To gain an edge, this is what you need to know today.More Red Flags For InvestorsPlease click here for a chart of Oracle Corp (NYSE:ORCL).Note the following:This article is about the big picture, not an individual stock.  The chart of ORCL stock is being used to illustrate the point.The chart shows that ORCL stock has pulled back after out of this world projections for new revenue to be generated from AI infrastructure primarily by renting out NVIDIA Corp (NASDAQ:NVDA) GPU based servers.A new report states ...

公众号记得加星标⭐️，第一时间看推送不会错过。 来源 ： 内容 编译自 tomshareware 。 Meta 即将收购 RISC-V 芯片初创公司 Rivos，旨在增强 Meta 自身的芯片开发团队，并摆脱对 Nvidia GPU 硬件的依赖。据彭博社报道，该交易尚未公开，但已得到消息人士的证实。 Rivos 是一家"隐形"芯片初创公司，专注于基于RISC-V 开放标准设计 GPU 和 AI 加速器。该公 司的 IP 包括 SoC 和 PCIe 加速器。 Meta 长期以来一直致力于自主研发定制的 AI 加速器，该项目名为"Meta 训练与推理加速器"。 MTIA 芯片由 Meta 与博通联合设计，可能基于 RISC-V 架构，并已在台积电的芯片厂生产。 Meta 加速器已于 3 月份完成一轮流片，据报道，该加速器已与 Nvidia GPU 和 AI 加速器一起在 Meta 的数据中心进行了有限部署。 目前尚不确定与 Rivos 的最终交易会是怎样。这家初创公司最近一轮融资中估值 20 亿美元，其要 价很可能在九位数到十位数之间。该公司可能不希望被解散到 Meta 的内部开发团队，而 Meta 据 称希望将 ...

CoreWeave has tripled in value since its IPO earlier this year.Artificial intelligence (AI) training requires a massive amount of computing power that few can wrap their minds around. The primary provider of this computing power in the AI arms race has been Nvidia (NVDA -0.82%), with its graphics processing units (GPUs). These general-purpose computing devices  power nearly all the development of AI models that we know today, and demand for them is still rising.However, these are expensive devices and requi ...

Sundry Photography/iStock Editorial via Getty Images Listen below or on the go on Apple Podcasts and Spotify Wedbush says the Nvidia-OpenAI ushers in a new phase in AI development. (0:15) Alibaba unveils its new large language model. (1:17) Nissan shows off AI self-driving. (2:08) This is an abridged transcript of the podcast: Our top story so far, Wedbush says the next stage of the AI revolution has begun following Nvidia (NASDAQ:NVDA) and OpenAI's massive deal. Nvidia plans to invest up to $100 bil ...

Key Points Broadcom received another in a string of analyst upgrades today following last week's earnings report. The landing of OpenAI as an ASIC customer is causing a stir in the generative AI industry. Another analyst even lowered his target price on Nvidia due to Broadcom's ascendant custom ASIC business. 10 stocks we like better than Broadcom › Shares of Broadcom (NASDAQ: AVGO) rallied on Monday, up 3.6% as of 12:20 p.m. ET. The move was all the more notable since the stock rallied 9.4% last ...

Core Viewpoint - Berkshire Hathaway, led by Warren Buffett, made significant changes in its Q2 13F filing, notably acquiring shares in UnitedHealth, which was previously considered a rumor [1][5]. Group 1: Berkshire Hathaway's Holdings - As of the end of Q2, Berkshire's long positions in U.S. stocks reached a total value of $257.5 billion [2]. - The top holdings include Apple with 280 million shares valued at approximately $57.45 billion, American Express at $48.36 billion, and Bank of America at $28.64 billion [3]. - Berkshire reduced its holdings in Apple by 20 million shares and in Bank of America by 26.3 million shares during the quarter [4]. Group 2: UnitedHealth Acquisition - Berkshire acquired 5.039 million shares of UnitedHealth, valued at $1.572 billion, marking a significant entry into the healthcare sector [5]. - Following the announcement, UnitedHealth's stock price surged over 8% in after-hours trading [5]. - The company has faced challenges, including a recent profit forecast downgrade and ongoing investigations into its billing practices [5]. Group 3: Other Investment Activities - In addition to UnitedHealth, Berkshire opened positions in Nucor, Lamar Advertising, and Allegion, while also repurchasing shares in Lennar and DR Horton [9]. - The firm increased its stakes in Chevron, Constellation Brands, and Domino's Pizza, while reducing its holdings in Charter Communications and F1 Group [11]. - Berkshire completely exited its position in T-Mobile US during this quarter [11].

Core Insights - TSMC is projected to increase its foundry market share from 70% in 2025 to 75% in 2026, driven by strong demand for 2nm and 3nm wafers from major clients like Nvidia, AMD, and Apple [2][12] - The AI data center market is rapidly expanding, with TSMC holding nearly 100% market share in logic semiconductors for AI data centers, producing chips for major companies like Microsoft, Amazon, and Google [3][4] - TSMC's advanced process and packaging technologies are critical for meeting the growing demands of AI applications, with plans to enhance production capacity in the U.S. [6][12] Market Share and Financial Strength - TSMC's foundry market share is expected to reach 67% by Q4 2024, a 10% increase from early 2023, while Samsung holds 11% [12] - TSMC's market capitalization is close to $1 trillion, indicating a strong financial position, which is attractive to clients in the AI sector [13] Technological Leadership - TSMC is the only foundry capable of producing advanced AI data center chips, with a focus on maintaining high yield rates and production capacity [8][20] - The company has been developing multi-chip substrate packaging for several years, enhancing its ability to meet complex product demands [10] Future Outlook - TSMC is expected to dominate the advanced packaging market, with estimates suggesting it will hold 90% of the CoWoS capacity by 2026 [12] - The demand for AI accelerators is projected to grow significantly, with the total addressable market for data center AI accelerators expected to exceed $500 billion by 2028 [15] Competitive Landscape - Major cloud service providers are increasingly designing their own AI accelerators, but they remain heavily reliant on TSMC for production [16][18] - TSMC's management strength and operational efficiency are key competitive advantages, allowing it to handle complex technical challenges across multiple fabs [14][20]

Core Insights - The latest MLPerf benchmark results indicate that Nvidia's GPUs continue to dominate the market, particularly in the pre-training of the Llama 3.1 403B large language model, despite AMD's recent advancements [1][2][3] - AMD's Instinct MI325X GPU has shown performance comparable to Nvidia's H200 in popular LLM fine-tuning benchmarks, marking a significant improvement over its predecessor [3][6] - The MLPerf competition includes six benchmarks targeting various machine learning tasks, emphasizing the industry's trend towards larger models and more resource-intensive pre-training processes [1][2] Benchmark Performance - The pre-training task is the most resource-intensive, with the latest iteration using Meta's Llama 3.1 403B, which is over twice the size of GPT-3 and utilizes a four times larger context window [2] - Nvidia's Blackwell GPU achieved the fastest training times across all six benchmarks, with the first large-scale deployment expected to enhance performance further [2][3] - In the LLM fine-tuning benchmark, Nvidia submitted a system with 512 B200 processors, highlighting the importance of efficient GPU interconnectivity for scaling performance [6][9] GPU Utilization and Efficiency - The latest submissions for the pre-training benchmark utilized between 512 and 8,192 GPUs, with performance scaling approaching linearity, achieving 90% of ideal performance [9] - Despite the increased requirements for pre-training benchmarks, the maximum GPU submissions have decreased from over 10,000 in previous rounds, attributed to improvements in GPU technology and interconnect efficiency [12] - Companies are exploring integration of multiple AI accelerators on a single large wafer to minimize network-related losses, as demonstrated by Cerebras [12] Power Consumption - MLPerf also includes power consumption tests, with Lenovo being the only company to submit results this round, indicating a need for more submissions in future tests [13] - The power consumption for fine-tuning LLMs on two Blackwell GPUs was measured at 6.11 gigajoules, equivalent to the energy required for heating a small house in winter [13]

Core Insights - The total value of the top 100 global brands reached $10.7 trillion in 2025, marking a 29% year-on-year increase, primarily driven by strong performance from technology-driven brands [1][2]. Company Highlights - Apple retained its position as the most valuable brand with a value of $1.3 trillion, a 28% increase from 2024, accounting for over 12% of the total value of the top 100 brands [2][4]. - Google and Microsoft followed, with brand values of $944.1 billion (+25%) and $884.8 billion (+24%) respectively [2]. - Notable growth was observed in Nvidia, which saw a 152% increase in brand value to $509.4 billion, and Instagram, which grew by 101% to $228.9 billion [2][4]. - Chinese brands made a significant impact, with 12 brands listed and a total value increase of 26%, ranking second globally in growth [2][4]. Industry Trends - The retail sector continued its growth trend from 2022, with an overall brand value increase of 48% [4]. - In contrast, the apparel, food and beverage, and personal care sectors experienced stagnation or decline in brand value [4]. - The luxury goods sector, which had maintained growth since 2020, saw a 2% decline in 2025, possibly due to a shift in consumer preferences towards lifestyle experience products [4]. - The alcoholic beverage sector faced a significant impact from younger consumers, with a decline of 11% [4]. Brand Evolution - Since 2006, nearly 71% of the value created by the top 100 brands has come from brands that disrupt industry norms or innovate [3][5]. - The BrandZ ranking reflects the globalization of the Chinese economy, showcasing how brands that meet or redefine consumer needs have reshaped the global brand landscape [5][6].

Core Viewpoints - CoreWeave's IPO received a lukewarm response, reflecting a decline in enthusiasm for artificial intelligence (AI) among investors [1][2] - The company is seen as a potential canary in the coal mine for the AI sector, highlighting both the allure and the risks associated with AI investments [2][3] Company Performance and Financials - CoreWeave's IPO was valued at $23 billion, with shares priced at $40, but this was a decrease from an earlier valuation of $32 billion [2] - The company is projected to report a net loss of $863 million in 2024, which is an increase from its losses in 2023 [6][8] Market Sentiment and Investment Trends - There is a noticeable decline in investor optimism regarding AI, as evidenced by the reduced IPO price and a decrease in funding for startups [4][6] - Major companies, including Microsoft, are slowing down their AI investments, which could impact demand for AI services [6][8] Competitive Landscape - CoreWeave lacks a significant competitive advantage, relying heavily on Nvidia GPUs, which exposes it to risks associated with supply chain dependencies [6][8] - The AI market is becoming increasingly competitive, with many companies vying for investor funding despite not being profitable [7][9] Future Outlook - Analysts express skepticism about CoreWeave's stock, citing its high valuation and lack of profitability as major concerns [8][9] - For CoreWeave to become a viable investment, it would need to demonstrate improved financial performance or a more favorable market outlook for AI demand [8][9]