US stocks wavered after the opening bell on Tuesday, as Wall Street looked to regroup after a tech-led slide to begin the final stretch of 2025. The tech-heavy Nasdaq Composite (^IXIC) and S&P 500 (^GSPC) slipped by about 0.1%, while the blue chip-heavy Dow Jones Industrial Average (^DJI) shed about 0.2%. The major Wall Street indexes fell modestly Monday, as Nvidia (NVDA) and Tesla (TSLA) led megacaps lower amid a small rotation out of tech stocks. Traders are reassessing — and perhaps taking profits b ...

报告导读： 昇腾多模态推理加速套件正式开源，联合中科弘云发布 AI 推理加速联合解决 方案，加速昇腾芯片渗透率增长，昇腾链预计受益。 本订阅号所载内容仅面向国泰海通证券研究服务签约客户。因本资料暂时无法设置访问限制，根据《证 券期货投资者适当性管理办法》的要求，若您并非国泰海通证券研究服务签约客户，为保证服务质量、 控制投资风险，还请取消关注，请勿订阅、接收或使用本订阅号中的任何信息。我们对由此给您造成的 不便表示诚挚歉意，非常感谢您的理解与配合！如有任何疑问，敬请按照文末联系方式与我们联系。 法律声明 风险提示。 国产算力芯片需求增长不及预期；先进制程产能扩产不及预期。 报告来源 以上内容节选自国泰海通证券已发布的证券研究报告。 报告名称： 昇腾推理加速套件正式开源，昇腾芯片渗透加速；报告日期：2025.12.29 报告作者： 舒迪（分析师），登记编号：S0880521070002 段笑南（研究助理），登记编号：S0880124070028 重要提醒 投资建议。 根据 CNMO 科技， 2025 年 12 月 19 日华 为 昇 腾 多模态推理加速套件 MindIE SD 项目已正式开源，可有效提升推理效率 ...

We recently published 10 Stocks Quietly Climbing Toward 2026. Micron Technology Inc. (NASDAQ:MU) is one of the best performers on Monday. Micron Technology bounced back on Monday to hit a new all-time high, as investors resorted to last-minute buying to qualify for the next dividend payout. At intra-day trading, the stock surged to its highest price of $294.50 before trimming a few cents to end the day just up by 3.41 percent at $294.37 apiece. As part of its quarterly dividend payment, Micron Technolo ...

12月30日晚间江波龙（301308）公告，拟通过全资子公司Lexar Europe B.V.以自有及/或自筹现金4608万 美元，收购控股子公司Zilia Eletr nicos剩余19%股权。交易完成后，江波龙将持有该公司100%股权， Zilia Eletr nicos将成为其全资子公司，公司合并报表范围保持不变。 据悉，Zilia Eletr nicos成立于2009年10月19日，注册地址位于巴西圣保罗州阿蒂巴亚市，主营业务为通 用存储器的制造与销售，拥有存储芯片封装测试和SMT制造能力，在巴西市场处于领先地位。截至目 前，江波龙通过Lexar Europe B.V.持有该公司81%股权，剩余19%股权由SMART Modular Technologies (LX) S.à.r.l.持有，此次交易的转让方即为该公司。 本次交易标的公司企业价值确定为2.5亿美元，4608万美元的交易对价略低于标的公司企业价值乘以交 易股权比例的乘积，系交易双方综合考量标的公司价值及交易具体情况后协商确定。交易交割日不晚于 2026年4月28日。 江波龙表示，本次交易旨在顺应全球产业发展趋势，推进公司存储业务和供应链的 ...

Key Points Nvidia's GPUs are the gold standard for training and running AI programs. The company says it has $500 billion in orders through the end of 2026. Nvidia's top customers are among those working on alternative chip designs. 10 stocks we like better than Nvidia › The artificial intelligence (AI) buildout would look much different without Nvidia (NASDAQ: NVDA). Its graphics processing units (GPUs) have become the gold standard for training and running AI products, and major companies have ...

SAN JOSE, Calif.--(BUSINESS WIRE)--Credo Technology Group Holding Ltd (Credo) (NASDAQ: CRDO), an innovator in providing secure, high-speed connectivity solutions that deliver improved reliability and energy efficiency, has released its 2025 Environmental, Social, and Governance (ESG) Report. The report outlines Credo's progress across key ESG priorities and highlights how these efforts support responsible growth and long-term value creation. Credo's approach to ESG is rooted in strong oversight, a culture o ...

Core Insights - Nvidia has experienced a remarkable growth of nearly 23,000% over the past decade, primarily driven by its focus on artificial intelligence (AI) [1][2] - The company is well-positioned to continue its growth trajectory, potentially enabling investors to build substantial portfolios over the long term [2] Nvidia's Success Factors - Nvidia's chips are dominant in AI model training and are essential for real-world applications, despite competition from Alphabet's Tensor Processing Units (TPUs) [3] - The company is expanding into various sectors such as healthcare, automotive, and telecommunications, developing AI platforms for specific industry applications like autonomous driving [4] - Nvidia's growth is supported by high-profile partnerships, including a recent deal with Groq, which is expected to enhance growth through a licensing agreement for inference technology [5][6] Competitive Landscape - Traditional competitors like Advanced Micro Devices (AMD) are aggressively entering the AI chip market, while companies like Amazon are gaining popularity among retail investors [8] - Concerns exist regarding Nvidia's ability to maintain its market position against these competitors, particularly if alternative data center models gain traction [9] Financial Performance and Market Sentiment - Approximately 90% of Nvidia's second-quarter revenue is linked to AI infrastructure demand, indicating a strong reliance on this sector [10] - The company's innovative capabilities and strong market position may allow it to capitalize on emerging trends, with 97% of investors rating NVDA shares as a 'Buy' [10] - Nvidia's potential for long-term growth remains significant, contingent on its commitment to innovation as emphasized by CEO Jensen Huang [11]

The United States has granted an annual licence allowing Samsung Electronics and SK Hynix to import US chipmaking equipment to their China facilities for 2026. The development provides temporary relie... ...

Core Insights - The article discusses the potential for a Santa Claus Rally in the stock market, particularly focusing on technology stocks that are well-positioned for growth as the year ends [1][2]. Technology Sector - Strong momentum in the technology sector is driven by AI infrastructure, cloud computing, and GPU demand, with companies like NVIDIA, Sandisk, and Ciena identified as key players [3][4]. - NVIDIA is highlighted as a leader in AI and accelerated computing, benefiting from high demand for its GPUs, particularly for generative AI applications [4][8]. - Sandisk is positioned to capitalize on the growing demand for AI-driven storage solutions, with a projected earnings growth of 321% for fiscal 2026 [9][10]. - Ciena is experiencing growth in optical networking due to increased data traffic from AI workloads, with a target total addressable market of $13 billion by 2028 [11][12]. Company Performance - NVIDIA's current-year earnings estimate has increased by 4.2% to $4.65, with a stock gain of 4.5% in the past month, and it holds a Zacks Rank 1 (Strong Buy) [5][8]. - Sandisk's fiscal 2026 earnings estimate has been revised upward by 99.5% to $12.59, with shares surging 16.1% in the past month, also holding a Zacks Rank 1 [10]. - Ciena's fiscal 2026 earnings estimate is $5.15, indicating a 95% year-over-year growth, with a 20% stock gain in the past month and a Zacks Rank 1 [12]. Market Outlook - The article suggests that if seasonal tailwinds materialize, these technology stocks are technically positioned to benefit, making them worth monitoring as the market approaches the end of the year [13].

Key Points CoreWeave operates on the pick-and-shovel side of the AI opportunity, supplying cloud computing services for enterprise clients. The company's low margins and high expenses could increase its long-term risk. 10 stocks we like better than CoreWeave › Generative AI is one of the most explosive tech megatrends in recent memory, promising to change the way people live and do business. But that doesn't mean every AI company will be a long-term winner. Based on the challenges that cloud infrast ...