交易中 09-25 10:14:59 美东时间
-3.290
-0.36%
高盛近日发布美国科技行业研究报告,以测算证明超大规模云厂商AI资本支出ROIC合理性所需的AI经济规模。
25分钟前
Wells Fargo analyst Mike Mayo maintains Goldman Sachs Group (NYSE:GS) with a Overweight and lowers the price target from $1325 to $1175.
23分钟前
高盛集团策略师预计,美国五大超大规模云服务商明年在AI基础设施方面的支出将增长逾50%,达到1.2万亿美元。 Ryan Hammond领衔的团队在一份报...
35分钟前
NetApp (NTAP) announced on Friday that it plans to acquire PEAK:AIO to expand its AI infrastructure capabilities. The deal will add PEAK:AIO’s metadata technology and parallel file-system capabilities...
57分钟前
Shares of Comcast Corporation (CMCSA) slipped about 2.2% in the premarket trading on Friday after KeyBanC Capital Markets downgraded the stock to underweight and cut its price target to $18, citing wo...
今天 21:14
炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! (来源:网易科技) 美国超大规模云服务商的AI资本支出规模空前,但其能否获得合理...
今天 19:47
Zscaler (ZS) announced the appointment of Ross Tackett as Chief Revenue Officer, effective October 1, 2026. Tackett, who currently serves as Zscaler’s Head of Worldwide Sales, will oversee global rev...
今天 17:10
Michael Burry is warning that the massive AI infrastructure spending by Big Tech could eventually result in significant write-offs, drawing parallels with previous capital cycles. In a new Substack po...
今天 16:09
Oracle (ORCL) has invoked force majeure over potential delays at a major data center project developed by Blue Owl Capital (OWL) in New Mexico, putting fresh pressure on the financing model behind the...
今天 13:43
Goldman Sachs (GS) Lindsay Rosner says the bank’s asset management arm is underweight on the biggest AI borrowers as a flood of issuance washes over the market. “We believe there will be a lot of hype...
今天 13:20