaxi公司签署超4000万美元激光雷达订单。 ...
Options Corner: NVDA
Youtube· 2025-09-15 13:23
[Music] Back on Morning Movers with another look at Nvidia. It's in the crosshairs of regulators in China. The economic superpower says that the company violated its anti- monopoly law.Shares are taking a hit this morning as a result. Keep in mind, Nvidia hit an all-time high of 184 last month. It's rallied nearly 50% over the past year, closing Friday with a market cap of 4.3% trillion.Time now for options corner. Joining us to take a deeper look at Nvidia, it's Rick Dukat, lead market technician here on S ...