富士康：公司与OpenAI的协议不含购买承诺。 ...

Group 1 - Stone Fox Capital is a Registered Investment Advisor (RIA) based in Oklahoma, led by Mark Holder, a CPA with extensive experience in investing and portfolio management [1] - Mark Holder has 30 years of investing experience, including 15 years as a portfolio manager, and leads the investing group Out Fox The Street [1] - The investing group provides stock picks, deep research, model portfolios, daily updates, real-time alerts, and community chat for readers [1]

高盛发表研究报告指，预计英伟达10月底止第三财季业绩将胜预期，而股价反应将取决于公司上调指引 的幅度。该行预计业绩会议将聚焦四大重点，包括预期数据中心收入5,000亿美元的补充细节、OpenAI 2026年的部署、Rubin 2026年的量产进程，以及恢复中国业务的潜在可能性。 该行重申"买入"评级，将2026至28财年的收入与non-GAAP每股盈测平均上调12%，并将目标价上调至 240美元。 ...

Core Viewpoint - Microsoft has shown a strong start in the current fiscal year, with Azure cloud service revenue increasing by 39% year-over-year at constant currency, slightly below the market's high expectations of 40% [1] Group 1: Financial Performance - Commercial bookings have surged by 111% year-over-year, benefiting from additional commitments from OpenAI and strong capital expenditure guidance [1] - Overall revenue exceeded expectations, with the productivity and business processes segment outperforming by 2% [1] - Personal computing revenue, driven by Windows OEM, increased by 18% year-over-year, significantly surpassing expectations [1] Group 2: Cost and Profitability - Efficiency and return on investment showed positive trends, with both sales costs and operating expenses falling below the lower guidance limit [1] - Earnings before interest and taxes (EBIT) exceeded expectations by 8% [1] - Earnings per share growth was moderate due to OpenAI-related losses amounting to $3.7 billion, compared to the guidance of $1.3 billion [1] Group 3: Analyst Rating - Citi has assigned a "Buy" rating to Microsoft with a target price of $682 [1]

Core Insights - The article discusses the importance of conducting thorough research before making investment decisions, emphasizing that past performance does not guarantee future results [2][3]. Group 1 - The article highlights that analysts may have no current positions in the stocks mentioned, indicating a level of impartiality in their analysis [1]. - It stresses that the information provided is for informational purposes only and should not be construed as a solicitation to buy or sell securities [2]. - The article notes that investing carries inherent risks, including the potential loss of principal, which investors should be aware of [2].

Group 1 - The company, Rongji Software, stated on October 22 that it currently has no business related to OpenAI [1]

Group 1 - The article provides a market analysis focusing on NVIDIA Corporation, Advanced Micro Devices Inc, and Broadcom Inc, highlighting their performance and market trends [1] - It discusses the competitive landscape among these companies, emphasizing their technological advancements and market positioning [1] - The analysis includes financial metrics and projections for each company, indicating potential growth opportunities and challenges in the semiconductor industry [1] Group 2 - NVIDIA is noted for its leadership in graphics processing units (GPUs) and artificial intelligence (AI) applications, which are driving significant revenue growth [1] - Advanced Micro Devices Inc is recognized for its competitive product offerings in CPUs and GPUs, which are gaining market share against larger rivals [1] - Broadcom Inc's diversification strategy and focus on networking and broadband solutions are highlighted as key factors for its sustained performance in the market [1]

Core Insights - Broadcom is aligning its future strategy with Sam Altman's vision, indicating a strong commitment to advancements in technology and innovation [1] Company Strategy - The company is focusing on integrating artificial intelligence into its product offerings, which is expected to drive growth and enhance competitiveness in the semiconductor industry [1] - Broadcom's partnership with Altman suggests a strategic move to leverage cutting-edge AI developments for its business operations [1] Industry Implications - The semiconductor industry is poised for transformation as companies like Broadcom invest in AI technologies, potentially reshaping market dynamics and competitive landscapes [1] - This alignment with AI innovation may position Broadcom favorably against competitors who are slower to adopt similar technologies [1]

Core Insights - Nvidia Corp. is considering a significant investment of $100 billion in OpenAI, which could lead to substantial returns through chip purchases from Nvidia [1] Group 1: Investment Implications - The $100 billion investment in OpenAI could enhance Nvidia's position in the AI market, potentially increasing its revenue from chip sales [1] - A large portion of the investment is expected to be recirculated back to Nvidia, indicating a mutually beneficial relationship between the two companies [1] Group 2: Market Dynamics - The collaboration between Nvidia and OpenAI may accelerate advancements in AI technology, positioning Nvidia as a leader in the AI hardware sector [1] - Increased demand for Nvidia's chips could arise from OpenAI's growth, further solidifying Nvidia's market dominance [1]

A calm 2-1 day.Still ended up in the greenBut gains smaller.Somehow he didn’t say OpenAi 5+ times!But we did hit onGPT 7+ times | YESGronk / Claude / Grok | NOEasy (@EasyEatsBodega):Sam Altman will be on @TBPN in just under 4 hours.Gotta love that we have mention markets for these types of things!It is a bit low as far as volume, so limit orders is absolutely the way you need to go this route.Have 3 positions, smaller size, will keep an eye as it gets https://t.co/omWmlEmtT8 ...