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AI算力的下一个瓶颈:涨价的CPU、抢不到的货

同花顺 📅 05/09 01:21
近日英特尔、AMD和Arm陆续发布财报,传递出一个信号:不仅数据中心正成为这些公司的关键业绩支撑,在Agent(智能体)浪潮下,市场对CPU芯片的需求也在倍增。过往市场认为只有GPU和ASIC这类加速芯片显著受益于AI时代的逻辑,已经在偏转。不止于此,需求紧俏行情下,CPU芯片也在持续涨价。一名行业资深从业者强调,“现在CPU面临的情况是,供应很紧张,即便已经涨价了你还可能拿不到货。CPU在整个生...

Lord Beecham obituary

The Guardian 📅 05/09 01:21
Formidable and popular council leader who served the city of Newcastle for more than 50 years, committed to raising standards of living Jeremy Beecham, who has died aged 81, was an outstanding figure in local government as the Labour leader of Newcastle city council from 1977 to 1994. He built on the work of his immediate predecessors in restoring faith in the integrity of the council following th...

BBUC Q1 2026 Earnings Call Transcript

Nasdaq 📅 05/09 01:21
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Intel has preliminary deal to make chips for Apple, WSJ reports - OregonLive.com

Google 📅 05/09 01:21 INTC.O
Intel has preliminary deal to make chips for Apple, WSJ reports OregonLive.com

Poland says hackers breached water treatment plants, and the U.S. is facing the same threat

TechCrunch 📅 05/09 01:20
A report by Poland’s top intelligence agency accused Russia of sabotage and hacking activities against the country’s military and civilian infrastructure.

Ancient Settlement Older Than The Pyramids Discovered; Rewrites North American History

Zero Hedge 📅 05/09 01:20
Ancient Settlement Older Than The Pyramids Discovered; Rewrites North American History Authored by Steve Watson via modernity.news , An ancient Indigenous settlement unearthed near Sturgeon Lake in Saskatchewan is challenging long-held views about early human presence in North America. Dating to around 11,000 years ago and predating Egypt’s Great Pyramid by more than 6,000 years , according to the...

1 Glorious Growth Stock Down 68% to Buy Hand Over Fist, According to Wall Street

Nasdaq 📅 05/09 01:20
Key PointsWorkiva's software platform helps organizations aggregate data and manage their compliance obligations.

Tesla and Amazon Stock Could Lead This Sector Higher. (Hint: It Isn’t Tech.)

Yahoo 📅 05/09 01:20 TSLA.O
It’s worth taking a closer look at the technical setups developing for both of these tech heavyweights’ stocks.

VitalHub reports Q1 results

Seeking Alpha 📅 05/09 01:19
VitalHub press release ( VHIBF ): Q1 Net income of C$2.36M. Total Revenue up 47% YoY to C$31.9M. More on Vitalhub Vitalhub Corp. (VHI:CA) Q4 2025 Earnings Call Transcript Historical earnings data for Vitalhub Corp. Financial information for Vitalhub Corp.

Stock pullbacks can be an opportunity to make your money back and then some. Here's how

CNBC 📅 05/09 01:18
watch now VIDEO 2:12 02:12 This industrial stock's post-earnings dip could be an attractive entry point for options traders Options Action When a stock you own pulls back, you can use an options trade to get your money back. Case in point: Fluor Corp. Following its Q1 2026 earnings release, the stock is pulling back by 15%. Despite a healthy rebound in net earnings to $160 million versus a loss in...

Jade Biosciences, Inc. GAAP EPS of -$0.57 misses by $0.09

Seeking Alpha 📅 05/09 01:18
Jade Biosciences, Inc. press release ( JBIO ): Q1 GAAP EPS of -$0.57 misses by $0.09 . As of March 31, 2026, Jade had cash, cash equivalents, and investments of $311.3M. Net loss totaled $40.4M for the first quarter ended March 31, 2026, compared to $38.2M for the quarter ended March 31, 2025. More on Jade Biosciences, Inc. Jade Biosciences: Caution Advised Before Clinical Trial Results Jade Biosc...

Futures Traders Are Raising the Odds of a Fed Hike This Year. What Does That Mean for the Market?

Nasdaq 📅 05/09 01:18
Key PointsToday, we received important labor market data about the possibility of higher rates this year.

RingCentral (RNG) Q1 2026 Earnings Transcript

Nasdaq 📅 05/09 01:18
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格隆汇5月9日|美联储在固定利率逆回购操作中总计接纳了5个对手方的7.87亿美元。

格隆汇 📅 05/09 01:18
格隆汇5月9日|美联储在固定利率逆回购操作中总计接纳了5个对手方的7.87亿美元。

Hassett rejects idea U.S. may swap out high-coupon Treasuries to address debt

Seeking Alpha 📅 05/09 01:18
Muhammad Farhad White House National Economic Council Director Kevin Hassett dismissed the idea that the U.S. might restructure its debt by swapping out higher-coupon Treasuries for ones with lower interest rate payments across the maturity curve. “There’s not a chance in a million years that this administration would ever do anything that looks in any way like a debt default,” Hassett told Bloomb...

Alphabet Regulatory Pressure Grows As Valuation And Momentum Stay Elevated

Yahoo 📅 05/09 01:18 GOOG.O
Alphabet faces a new UK antitrust lawsuit targeting its display advertising business, with claimants seeking up to £3b in damages for alleged exclusionary practices. EU regulators are assessing whether Google's proposed changes to news search rankings comply with the Digital Markets Act, with a final ruling pending that could bring fines or operational changes. These regulatory and legal actions a...

Wall Street Roundup: Market Turning Lemons Into Limoncello

Seeking Alpha 📅 05/09 01:18
Muenz/iStock via Getty Images Listen below or on the go on Apple Podcasts and Spotify Rally in AI infrastructure stocks (0:20) Tech stock valuations (3:40) Disney earnings (7:40) Layoff cycle (8:25) Transcript Rena Sherbill: Brian Stewart, Seeking Alpha's Director of News. Welcome back to another week of Wall Street Roundup. What do you got for us? Brian Stewart: So I was trying to think of a meta...

Chrome's 4GB AI model isn't new, but you're not wrong for being confused

Ars Technica 📅 05/09 01:17 GOOG.O
All of Google's products have been getting more AI features, including Chrome, which now offers split-screen Gemini chatbot support, the ability to automate web browsing , and more. Some desktop Chrome users have also noted that the browser appears to suddenly want more storage space for AI. This is true—Chrome does download a 4GB AI model for on-device processing. It's been doing that for years, ...

Bloomberg Intelligence: Lyft Earnings Miss Estimates (Podcast)

Bloomberg 📅 05/09 01:17
Source: Bloomberg, 0:00

TSMC posts 17.5% jump in sales on sustained AI buildout momentum - Business Standard

Google 📅 05/09 01:17 TSM.N
TSMC posts 17.5% jump in sales on sustained AI buildout momentum Business Standard

Block (XYZ) Q1 2026 Earnings Transcript

Nasdaq 📅 05/09 01:16
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Sprout Social SPT Q1 2026 Earnings Transcript

Nasdaq 📅 05/09 01:16
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How Nvidia’s Backing and New AI Deals At Marvell Technology (MRVL) Have Changed Its Investment Story

Yahoo 📅 05/09 01:16 NVDA.O
In recent weeks, Marvell Technology has secured a US$2.00 billion investment and product collaboration with Nvidia, advanced AI chip discussions with Alphabet, and completed acquisitions such as Polariton Technologies to deepen its optical and data center capabilities. Together with record data center revenue, over 50 custom AI design wins, and rising earnings estimates, these moves highlight Marv...

Transcontinental Realty Investors GAAP EPS of $0.02, revenue of $12.3M

Seeking Alpha 📅 05/09 01:16
Transcontinental Realty Investors press release ( TCI ): Q1 GAAP EPS of $0.02. Revenue of $12.3M (+2.4% Y/Y). More on Transcontinental Realty Investors Financial information for Transcontinental Realty Investors

Intel stock hits fourth straight record high as Apple report fuels chip rally

Yahoo 📅 05/09 01:15 AAPL.O
Intel and Apple have reportedly reached a preliminary chip-making agreement.

How Should Investors React When the Market Drops 5% or More?

The Motley Fool 📅 05/09 01:15
Earlier this year, investors got a reminder that stock prices don't always go straight up. The Iran war caused the S&P 500 (SNPINDEX: ^GSPC) to decline by 9% in March. The equity market has since recovered those losses, but it was a jolt that many investors didn't expect after a year of steadily rising stock prices. Unfortunately, my fears when a situation like this plays out came true -- people r...

英特尔股价跃升 报道称其与苹果达成初步的芯片生产协议

新浪 📅 05/09 01:14 AAPL.OINTC.O
英特尔 股价周五上涨,之前有报道称,英特尔已与 苹果 达成初步协议,将为苹果设备制造部分芯片。 报道发布后,英特尔股价涨幅扩大至逾14%。 报道称,两家公司已谈判一年多,目前仍不清楚英特尔将为哪些苹果产品制造芯片。 责任编辑:陈钰嘉

PRA Group (PRAA) Q1 2026 Earnings Transcript

The Motley Fool 📅 05/09 01:14
Image source: The Motley Fool. Thursday, May 7, 2026 at 5 p.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

Envista (NVST) Q1 2026 Earnings Transcript

Nasdaq 📅 05/09 01:14
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格隆汇5月9日|据华尔街日报:特朗普预计将撤换美国食品药品监督管理局(FDA)局长马蒂·马卡里。

格隆汇 📅 05/09 01:14
格隆汇5月9日|据华尔街日报:特朗普预计将撤换美国食品药品监督管理局(FDA)局长马蒂·马卡里。
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