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Microsoft’s Perplexity Deal And Maia 200 Chip Reframe AI Investment Story - simplywall.st

Google 📅 01/31 21:45 MSFT.ONVDA.OTSLA.O
Microsoft (NasdaqGS:MSFT) signed a multi year, US$750 million Azure AI cloud deal with Perplexity, adding a new large scale customer to its AI infrastructure business. The company introduced its Maia 200 AI chip, described as its most advanced in house AI inference processor to date for Azure data centers. Both moves come as investors question how Microsoft will balance heavy AI capital spending w...

【华尔街原声】BTIG:银价或跌回55美元重寻支持位

财新 📅 01/31 21:45
BTIG首席市场技术分析师Jonathan Krinsky认为,尽管白银在单日暴跌约30%后可能出现短期技术性反弹,但从长线趋势看,银价大概率会回撤至今年早些时候约55美元的初始突破位寻找支撑

If You'd Invested $1,000 In Micron Technology 42 Years Ago, Here's How Much You'd Have Today - The Motley Fool

Google 📅 01/31 21:45 700.HKMU.O
Micron Technology has been one of the biggest winners of the AI boom. A lot can happen in 40 years. Just ask early investors of Micron Technology (MU 4.87%). Micron went public in 1984 (42 years ago) as a tiny memory tech company based in Boise, Idaho. Back then, if you wanted to invest $1,000 in Micron stock, you would have called your broker directly over the phone and placed an order. There was...

Iran Hits Back At EU: Designates European Armies As 'Terrorist Entities'

Zero Hedge 📅 01/31 21:45
Iran Hits Back At EU: Designates European Armies As 'Terrorist Entities' Iran is saying two can play at the West's game: on Friday the secretary of Iran's Supreme National Security Council blasted the EU's decision to designate the Islamic Revolutionary Guard Corps (IRGC) as a "terrorist organization," warning that Europe's own militaries would now be viewed through the same lens. "The European Un...

If You'd Invested $1,000 In Micron Technology 42 Years Ago, Here's How Much You'd Have Today - fool.com

Google 📅 01/31 21:45 MU.O
If You'd Invested $1,000 In Micron Technology 42 Years Ago, Here's How Much You'd Have Today fool.com

伊朗官媒播出哈梅內伊活動 外長稱準備好強硬回應侵略者

无线新闻 📅 01/31 21:44
中東局勢緊張之際,美國總統特朗普政府批准對以色列及沙特阿拉伯新一輪軍售。而伊朗官媒播出最高領袖哈梅內伊的活動。 伊朗國營電視台報道,最高領袖哈梅內伊周六,在首都德黑蘭的霍梅尼陵墓,向這位已故最高領袖致意。早前有報道稱,由於擔心遭受美國襲擊,現年86歲的哈梅內伊藏身德黑蘭一處地堡,由其第三個兒子接手日常職務。 伊朗總統佩澤希齊揚周六,點名批評美國總統特朗普、以色列總理內塔尼亞胡同歐洲,煽動伊朗人民,...

格隆汇1月31日|两名以色列官员表示,以色列未参与伊朗爆炸事件。

格隆汇 📅 01/31 21:43
格隆汇1月31日|两名以色列官员表示,以色列未参与伊朗爆炸事件。

黄仁勋称英伟达将参与OpenAI当前融资轮,但“远非”1000亿美元

新浪 📅 01/31 21:43 NVDA.O
英伟达CEO黄仁勋周六表示,该公司“绝对”会参与OpenAI当前的融资轮,但投资额“远非”1000亿美元。 黄仁勋拒绝透露具体投资金额,但他补充称这可能是“我们有史以来最大的一笔投资”。 黄仁勋对记者表示,“我们一定会参与下一轮融资,因为这是一项非常好的投资。我们很乐于参与。” 英伟达和OpenAI在9月宣布,双方已签署意向书,前者可能向后者投资高达1000亿美元。此前有报道称,由于英伟达内部一些...

Hyperscalers to Spend Over $500 Billion on AI in 2026: Here Are the 3 Stocks to Buy

Yahoo 📅 01/31 21:42 MSFT.ONVDA.OGOOG.O
Industry research forecasts that AI hyperscalers will spend at least $500 billion on infrastructure in 2026. According to a recent report published by Goldman Sachs, artificial intelligence (AI) hyperscalers are forecast to spend more than $500 billion on infrastructure this year. As capital expenditure (capex) budgets become larger, developers like Microsoft, Alphabet, Amazon, and Meta Platforms ...

Hyperscalers to Spend Over $500 Billion on AI in 2026: Here Are the 3 Stocks to Buy

Nasdaq 📅 01/31 21:42 AAPL.OMSFT.ONVDA.O
Key Points Hyperscalers, including Microsoft, Amazon, Alphabet, and Meta Platforms, are raising their capital expenditure budgets for 2026. Rising infrastructure spend bodes well for the semiconductor industry. Hyperscalers are racing to secure additional GPUs, while also investing in custom silicon designs. 10 stocks we like better than Nvidia › According to a recent report published by Goldman S...

Zack Polanski is having fun. But can the Green leader become a serious player?

BBC News 📅 01/31 21:41
Polanski himself wrote about his disappointment when he was not selected to run in Richmond Park, saying he was told "a local candidate is a trump card for many parties". But the Lib Dem source remembers him as "incredibly angry and counterproductive" after he was not allowed to stand. Another senior Lib Dem figure, who saw him regularly when he was in the party, wonders whether Polanski is driven...

【华尔街原声】RBC:美伊对峙可能影响整个中东石油生产

财新 📅 01/31 21:41
加拿大皇家银行(RBC)的资本市场大宗商品策略全球主管Helima Croft认为,由于伊朗明确表示不会将导弹计划列入谈判议程,市场普遍担忧局势可能由局部摩擦演变为波及更广的地区冲突,甚至威胁到地区的能源基础设施

Nvidia CEO tells TSMC to "work harder" as 2026 demand surges; reveals 10-year capacity doubling plan - digitimes

Google 📅 01/31 21:39 TSM.N
Save my User ID and Password Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit the site. To activate this function, check the 'Save my User ID and Password' box in the log-in section. This will save the password on the computer you're using to access the site. Note: If you choose to use the log-out feature, you wil...

Nvidia CEO tells TSMC to "work harder" as 2026 demand surges; reveals 10-year capacity doubling plan - DIGITIMES Asia

Google 📅 01/31 21:39 TSM.N
Nvidia CEO tells TSMC to "work harder" as 2026 demand surges; reveals 10-year capacity doubling plan DIGITIMES Asia

黄仁勋称英伟达支持所有开发者

同花顺 📅 01/31 21:38 NVDA.O
英伟达CEO黄仁勋周六表示,该公司为所有使用其软件的开发者提供支持。黄仁勋接受记者采访时回应了有关英伟达支持情况的问题:“只要开发者想要使用我们的软件,我们都会公开给予支持。全球每一个人工智能开发者都与英伟达合作,所以我为此感到非常自豪。”(新浪财经)

黄仁勋称英伟达支持所有开发者

格隆汇 📅 01/31 21:38 NVDA.O
格隆汇1月31日|英伟达CEO黄仁勋表示,英伟达为所有使用其软件的开发者提供支持。只要开发者想要使用我们的软件,我们都会公开给予支持。全球每一个人工智能开发者都与英伟达合作,所以我为此感到非常自豪。

【华尔街原声】BMO:金银价格暴跌是“健康的调整”

财新 📅 01/31 21:37
BMO大宗商品研究副总裁乔治·赫佩尔(George Heppel)认为,白银ETF此前的资金流入量一度达到标普500指数ETF的数倍,显示出市场情绪已陷入极度亢奋状态,因此目前的暴跌属于合理的溢价修正

Powerful storm threatens East Coast including parts unaccustomed to heavy snow

CNBC 📅 01/31 21:37
A powerful storm bore down on the East Coast on Saturday, with forecasters warning of howling winds, flooding and heavy snow, including in some Southeast coastal communities more accustomed to hurricanes than blizzards. Temperatures plummeted even as tens of thousands of homes and businesses remained without power. In Myrtle Beach, South Carolina — whose official seal is the sun, palm trees and a ...

'She basically capitulated' - is Sabalenka underachieving at the Slams?

BBC News 📅 01/31 21:36
Aryna Sabalenka has been the dominant force in women's tennis for the past two seasons. With baseline power anchoring her game, the 27-year-old Belarusian has pummelled opponents on the way to nine WTA titles and created a clear gap at the top of the world rankings. Yet there are still questions about Sabalenka's big-game mentality - and with justifiable cause after her latest loss in a major fina...

Here's Everything Investors Need to Know About the Rising Popularity of Tokenized Gold

Nasdaq 📅 01/31 21:35 NVDA.O
Key Points There are now many ways to purchase digital ownership in gold, especially through stablecoins. Stablecoins are digital assets backed by a traditional currency or commodity. The price of gold recently topped $5,000 per ounce. 10 stocks we like better than SPDR Gold Shares › Given how digitized the world has become, there aren't too many investors still buying gold bars and burying them i...

Russia’s Murmansk Ports Halt Operations Amid Power Disruptions

Bloomberg 📅 01/31 21:34
Operations at Russia’s Murmansk Bulk Terminal and Commercial Seaport were temporarily suspended due to power disruptions in Murmansk and the nearby city of Severomorsk, according to Interfax. The bulk terminal said the shutdown was a deliberate move to reduce electricity consumption and free up capacity for residents and other areas currently without power, Interfax reported. The seaport also halt...

Exxon’s (XOM) Relative Valuation Comes into Focus at BofA

Yahoo 📅 01/31 21:34 1211.HK
Exxon Mobil Corporation (NYSE:XOM) is included among the 12 Best Stocks to Buy for the Long Term. Exxon’s (XOM) Relative Valuation Comes into Focus at BofA On January 28, BofA lifted its price target on Exxon Mobil Corporation (NYSE:XOM) to $135 from $129 while maintaining a Neutral rating. After comparing valuations across European and US integrated oil majors, the firm said the valuation gap fav...

Regeneron: Expect Double-Digit Growth In 2026

Seeking Alpha 📅 01/31 21:33
Eoneren/E+ via Getty Images Regeneron ( REGN ) closed slightly lower yesterday after reporting Q4 2025 results that were slightly better than the market consensus, and providing expense guidance for 2026. However, there were no major surprises, as the company pre-announced Eylea net sales and R&D spending guidance ahead of the JPMorgan Healthcare conference a few weeks ago, and as partner Sanofi (...

Nvidia CEO Says It Supports All Developers Amid DeepSeek Claims

Bloomberg 📅 01/31 21:33 MSFT.ONVDA.O
Nvidia Corp. supports “every developer” that uses its software, Chief Executive Officer Jensen Huang said, after a US lawmaker accused the chip giant of offering technical support that helped China’s DeepSeek improve its artificial intelligence model. “Whenever developers want to use our software, we openly support everyone,” Huang told reporters in Taipei in response to a question about Nvidia’s ...

SanDisk, UnitedHealth, Meta Platforms And More: 5 Stocks Investors Couldn't Stop Buzzing About This Week - Finviz

Google 📅 01/31 21:33 AAPL.OMSFT.OMETA.O
Retail investors talked up five hot stocks this week (Jan. 26 to Jan. 30) on X and Reddit's r/WallStreetBets, driven by retail hype, earnings, AI buzz, and corporate news flow. Microsoft Corp. (NASDAQ:MSFT), SanDisk Corp. (NASDAQ:SNDK), Meta Platforms Inc. (NASDAQ:META), Apple Inc. (NASDAQ:AAPL), and UnitedHealth Group Inc. (NYSE:UNH), spanning AI, software, data center, storage, semiconductor, so...

Is Figma Stock a Buy Now?

The Motley Fool 📅 01/31 21:33
This tech company is using artificial intelligence to build up its business. Shares of design software developer Figma (FIG 4.25%) experienced incredible success when they went public last July, debuting at $33 per share before skyrocketing to a 52-week high of $142.92 in August. Since then, the stock has reversed course big time. Shares hit a 52-week low of $26.79 on Jan. 21, dropping below the I...

格隆汇1月31日|知情人士表示,俄罗斯与美国的会谈已于当地时间上午8点在美国佛罗里达州迈阿密市启动。

格隆汇 📅 01/31 21:31
格隆汇1月31日|知情人士表示,俄罗斯与美国的会谈已于当地时间上午8点在美国佛罗里达州迈阿密市启动。

SanDisk, UnitedHealth, Meta Platforms And More: 5 Stocks Investors Couldn't Stop Buzzing About This Week - Benzinga

Google 📅 01/31 21:31 AAPL.OMSFT.OMETA.O
Retail investors talked up five hot stocks this week (Jan. 26 to Jan. 30) on X and Reddit's r/WallStreetBets, driven by retail hype, earnings, AI buzz, and corporate news flow. Microsoft Despite all the negative sentiment this week, some retail investors were still optimistic about MSFT’s growth. The stock had a 52-week range of $344.79 to $555.45, trading around $433 to $435 per share, as of the ...

GameStop CEO Ryan Cohen Targets $100 Billion Valuation With 'Big' Acquisition Plan: 'Genius Or...Totally Foolish'

Yahoo 📅 01/31 21:31 GOOG.OMETA.OAMZN.O
GameStop Corp. (NYSE:GME) CEO Ryan Cohen unveiled his ambitious plan to transform the company into a $100 billion-plus giant. The CEO, in an interview with The Wall Street Journal on Thursday, stated that he plans to transform GameStop from an $11 billion company into a $100 billion-plus business that goes far beyond selling video games and collectibles. To achieve the same, he is considering a si...

解放軍轟炸機黃岩島戰備警巡 官媒指航線穿越菲方演習區體現中方實際管轄

无线新闻 📅 01/31 21:30
解放軍出動轟炸機到南海黃岩島戰備警巡,有內地官媒稱,航線穿越菲律賓早前劃定的演習區,表明中方的實際管轄,菲方的演習區非法無效。 中國軍方發放的片段,顯示至少有兩架轟-6K轟炸機,在戰機伴飛之下飛越黃岩島。有內地傳媒報道,轟-6K搭載了有航母殺手之稱的鷹擊-12超音速反艦導彈。 解放軍南部戰區稱,周六組織海空兵力,在黃岩島領海領空及周邊區域,進行戰備警巡,又稱一月份以來,戰區部隊海空兵力,持續加強黃...
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