NVIDIA (NASDAQ: NVDA) was initiated with an Outperform rating and a $240.00 price target by RBC Capital Markets. RBC said investor debate around NVIDIA largely centered on the sustainability of AI infrastructure spending and competitive pressures. The firm expected cloud capital expenditures to remain elevated over the next 12 to 18 months, driven by intense competition among the four largest hyperscalers, which it noted were well capitalized. The analyst cited NVIDIA’s backlog exceeding $500 billion, accel ...

| 跨国药企 | 合作方/收购方 | 交易价值 | 合作内容 | | --- | --- | --- | --- | | 赛诺菲 | Earendil Labs (华深智药) | 25.6亿美元 | 发现针对自身免疫性和炎症性疾病的 | | | | | 双特异性抗体 | | 施维雅 | 英矽智能 | 8.88亿美元 | 聚焦肿瘤靶点和小分子药物的发现 | | 礼来 | Nimbus | 13.5亿美元 | 开发一款新型口服小分子药物 | | 勃林格殷格翰 | Variant Bio | 1.2亿美元 | 利用其AI和数据平台发现和验证心 | | | | | 肾疾病及肾脏疾病的新治疗靶点 | | 拝耳 | Cradle | | 部署Cradle的蛋白质工程科学人工 | | | | | 智能软件平台,推动抗体研发 | | 礼来 | 英伟达 | 10亿美元 | 共建全球首个AI药物共创实验室 | | 礼来 | Chai Discovery | | 礼来将部署Chai的AI平台,用于生 | | | | | 物制剂研发,此外,Chai还将为礼 | | | | | 来量身定制一个AI模型 | | 葛兰素史克 | Noet ...

SiFive, which makes blueprints for parts of complex chips, said on Thursday it will become the first maker of RISC-V chip designs to integrate Nvidia technology that creates speedy links between chips... ...

1. Wells Fargo crowns AMD the new chip king. The bank upgraded semiconductor stocks this morning with AMD as its top pick—a bold call considering Nvidia's dominance. AMD crushed both the market and NVDA in 2025, posting 90% gains versus Nvidia's 37%. The stock jumped 6.5% this week to $223.60, with RSI at 57 showing room to run before overbought territory. Wells Fargo sees AMD's data center momentum and MI300 AI accelerators gaining share against Nvidia's H100/H200 lineup. With earnings due February 3rd and ...

百亿美元芯片大单再现！ 作为英伟达的核心挑战者，Cerebras以"晶圆级芯片+全栈解决方案"的差异化路径，打破了GPU在AI算 力领域的垄断格局。从产品上看，公司专注于研发可直接支持大型AI模型训练与运行的专用处理器， 其技术路径与英伟达通过向云服务商批量销售芯片，再由服务商按小时出租的模式形成差异化竞争。目 前，Cerebras已在美国及海外部署了多个搭载其专属芯片的数据中心，随着与OpenAI合作的推进，公司 将进一步扩大全球数据中心布局。 此次合作消息发布之际，Cerebras的IPO进程也备受关注。该公司于2024年9月首次提交IPO申请，文件 显示，其2024年第二季度营收接近7000万美元，较2023年同期的约600万美元实现大幅增长，但净亏损 也从上一年同期的2600万美元扩大至近5100万美元。由于招股书中未出现通常参与顶级科技IPO的投资 银行，且审计机构并非"四大"会计师事务所，Cerebras于2024年10月撤回了IPO申请。费尔德曼当时在 社交媒体上表示，鉴于业务取得显著进展，公司将更新财务数据、战略规划及应对AI行业快速变化的 策略后重新提交IPO申请，不过他未透露具体重新的提交 ...

Core Viewpoint - Nvidia's stock is experiencing a downturn in 2026, contrasting with the S&P 500's year-to-date increase, largely due to recent developments in China affecting its business prospects [1]. Group 1: Impact of China's Actions - China's customs authority has reportedly banned imports of Nvidia's H200 series chips, which could significantly impact Nvidia's revenue in 2026 [2][3]. - The Chinese government's directive suggests that domestic companies should only purchase Nvidia's products when absolutely necessary, indicating a potential challenge to Nvidia's market position [3][4]. - This situation may signal that Chinese companies are nearing parity with Nvidia, posing a threat to its dominance in the semiconductor market [6]. Group 2: Historical Context and Market Performance - Historically, changes in China's import policies have had limited effects on Nvidia's stock performance, as evidenced by a 35.91% increase in shares over the past year despite previous restrictions [7]. - The recent downturn in Nvidia's stock may also be attributed to the company's shift away from consumer chips, which has alienated a segment of its core audience, namely PC gamers [9]. - Despite the current challenges, Nvidia's long-term stock performance remains strong, with a 35.91% increase over the last 12 months and a remarkable 1,324% rise over the past five years [10]. Group 3: Future Prospects - Demand for Nvidia's previous Blackwell infrastructure is reportedly high, and there is strong interest in the upcoming Vera Rubin series, suggesting positive long-term prospects for the company [11].

IT之家 1 月 15 日消息，据 AXIOS 网站报道，芯片制造商英伟达（Nvidia）加入了投资初创公司 Harmonic 的投资者行列，该公司专注于开发用于解决数学 问题的人工智能系统。 Harmonic 称，其名为"亚里士多德"（Aristotle）的模型不仅能攻克数学难题，在代码编写和芯片设计领域也展现出应用潜力。 Harmonic 首席执行官图多尔・阿基姆在发给 Axios 的声明中表示："英伟达的支持将助力我们提升'亚里士多德'的性能，加快数学领域的探索步伐，并推动 各行业借助数学人工智能的力量，解决关键且高风险的难题。" 该公司计划将部分融资用于扩充团队规模，员工数量将从目前的不足 30 人增加至 50 到 75 人，不过大部分资金将用于支付所需的算力资源费用。 大型语言模型的工作原理是预测下一个 token ，而非基于一套基础公理进行运算。相比之下，Harmonic 的技术方案不仅能解决问题，还能以可验证的方式呈 现完整的推理过程。 据IT之家了解，Harmonic 于 2024 年成立，创始投资人包括美国在线券商 Robinhood 首席执行官弗拉德・特内夫。特内夫在一份声明中表示："我们 ...

Key Takeaways Nvidia stock fell 1.4% after reports said Chinese customs blocked imports of the its H200 AI chips.The H200 was designed to meet U.S. export rules, but Chinese enforcement may still restrict shipments.China is a key AI hardware market, and limits could pressure growth amid broader geopolitical tensions.NVIDIA Corporation’s (NVDA) shares declined 1.4% on Jan. 14, after reports suggested that Chinese authorities instructed customs officials to block imports of the company’s H200 artificial intel ...

Core Insights - The rise of AI-first technology companies has led to a significant increase in company valuations, with multiple companies now reaching trillion-dollar market caps [1][2]. Group 1: Companies Reaching $4 Trillion Valuation - Nvidia became the first company in history to exceed a $4 trillion market capitalization in July 2025, driven by its role as the primary supplier of hardware for modern artificial intelligence [3]. - Microsoft reached the $4 trillion valuation shortly after Nvidia, benefiting from its strong enterprise software, cloud computing, and AI integration [5]. - Apple is the most recent company to achieve a $4 trillion valuation, supported by consistent consumer demand and a robust ecosystem of services and hardware [7]. Group 2: Company Performance and Market Position - Nvidia's chips are essential for data centers, machine learning models, and AI platforms, leading to a demand surge that has outpaced supply, positioning the company strategically in the AI hardware market [4]. - Microsoft has integrated AI tools across its platforms, including Azure and Office, and holds a significant stake in OpenAI, enhancing its growth potential in AI services [6]. - Apple's strong performance in recent iPhone models and stable cash flow has maintained investor confidence, with the company trading at $277.55 per share as of November 26, 2025 [7].

Market Analysis by covering: Albemarle Corp. Read 's Market Analysis on Investing.com ...