Nvidia's PE sinks to seven-year low as war and AI angst weigh | Reuters Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv A Nvidia logo appears in this illustration created on August 25, 2025. REUTERS/Dado Ruvic/Illustration/File Photo Purchase Licensing Rights, opens new tab March 30 (Reuters) - As global stock markets tumble over deepening worries about war in the Middle East, Nvidia, the world's most valuable company, finds itself trading at its cheapest price ...

Institutional investors significantly reduced their exposure to Nvidia (NASDAQ: NVDA) in the fourth quarter of 2025, unloading shares worth more than $70 billion.In line with this, institutional holdings data show that 2,627 funds trimmed their positions during the quarter, collectively offloading 440,075,433 shares. Based on Nvidia’s trading price of around $167 at the time, the value of these reductions amounts to approximately $73.5 billion, according to the latest data retrieved by Finbold.Despite the s ...

The Nasdaq Composite (NASDAQINDEX: ^IXIC) closed more 10% from its record high on March 26, primarily because recession fears have resurfaced as a result of soaring oil prices. That put the index in correction territory. However, corrections have typically been great buying opportunities. Over the past 15 years, the Nasdaq has returned an average of 22% in the 12-month period following its first close in correction territory. Investors looking to capitalize should consider Micron Technology (NASDAQ: MU) a ...

A couple of years ago, everyone wanted to get in on artificial intelligence (AI) stocks. These players roared higher week after week as companies spoke of the technology's potential -- and in some cases, even started delivering spectacular revenue growth. AI companies continue to deliver fantastic growth, but in recent times, investors have cooled on this investment theme.Why the change? Investors have worried about the high AI spending levels, and general economic and geopolitical concerns have also weighe ...

会议现场 题。 刘紫园报告从基础物理视角切入，聚焦半导体器件中表界面这一关键但常被忽视的维度。她指出，界面质量直接决定器件性能，但表面状态会 通过氢的远程扩散行为，间接影响界面稳定性与器件可靠性。报告中，她介绍了利用氢作为探针、结合离子束分析技术开展的系统性研究，揭 示了氮化膜表面经不同工艺处理后形成的"开关"效应——即表面纳米级薄层可调控氢的渗透行为，进而影响器件的NBTI寿命及Fl a s h存储器的 可靠性。她强调，这种表面调控机制为理解工艺波动对可靠性的影响提供了新思路，也为新材料界面的优化设计带来了可行的表征路径。最 后，还分享了团队自主搭建的高灵敏度氢检测平台，期望与产业界深入合作，共同推进从材料表征到器件可靠性的跨尺度研究。 摘要： 2026 中国半导体检测研讨会聚焦芯片可靠性。11位专家分享氢扩散、热电子成像等前沿技术，揭示微观机理与工程验证协同趋势，助力破解可靠性难 特别提示 微信机制调整，点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我们的推送。 仪器信息网讯 3月2 8日， 2 0 2 6中国半导体检测与失效分析研讨会 进入专题报告环节。在下午进行的专题 ...

Is the stock market in correction territory? It depends on what you mean by stock market. The Dow Jones Industrial Average (^DJI 1.73%) and the Nasdaq Composite Index (^IXIC 2.15%) are indeed in correction. But, perhaps surprisingly, the S&P 500 (^GSPC 1.67%) isn't (at least as of the market close on Friday, March 27, 2026). Over the last few years, the so-called "Magnificent Seven" stocks have fueled the S&P 500's impressive gains. However, all seven stocks have plunged by double-digit percentages year to ...

The biggest misconception I see is that the market is essentially attempting to apply an old traditional memory cycle to a business that has structurally changed over time, and therefore Micron ( MU ) isMy investing journey began at 15, sparked by a deep curiosity for markets and shaped by my father's career in finance. What started as a fascination with Warren Buffett’s annual letters quickly evolved into a full-time passion for value investing, mental models, and understanding how great businesses create ...

动机：什么才是好的视频分词器？ 在生成式 AI 领域，视觉分词器（Visual Tokenizer）通常采用固定压缩率 —— 无论是单调的监控画面，还是复杂的动作大片，都被切分为等量的 Token。这种 "一 刀切" 的做法不仅会造成巨大的计算冗余，也产生了 "信息量" 不同的 Token，不利于下游理解生成任务处理。 近日， 来自 斯坦福 大学、英伟达（NVIDIA）Cosmos 团队和新加坡国立大学的研究团队 提出了一种基于信息论的自适应视频分词器 InfoTok ，能根据视频内容 复杂度自动分配 Token 数量，实现了 2.3 倍 压缩率 ，推理速度比同类自适应方案 快 11 倍 的同时取得了更优的重建质量，为高效视频理解与生成开辟了新的可 能。该论文在已被 ICLR 2026 接收为 Oral 口头报告，第一作者为斯坦福大学 Haotian Ye 和新加坡国立大学 Qiyuan He。 论文标题：InfoTok: Adaptive Discrete Video Tokenizer via Information-Theoretic Compression 论文链接：https://arxiv.org ...

Asian shares are mostly declining, as worries continue about soaring oil prices and the potential for further escalation in the U.S. war with IranDealers work near the screens showing the Korea Composite Stock Price Index (KOSPI), right, and the foreign exchange rate between U.S. dollar and South Korean won at a dealing room of Hana Bank in Seoul, South Korea, Monday, March 30, 2026. (AP Photo/Lee Jin-man)TOKYO -- Asian shares mostly dipped in Monday morning trading as worries continued about soaring oil pr ...

以下文章来源于华尔街见闻Max ，作者龙玥 华尔街见闻Max . 华尔街见闻姊妹号，直击全球市场风暴，助力投资者决策。 近期，持续数月走高的内存价格突然掉头向下，引发市场对内存周期见顶的担忧。 据市场跟踪数据，美国多家零售商的DDR5内存出现大范围降价，单套最高降幅达100美元。以海盗船的复仇者（VENGEANCE）系列为例，其32GB容量、 最高6400MHz频率的型号售价目前约为379.99美元，较近期490美元的峰值大幅下降，单套降幅超过110美元。 国内市场同样遭遇冲击，有批发商向《中国经营报》表示，主流16G内存条价格"一天掉了一百多块"，前期囤货的大户正在疯狂抛售。 "上周六开始，价格直接崩了。"在百脑汇经营存储设备多年的批发商王老板向该媒体坦言。他展示了一款主流16G 3200MHz内存条的极端价格曲线： 去年5月 仅为130多元，随后一路狂飙至12月最高峰的980元，但在高位震荡数月后，目前的现货价格已经回落到700元附近。 王老板无奈地表示，由于价格涨幅透支了消费预期，"不是刚需不会买，和去年11月份之前比，我们的销量跌了60%都不止。" 与此同时，谷歌发布了一篇名为"TurboQuant" ...