This underrated chipmaker is going to benefit from multiple growth drivers over the next five years.Palantir Technologies (PLTR -0.83%) stock has rallied remarkably to become one of the most important companies in the world. It is now the 22nd largest company globally, with a market cap of just under $426 billion as of this writing.Palantir is a great stock, but it may have gotten ahead of itself. That's not surprising considering that its shares have jumped by more than 945% since the beginning of 2024. Pa ...

Many artificial intelligence (AI) stocks are trading at historically high valuations, leaving few bargain opportunities in the market.When investors think about artificial intelligence (AI) stocks, Intel (INTC 6.25%) is not the first name that typically comes to mind. The spotlight often shines on companies like Nvidia, Advanced Micro Devices, and Palantir Technologies.Yet Intel trades at a price-to-sales (P/S) ratio of just 2.4 -- on the lower end of its 10-year range. In an era rife with expensive valuati ...

In this article, we will take a detailed look at These 10 Stocks are Buzzing After Important Analyst Calls.Investors are continuing to pour money into AI companies as all indicators point to continued momentum and the strong impact of AI technologies on major aspects of human civilization. Valuations of the Magnificent Seven companies of private markets, including giants like OpenAI, SpaceX, Anthropic, xAI and Databricks, have nearly doubled over the past year to reach a whopping $1.2 trillion, CNBC reporte ...

Nvidia (NVDA) stock jumped roughly 4% on Monday as the chipmaker announced it will invest up to $100 billion in OpenAI as part of a new partnership. Nvidia said in its announcement that the partnership will allow OpenAI to deploy "at least 10 gigawatts" of compute capacity from the chipmaker's AI systems to train and run the ChatGPT maker's next generation of artificial intelligence models. The first phase of that compute capacity utilizing Nvidia's upcoming Vera Rubin platform is set to come online in th ...

Intel (INTC), which seemed like dead money just a few months back, has had a reversal of fortunes. Over the last month, SoftBank (SFTBY), the U.S. government, and Nvidia (NVDA) have announced billions of dollars in investment in the once-iconic chip giant. Think of it this way, one of the world’s largest investment funds, the country with the largest GDP, and the biggest company on the planet have all taken a stake in Intel. In this article, we’ll examine what’s driving this investment frenzy in Intel and ...

合作内容 - 英伟达将向英特尔投资50亿美元并合作开发多代定制产品 涵盖数据中心和个人电脑领域[1] - 英特尔将设计英伟达定制的x86 CPU 用于集成至人工智能基础设施平台[4] - 英特尔将制造集成英伟达RTX GPU芯片组的x86系统级芯片 用于个人电脑设备[4] - 英伟达以每股23.28美元价格认购英特尔普通股 投资金额达50亿美元 需经监管批准[4] 市场反应 - 英特尔股价在消息公布后日内涨幅超过20% 英伟达股价同步上涨[5] - 市场将此次合作视为对英特尔技术路线图和制造能力的重要认可[5] - 合作性质被明确为设计与平台协同 而非制造产能转移[5] 财务表现 - 英特尔第二季度营收129亿美元 与去年同期基本持平[6] - 公认会计准则毛利率下降至27.5% 主要受19亿美元重组费用等一次性项目影响[6] - 公认会计准则每股亏损0.67美元 非公认会计准则每股亏损0.10美元[6] 战略意义 - 合作使英特尔获得人工智能计算领导者的技术支持 强化其在AI中心系统的地位[2] - 英特尔获得新的设计机会 有助于改善其近年面临的产品延迟和利润率收缩问题[2] - 此次合作被双方首席执行官称为"历史性协作" 将推动行业技术突破[5]

Key Points Nvidia just forged a surprising deal with Intel. Both companies will receive unique long-term competitive advantages. 10 stocks we like better than Nvidia › Last month, the U.S. government formally took a 10% stake in Intel (NASDAQ: INTC). This month, Nvidia (NASDAQ: NVDA) is joining the fray, taking a roughly 4% stake in the company following a $5 billion investment. The deal surprised many investors given Nvidia has amassed such a dominant lead in key growth areas like artificial inte ...

半导体行业与AI发展 - 半导体行业在人工智能技术发展中发挥关键作用 从训练AI模型到数据中心推理应用 再到智能手机 个人电脑和汽车等边缘设备的AI工作负载 半导体通过快速执行大量计算提供核心支持 [1] - 不同类型芯片处理AI工作负载 包括中央处理器CPU 图形处理器GPU和专用集成电路ASIC 设计这些芯片的公司如英伟达 超微半导体和博通近年来增长显著加速 [2] 台积电行业地位 - 台积电作为晶圆代工巨头在半导体制造领域扮演先驱角色 全球主要无晶圆芯片设计商如英伟达都依赖其制造服务 [4] - 公司控制全球晶圆代工市场70.2%份额（第二季度） 较第一季度增长260个基点 领先第二名三星（市场份额7.3%）优势显著 [9] 先进制程技术优势 - 台积电先进制程节点通过在单芯片中集成更多晶体管 提供更强计算能力和更低能耗 [6] - 英伟达训练ChatGPT的A100数据中心GPU采用台积电7纳米制程 最新Blackwell AI GPU升级至4纳米制程 实现性能和能效显著提升 [7] - 更先进制程使客户能训练更大模型并更高效运行AI推理应用 随着AI模型发展和对数据中心能耗关注增加 对先进计算芯片需求将持续增长 [8] 技术发展路线图 - 3纳米制程已被苹果和高通等客户广泛采用 预计今年开始生产2纳米制程 晶体管密度较3纳米提升15% 功耗降低25%-30% 性能提升10%-15% [10] - 计划2026年底推出1.6纳米制程 2028年推出1.4纳米制程 较2纳米制程在同功耗下速度提升15% 同速度下功耗降低30% 逻辑密度增加20%以上 [11] - 预计2030年实现1纳米制程 使客户能制造更强大且低功耗的芯片 有望进一步提升全球晶圆代工市场份额 [12] 财务增长前景 - 分析师共识预测台积电盈利增长将加速 假设2029和2030年每年盈利增长20% 2030年每股收益可达19.38美元（较2028年13.46美元） [14] - 以纳斯达克100指数远期市盈率26倍计算 五年后股价可能达511美元 较当前水平潜在上涨92% [15] - 当前股票仅以22倍远期市盈率交易 估值具有吸引力 未来五年通过更先进芯片重新定义行业 可能带来超预期盈利增长和股价上涨 [16]

Thursday, September 18, 2025Major market indexes closed at all-time highs across the board today, with the small-cap Russell 2000 notching a new closing high for the first time since November 2021. The Dow grew +124 points, +0.27% to 46,142; the S&P 500 went up +31 points, +0.48% to 6631; the Nasdaq surged +209 points, +0.94% to 22,470; and the Russell 2000 cranked up +62 points, +2.60% to 2467.Bond yields also continued their upward climb today — from +4.08% on the 10-year at the start of the session (it h ...

合作背景与规模 - 英伟达与英特尔近一年讨论后达成50亿美元投资与合作[1] - 英伟达将成为英特尔CPU大客户 同时向英特尔供应GPU芯片组[2] 合作内容与领域 - 双方共同开发数据中心系统 结合英特尔x86处理器与英伟达GPU及网络产品[1] - 合作涵盖数据中心与PC芯片领域 英特尔将为PC及笔记本生产集成英伟达GPU的CPU[3] - 英伟达数据中心系统将新增支持英特尔x86 CPU 用于AI超级计算机[4] - 英伟达GPU技术将应用于英特尔笔记本与PC芯片 瞄准合计500亿美元市场[4] 技术战略调整 - 英伟达未来AI超级计算机将采用英特尔处理器 减少对Arm芯片依赖[5] - 英特尔消费级芯片将整合英伟达图形创新技术以提升产品竞争力[5] - 双方保留未来制造合作可能性[5] 市场反应 - 英特尔股价单日暴涨23.32% 收于30.71美元 创历史最佳单日表现[6]