2025年11月，超5000亿美元市值在英伟达和谷歌之间发生"大挪移"：谷歌母公司Alphabet市值增长约5300亿美元，剑指4万亿美元；而AI芯片"霸主"市值却蒸 发6200亿美元。 这一增一减背后，是一则可能重塑行业格局的行业传闻：Meta正与谷歌密谈，计划2027年斥资数十亿美元采购谷歌TPU（张量处理单元）芯片。作为英伟达 的核心客户，Meta的算力需求曾高度依赖其GPU芯片，"倒戈"将直接冲击英伟达占据的近85%市场份额。 这并非简单的客户流失，而是一场技术路线的博弈。谷歌"十年磨一剑"的TPU芯片，凭2~3倍于GPU的能效比撕开缺口，第七代产品Ironwood性能更是较前 代飙升4倍。英伟达的CUDA生态护城河是否牢不可破？万亿美元AI芯片赛道将迎来何种变局？ TPU突袭：谷歌市值涨约5300亿美元，英伟达跌去6200亿美元 2025年11月，全球AI芯片领域两大巨头谷歌与英伟达的股价呈现显著分化。谷歌母公司Alphabet本月股价累涨13.87%，年内涨幅扩至69%；而英伟达股价同 期下跌近12.59%，年内涨幅收窄至27.96%。本月，谷歌市值累计增长约5300亿美元，市值逼近4万亿美元；而 ...

2025年的AI芯片市场，正处于一个微妙的转折点。 对于英伟达来说，那个曾经最大的客户，现在变成了最懂的对手。 据半导体行业研究机构SemiAnalysis测算，OpenAI仅凭"威胁购买TPU"这一筹码，就迫使英伟达生态链做出了实质性让步，使其计算集群的总拥 有成本（TCO）下降了约30%。 随着Anthropic高达1GW的TPU采购细节曝光，谷歌正式撕下了"云服务商"的面具，转型为一家直接向外部出售高性能芯片与系统的"商用芯片供 应商"。 当OpenAI可以用"威胁购买TPU"来换取30%的折扣，当Anthropic可以用TPU训练出超越GPT-4的模型，当谷歌愿意开放软件生态并提供金融杠杆 时，英伟达高达75%的毛利率神话便不再牢不可破。 ( 图表：每百万输入和输出代币的成本 ) 谷歌"主动出击" 长期以来，谷歌的TPU就像其搜索算法一样，是深藏不露的内部核武器。但SemiAnalysis获取的供应链情报显示，这一策略已发生根本性逆转。 一方面，英伟达依然凭借Blackwell维持着技术和市场份额的绝对领先；但另一方面，谷歌TPU的全面商业化，让英伟达看似牢不可破的定价权， 正在发生松动。 成本是硬道 ...

目前，美股总市值排名前十的个股分别为英伟达、苹果、谷歌A、谷歌C、微软、亚马逊、博通、 META、台积电及特斯拉。(格隆汇) 美股11月收官，周五标普500指数收涨0.54%，11月累涨0.13%；道指数收涨0.61%，11月累涨0.32%；纳 指收涨0.65%，11月累跌1.51%。其中，标普500指数、道指均录得月线7连涨，纳指则为7个月以来首次 下跌。 热门科技股中，11月份，礼来涨24.82%为连续第三个月上涨，市值稳定在1万亿美元上方；谷歌A涨 13.87%为连续第八个月上涨，博通涨9.02%为连续第八个月上涨，美光涨5.68%为连续第四个月上涨， 苹果涨3.24%为连续第六个月上涨，Meta跌0.06%为连续第四个月下跌，台积电跌2.97%，亚马逊跌 4.5%，微软跌4.8%，特斯拉跌5.78%，英伟达跌12.59%。 ...

Core Insights - The AI boom has significantly benefited NVIDIA Corporation, with its shares rising 33.2% over the past year, while BigBear.ai Holdings, Inc. has seen a remarkable 181% increase in the same period, raising questions about its potential as a future leader in the AI sector [1] Group 1: BigBear.ai's Performance and Growth Potential - BigBear.ai's revenues fell 20% year-over-year to $33.1 million in Q3 2023, following an 18% decline to $32.5 million in Q2 2023, largely due to reduced federal funding [1][7] - The acquisition of Ask Sage for $250 million is expected to enhance BigBear.ai's growth, as it is a widely adopted generative AI platform used by various government agencies, supporting 100,000 users across 16,000 teams [2][3] - BigBear.ai's CEO stated that integrating Ask Sage will create a secure, integrated AI platform, which aligns with market demands [3] Group 2: Financial Position and Future Outlook - BigBear.ai ended Q3 2023 with a strong cash position of $456.6 million, providing a solid foundation for growth initiatives and potential acquisitions [4][7] - The company is maintaining its full-year sales guidance between $125 million and $140 million, with a net income of $2.5 million in Q3 2023, a significant improvement from a net loss of $15.1 million in the same period last year [5][7] - Analysts project a short-term price target for BigBear.ai stock at $6.67, indicating a potential upside of 10.8% from the last closing price, with the highest target at $8, suggesting a 32.9% upside [6] Group 3: Comparison with NVIDIA - Despite the positive outlook for BigBear.ai, it is premature to label it as the "next NVIDIA" due to its operational loss of $21.9 million in Q3 2023, which more than doubled from the previous year's loss [9] - NVIDIA has consistently shown revenue and profit growth, driven by its strong position in AI hardware and competitive advantages from its CUDA software platform [9]

Core Insights - Oracle's stock has seen a surge in investor interest since late April, driven by upgrades from Wall Street and positive sentiment regarding its shift towards artificial intelligence [1] Company Summary - The recent stock performance of Oracle (NYSE:ORCL) reflects a growing enthusiasm among investors, particularly due to the company's strategic pivot towards AI [1]

本文源自：金融界AI电报 周五，美国科技股七巨头指数涨0.35%，报207.05点，本周累计上涨3.95%，11月份累跌2.18%。Meta Platforms收涨2.26%，亚马逊、微软至多涨1.77%，特斯拉张0.84%，苹果涨0.47%，谷歌A涨0.07%，英 伟达则收跌1.81%。此外，AMD收涨1.54%，台积电涨0.53%，伯克希尔哈撒韦B类股涨0.50%，礼来跌 2.61%。"超级"市值科技股指数涨0.79%，报402.65点，本周累涨6.37%，11月份累跌3.03%。除了特斯 拉、谷歌A、AMD、苹果、微软、英伟达、Meta Platforms、亚马逊之外，高通收涨1.79%，奈飞涨 1.36%，博通涨1.36%，Salesforce涨1.05%，Adobe涨0.82%，甲骨文则收跌1.47%。 ...

NASDAQ on pace to snap a seven-month winning streak as tech drags. Joining me now, markets and data editor Jared Blickery, as well as Michelle Schneider, market gauge. com chief strategist.Jared, I want to start with you. Give us a look at the month here because we saw a lot of damage within tech and that looks like it's going to drag the NASDAQ lower on the month. >> You bet.And let's start with the uh Wi-Fi Interactive. And I'm going to pull up the month to date and this is going to be as of the close Wed ...

Welcome back to Trading 360. I'm Marley Kaden. It's time for the big three. We've got three stocks, three charts, three trades. Rick Ducat will take us through the charts and here to take us through the trades is Tim Bowen, chief technical trainer at stockstotrade.com. Great to have you both with us as always. Belated. Happy Thanksgiving to you, Tim. You know, love to start with a a big picture thought on the market action now that we actually have market action after the outage we saw overnight. >> Yeah. U ...

Nvidia ( NASDAQ:NVDA ) recently found itself in the unusual position of distributing a defensive seven-page rebuttal to Wall Street analysts, directly countering accusations of Enron-style accounting. ...

Understanding key strategic inflection points is critical for investing success.Nvidia (NVDA 1.73%) is executing on a higher degree of difficulty, which is great news for investors.*Stock prices used were the afternoon prices of Nov. 24, 2025. The video was published on Nov. 26, 2025. ...