Core Viewpoint - Intel's shares dropped over 15% intra-day following a fourth-quarter loss and a pessimistic outlook for the current quarter, indicating significant challenges ahead for the company [1]. Financial Performance - Intel reported a net loss of $333 million for the fourth quarter, which was worse than Wall Street analysts had anticipated [1]. - For the first quarter, Intel expects a loss of $0.21 per share, highlighting ongoing difficulties in the competitive AI chip market [3]. Industry Challenges - Supply shortages driven by increased demand in data centers were identified as a major challenge, with CFO David Zinsner indicating that these shortages could last until 2026 [2]. - Intel's foundry business is lagging behind competitors like Taiwan Semiconductor Manufacturing Company, further complicating its market position [3]. Investor Sentiment - Investor confidence was negatively impacted by a lack of new disclosures, as Intel announced delays in updates regarding new foundry customers and provided limited information on potential buyers for its next-generation manufacturing technology [4].

Core Insights - The rise of artificial intelligence (AI) is driving the largest infrastructure build-out in human history, significantly impacting job creation and salaries in construction trades [1][2][9]. Group 1: Infrastructure and Job Creation - The AI technology boom is leading to a substantial increase in jobs related to construction trades, including plumbers, electricians, and network technicians [2][5]. - Salaries for construction trade workers involved in building chip factories and AI-related infrastructure have nearly doubled, reaching six-figure salaries [2][5]. Group 2: AI Infrastructure Layers - AI infrastructure consists of a five-layer model, starting with energy, followed by chips, cloud services, AI models, and finally the application layer [6][9]. - The investment required for this infrastructure build-out is estimated to be in the trillions of dollars, which is deemed sensible for processing the necessary contexts for AI applications [10].

Core Insights - Nvidia Corp's stock has increased by 1.6% to $187.81 following approval from Beijing for Chinese companies, including Alibaba, to prepare orders for H200 chips, with expected orders of approximately 1.5 million chips, translating to nearly $30 billion in revenue [1] Stock Performance - The stock has experienced a pullback from its record high of $212.19 on October 29, but the 160-day moving average has provided long-term support, preventing further declines in late December and earlier this month; year-over-year, Nvidia's stock shows a 27.6% increase [2] Options Market Activity - There has been significant activity in the options market, with 821,000 calls and 481,000 puts traded; the most popular contract is the weekly 1/23 190-strike call, followed by the 187.50-strike call, with new positions being opened [2] - Nvidia's options are currently well-priced, with a Schaeffer's Volatility Index (SVI) of 37%, which is higher than just 3% of all readings from the past year [3]

Nvidia stock rose early Friday after reports suggested that Chinese authorities are moving closer to allowing domestic technology companies to purchase the US chipmaker's advanced artificial intellige... ...

U.S. stocks traded higher this morning, with the Dow Jones index falling more than 200 points on Friday.Following the market opening Friday, the Dow traded down 0.46% to 49,158.56 while the NASDAQ gained 0.19% to 23,481.32. The S&P 500 also rose, gaining, 0.03% to 6,915.27.Check This Out: How To Earn $500 A Month From Goldman Sachs Stock Ahead Of Q4 EarningsLeading and Lagging SectorsEnergy shares gained by 1.3% on Friday.In trading on Friday, financial stocks dipped by 0.8%.Top HeadlineSLB Limited (NYSE:SL ...

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Company Overview - Proactive is a financial news publisher that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company operates with a team of experienced and qualified news journalists across key finance and investing hubs including London, New York, Toronto, Vancouver, Sydney, and Perth [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The content delivered by the company includes insights across various sectors such as biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Utilization - Proactive is recognized for its forward-looking approach and enthusiastic adoption of technology to enhance workflows [4] - The company employs automation and software tools, including generative AI, while ensuring that all content is edited and authored by humans to maintain quality and best practices in content production [5]

本文源自：金融界AI电报 美股开盘，道指开跌0.24%，标普500指数跌0.08%，纳指平开。受消息面刺激，英伟达(NVDA.O)涨 1.4%，AMD(AMD.O)涨4.3%。英特尔(INTC.O)大跌13%，公司2025年Q4营收不及预期。 ...

I want to bring in Caleb Silver, chief business editor, People and editor-inchief of investoria, friend of the network for just a broad look across markets this week. So, it's been bumpy this week and I know you've had these conversations expecting this year to be volatile and it's already showing up that way. A lot going on at Davos.You had headline risk all week setting the tone for the market. Uh you say everyone's bullish and buying. Tell me more about that.Yeah, if you looked at what the trends that we ...

智通财经APP获悉，周五，美股部分半导体股盘前走强，AMD(AMD.US)涨超2.9%，Arm Holdings(ARM.US)涨超2.7%，英伟达(NVDA.US)涨超1%，台积电(TSM.US)涨超1.3%。消息面上，多位 知情人士透露，英伟达创始人兼CEO黄仁勋再度来华，首站到访公司位于上海的新办公室，与员工见面 并回答诸多员工关注的问题，同时回顾了公司2025年的主要事件。 ...