Nvidia (NASDAQ: NVDA) is under pressure as the chipmaker faces allegations over inflated revenue numbers.Namely, the ‘Big Short’ investor Michael Burry, this time backed by another legendary figure, Jim Chanos, is once again raising concerns over Nvidia’s business practices, questioning whether its investments in customers are inflating sales figures.The $NVDA memo to its Wall Street sell-side analysis cited me as the first source. I attached the front page of the memo here. Also, part of my response addres ...

Core Insights - Alphabet Inc's shares have increased by 67% year-to-date, outperforming NVIDIA's 32% rise as of November 25, 2025 [1] - Berkshire Hathaway has taken a new position in Alphabet, making it the 10th largest equity holding in its portfolio as of the end of Q3 2025 [2] - Alphabet is part of the "Magnificent Seven" group, which includes major tech companies known for their AI initiatives, and has shown strong revenue and earnings growth [4] Financial Performance - Alphabet's stock has surged 18.3% in the past month, contrasting with NVIDIA's 4.7% decline [1] - Alphabet's forward price-to-earnings (P/E) ratio is 26.68X, lower than the tech sector's 30.75X and the S&P 500's 24.03X, indicating a cheaper valuation compared to peers like Microsoft, which trades at 32.31X [11] Strategic Moves - Alphabet is expanding into AI chip production, potentially competing with NVIDIA [6] - Meta Platforms is reportedly in discussions to utilize Google's AI chips, which could enhance Alphabet's market position [7][8] - Google has secured a deal to supply up to 1 million tensor processing units (TPUs) to Anthropic, suggesting growing interest in its AI chip technology [10] Market Position - Alphabet has a strong Growth score of "B" and a Momentum Score of "A," positioning it well within the top 13% of its sector and top 33% of its industry [12] - The stock has solid exposure to various exchange-traded funds (ETFs), making it an attractive option for investors following Berkshire's investment strategy [13]

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这两周，摩尔线程是资本市场的大热点。年内A股最高发行价，第二大IPO，不到万分之四中签率，幸运者开始计算首日要以多少CM收益落袋。 摩尔线程（688795）上市进程堪称神速，6月获受理，9月顺利过会，10月拿到注册许可；11月24日完成申购。不出意外，应该在12月上旬挂牌科创板。 公司实控人张建中，以及几位联合创始人，还有核心技术人员，都是原英伟达员工。公司主要产品GPU，和英伟达也是竞品。外界称摩尔线程为"中国英 伟达"一点不为过。 2025年，A股市场并不活跃。从年初至11月末，不到百家企业完成IPO。募资超过百亿元只有一家，央企华电新能（600930），其以182亿元募资额，成为 2025年最大IPO。 | 序号 | 证券代码 | 证券简称 | 首次 皇女 | | | --- | --- | --- | --- | --- | | | 2025年A股首发募资居前企业 | | [币种] 原始币种 [单位] 亿元↓ | | | 1 | 600930.SH | 华申新能 | | 181.7 | | 2 | 688783.SH | 西安奕材-U | | 46.4 | | 3 | 603049.SH | 中策橡胶 ...

The GPU leader delivered better-than-expected results, and its guidance suggests that its impressive growth is not over.Any concerns about the health of the artificial intelligence (AI) industry were put to rest on Nov. 19 when Nvidia (NVDA +1.37%) released its fiscal 2026 third-quarter results (for the three months that ended Oct. 26).Nvidia is an AI bellwether as its graphics processing units (GPUs) and other products are critical parts of the data center infrastructure that's needed to run AI workloads. ...

黄仁勋正以不容置疑的姿态，强力推行一场覆盖全公司的"AI化"运动。 在公司公布创纪录财报后的第二天，黄仁勋在周四的全员会议上回应了关于部分管理者要求员工减少使 用AI的问题。据Business Insider获得的会议录音，当被问及此事时，黄仁勋反问道："你疯了吗？" 黄仁勋借此机会向全体员工明确了他的期望与承诺。"我希望每一项可能被人工智能自动化的任务，都 用人工智能去实现，"他强调。同时，他试图打消员工对于AI可能取代其工作的担忧，承诺"你们将有工 作可做"，并指出与行业内其他实施裁员的科技巨头不同，英伟达仍在积极招聘。 这一表态反映出科技巨头们在AI应用上的激进姿态。微软和Meta均计划根据员工的AI使用情况进行绩 效评估，谷歌要求工程师使用AI进行编码，亚马逊也在考虑采用AI编码助手Cursor。 "用它，直到它能行为止" 黄仁勋在会议上表达了对部分管理者指示员工少用AI的强烈不满。"我希望每一项可以通过人工智能自 动化的任务都实现自动化，"他说，"我向你们保证，你们会有工作可做。" 他进一步透露，英伟达的软件工程师已在使用AI编码助手Cursor。对于AI工具暂时无法胜任的任务，黄 仁勋甚至要求在A ...

11月27日，大盘冲高回落，谷歌OCS板块的赛微电子继续大涨，流感概念股广济药业四连板。英伟达产业链的工业富联、中际旭创、胜宏科技冲高回 落。截至收盘，沪深两市成交额17098亿元，较周三缩量736亿元。 在每日经济新闻App举办的掘金大赛第78期比赛中，多位选手跑步入场，多位选手表现出色。报名时间为11月15日至11月28日，比赛时间为11月17日至11 月28日。大赛为模拟炒股，模拟资金50万元。每期比赛结束，正收益就获现金奖励！报名就拿福利！冲刺月度积分王大奖！下期比赛将从11月29日开始 报名，12月1日开始比赛。 每期比赛的税前现金奖励为：第1名奖励688元，第2~4名奖励188元/人，第5~10名奖励88元/人，其余正收益选手均分500元正收益奖。月度积分王的税前 现金奖励为：第1名奖励888元，第2~4名奖励288元/人，第5~10名奖励188元/人，第11~30名奖励68元/人，第31~100名奖励18元/人。 为方便选手了解有价值的信息，与高手交流市场热点和投资技巧。报名掘金大赛后，就能申请加入掘金大赛交流群，加群方法是：点击微信主页右上 角"+"号，选择"添加朋友"，然后点击"企业微信联系 ...

Wall Street is rewarding Walmart for executing during a challenging operating environment.Walmart (WMT +1.96%) just reported another solid all-around quarter, especially considering many retailers are struggling due to cost-of-living increases, which is straining consumer spending and hitting the lower and middle classes particularly hard. Walmart is on track to beat the S&P 500 for the second consecutive year and has more than doubled over the last three years, compared to a 65% gain in the S&P 500.Let's c ...

2025 has seen the advent of single-name ETFs, which have flooded the market. Single-name ETFs achieve the goal of constantly harvesting gains from the underlying stock and generally are structured on top of equitiesWith an investment banking cash and derivatives trading background, Binary Tree Analytics ('BTA') aims to provide transparency and analytics in respect to capital markets instruments and trades. BTA focuses on CEFs, ETFs and Special Situations, and aims to deliver high annualized returns with a l ...

Group 1: Major Companies and Initiatives - JD.com showcased over 30 global robot brands at the World Intelligent Manufacturing Conference, highlighting advancements in retail supply chain, AI productivity, smart logistics, and industrial digital equipment [1] - The South Korean government, along with Samsung and Hyundai, established an AI task force to plan the deployment of 260,000 NVIDIA GPUs, aiming to enhance AI infrastructure across the country [2] - Naver and Dunamu plan to invest 10 trillion KRW (approximately 6.8 billion USD) over the next five years to create an AI and Web3 ecosystem, targeting leadership in the digital finance market [3] Group 2: New Products and Collaborations - Quark AI glasses were launched, featuring two series with six models, equipped with Alibaba's latest AI assistant, with prices starting at 1,899 RMB [6] - Jinjiang Hotels partnered with Feishu to develop a customized collaborative platform named "JinKun," aimed at restructuring internal management and store operations using AI technology [7] Group 3: Emergency Response and Support - JD.com was the first company to deliver emergency supplies to the site of a major fire in Hong Kong, coordinating with local authorities to ensure rapid response and support for affected residents [4] - Jack Ma's foundation and Alibaba Group collectively donated 60 million HKD to support fire rescue efforts and aid for affected families and emergency personnel [4] Group 4: Infrastructure Developments - Beijing's new comprehensive transportation hub is set to be delivered soon, with expectations to be operational by the end of the year, designed to accommodate a large volume of passengers [8] Group 5: Economic Policies and Projections - The UK government announced plans to continue tax increases and spending to stimulate the economy, projecting an increase in tax revenue of approximately 8 billion GBP by 2029-2030 [9]