Hello, I'm Frank Colin, anchor worldwide exchange. Every morning we have a word of the day. That word was circus.It came from Victoria Green of G Squared Private Wealth. She says it's kind of like a circus in the markets with CPI uh IPOs like CLA and Gemini and also Oracle's big stock pop. She's really advising investors to keep a cool head and not make any big moves until some of these things sort themselves out.Her pick for us today was Rubric. It's a cyber security company that's falling after earnings. ...

Q&A 英伟达推出的 RoboMaster 4PX 和 Oracle 在 AI 推理方面的进展有哪些重 要意义？ 英伟达 RoboMaster 4PX 支持 FP4 数据格式，显著降低算力消耗和成 本，提升推理效率，而国产算力卡尚未达到这一水平，面临技术突破挑 战。 英伟达首次在硬件层面支持推理过程中的 Prefill 与 Decode 阶段分离， 结合 GDDR7 内存优化，大幅提高推理效率，并推出 Dynamo 推理架 构，通过融合计算和自动调整计算图优化模型推理。 英伟达 Robin CPS GPU 系统与 Dynamo 框架协同，通过 PD 分离推理 和智能请求路由，实现精准资源调度，优化长上下文应用场景，如 AI 编 程和 AI 视频。 Oracle 强调其 AI 推理优势在于构建万卡、十万卡算力集群，并配备软 件优化框架和向量数据库能力，展现全人类 AI 产业从训练进入推理的趋 势。 AI 推理时代依赖大模型引擎调用向量化数据库信息进行推理，Oracle 在集群能力、软件框架和私有云数据库方面具备显著优势，构建了复杂 且高技术门槛的体系。 从英伟达 Rubin CPX 和 Oracle 看算力趋势 ...

Oracle - Analysts are raising price targets for Oracle following a significant stock increase of 40% [1][2] - Morgan Stanley raised its target to $275 from $210 with a neutral rating, citing positive organic recurring revenue growth trends and ongoing cloud shift [3] - Barclays increased its target to $347 from $281 with an overweight rating, indicating potential upside [4] - Bernstein's target was raised to $365 from $308 with an outperform rating, highlighting strong growth guidance despite missing top and bottom line expectations [5] - Larry Ellison's net worth increased by $101 billion due to Oracle's stock surge, making it the largest single-day wealth gain on record [6][7] Nvidia - Nvidia was upgraded to buy from neutral with a price target raised to $210 from $195, driven by expected growth in AI compute demand [11] - Analysts are optimistic about Nvidia's growth potential, despite concerns about competition and market volatility [12][14] - The average price target for Nvidia is around $212, implying about 20% upside from recent closing prices, with a street high of approximately $389 [20][21] - 92% of analysts maintain a buy or equivalent rating on Nvidia, reflecting strong market confidence [22][23]

Investors with a lot of money to spend have taken a bearish stance on NVIDIA NVDA.And retail traders should know.We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with NVDA, it often means somebody knows something is about to happen.So how do we know what these investors just did? Today, Benzinga's options scanner spotted 99 uncommo ...

消息人士透露，英伟达给出的目标读取性能是 2 亿 IOPS，铠侠已计划通过两块固态硬盘协同运作来实 现这一速度，同时这些固态硬盘还将支持 PCIe 7.0 标准，属于次次世代标准。 媒体11日报道，日本铠侠计划到2027年实现AI SSD的商业化，其数据读取速度将比传统产品快近100 倍。该SSD将与英伟达合作开发并用于处理生成式AI计算的服务器，旨在部分取代作为GPU内存扩展器 的HBM。 另有消息，铠侠正根据英伟达的提案和要求研发这些新型固态硬盘，预计将在 2026 年下半年发出首批 样品；同时铠侠预测，到 2029 年将有一半的 NAND 芯片被 AI 相关产业购买。 ...

Group 1 - The Philadelphia Semiconductor Index opened significantly higher, rising over 1% [1] - Micron Technology saw an increase of over 8% [1] - Nvidia experienced a rise of 1.5% [1] - ASML's stock increased by over 1% [1]

Core Viewpoint - The demand for AI computing is expected to grow for years, which will likely drive Nvidia's stock higher despite emerging competition [1] Company Analysis - D.A. Davidson analyst is monitoring the emerging competition for Nvidia, indicating that while competition is increasing, the overall market for AI computing remains robust [1] Industry Outlook - The AI computing demand is projected to continue its growth trajectory, suggesting a positive long-term outlook for companies involved in this sector, including Nvidia [1]

Hello and welcome to Morning Brief Market Sunrise. I'm Ramzan Karali live from Yahoo Finances studios in London. It's Thursday 11th September.Coming up on the show, consumer price inflation is out later this morning. It's expected to show that prices remain sticky in August. The largest IPO of 2025, Cler was a hit on its first day of trading on Wednesday.But it wasn't alone. Meme stock Open Door gets a new CEO. And just who is the richest man in the world right now.So grab your coffee and let's own the morn ...

Core Viewpoint - Stocks on Wall Street are experiencing a rise, approaching a third consecutive day of record highs, driven by expectations of a rate cut by the Federal Reserve [1] Group 1 - The anticipation of a Federal Reserve rate cut is influencing market sentiment positively, leading to increased stock prices [1] - Wall Street's performance reflects investor optimism regarding monetary policy adjustments [1] - The potential rate cut is seen as a catalyst for further market gains, contributing to the upward trend in stock prices [1]

Nvidia, widely considered the poster child for artificial intelligence (AI), received a notable upgrade on Wednesday as D.A. Davidson shifted its rating on the stock to buy from neutral. ...