美股市场表现 - 三大指数收跌 道指跌88.76点或0.19%报46292.78点 纳指跌215.50点或0.95%报22573.47点 标普500指数跌36.83点或0.55%报6656.92点 [1] - 英伟达跌近3% 甲骨文跌4.3% 台积电涨3.7% 纳斯达克中国金龙指数跌2.2% [1] 欧股市场表现 - 德国DAX30指数涨94.44点或0.40%报23630.91点 英国富时100指数涨1.27点或0.01%报9227.95点 法国CAC40指数涨41.91点或0.54%报7872.02点 [1] - 欧洲斯托克50指数涨34.90点或0.64%报5476.95点 西班牙IBEX35指数涨75.00点或0.50%报15170.50点 意大利富时MIB指数涨84.82点或0.20%报42508.00点 [1] 大宗商品表现 - 纽约轻质原油期货涨1.13美元或1.81%至每桶63.41美元 伦敦布伦特原油期货涨1.06美元或1.59%至每桶67.63美元 [2] - 比特币跌0.46%报112253.5美元 以太坊跌0.49%报4182.36美元 [3] - 现货黄金突破3786美元续创历史新高 [3] 外汇市场表现 - 美元指数下跌0.08%收于97.264 [3] - 欧元兑美元升至1.1811 英镑兑美元持平于1.3517 美元兑日元降至147.59 [3] 美联储政策动向 - 美联储主席鲍威尔表示美股估值"相当高" 并暗示降息路径不明确 [1][4] - 鲍威尔认为利率仍偏紧缩 为进一步降息打开空间 [4] - 美联储理事鲍曼警告需果断降息以支持就业 否则可能落后于曲线 [6] 美国经济数据 - 美国9月制造业加速走弱 里奇蒙德联储制造业综合指数从-7降至-17 [5] - 发货量分项从-5降至-20 为2020年5月以来最低水平 [5] 人工智能行业动态 - OpenAI宣布新增五个数据中心站点 提供总计7吉瓦电力容量 [7] - 美光科技2026财年第一季度收入预期125亿美元 高于市场预期的119亿美元 [8] - 英伟达向OpenAI投资最多1000亿美元 引发AI泡沫担忧 [10] 个股重要消息 - "木头姐"旗下基金四年来首次买入阿里巴巴ADR 总值约1630万美元 [9] - 雪佛龙在委内瑞拉石油出口因新规减半 从日产24万桶降至约50% [11] - 美光科技2025财年第四季度销售额增长46%至113亿美元 [8]

For more uh reaction, let's bring in DA Davidson, managing director and director of research, Gil Lauria. Gil, great to have you with us. >> Thanks for having me.>> It it seems like every partnership um gets applauded by the markets. I mean, Nvidia basically hands over a check or or chips to Open AI and and that gets rewarded. Oracle gets rewarded.At what point should we actually scrutinize what this means for each company. >> Well, right now, and you've had a great conversation so far. Let me put it togeth ...

In Brief OpenAI announced on Tuesday that it plans to build five new AI data centers across the United States with partners Oracle and SoftBank through its Stargate project. The new data centers will bring Stargate’s planned capacity to seven gigawatts — enough energy to power more than five million homes.Three of the new sites are being developed with Oracle. They’re located in Shackelford County, Texas; Doña Ana County, New Mexico; and an undisclosed location in the Midwest. The other two sites are being ...

市场表现 - 三大指数集体收跌 道琼斯指数跌0.19%报46,292.78点 标普500指数跌0.55%报6,656.92点 纳斯达克指数跌0.95%报22,573.47点[3] - 英伟达股价下跌2.8% 甲骨文下跌4.4% 亚马逊跌3.04%[3][5] - 纳斯达克中国金龙指数跌2.22% 百度跌8.09% 京东跌2.92% 腾讯音乐跌4.20%[5] 人工智能行业动态 - 英伟达宣布向OpenAI投资最高1000亿美元[3] - 市场质疑AI公司能源支持能力及交易模式可持续性[3] - 美光科技Q4营收113.2亿美元同比增长46% 调整后每股收益3.03美元远超上年同期1.18美元[10] - DRAM供应趋紧 AI驱动需求加速增长[11] 重大合作与投资 - OpenAI与甲骨文将共建三座数据中心 分别位于得州沙克尔福德县 新墨西哥州多尼亚安娜县和中西部未公布地点[6] - OpenAI与软银合作建设两座数据中心 位于俄亥俄州洛兹敦和得州米拉姆县[6] - 方舟投资管理公司购入阿里巴巴ADR 总价值约1630万美元[7] 军工与国防合约 - 美国锑业公司获得美国国防后勤局五年独家合同 金额最高达2.45亿美元[8] - 美国锑业公司股价收盘大涨逾13%[9] - 波音公司正在制造美国空军第六代战机F-47 预计2028年首飞[12] 企业财报与预期 - 美光科技预计2026财年Q1营收122亿至128亿美元 调整后毛利率50.5%-52.5%[10]

The $500 billion Stargate project with the aim of giving the U.S. an edge in the artificial intelligence (AI) race is moving forward following the announcement of five new AI data center sites revealed on Tuesday by the companies investing in the project. OpenAI, Oracle and SoftBank unveiled new data center sites as part of the Stargate project that was first announced in January as part of a $500 billion investment in 10 gigawatts of data center capacity. The five new AI data centers include sites in Shack ...

We start off with breaking news on Oracle's latest status center plans to stock higher after hours following a 4% drop during the regular session. Mackenzie Sagalis has got all the details. Mac Mel OpenAI Soft Bank and Oracle have just unveiled five more Stargate sites stretching across Texas, New Mexico, Ohio, and then an undisclosed destination in the Midwest.We're also getting a revised spend here that brings the size of the initiative to nearly 7 gigawatts and more than $400 billion dollars of investmen ...

项目规划 - OpenAI、甲骨文和软银宣布在美国新建五个人工智能数据中心以推进Stargate项目 [1]

ABILENE, Texas — OpenAI and Oracle are betting big on America's AI future, bringing online the flagship site of the $500 billion Stargate program, a sweeping infrastructure push to secure the compute needed to power the future of artificial intelligence.The debut site in Abilene, Texas, about 180 miles west of Dallas, is up and running, filled with Oracle Cloud infrastructure and racks of Nvidia chips.The data center, which is being leased by Oracle, is one of the most notable physical landmarks to emerge f ...

Working with the Japanese conglomerate SoftBank and the cloud company Oracle, the A.I. start-up will spend $400 billion over the next five years. ...

Oracle (ORCL) stock saw focus once again after reports surfaced the company would play the key role for the United States restructuring of TikTok. Oracle would rebuild and retrain a domestic-only iteration of TikTok’s algorithm away from ByteDance, the Chinese parent company, according to a White House official. The deal also places Oracle as the party responsible for TikTok’s United States user data through a cloud framework. Though the shares of Oracle slipped by over 5% for the current session, the sha ...