Core Insights - Snowflake has entered into a $200 million partnership with OpenAI to integrate advanced AI models into its cloud data platform, reflecting the growing reliance of enterprises on AI to extract insights from vast amounts of data [1] Group 1 - The collaboration aims to develop AI agents capable of handling complex workflows, allowing users to ask questions in natural language and receive answers from company data without the need for coding [1]

Nvidia is not just a leader in artificial intelligence chipmaking. It is also a key investor, whose backing is often a major reason a stock attracts market interest. That is now playing out with CoreWeave. The company has become Nvidia’s largest disclosed holding, accounting for 86.4% of its portfolio as of the end of the third quarter of 2025. CoreWeave (CRWV) is a cloud infrastructure company focused on GPU-powered computing for AI and machine learning workloads. Its data centers run on Nvidia chips, a ...

Group 1 - Kingsoft Cloud Holdings Limited (KC) shares have increased by 20.9% over the past four weeks, closing at $13.21, with a mean price target of $17.43 indicating a potential upside of 32% [1] - The average of seven short-term price targets ranges from a low of $14.20 to a high of $20.00, with a standard deviation of $1.89, suggesting a potential increase of 7.5% to 51.4% from the current price [2] - Analysts show strong agreement in revising earnings estimates higher, which correlates with potential stock price increases, as indicated by a 3.9% increase in the Zacks Consensus Estimate for the current year [11][12] Group 2 - KC holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimates, indicating a strong potential for upside [13] - While price targets are often viewed as unreliable indicators, the direction they imply can serve as a useful guide for potential price movements [14]

Snowflake said on Monday it has entered a $200 million partnership with OpenAI to integrate advanced artificial intelligence models directly into its cloud data platform, as enterprises increasingly t... ...

Europe is hitting the kills witch on some U.S. tech - Getty Images The nomination of Kevin Warsh to lead the Fed has taken the sails out of the idea that the U.S. dollar would sink. But Matthew Tuttle, chief executive of Tuttle Capital Management, thinks investors are missing the big issue regarding a shift away from U.S. assets. Most Read from MarketWatch In a note released Monday, Tuttle says most investors have explained the reason why international and emerging market equities have been outperformi ...

随着AI技术更迭，华为持续在AI应用领域探索，近年来医疗AI成为重点赛道之一。 2月1日，在医疗人工智能协同创新论坛暨医疗人工智能联盟（筹）2026年第一次学术会议上，华为云发布"行业AI梦工厂"首个 专区——智慧医疗专区。 在业内看来，这一举措有望缓解医疗行业长期存在的"数字化进展缓慢、数据孤岛严重、重复开发成本高、AI应用门槛高"等问 题，加速优质医疗AI能力向更广泛人群普惠。 另一方面，在基层医疗场景中，面向基层医院和医生，华为发布业界首个智慧病理云边端解决方案：通过云边端协同，将瑞金 医院与华为联合研发的RuiPath病理大模型能力，以云或智慧病理一体机为载体下沉至基层，将头部医院的前沿能力转化为基层 医院"用得上、用得起"的普惠工具。 据悉，RuiPath是中国首个临床级多模态病理大模型，目前已能覆盖中国每年全癌种发病人数90%的19个常见癌种。同时， RuiPath在业界12个主流公开数据集的14个辅助诊断任务测试中，有7个达到业界领先水平（SOTA），这标志着AI真正从实验室 走进了临床。 长期以来，我国优质医疗资源分布不均，尤其是病理诊断等领域，专家多集中于少数大城市医院。对于患者而言，异地就 ...

Market Overview - Gold prices dropped as much as 6% and silver fell 10% due to increased margin requirements by CME Group following a significant decline on Friday, leading to a selloff across markets as leveraged investors unwound positions to meet margin calls [1][8] - U.S.-listed gold and silver mining companies experienced declines in premarket trading, with Newmont down 2.2%, Barrick Mining down 2.8%, and Kinross Gold down 3.2% [1][8] Economic and Policy Impact - The selloff in precious metals intensified after U.S. President Donald Trump nominated Kevin Warsh as the next Federal Reserve chair, a decision perceived as hawkish by investors [2][8] - Shares of energy companies fell as oil prices decreased by 5% after Trump indicated that Iran was engaging in discussions with Washington, which eased concerns over supply disruptions [4][8] Technology Sector Performance - The volatility VIX index rose to 19.11, nearing a two-week high, influenced by mixed earnings from major tech companies and increased policy uncertainty following Trump's nomination of Warsh [5][9] - Major tech stocks, including Nvidia and Tesla, saw declines of nearly 2% each, while Meta and Alphabet lost 1.4% and 0.9%, respectively [5][9] - Microsoft shares recorded their worst week since March 2020 due to disappointing cloud revenue, raising concerns about the returns on significant investments in artificial intelligence [6][9] - Oracle's shares dropped 3.7% after announcing plans to raise $45 billion to $50 billion in debt and equity this year [6][9] Upcoming Economic Indicators - The U.S. is expected to experience a brief government shutdown after Congress failed to approve funding, with key economic data releases scheduled for the week, including January manufacturing PMI and labor market indicators such as JOLTS and nonfarm payrolls [7][9]

Core Points - The law firm Robbins Geller Rudman & Dowd LLP is announcing a class action lawsuit against CoreWeave, Inc. for alleged violations of the Securities Exchange Act of 1934 during the class period from March 28, 2025, to December 15, 2025 [1] - Investors who suffered losses during this period can seek to be appointed as lead plaintiff in the lawsuit [2] Allegations - The lawsuit claims that CoreWeave and its executives made false or misleading statements regarding the company's ability to meet customer demand and the risks associated with reliance on a single third-party data center supplier [3] - CoreWeave's announcement of a significant deal worth up to $11.9 billion with OpenAI and its acquisition of Core Scientific, Inc. are central to the allegations [2] Impact on Share Price - Following the announcement that Core Scientific did not receive enough shareholder votes to approve its merger with CoreWeave, the share price of CoreWeave fell by over 6% [4] - On November 10, 2025, CoreWeave lowered its revenue guidance due to delays from a third-party data center developer, leading to a more than 16% drop in share price [5] - A subsequent report on December 15, 2025, revealed further delays in data center delivery, causing an additional 3.4% decline in CoreWeave's share price [6] Legal Process - The Private Securities Litigation Reform Act of 1995 allows any investor who purchased CoreWeave securities during the class period to seek appointment as lead plaintiff, representing the interests of the class [7] - Being a lead plaintiff does not affect an investor's ability to share in any potential recovery from the lawsuit [8] About the Law Firm - Robbins Geller Rudman & Dowd LLP is a leading law firm specializing in securities fraud and shareholder litigation, having secured over $2.5 billion for investors in 2024 alone [9]

Group 1 - The article discusses the importance of enabling Javascript and cookies in browsers to prevent access issues [1] - It highlights that users with ad-blockers may face restrictions when trying to access content [1]

Core Insights - U.S. tech stocks experienced a decline in premarket trading, influenced by trends in Asian and European markets [1] - Oracle's stock fell by 3.4% following the announcement of plans to raise between $45 billion and $50 billion to meet cloud demand from major clients [1] - The fundraising strategy will involve a combination of debt and equity, amid growing concerns from lenders and investors regarding tech companies' capital expenditures [1] Company-Specific Developments - Oracle's fundraising is aimed at satisfying contracted cloud demand from significant customers, including Nvidia, OpenAI, Advanced Micro Devices (AMD), and Meta [1] - Nvidia's previously announced investment plan of $100 billion has reportedly stalled, contributing to a 1.6% decline in Nvidia's shares premarket [1] - Other companies in the sector also saw declines, with CoreWeave's futures dropping by 3.05% and AMD's shares falling by 1.95%, while Meta's stock decreased by 1.4% premarket [1]