Key Takeaways Cadence added NVIDIA DGX SuperPOD with DGX GB200 to its Reality Digital Twin Platform.The platform enables AI factory designs that account for cost, power, cooling and space.Users can simulate failures, upgrades and performance to optimize projects pre and post-build.Cadence Design Systems, Inc. (CDNS) has announced a major expansion of its Cadence Reality Digital Twin Platform with the addition of a digital twin of NVIDIA DGX SuperPOD with DGX GB200 systems. This new model of NVIDIA’s (NVDA) ...

Market Sentiment - Renewed optimism around ongoing trade negotiations between India and the U.S. has lifted market sentiment, with expectations of stronger H2 FY26 earnings driven by GST rationalization and monetary easing benefits [1][14] - The IT index has outperformed due to hopes of a potential Fed rate cut and a revival in technology spending, with investors focused on the progress of India-U.S. trade talks for constructive resolutions to tariff-related issues [2][14] U.S. Market Performance - The S&P 500 and Nasdaq reached intraday record highs following cooler-than-expected inflation data, which kept the U.S. central bank on track to cut borrowing costs this year [6][14] - U.S. producer prices unexpectedly fell in August, leading traders to increase bets on interest-rate cuts, with a 90% probability for a 25-basis-point reduction at the upcoming Federal Reserve meeting [7][14] Company Highlights - Oracle's stock surged 41% to a record high, marking its largest one-day percentage gain since 1992, after announcing expectations for booked revenue at its Oracle Cloud Infrastructure business to exceed half a trillion dollars [7][14] - Waaree Energies, HDFC Bank, and Kotak Mahindra Bank were among the most active stocks in terms of turnover on the BSE, indicating high trading activity [9][15] Technical Analysis - The Nifty index gained over 100 points, closing at 24,979, supported by a bullish crossover in the RSI above 50, indicating positive momentum [8][15] - Sustaining above the levels of 24,820–24,750 may lead the index towards 25,160 and higher levels, while support remains at the same lower range [8][15] Stock Activity - Over 118 stocks reached their 52-week highs, including Muthoot Finance, Bosch, and Maruti Suzuki, while 53 stocks hit their 52-week lows [12][15] - Stocks showing strong buying interest included Oracle Financial Services Software, Welspun India, and Vardhman Textiles, while significant selling pressure was observed in stocks like NTPC and Tata Motors [11][13][15]

智通财经APP获悉，周三，半导体板块普涨，截至发稿，英伟达(NVDA.US)涨超4.4%，AMD(AMD.US) 涨超3.4%，博通(AVGO.US)涨超9%，台积电(TSM.US)涨超4.7%，美光科技(MU.US)涨超4.5%。消息面 上，英伟达表示计划推出一款旨在处理视频生成和软件开发等复杂任务的新产品，眼下该公司的芯片和 系统正处于人工智能计算热潮的核心。英伟达称，这款名为Rubin CPX的产品将于2026年底上市。它将 采取卡片形式，可嵌入现有的服务器电脑设计中，或用于能够在数据中心与其他硬件并行运行的独立计 算机。 ...

The software giant is expected to double its revenue in three years, but its future now fully hinges on the AI splurge. ...

Group 1 - The Producer Price Index (PPI) in the U.S. unexpectedly decreased by 0.1% month-over-month in August, marking the first decline in four months, which strengthens the case for the Federal Reserve to consider interest rate cuts [1] - The three major U.S. stock indices opened mixed, with the Nasdaq rising by 0.46%, the S&P 500 increasing by 0.43%, and the Dow Jones falling by 0.18% [1] Group 2 - Oracle's stock surged over 31%, reaching a new high, with expectations that cloud infrastructure revenue will increase by 77% to $18 billion in fiscal year 2026, significantly exceeding forecasts [1] - Nvidia's stock rose by 3.5% following the announcement of the Rubin CPX GPU, designed for large-scale contextual reasoning, set to launch by the end of 2026 [1] - TSMC's stock increased by 3.3%, achieving a new high, with August revenue growing by 34% year-over-year to NT$335.8 billion, the highest for the same period in history [1] - EDA software company Synopsys experienced a decline of over 30%, as its third-quarter performance and guidance for the current quarter fell short of market expectations [1]

Group 1: Market Performance - US stock index futures showed mixed results, with Nasdaq futures up 0.32% and S&P 500 futures up 0.34%, while Dow futures fell 0.16% [1] - European stock indices experienced slight increases, with Germany's DAX up 0.04%, UK's FTSE 100 up 0.12%, France's CAC up 0.48%, and the Euro Stoxx 50 up 0.31% [1] Group 2: Company Updates - Deutsche Bank raised its year-end target for the S&P 500 index to 7000 points, while Barclays increased its target to 6450 points [1] - Apple held its fall product launch event, introducing AirPods Pro, three new Apple Watch models, and the iPhone 17 series, with the iPhone 17 starting at 5999 yuan for the 256GB model [1] - Nvidia announced the Rubin CPX GPU designed for large-scale contextual inference, set to launch by the end of 2026 [1] - Oracle reported Q1 revenue of $14.93 billion for fiscal year 2026, with earnings per share of $1.47, and cloud infrastructure revenue surged 55% year-over-year to $3.3 billion; remaining performance obligations (RPO) soared to $455 billion [1] - Synopsys reported a 14% year-over-year revenue growth to $1.74 billion for Q3 of fiscal year 2025, with adjusted earnings per share of $3.39, both below market expectations [1] - Google Cloud disclosed a backlog of orders reaching $106 billion, potentially adding $58 billion in revenue over the next two years [2] - Tesla is finalizing the design of Optimus V3, which aims to address hand flexibility issues and will feature an AI brain [2] - Novo Nordisk plans to lay off approximately 9,000 employees and has lowered its 2025 profit growth forecast to 4%-10% [2] - Alibaba's Gaode launched the world's first behavior and credit-based ranking product "Gaode Street Ranking," offering over 1 billion yuan in subsidies to encourage in-store consumption [2] - TSMC reported August revenue of 335.8 billion New Taiwan dollars (approximately $11.1 billion), marking a historical high and a 34% year-over-year increase [2] - ARM released its next-generation chip design Lumex, optimized for AI applications in mobile devices [2] - Faraday Future completed a one-year compliance supervision period, restoring its status as a fully compliant public company [2]

having shocked Wall Street with a massive revenue forecast tied, this time, to demand for its cloud-computing infrastructure. ...

Shares of Nvidia Corp. (NASDAQ: NVDA) have surged 19.7% over the past 90 days, despite a more than 6% retreat since its third-quarter forecast fell short of expectations. ...

Core Insights - The competition between Broadcom's ASICs and NVIDIA's GPUs is intensifying, with Broadcom's stock rising nearly 10% following its earnings report, while NVIDIA and AMD saw declines of 3% and 6% respectively [1] - Broadcom has secured a significant $10 billion order from its fourth customer, indicating strong market expectations for its ASICs to capture a larger share of the AI core chip market [2] - NVIDIA has responded to the competitive pressure by launching the "Rubin CPX" GPU, designed for high-volume context processing, at the AI Infra Summit [4] Group 1: Broadcom's Position - Broadcom has achieved nearly a 10% market share in the AI chip sector, surpassing Intel and AMD [2] - The company currently has three production customers and four potential customers, with expectations for increased revenue as these potential clients begin mass production [2] - Broadcom's partnerships with major cloud service providers, including Google, Meta, and ByteDance, position it favorably in the market [14] Group 2: NVIDIA's Response - The Rubin CPX GPU features a processing power of 30 PFLOPS and is equipped with 128GB of GDDR7 memory, aimed at enhancing context workload performance [5] - The Rubin CPX can work in conjunction with the NVIDIA Vera Rubin NVL144 CPX platform, which integrates multiple CPUs and GPUs to provide significant computational power [7] - The introduction of the Rubin CPX is seen as a direct response to Broadcom's ASIC offerings, targeting the inference stage of AI processing to improve performance [12][14] Group 3: Market Dynamics - The competition between GPUs and ASICs is expected to shape the future of AI chip demand, with both companies vying for a larger share of the growing market [14] - As major cloud providers increase capital expenditures, the demand for efficient AI solutions is rising, creating opportunities for both Broadcom and NVIDIA [14] - The market is witnessing a shift towards cost-effective solutions, with customers exploring custom ASIC chips, which could impact NVIDIA's growth if not addressed [14]

Nvidia stock was climbing after Oracle revealed a series of major deals for infrastructure to support AI technology. ...