Cloud computing provider CoreWeave (CRWV) rebounded from an initial drop in morning trading on Thursday after announcing a fresh $6.5 billion deal with OpenAI (OPAI.PVT), adding to an already multibillion-dollar set of agreements with the ChatGPT maker. CoreWeave lost 5% in premarket trading. It quickly rebounded to gain more than 1% in the first hour after the opening bell Thursday morning as the market digested news of the new agreement, which now brings the value of the companies' joint agreements to $ ...

Core Insights - Financial institutions can now utilize Nasdaq Calypso capital markets and treasury infrastructure on the AWS cloud, enhancing operational efficiency and innovation [1][2][3] Group 1: Partnership and Infrastructure - The partnership between AWS and Nasdaq allows AWS to offer Nasdaq Calypso as a fully managed service, while Nasdaq manages the underlying infrastructure [2] - This deployment will eliminate the need for financial institutions to maintain the platform's infrastructure, enabling faster deployment and ensuring access to the latest version [3][4] Group 2: Benefits of Cloud Deployment - Nasdaq Calypso provides a unified environment for managing trading, risk, margin, collateral workflows, and data analytics [3] - The cloud deployment is expected to offer a more agile, resilient, and future-ready infrastructure for financial institutions [6][7] Group 3: Industry Context - The collaboration aims to address the technological challenges faced by financial institutions, which need to innovate while maintaining legacy systems [7] - Nasdaq's expanded collaboration with AWS positions the company to lead the transformation towards cloud and managed services in the financial sector [4]

北京商报讯（记者 魏蔚）9月25日，专为AI Agent（智能体）设计的云端基础设施产品阿里云无影 AgentBay升级，推出自进化引擎、内存状态管理、安全围栏新能力，阿里云无影还首次展示全新的个 人计算产品——无影Agentic（代理式） Computer（计算机）。据了解，4月启动公测的AgentBay，定位 是一个为AI Agent量身打造的"超级大脑"或"云上操作系统" ，具备完善的任务执行沙箱、智能运维、持 久化记忆等能力，可动态调用云上算力、存储及工具链资源。Agentic Computer是无影AI云电脑的全新 形态，隐藏了传统的Windows操作界面，通过一个类似浏览器的窗口，用户可以用文字、语音，以及各 种类型的文档类型的交互方式与之对话；构建了完整的个人数字档案，了解用户的工作习惯、兴趣爱 好、知识结构，甚至每一次对话。 ...

9月25日，杭州云栖大会期间，阿里云宣布旗下Agent Infra重要组件——无影AgentBay迎来重大升级， 推出自进化引擎、内存状态管理、安全围栏的全新能力。并首次展示全新的个人计算产品——无影 Agentic Computer，拥有全新的人机交互方式，革命性的"记忆"能力和近乎无穷的云上算力。 AI Agent是当下全球科技和商业的焦点，过去半年涌现的Agent相关产品，超过了2024年的总和，10个 创业者有8个在做各种各样的Agent。Agent行业的快速发展，对其所需的基础设施，也就是Agent Infra （包括Environment、Context、Tools 和 Security等）带来了全新的挑战和更高的要求。 这是专为Agent打造的"超级计算机" 当日，无影还展示了首个Agentic Computer形态的云电脑产品，在此前AI云电脑的操作体验上进行了重 大革新。首先是交互界面的改变，无影AC隐藏了传统的Windows操作界面，通过一个类似浏览器的窗 口，就可以用最自然的交互方式在任何终端上与之对话，支持文字、语音，以及各种类型的文档类型的 交互方式。这种跨终端、跨模态的交互方式，让 ...

作为硅谷计算能力投入最大的企业之一，谷歌每年为其产品及云业务投入数百亿美元，虽主要投资自有 数据中心，但同微软(MSFT.US)一样，已开始与Fluidstack等新兴人工智能云服务商合作以扩大计算资源 储备。 智通财经APP获悉，作为与人工智能计算初创公司Fluidstack达成的多年数据中心协议组成部分，谷歌 (GOOGL.US)获得购买加密货币数据中心运营商Cipher Mining(CIFR.US)5.4%股份的权利。根据Cipher发 布的声明，谷歌同意为Fluidstack与该司签订的十年期合同中14亿美元义务提供担保(非覆盖全部合同金 额)，该合同涉及约30亿美元的租赁收入。这是谷歌与Fluidstack在过去两个月内达成的第二笔此类交 易，凸显人工智能服务对计算资源的旺盛需求。 "新云(neocloud)"运营商的支出激增，为企业提供额外计算资源以支撑人工智能训练及模型部署需求。 这类运营商多由原加密货币挖矿公司转型而来，因其已拥有大规模基础设施，成为人工智能计算投资的 重要标的。 例如，谷歌此前与另一加密货币数据中心运营商TeraWulf达成类似协议，获得收购该公司最高14%股份 的认股权证 ...

By Krystal Hu (Reuters) -AI cloud provider CoreWeave has expanded its partnership with OpenAI in a new deal worth up to $6.5 billion, bringing the total value of their agreements to $22.4 billion, the latest in a series of billion-dollar deals OpenAI has signed to secure computational power. The agreement marks the third major expansion of the partnership between the two companies this year. The company behind ChatGPT struck an initial cloud deal with CoreWeave in March worth up to $11.9 billion, followe ...

Core Insights - Nasdaq Inc. and Amazon Web Services have expanded their partnership to offer Nasdaq's Calypso platform as a fully managed service on AWS, aiming to streamline capital markets and treasury operations [1][4] - The managed service allows clients to manage front-to-back-office workflows, risk, and compliance with faster rollouts and regular updates, facilitating modernization of legacy systems [2][5] - Nasdaq's technology supports a significant portion of the financial services industry, including 97% of global systemically important banks and half of the top 25 stock exchanges [5] Partnership Details - The collaboration is seen as a strategic inflection point for Nasdaq as market participants face fragmented systems and increasing regulatory demands [3] - The cloud-managed services provide the necessary flexibility and scalability for financial institutions to innovate while maintaining critical legacy operations [4] Market Impact - Nasdaq's stock has increased over 19% in the past year, indicating positive investor sentiment [3] - The expansion of Calypso on AWS is designed to reduce data-flow friction and enable advanced analytics, which can drive efficiency and growth for financial institutions [6]

Core Insights - Nasdaq Inc. and Amazon Web Services have expanded their partnership to offer Nasdaq's Calypso platform as a fully managed service on AWS, aiming to streamline capital markets and treasury operations by eliminating infrastructure maintenance [1][4]. Group 1: Partnership and Service Offering - The managed service allows clients to manage front-to-back-office workflows, risk, and compliance with faster rollouts and regular updates, facilitating the modernization of legacy systems in a resilient environment [2][5]. - Magnus Haglind from Nasdaq described this partnership as a "strategic inflection point" for market participants facing fragmented systems and increasing regulatory demands [3]. Group 2: Technological Advancements - The cloud-managed services provide the necessary flexibility and scalability for financial institutions to innovate while maintaining critical legacy operations, enhancing Calypso's performance, scalability, and security [4]. - The service model supports standardized implementations, simpler testing environments, and quicker access to new features, enabling AI-driven analytics across various financial operations [5]. Group 3: Market Impact - Nasdaq's technology supports 97% of global systemically important banks and half of the top 25 stock exchanges, indicating its significant presence in the financial services sector [5]. - Following the announcement, NDAQ shares saw a slight increase of 0.11% to $87.25 in premarket trading [6].

Core Insights - The rise of artificial intelligence (AI) has created significant opportunities for businesses and investors, with Nebius Group (NASDAQ: NBIS) being a notable beneficiary, as its shares have increased over 250% in 2025 through mid-September [1] - Nebius Group specializes in high-performance cloud computing infrastructure for AI systems, having severed ties with Russia after the Ukraine invasion [3] - The company reported a remarkable 625% year-over-year sales growth in Q2, reaching $105.1 million, driven by the demand for AI computing power [4] Company Overview - Nebius Group originated from Yandex, a Russian tech company, and has shifted its focus to AI infrastructure [3] - The company has subsidiaries in autonomous vehicles and education technology, but financial details for these segments are not disclosed [4] - The CEO of Nebius anticipates continued growth in the AI sector, aligning with industry predictions from Nvidia's CEO regarding the need for AI-specific infrastructure [5] Recent Developments - Microsoft has entered into a multi-year agreement with Nebius, valued in the billions, which is expected to enhance Nebius's revenue [6] - To meet the increasing demand for AI services, Nebius is rapidly expanding its capacity and constructing new data centers [7] Financial Considerations - In Q2, Nebius incurred $91.5 million in capital expenditures, marking a 49% increase year-over-year, while accumulating nearly $1 billion in debt, a significant rise from $6.1 million at the end of 2024 [7]

分组1 - The leading drug candidate of Revolution Medicines, RMC-6236 (daraxonrasib), is set to enter the RASolute 303 global Phase 3 trial for treating first-line metastatic pancreatic ductal adenocarcinoma, a highly aggressive cancer with limited existing treatment efficacy [1][8] - RAS mutations are prevalent in about one-third of all human cancers, particularly in aggressive forms like pancreatic, lung, and colorectal cancers, prompting Revolution Medicines to develop a pipeline of RAS(ON) inhibitors targeting these mutations [2][4] - The drug daraxonrasib has shown a tolerable safety profile and measurable anti-tumor activity in monotherapy studies for metastatic pancreatic ductal adenocarcinoma, leading to a significant share price increase of up to 14% following the results announcement [8][9] 分组2 - Analyst Sean McCutcheon from Raymond James views daraxonrasib as a potential new standard of care for RAS-mutated advanced pancreatic cancer, with expectations for its use in both second-line and first-line settings [10][11] - The company is well-capitalized for a launch in second-line pancreatic ductal adenocarcinoma and is considered a prime takeover target, with a current share price of $44.21 and a price target of $72, indicating a potential upside of 63% [11] - Jamf Holding, a tech company specializing in cloud-based Apple ecosystem management, reported a 15% year-over-year revenue growth to $176.5 million in Q2 2025, exceeding forecasts, with an annual recurring revenue (ARR) increase of 14% to $710 million [15][16]