Tesla, Inc. (NASDAQ:TSLA) CEO Elon Musk is full of transformational ideas — but he’s "increasingly confident" one of them could work. TSLA stock is moving. Watch the real-time price action here. Musk has explored a distributed AI inference approach that leverages Tesla's fleet of EVs. That means each car becomes a high-performance AI processing node when not driving. Read Next: Nvidia, Oracle To Build DOE’s Largest AI Supercomputer Using 100,000 GPUsHe envisions Tesla’s millions of cars as a network like Am ...

Group 1: Nvidia - Nvidia has reached a market valuation of $5 trillion, becoming the first company to achieve this milestone [3][102]. - The stock price of Nvidia increased by 5.4% following positive developments, including CEO Jensen Huang's remarks at the GTC conference regarding data center revenue expectations exceeding analyst forecasts [4][5]. - The broader semiconductor sector is experiencing gains, with companies like Broadcom, TSM, and AMD benefiting from Nvidia's performance, although Intel and Texas Instruments are exceptions [6][7]. Group 2: Boeing - Boeing reported third-quarter revenue and free cash flow that exceeded estimates, but faced a nearly $5 billion write-down due to delays in the 777X program [9][12]. - Despite the write-down, analysts believe Boeing's overall outlook remains positive, with improvements across all segments and positive free cash flow [15][12]. - The company has a significant backlog of 600 planes for the 777X program, indicating strong future demand despite current challenges [12][19]. Group 3: CVS Health - CVS Health reported record revenue for the third quarter and raised its full-year earnings outlook, despite a one-time charge of $5.7 billion related to its healthcare delivery unit [26][27]. - The company is facing challenges in its primary care segment, particularly with Oak Street, due to difficulties in patient reimbursement and a shift in focus back to its core pharmacy business [30][32]. - CVS's medical loss ratio for the quarter was 92.8%, which, while better than expected, remains higher than competitors like United Health [33][34]. Group 4: Tokenization and Securitize - Securitize is set to go public through a SPAC deal valued at $1.25 billion, marking a significant milestone in the tokenization space [43]. - Tokenization is described as a method to modernize capital market transactions by using blockchain technology to improve efficiency and democratize access to assets [45][47]. - The CEO of Securitize emphasized that tokenization represents the actual ownership of assets, providing benefits such as immediate dividend payments and direct voting rights for shareholders [48][50]. Group 5: Market Trends and Analyst Calls - Analysts have raised price targets for Nvidia, with UBS setting a target of $235 and Melius at $300, reflecting optimism about the company's future orders [63][64]. - Apple also saw its price target raised to $320 by Bank of America, driven by expectations of new product introductions and AI's impact on revenue [64]. - Victoria's Secret received an upgrade from UBS, citing management's ability to reposition the brand and potential earnings growth [66].

 Toronto, Ontario – TheNewswire - 29 October 2025 – Helix BioPharma Corp. (TSX: “HBP”, OTC: “HBPCF”, FRANKFURT: “HBP0”) (“Helix” or the “Company”), a clinical-stage oncology company shaping a near future where today’s hard-to-treat cancers are vincible, today announced financial results for the 2025 fiscal year ended July 31, 2025. OverviewThe Company reported a net loss and total comprehensive loss of $5,205,000 for the year ended July 31, 2025, (July 31, 2024: $9,264,000) and a loss of $0.09 per common s ...

If the Trump administration allows Nvidia to sell a version of its best AI chip to China, as the President opened the door to on Wednesday, experts say it would severely decrease the American advantag... ...

在人工智能浪潮的推动下，英伟达市值实现里程碑式突破。 美东时间10月29日，英伟达股价开盘即涨3.4%，公司市值突破5万亿美元，而距离英伟达市值突破4万亿美元仅过去四个月。 同日盘中，公司股价一度涨超5%至211.47美元/股，而24年12月31日收盘价仅为134.26美元/股，累计涨幅超50%，几乎贡献了标普500指数2025年 17%涨幅的五分之一。 据华尔街见闻此前文章，英伟达股价的持续上涨得益于一系列新公布的重磅合作，包括与诺基亚、三星电子、现代汽车等达成芯片供应协议等利 好消息，加速股价上涨。 同时，英伟达CEO黄仁勋驳斥了有关人工智能泡沫担忧的言论提振了市场情绪。他称，人工智能模型现在已经足够强大，客户愿意为它们付费。 他还表示，公司最新一代芯片有望在未来几个季度创造5000亿美元的收入。 此外，在华盛顿举行的全球技术大会上，公司发布了名为NVQLink的新系统，可将量子计算机与其人工智能芯片连接起来。 多数看好，质疑犹存 华尔街分析师普遍看好英伟达未来的发展前景。彭博社追踪的80位分析师中，超过90%的人给予该公司股票"买入"或与之相当的评级，只有一位 来自Seaport Global Secu ...

Core Insights - Nvidia Corporation has become the first company to achieve a valuation of over $5 trillion during premarket trading [1] Company Summary - The milestone of crossing the $5 trillion valuation highlights Nvidia's significant growth and market position [1]

Core Insights - Nvidia has become the first public company to surpass a $5 trillion market cap, driven by the ongoing AI boom and significant demand for its products [1][4] - The company's stock has increased over 50% this year, reflecting strong investor interest and optimism in AI technology [2][3] Company Developments - Nvidia CEO Jensen Huang announced expectations of $500 billion in AI chip sales and the construction of seven new supercomputers for the U.S. [2] - Nvidia has invested $1 billion in Nokia to support the development of AI-native 5G-Advanced and 6G networks [2] - The company plans to invest up to $100 billion in OpenAI over the coming years, aiming to deploy 10GW of Nvidia systems to power OpenAI's infrastructure [3] Market Context - The surge in Nvidia's stock is part of a broader trend where tech stocks have risen due to optimism surrounding AI technology's potential to transform industries [3] - Nvidia's market cap now exceeds the combined stock markets of all countries except the U.S., China, and Japan [4]

Core Viewpoint - NVIDIA's stock price surged, making it the first publicly traded company to surpass a market capitalization of $5 trillion, driven by significant announcements at the GTC conference and strong financial performance [2]. Financial Performance - For the second quarter of fiscal year 2026, NVIDIA reported revenue of $46.743 billion, a year-over-year increase of 56% [2]. - The net profit for the same period was $26.422 billion, reflecting a 59% year-over-year growth [2]. Key Announcements - NVIDIA introduced the AI-native wireless 6G technology stack, NVIDIA Arc, based on the NVIDIA Aerial platform and driven by accelerated computing [2]. - The company launched NVIDIA NVQLink, a quantum GPU interconnect technology that allows real-time CUDA-Q calls from QPU with a latency of approximately 4 microseconds [2]. - NVIDIA is collaborating with national laboratories to build a new supercomputer [2]. - CEO Jensen Huang disclosed that the visible revenue from Blackwell and Rubin has exceeded $500 billion for the next five quarters, with an order volume of approximately 20 million GPUs [2]. - NVIDIA announced a $1 billion investment in Nokia [2].

10月29日，美股一开盘，英伟达成为了史上第一个市值突破5万亿美金的公司。 出品 | 妙投APP 作者 | 董必政 编辑 | 关雪菁 头图 | AI制图 一天前，在GTC DC大会上，英伟达CEO黄仁勋展示出来自AI的强劲需求。比如，他表示，今年及2026年，Blackwell和Rubin架构芯片可带来的收入超5000 亿美元，这个收入将来自2000万颗GPU。5000亿美元收入将是2023年~2025年Hopper架构芯片所带来收入的5倍。 在演讲中，黄仁勋又一次驳斥了AI泡沫论。 然而，伴随着5万亿市值，"AI泡沫论"的质疑声音也空前高涨。 英国央行的金融政策委员会（FPC）也表达了类似担忧。其最新季度报告称，美国股票市场"在若干指标上显示估值过高"，尤其是集中在AI相关科技公司。 而这种高度集中使市场在AI预期降温时特别容易受到冲击。 在这场游戏中，英伟达们既是演员也是观众，钱从左口袋进，右口袋出。这究竟是通往未来的高速公路，还是一场比2000年互联网泡沫更盛大的烟火？ 一、一场资本的内循环 这，要从一笔关联交易说起。 9月22日，英伟达宣布，将向OpenAI投资一笔高达1000亿美元的巨款。作为"回报 ...

10月29日消息，人工智能目前在全球快速发展，其更是被认为人类的第四次工业革命，如果按照这个级 别来算的话，现在只能算是开始。 在英伟达昨天的大会上，黄仁勋痛斥了人工智能(AI)泡沫论，其认为目前还只是行业的开始。 黄仁勋的观点是：如今的AI模型性能已强大到客户愿意为之买单的程度，这反过来又为斥巨资投资算 力基础设施建设提供理由。 这位CEO预计，最新一代芯片的发货量将达到2000万颗，而前一代芯片Hopper整个生命周期的出货量总 计也只有400万颗。 英伟达目前是全球市值最高的公司，也是在人工智能算力热潮中获益最多的企业。但它的收入仍高度依 赖少数几家数据中心巨头客户，包括微软、亚马逊和谷歌。 在演讲中，英伟达呈现出更强烈的"国家队"定位，频繁强调其作为美国科技领军企业的身份，以及如何 协助制造业回流本土。黄仁勋在演讲结尾甚至向特朗普的标志性口号致意，他对观众表示："感谢你们 让美国再次伟大。" 英伟达希望白宫和国会支持公司恢复出口AI芯片。出口受限已使英伟达损失数十亿美元营收。黄仁勋 表示，其对Blackwell和Rubin两款芯片的销售预测并未计入中国市场。 ...