Group 1 - Broadcom's Q4 revenue reached $18 billion, a 28% year-over-year increase, exceeding analyst expectations of $17.5 billion. Semiconductor revenue was $11.07 billion, up 34.5% [1] - Concerns arose regarding Broadcom's profit margins and the short-term revenue impact from its contract with OpenAI, which is not expected to generate significant income until 2026 [1] - Following the earnings call, Broadcom's stock fell by 5.05% [1] Group 2 - Rivian announced plans to introduce AI, custom chips, and autonomous driving features in its upcoming vehicles, differentiating itself from competitors by using LiDAR for Level 4 autonomy [2] - Bank of America downgraded PayPal's rating to "neutral," lowering the target price from $93 to $68, citing slower growth in its brand checkout business [2] Group 3 - Lululemon's CEO Calvin McDonald will step down on January 31, leading to a 9.1% increase in the company's stock [3] - Costco reported earnings per share of $4.50, surpassing expectations of $4.27, with revenue of $67.31 billion, exceeding the forecast of $67.14 billion [3] - Costco plans to open 30 or more new stores annually in the coming years [3] Group 4 - Coreweave announced a partnership with AI startup Runway to integrate its AI cloud solutions into Runway's video generation models [4] - NVIDIA is set to host a closed-door summit to discuss potential power shortages affecting data centers and AI development [4]

Core Insights - Broadcom's Q4 earnings report showed a revenue of $18 billion, a 28% year-over-year increase, surpassing analyst expectations of $17.5 billion. However, concerns arose regarding profit margins and the delayed revenue from the OpenAI contract, which is not expected to generate significant income until 2026 [1][2] - Rivian announced plans to introduce AI, custom chips, and autonomous driving capabilities in its upcoming R2 vehicles, differentiating itself from competitors by using LiDAR for Level 4 autonomy [2] - Lululemon's CEO Calvin McDonald will step down on January 31, 2024, leading to a 9.1% increase in the company's stock as the market anticipates potential positive changes [3] - Costco reported earnings exceeding expectations, with EPS of $4.50 against an expected $4.27, and revenue of $67.31 billion compared to the anticipated $67.14 billion, driven by online sales growth and new store openings [3] - Coreweave partnered with AI startup Runway to integrate its AI cloud solutions into Runway's video generation models, although Coreweave's stock fell by 1.19% following the announcement [4] - NVIDIA plans to host a closed-door summit to address potential data center power shortages that could hinder AI development [4] Company Summaries - **Broadcom**: Q4 revenue of $18 billion, 28% YoY growth, concerns over profit margins and delayed OpenAI contract revenue [1] - **Rivian**: Launching AI and autonomous driving features in R2 vehicles, using LiDAR for Level 4 autonomy [2] - **Lululemon**: CEO to resign, stock rose 9.1% amid leadership change [3] - **Costco**: Exceeded earnings expectations with $4.50 EPS and $67.31 billion revenue, plans for continued store expansion [3] - **Coreweave**: Collaborated with Runway for AI cloud solutions, stock down 1.19% [4] - **NVIDIA**: Organizing a summit to discuss data center power shortages affecting AI [4]

截至发稿，CoreWeave夜盘微跌1%。 CoreWeave此前于今年3月完成美股市场的首次公开募股(IPO)，吸引了那些希望押注AI资本支出全面爆 发的投资者们。这家公司总部位于新泽西州利文斯顿(Livingston)，是AI芯片超级霸主英伟达的最紧密 合作伙伴之一，其最大规模客户包括OpenAI和微软(MSFT.US)。 智通财经APP获悉，CoreWeave(CRWV.US)于周四宣布，已与人工智能初创公司Runway签署协议，将其 人工智能云解决方案引入Runway的视频生成模型。Runway将利用CoreWeave提供的英伟达 (NVDA.US)GB300NVL72系统进行大规模训练和推理，并使用W&B Models实现对工作负载的全面可观 测性。 CoreWeave联合创始人兼首席战略官Brian Venturo在一份声明中表示："人工智能正成为企业构建和运营 的核心，它们需要一个能够在性能、效率、安全性和规模上与之匹配的云平台。这就是CoreWeave。 Runway已在科技行业和好莱坞顶尖创意工作室中确立了其作为生成式视频先驱的地位。我们很自豪他 们选择信任CoreWeave，以支持其在不断 ...