Key Takeaways Astera Labs is expanding its PCIe 6 portfolio to meet the growing demand for AI infrastructure. Amphenol's liquid cooling connectors and interconnect products are fueling strong order growth. APH's broad market reach and 79.3% YTD gain outpace ALAB amid tougher macro conditions. Astera Labs (ALAB) and Amphenol (APH) are major players in the connectivity and data center infrastructure space. While Astera Labs develops semiconductor-based connectivity solutions tailored for cloud and AI infrastr ...

Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Market moves: Stocks were higher Wednesday, with both the S & P 500 and Nasdaq on track for record closes. Tuesday's pullback broke the S & P 500's seven-session win streak, but the index was bouncing back thanks to a rebound in AI infrastructure and technology stocks. Shares of Nvidia were up nearly 2% in Wednesday afternoon trading. In ...

文章核心观点 - 摩根士丹利对超大规模人工智能项目中日益普遍的循环融资模式表示担忧 强调需要更充分的信息披露来理解供应商与客户之间复杂的财务关系 [1][3][4] - AI基础设施概念股近期表现强劲 英伟达和AMD股价均创下历史新高 戴尔和超微电脑等服务器制造商股价也呈上升趋势 [1][5] AI生态系统中的循环融资关系 - AI生态系统日益呈现循环性 供应商通过为客户提供资金并共享收入 存在交叉持股和集中度上升的现象 [1] - 英伟达投资了埃隆·马斯克的AI初创公司xAI 并将为其数据中心提供处理器 同时与CoreWeave和OpenAI也存在供应商-投资者安排 [1] - 英伟达的竞争对手AMD也与OpenAI宣布了一项供应商投资协议 [2] - 微软和甲骨文等上市公司与AI数据中心达成的交易同样需要更高的透明度 [4] 信息披露不足与风险 - 纠缠不清的生态系统内的实体在客户集中度、供应商融资、收入分成协议和关联方交易方面提供的信息有限 [4] - 由于超大规模企业拥有庞大的非AI业务 其与AI公司交易的信息披露未能达到经验法则的定量重要性阈值 但AI却是支撑这些公司高估值倍数的关键驱动力 [5] - 日益复杂的交易使得评估AI需求真实发展情况变得困难 并增加了AI成功的风险 当前投资周期的可持续性最终取决于AI能否产生持久的现金流以支撑所投入的巨大资本回报 [3] AI基础设施股票市场表现 - AI基础设施股票持续成为市场表现最佳者 [5] - 芯片制造商AMD和英伟达股价交易于历史最高水平 [5] - 服务器制造商戴尔科技和超微电脑近期股价也处于上升趋势 [5]

BING-JHEN HONG/iStock Editorial via Getty Images Listen below or on the go on Apple Podcasts and Spotify CEO Jensen Huang wishes he had invested more in xAI. (0:15) Analysts react to Tesla price cuts. (0:58) Dell rallies again. (1:58) This is an abridged transcript of the podcast: Our top story so far, Nvidia (NASDAQ:NVDA) CEO Jensen Huang confirmed that his company has invested in the latest funding round for Elon Musk's generative artificial intelligence outfit xAI (X.AI). He said on CBNC he was ex ...

Key Points Volatility continues for Wolfspeed stock after its emergence from Chapter 11 protection late last month. The restructuring allowed Wolfspeed to slash its total debt by 70% and debt payments by 60%. 10 stocks we like better than Wolfspeed › Shares of Wolfspeed (NYSE: WOLF) are jumping on Wednesday, up 11.1% as of 2:04 p.m. E.T. The spike comes as the S&P 500 and Nasdaq Composite gained 0.5% and 0.9%, respectively. The embattled chipmaker exited Chapter 11 protection after successfully ne ...

AMD's stock is enjoying its best three-day run since 2016, and one analyst sees a nice path ahead. ...

AMD (AMD) stock surged nearly 24% on Monday after the company announced a partnership with OpenAI, which could give the ChatGPT maker a 10% stake in the semiconductor giant. OpenAI will deploy six gigawatts of AMD's Instinct graphics processing units (GPUs) over several years, starting with a 1-gigawatt rollout in late 2026. The agreement positions AMD as a core strategic partner to OpenAI, marking one of the largest GPU deployment deals in the AI industry. As part of the deal, AMD issued OpenAI a warrant ...

LONDON (AP) — Lingering doubts about the economic promise of artificial intelligence technology are starting to get the attention of financial institutions that raised warning flags this week about an AI investment bubble. Officials at the Bank of England on Wednesday flagged the growing risk that tech stock prices pumped up by the AI boom could burst. “The risk of a sharp market correction has increased,” the U.K. central bank said. The head of the International Monetary Fund raised a similar alarm hou ...

The U.S. stock market demonstrated robust performance in afternoon trading on Wednesday, October 8, 2025, with major indexes rebounding from earlier losses. Investors largely shrugged off concerns surrounding an ongoing U.S. government shutdown, instead focusing on corporate developments and anticipating key insights from the Federal Reserve. The tech-heavy Nasdaq Composite and the benchmark S&P 500 both achieved new all-time highs, underscoring a prevailing bullish sentiment driven by momentum in artificia ...

The Nvidia CEO says he doesn't think the U.S. is far ahead of China in AI development, while President Donald Trump has suggested no other country poses a serious threat to the U.S.'s lead. ...