TD Cowen政策分析师保罗·加洛建议,特朗普政府可扩大"第一梯队"准入范围——这个特殊名单允许无上限采购GPU芯片。另一条出路在于谈判博弈:Nvidia自新规出炉便持续施压,CEO黄仁勋年初不仅拜访白宫,更在4月初现身特朗普海湖庄园筹款晚宴。 瑞银分析师蒂姆·阿库里犀利指出:"如果既要面临H20禁令,又无法推翻AI外流管制,我们...
Walgreens Boots Alliancesoared 18% after The Wall Street Journal reported it was in talks to sell itself to private-equity firm Sycamore Partners. Walgreens and Sycamore have been discussing a deal that could be completed early next year, assuming those plans don't fall apart. The Journal report...
Wall Street is once again fixated on Nvidia, as the main player in the artificial intelligence mania is set to report earnings after the bell Wednesday and give an update on demand for its semiconductors, which are used to power AI applications. This will be Nvidia's f...
Tuesday’s stock stories: What’s likely to move the market in the next session S&P 500 sprinted through key indicator as Wall Street cheers rollback of tariffs Big Tech stocks could be poised for long-term gains: Oppenheimer’s Ari Wald ...
来源/ The Wall Street Journal 、Financial Times “NVIDIADRIVE ORIN (英伟达驱动器)高算力芯片平台赋能,持续迭代升级,让埃安霸王龙更高效、更丝滑、更智能。”英伟达(NVIDIA)全球副总裁刘通一句广告,被用在7月23日广汽集团全新一代全球车埃安AION V上市的海报。
The Wall Street Journal and the New York Post filed a lawsuit in a US court on Monday against AI company Perplexity AI, alleging massive copyright infringement and trademark violations.
(Reuters) -U.S. stocks fell on Wednesday ahead of a quarterly report from Nvidia, Wall Street's centerpiece event of the week that could shatter or add fresh fuel to a rally driven by optimism around artificial intelligence. Shares of the dominant seller of AI processors, due to report aft...
Top Calls on Wall Street: Nvidia, Apple, Palantir, Shopify, Tesla, AT&T, ServiceNow, McDonald’s & More Here are Tuesday ’ s biggest calls on Wall Street: Goldman Sachs reiterates Tesla as neutral Goldman said China remains Tesla ’ s largest market and that it ’ s bullish on the comp...
(Reuters) - Wall Street stocks ended mixed on Friday, with Nvidia climbing and Microsoft dipping, while Treasury yields declined a day after U.S. President Donald Trump unveiled reciprocal tariff plans but stopped short of imposing new ones. ...
Randewich, Noel