LiveBytes Summary - Sep 10, 2025, 3:59 AM ETCovering the past 6 hours 22 minutes, back to 9:37 PM ET on Sep 9Looking for breaking news today in markets? LiveBytes is our running stream of quick, actionable updates at the top right of the investingLive.com homepage. Below is a curated selection of shifts our editors flagged over the latest window.Geopolitics and market tonePolish military reported an operation against a Russian drone incursion, with weapons deployed. Broader markets stayed calm.Polish PM cal ...

CNBC’s Jim Cramer is attributing Oracle Corp.‘s ORCL monumental $455 billion backlog to the ‘Stargate’ AI infrastructure project, questioning the 359% surge in the pipeline on a social media post.Check out ORCL’s stock price here.Cramer Weighs On Oracle TradeIn a series of posts on X, Cramer expressed astonishment at the market’s reaction and Oracle’s business pipeline. “Trying to figure out how much of that backlog for Oracle is Stargate because I don't know who else would be placing those orders,” he wrot ...

These are the horses to bet on in the AI race.Artificial intelligence (AI) has created monster returns for investors over the past few years, but it could just be the tip of the iceberg. Morgan Stanley estimates that AI could lead to $40 trillion in operational efficiencies worldwide.Here are two elite AI stocks that will help you profit off this opportunity. 1. Palantir TechnologiesOne reason AI investment will continue to grow over the long term is that it is saving companies real money. Palantir Technolo ...

Market Analysis by covering: Oracle Corporation, NVIDIA Corporation, Meta Platforms Inc. Read 's Market Analysis on Investing.com ...

Group 1 - Nvidia's CFO Colette Kress stated that the company expects revenue from the H20 chip for the Chinese market to be between $2 billion and $5 billion [2] - Kress confirmed that Nvidia has obtained export licenses from the U.S. government for the H20 chip and for several major customers in China, but there are still issues to resolve [2] - Nvidia's data center revenue for Q2 was $41.1 billion, accounting for 88% of total revenue, with a year-over-year growth of 56%, but this growth rate has slowed compared to previous quarters [4][5] Group 2 - Nvidia plans to launch the Rubin architecture AI chip by the end of 2026, which will include six chips designed to enhance AI inference efficiency [4] - The upcoming Rubin CPX GPU is expected to double the current AI inference performance, particularly for applications requiring long context windows [4] - Nvidia's total revenue for Q2 was $46.7 billion, a 56% increase from $30.04 billion in the same period last year [4] Group 3 - Despite exceeding revenue and profit expectations, Nvidia's data center business has underperformed for two consecutive quarters, leading to investor dissatisfaction [5] - The company faced challenges in the Chinese market due to previous export bans and concerns over chip security, which have impacted sales [5] - Nvidia released only $180 million worth of H20 chip inventory to other regions in Q2, indicating a lack of new sales in the Chinese market [5]

据英为财情（Investing）、彭博社报道，当地时间9月8日，英伟达首席财务官（CFO）科莱特·克雷斯 （Colette Kress）在高盛2025年技术大会上发表演讲，就此前最新发布的第二季度财报相关问题做出回 应并表示英伟达相信，对华特供的H20芯片能够为其带来20亿美元至50亿美元的收入。 会上，当被问及H20芯片在中国市场的需求情况和最新进展时，克雷斯表示，英伟达确实已获得了美国 政府的出口许可，也为中国市场的几家主要客户拿到了许可证，但目前仍存在一些问题需要去协调解 决。 会上，克雷斯还透露了英伟达即将推出的基于Rubin架构的AI芯片的进展。其表示，Rubin芯片正在研发 当中，"我们将以一年为周期推进这一进程……Vera Rubin将包含六款芯片，目前全部已完成流片，并正 在逐步走向成熟。" 根据英伟达9日发布的最新声明宣布，将在2026年底推出专为长上下文工作负载设计的专用GPU Rubin CPX，用于翻倍提升当前AI推理运算的工作效率，特别是编程、视频生成等需要超长上下文窗口的应 用。英伟达透露，搭载Rubin CPX的Rubin机架在处理大上下文窗口时的性能，能比当前旗舰机架GB300 ...

Group 1 - The ChiNext Index rose over 2%, driven by gains in computing hardware, with Shenghong Technology up over 13%, Xiechuang Data up over 12%, and Zhongji Xuchuang up nearly 8% [1] - The Tianhong ChiNext ETF (159977) actively tracked the ChiNext Index, reflecting the performance of 100 representative ChiNext listed companies, and is currently considered the only undervalued broad-based index in the market [1] - The CSI All Share Securities Company Index (399975.SZ) fell by 0.19%, with Pacific Securities up over 2%, Xinda Securities up over 1%, and Guosheng Jinkong up nearly 1% [1] Group 2 - The Securities ETF (159841) closely tracks the CSI All Share Securities Company Index, which focuses on large-cap securities leaders in A-shares, including both traditional and fintech leaders [2] - Nvidia announced the launch of a dedicated GPU Rubin CPX designed to double the efficiency of current AI inference operations, particularly for applications requiring long context windows, with expected shipments by the end of 2026 [2] Group 3 - Meta's CEO Mark Zuckerberg announced plans to invest at least $600 billion in the U.S. by 2028 [3] - Nebius signed a commercial agreement with Microsoft to provide dedicated GPU infrastructure capacity over five years, with a total contract value of approximately $17.4 billion, potentially increasing to $19.4 billion [3] - Global AI investment reached $31.6 billion in the first half of 2024, an 84% year-on-year increase, with AI financing's share of total industry financing rising from 4.5% in 2022 to 12.1% in the first half of 2024 [3] Group 4 - Haitong International remains optimistic about the computer industry, highlighting AI as a key driver of technological revolution and industrial transformation, with a focus on the development of domestic AI infrastructure and applications [4]

截至10:02，科创综指ETF建信（589880）跟踪的上证科创板综合指数涨0.78%，权重股中，寒武纪-U涨 1.7%，海光信息涨4.4%，中芯国际涨0.5%，金山办公涨1.5%，澜起科技涨4.7%。此外，益方生物-U涨 4.0%，信科移动-U涨3.5%，金盘科技涨3.1%，安集科技涨3.0%，源杰科技涨2.9%。 当地时间周二，全球人工智能龙头英伟达宣布，推出专为长上下文工作负载设计的专用GPU Rubin CPX，用于翻倍提升当前AI推理运算的工作效率，特别是编程、视频生成等需要超长上下文窗口的应 用。 国金证券指出，海外科技龙头与国内云厂商2023–2025年资本开支持续上行，英伟达调整2030年AI基础 设施支出预期至四万亿美元，推动算力与数据要素快速扩张，AI投资进入工程化加速期。行业规模方 面，IDC测算中国AI市场有望迈向2028年的8159亿元，五年CAGR约33%。产业链呈"算力先行—模型跟 进—应用爆发"的梯度：上游GPU/内存/网络等基础设施扩容，中游模型与MaaS加速商业化，下游行业 应用多点开花，应用侧抓手为企业级AI Agent落地。 上证科创板综合指数紧扣科技创新主线，围绕国家 ...

今日截至9:45，科创人工智能ETF华夏(589010)上涨1.79%，盘初迅速启动开启进攻行情，当前持续上 攻，再度站上五日均线，或迎来由守转攻的行情拐点。持仓股方面，奥普特领涨5.14%，优刻得上涨 5.12%，凌云光、星环科技联袂上涨超4%。流动性方面，盘中成交金额达600万，随着行情继续演绎， 有望持续释放量能。 科创人工智能ETF华夏(589010)紧密跟踪上证科创板人工智能指数，覆盖全产业链优质企业，兼具高研 发投入与政策红利支持，20%涨跌幅与中小盘弹性助力捕捉AI产业"奇点时刻"。 消息方面，当地时间9月9日，英伟达发布新一代Rubin CPX芯片系统，专门针对AI视频生成和软件开发 等大规模上下文处理任务，强化AI编码和视频处理能力。Rubin CPX的AI性能是英伟达Vera Rubin NVL144平台的2倍多，是基于Blackwell Ultra的GB300 NVL72系统的7.5倍。可集成到现有服务器设计中 或作为独立计算设备在数据中心运行。 天风证券表示，在应用层，当前大模型技术优势主要集中在对话交互、创意生成和知识管理类任务。具 体产业链应用呈现特征。当前应用仍以通用AI Age ...

ubin CPX GPU提供30petaflops算力，较GB300NVL72系统注意力加速3倍。完整的Vera Rubin NVL144CPX平台提供8exaflops AI性能，是GB300NVL72系统的7.5倍。 英伟达发布其新一代Rubin CPX芯片系统，该系统专为处理大规模上下文AI任务而设计，尤其是在AI视 频生成和软件开发领域，能够实现数百万token的推理。Rubin CPX系统预计于2026年底上市，旨在通过 显著的算力和效率提升，巩固英伟达在AI基础设施市场的领先地位。 ...