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Nvidia (NVDA) Seen as Key AI Beneficiary Despite Risks Tied to OpenAI Funding
Yahoo Finance· 2025-09-27 22:39
NVIDIA Corporation (NASDAQ:NVDA) is one of the AI Stocks Every Investor Should Watch. On September 23, DA Davidson analyst Gil Luria reiterated a Buy rating and $210.00 price target on the stock. The rating affirmation follows Nvidia’s announcement of a $100B equity investment in OpenAI. The two companies have signed a letter of intent to deploy at least 1o GW of Nvidia systems for the training and inference of OpenAI’s future models. While the announcement reflects OpenAI’s ability to ramp, DA Davidson ...
U.S. Stocks Come Under Pressure Following Powell Comments
RTTNews· 2025-09-23 17:56
美股市场表现 - 主要股指显著下跌 纳斯达克指数下跌197.61点或0.9%至22,591.37点 标普500指数下跌35.53点或0.5%至6,658.22点 道琼斯指数下跌96.69点或0.2%至46,284.85点 [2] - 早盘表现疲软后持续承压 道指加入纳斯达克和标普500的负值区间 [1] 美联储政策影响 - 美联储主席鲍威尔称股票价格"相当高估值" 此前股指创历史新高 [3] - 鲍威尔指出货币政策面临"挑战性局面" 通胀短期风险偏上行而就业风险偏下行 [3] - 强调需要平衡双重使命的两面风险 既不能过于激进降息导致通胀反复 也不能维持限制性政策过久损害就业 [4] 个股表现 - 英伟达股价下跌3% 拖累纳斯达克指数 此前周一因与OpenAI战略合作消息上涨近4%至创纪录收盘高位 [4] - 英伟达与OpenAI达成战略合作 将部署至少10吉瓦英伟达系统用于下一代AI基础设施 [5] 行业板块表现 - 软件股遭受显著抛售压力 道琼斯美国软件指数下跌1.4% 该指数前一日创纪录收盘高位 [6] - 零售股表现疲软 道琼斯美国零售指数下跌1.1% [6] - 能源股表现强劲 因原油价格大幅上涨 费城石油服务指数飙升4.0% 纽交所Arca石油指数跃升2.0% [7] 全球市场表现 - 亚太地区股市涨跌互现 香港恒生指数下跌0.7% 韩国Kospi指数上涨0.5% 日本市场因假日休市 [8] - 欧洲股市多数上涨 法国CAC 40指数上涨0.5% 德国DAX指数上涨0.4% 英国富时100指数逆势微跌 [8] 债券市场 - 国债价格走高 基准十年期国债收益率下降3.1个基点至4.114% [9]
Nvidia Invests in OpenAI With $100 Billion to Build Out More AI Data Centers
CNET· 2025-09-23 13:47
OpenAI and Nvidia have struck one of the biggest partnerships in AI, with Nvidia pledging to invest up to $100 billion in OpenAI while supplying the compute power needed to build the company's next generation of models.The deal, announced Monday in a letter of intent, calls for OpenAI to deploy at least 10 gigawatts of Nvidia systems for AI data centers over the coming years. The first phase, one gigawatt, is scheduled for the second half of 2026 on Nvidia's upcoming Vera Rubin platform, named for the late ...
Nvidia to Invest Up to $100 Billion in OpenAI
WSJ· 2025-09-22 16:50
The companies say the partnership will enable OpenAI to build and deploy at least 10 gigawatts of Nvidia systems for its artificial intelligence data centers to train and run its next generation of mo... ...