来源：滚动播报 AMD：预计未来3-5年年均营收增长率将达到35%，预计数据中心整体业务年复合增长率将超过60%。 ...

Advanced Micro Devices, Nvidia’s nearest rival in AI chips, predicted accelerating sales growth over the next five years, driven by strong demand for its data center products https://t.co/ghQRl34JaG ...

来源：滚动播报 AMD：预计未来3-5年CAGR年度收入增幅为35%。预计整体数据中心增速将比CAGR市场多出60%。 ...

AI and Technology Sector - SoftBank has completely sold its stake in Nvidia to raise cash for reinvestment in other holdings like OpenAI, leading to a 2.7% decline in Nvidia's shares on the day of the announcement [4][8][11] - AMD is holding its analyst day to present plans for AI chips and systems, aiming to capture market share from Nvidia, which is currently under pressure [7][8][22] - The concept of hybrid AI is emerging, where companies are investing in their own GPUs alongside public cloud resources, allowing for more control over proprietary data [12][14][20] Pharmaceutical Sector - Eli Lilly shares reached an all-time high following an upgrade from Link after a drug pricing deal with the White House, potentially opening access to obesity drugs for millions of Medicare beneficiaries [38][41] - The deal allows Medicare beneficiaries to access obesity medications at a $50 copay, significantly lower than previous prices, which could lead to an estimated 25-30 million new patients [41][42] - Eli Lilly's diverse portfolio in obesity treatments and other therapeutic areas positions it well for future growth, with expectations for continued strong performance into 2026 [51][56] Space Sector - Rocket Lab's shares rose after reporting a 48% increase in revenue due to its Electron rocket launches, despite announcing a delay in the launch of its reusable Neutron rocket [59][62] - The company is focusing on building a diverse portfolio, including satellite capabilities, to weather fluctuations in government spending and maintain a strong market position [61][66] - Rocket Lab's stock has nearly doubled this year, reflecting investor confidence in its growth potential and successful operations [68] Automotive Sector - Automakers have managed to absorb tariff impacts without significantly raising consumer prices, demonstrating resilience in navigating supply chain challenges [86][88] - The electric vehicle (EV) market is experiencing a slowdown in growth, with a decline in EV sales as a percentage of total sales in the U.S., indicating a potential pullback in electrification plans [91][92] - Automotive suppliers like Dana and Garrett are undergoing financial engineering to enhance their market positions, with Dana selling its off-highway business for $2.7 billion [94]

Pornpimone Audkamkong/iStock via Getty Images Dear Baron Technology Fund Shareholder, During the third quarter, Baron Technology Fund® (the Fund) (BTECX) posted a positive return of 5.89% (Institutional Shares), but underperformed the MSCI ACWI Information Technology Index (the Benchmark), which gained 12.76%; the Invesco QQQ Trust (the QQQ), which increased 8.94%; and the broader S&P 500 Index, which rose 8.12%. For the year-to-date period, the Fund appreciated 18.25%, trailing the Benchmark, which ret ...

Core Insights - SoftBank has completely sold its stake in Nvidia, amounting to 32.1 million shares for $5.83 billion, at an average price of just under $182 per share, which is below the recent closing price of $199.05 [2][6] - Despite selling Nvidia shares, SoftBank continues to invest heavily in AI, particularly in OpenAI, committing over $22 billion in additional funding [3][4] - Nvidia's stock has recently shown volatility, hitting a record high of $212 but experiencing a decline of more than 3% in midday trading, reflecting investor concerns about AI stock valuations [2][4] Company Actions - SoftBank's sale of Nvidia shares is intended to raise funds for further investments in OpenAI, indicating a strategic shift rather than a withdrawal from the AI sector [4][6] - The decision to sell Nvidia shares has been interpreted by some as a bearish signal, but it is primarily a move to finance ongoing AI investments [4][6] Market Sentiment - Investor sentiment around AI stocks is mixed, with concerns about potential overvaluation leading to discussions of an "AI bubble" [4][6] - Despite the volatility, Nvidia remains a popular holding, with over three-quarters of active fund managers maintaining positions in the stock as of October [7]

AMD CEO苏姿丰：公司预计，AI芯片总市场规模（TAM）到2030年将增长至1万亿美元。 最新TAM目 标包括CPU、加速器、网络。 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 风险提示及免责条款 ...

Core Viewpoint - Softbank has divested its entire $5.83 billion stake in Nvidia to focus on a significant investment in OpenAI, indicating a strategic shift in its investment priorities [1][4]. Investment Strategy - Softbank sold all 32.1 million shares of Nvidia in October as part of a broader strategy to allocate resources towards a $22.5 billion investment in OpenAI [1][4]. - The sale of Nvidia shares, along with a partial divestment of its $9.17 billion stake in T-Mobile, is intended to generate cash for funding new opportunities while maintaining financial strength [2][4]. Market Sentiment - The decision to sell Nvidia shares comes amid discussions on Wall Street regarding the potential overvaluation of AI firms, with concerns that significant investments in the sector may not yield immediate returns [5]. - Analysts suggest that the complete divestment from Nvidia indicates a lack of optimism about the company's future share price, especially in light of potential reductions in investment levels from big tech companies [7]. Financial Performance - Softbank's second-quarter profit reached 2.5 trillion yen (approximately $16.6 billion), largely driven by the rising valuation of OpenAI [9].

Investors are turning their attention to Analog Devices Inc. (NASDAQ:ADI) ahead of its quarterly report, with expectations centered on updates about automotive and industrial demand trends.Anticipation is building around Analog Devices' earnings as the company's lean inventories, disciplined channel management, and industrial strength position it for modest growth despite mixed signals from peers.Goldman Sachs analyst James Schneider maintained a Buy rating on Analog Devices with a price forecast of $285.Al ...

AMD FINANCIAL ANALYST DAY 2025 AMDA together we advance_ Non-GAAP Financial Measures This presentation contains historical non-GAAP financial measures including non-GAAP gross profit and margin, non-GAAP operating profit, and free cash flow. AMD is providing these financial measures because it believes this non-GAAP presentation makes it easier for investors to compare its operating results for current and historical periods and also because AMD believes it assists investors in comparing AMD's performance a ...