March 11, 2026 Cantor Global Technology & Industrial Growth Conference New York Hilton Midtown John Young, CFO Louis Gerhardy, VP Corporate Development AMBARELLA.COM COPYRIGHT AMBARELLA 2026 AMBARELLA.COM COPYRIGHT AMBARELLA 2026 Forward-Looking Statements This presentation contains forward-looking statements that are subject to many risks and uncertainties. All statements made in this presentation other than statements of historical facts are forward-looking statements, including, without limitation, state ...

Core Insights - Tesla's China-made electric vehicle sales increased by 91% in February compared to the previous year, totaling 58,600 units, driven by a low comparison base from last year despite seasonal headwinds [1][1][1] - The sales growth follows a 9.3% increase in January, although February sales were down 15.2% from January due to a partial assembly line suspension for the refreshed Model Y during the Lunar New Year [1][1][1] Sales Performance - February sales of Tesla's Model 3 and Model Y from the Shanghai plant included exports to Europe, contributing to the overall sales figure of 58,600 units [1][1] - The fluctuations in sales during the first two months of the year are attributed to the varying timing of the Lunar New Year [1][1]

Group 1 - The International Energy Agency (IEA) is expected to announce a recommendation for the release of oil from strategic reserves at 1300 GMT [1] - The potential release may total 400 million barrels, according to sources familiar with IEA discussions [1]

Core Insights - Advanced Micro Devices (AMD) CEO Lisa Su is scheduled to meet with Samsung Electronics Chairman Jay Y. Lee in South Korea to discuss collaboration on securing supplies of high-bandwidth memory essential for artificial intelligence applications [1] Group 1 - The meeting aims to enhance cooperation between AMD and Samsung in the context of increasing demand for high-bandwidth memory [1] - High-bandwidth memory is critical for the development and performance of artificial intelligence technologies [1]

Rather, retail investors should look to carve out a “cross section” of America’s best that “in aggregate” can be expected to do well. Buffett has also taken his own advice, stipulating that 90% of the cash reserves inherited by his wife after his passing should be invested in the S&P 500.“The goal of the non-professional should not be to pick winners,” Buffett wrote in his 2013 letter to shareholders (4).This is also a favourite strategy of legendary investor and former Berkshire Hathaway CEO Warren Buffett ...

六年营收CAGR超30%。 作者 | 贝壳XY 编辑 | 小白 在芯片制造的宏大叙事里，如果将整个过程比作一场"精密印刷"，那么光刻机是印钞机，光刻胶是感 光层，而溅射靶材就是那罐看似不起眼、实则必不可少的"油墨"。 没有它，晶圆上无法勾勒出精密电路；不够纯，芯片便沦为废品。 2026年第一季度，这罐"油墨"更是传来涨价的消息，据统计全球溅射靶材价格普涨20%至30%，从基 础的铝、铜到高端的钽、钛全线飘红，引发了半导体供应链的一阵躁动。 A股市场中，也有不少企业应声而动。 ...

作者 | 允毅 一个还没拿出惊艳产品的初创公司，竟然接到了英伟达送来的 "泼天算力"？ 这一次，英伟达把投资触角伸向了这家还名不见经传的 "新 AI 实验室"。 3 月 10 日，前 OpenAI 高管 Mira Murati 宣布，她创办的 Thinking Machines Lab ，与 NVIDIA 达 成一项长期战略合作。 按照协议，英伟达将为 Thinking Machines Lab 提供至少 1 吉瓦 的下一代 NVIDIA Vera Rubin 系 统，用于前沿模型训练和平台建设，支持其大规模交付可定制的 AI 解决方案；而 Thinking Machines Lab 则将围绕 NVIDIA 架构设计训练和服务系统，并扩大企业、研究机构和科学界对前沿 人工智能及开放模型的访问。这套系统预计将于明年初正式部署。 简单来说， 英伟达提供的是下一代算力底座，而 Thinking Machines Lab 则在这套底座上打磨训练 体系、推理系统和模型能力。 这不是一笔普通的算力采购，而是资本、芯片和技术路线的一次深度 绑定。 更值得关注的，是这笔合作的 规模 。 1 吉瓦是什么概念？ 1 吉瓦等于 1 ...

Vi e w p o i n t | 10 Mar 2026 04:00:00 ET │ 18 pages Artificial Intelligence Model Intelligence Inflection Drives Upward Estimate Revisions CITI'S TAKE We're raising our AI Industry Model forecasts for revenues & capex to reflect the sharpening inflection in enterprise adoption as model capabilities improve, incremental capacity comes online, and last year's pilots move into production. We believe the market remains focused on challenges of bringing global data center capacity online (Figure 9), rising fin ...

March 10, 2026 04:29 AM GMT Thematic Alpha | North America Thematic Thoughts from the TMT Conference & Top Picks Last week, Morgan Stanley hosted its annual Technology, Media & Telecom Conference in San Francisco. Several key themes emerged throughout fireside presentations: For more thematic content from the conference, please see here where we tie conference takeaways to our 10 Thematic predictions outlined in our 2026 Outlook. M Idea Morgan Stanley & Co. LLC Michelle M. Weaver, CFA Equity Strategist Mich ...

ab 9 March 2026 Global Research We expect GTC to underscore NVDA's continued push toward system-level optimization enabled by disaggregation and extreme co-design, building on the NVDA SuperPod architecture presented at CES. NVDA is increasingly expanding the definition of an AI system beyond a simple compute plus networking rack to include heterogeneous compute configurations (including CPX and now adding Groq-based solutions to the roadmap), dedicated networking, and memory/cache offload via BlueField DPU ...