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Orion 增持 Alphabet 股份

NVIDIA Considers Increasing H200 Chip Production to Meet Chinese AI Market Demand

NVIDIA Insiders Are Selling Stock, with One Director Cashing Out $64 Million

Wells Fargo Analyst Maintains Eaton Stock at Hold Rating

Market has high expectations for Google to release its latest AI model, Gemini 3.0 Flash, in the coming days

Google Translate rolls out real-time voice translation to all headphones

Apple and Google Release Emergency Patches for Zero-Day Vulnerabilities

NVIDIA's stock is sold off due to Oracle's plunge and spreading bubble theories

Reports indicate Google and other cloud providers are tightening AI investment, putting cost pressure on chip suppliers like Broadcom

The Path of Enterprise AI Transformation

Market sources report the Tesla board of directors profited $3 billion from stock awards

Nvidia insiders sold $41.4 million worth of stock

Analyst notes China is unlikely to accept NVIDIA's H200 chips amid weakening US tech stocks

Bernstein raises TSMC's price target from $290 to $330.

Tesla's Shanghai Gigafactory exported over 35,000 vehicles in October

US AI tech stocks face a sell-off, sparking concerns about an AI bubble

Google's next-gen Tensor G6 chip is rumored to adopt an aggressive big-core design and may use TSMC's 2nm process

TSMC's Kumamoto Plant 2 Construction Reportedly Slows Down, Official Response Cites 'Dynamic Adjustment'

Google releases experimental AI browser 'Disco' to reshape the web browsing experience.

Google Faces $129 Million Asset Freeze in France after Russian Court Rulings

AdvisorShares MSOS 2x Daily ETF

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Orion Portfolio Solutions LLC increased its stake in Alphabet Inc. by 4.8% in Q2, owning 291,713 shares worth $51.7 million. Alphabet's stock opened at $310.52, with a market cap of $3.75 trillion. Analysts forecast an EPS of 8.89 for the year, with a dividend of $0.21 per share announced. The stock has a "Buy" rating with an average price target of $313.04.

- Orion Portfolio Solutions LLC increased its holdings in Alphabet Inc. by 4.8% in Q2, owning 291,713 shares valued at $51.7 million.  
- Several institutional investors also raised their stakes, with IFS Advisors LLC increasing its position by 400% during the same period.  
- Alphabet reported Q3 earnings of $2.87 per share, exceeding estimates, and announced a quarterly dividend of $0.21 per share, reflecting a dividend yield of 0.3%.

Market Beat

Alphabet - C

Direxion Daily Googl Bear 1x Shares

Direxion Daily GOOGL Bull 2X Shares

Orion Porfolio Solutions LLC Raises Stake in Alphabet Inc. $GOOG

NVDA

Japan rates and the AI connectionWe’ve written extensively about the implications of the rise in Japan’s long end. This isn’t a local story, it carries global spillover risk. Notably, NVDA topped almost perfectly as the Japanese 10-year kicked off its latest explosive move.

- The article discusses the implications of rising long-term interest rates in Japan and their potential global impact.  
- It highlights the correlation between the surge in Japan's 10-year bond yields and the performance of NVIDIA (NVDA).  
- The piece emphasizes that this situation is not confined to Japan, suggesting broader financial risks.  

ZeroHedge

NVIDIA

The Japan Rate Shock Is Hitting AI

GOOGL

Israeli tech sector deals and listings surged to $59 billion, driven by Alphabet's $32 billion acquisition of Wiz. PwC reports a 340% increase from $13.4 billion in 2024, with seven IPOs valued at $14.6 billion. Despite a decline in medium-sized deals, there were six acquisitions over $1 billion. The sector shows resilience amid geopolitical challenges.

- Israeli technology innovation has seen a significant increase in acquisitions and IPOs, with total deal values rising by 340% to nearly $59 billion in 2025.  
- Notably, Alphabet's $32 billion acquisition of cybersecurity firm Wiz contributed to this surge, while IPOs reached a combined valuation of $14.6 billion.  
- Despite a decline in medium-sized deals, the market remains resilient, showcasing strong investor demand and the unique talent present in Israel.

Reuters

Alphabet

Israeli tech sector annual deals and listings jump to $59 billion, PwC says

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By Eric Peters, CIO of One River Asset ManagementCisco finally regained the old all-time high. It took 25 years. In March 2000, the network equipment maker surpassed Microsoft to become the world’s most valuable company.Julian Robertson published his final letter for Tiger Management that week, writing,

- Cisco has finally returned to its previous all-time high after 25 years.  
- In March 2000, Cisco surpassed Microsoft to become the world's most valuable company.  
- This milestone coincided with Julian Robertson's final letter for Tiger Management.  

Oracle

GraniteShares 2x Long NVDA Daily ETF

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Hedge Fund CIO: "If Nvidia Is This Cycle's Coalmine, Oracle Is The Canary"

Tom Lee. Fundstrat Global Advisors head of research and Fundstrat Capital CIO, joins 'Squawk Box' to discuss the latest market trends, state of the AI trade, bitcoin price trends, 2026 outlook, and more.

Expect AI stocks like Nvidia to rerate higher, says Fundstrat's Tom Lee

AVAV

Wall Street analysts have made new stock picks, with Benzinga's Analyst Ratings API highlighting the most accurate ones. Top picks include AeroVironment, Broadcom, Alphabet, and Apple, with analysts from Citizens, Piper Sandler, Benchmark, JP Morgan, and Citigroup providing ratings. Analysts see significant upside potential in these stocks, with accuracy rates ranging from 84% to 87%.

- U.S. stocks closed lower on Friday, with the S&P 500 dropping over 1% amid a tech-led sell-off, while the Dow gained 1.1% for the week.  
- Benzinga’s Analyst Ratings API provides curated stock ratings, helping investors navigate varying analyst opinions and improve trading outcomes.  
- Recent top analyst picks include AeroVironment, Broadcom, Alphabet, and Apple, with notable price target increases and expected stock gains.  

benzinga_article

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5 Stock Picks Last Week From Wall Street's Most Accurate Analysts

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To address the surge in AI computing power demand and ground power bottlenecks, American tech giants are collectively turning to the concept of "space data centers." Google plans to launch prototype testing satellites in 2027, while companies like SpaceX and Blue Origin are also accelerating their layouts. This trend is being driven by the decrease in launch costs and the reshaping of capital narratives, pushing the field from a technological vision into the early validation stage

- The explosive growth in AI's demand for computing power has led U.S. tech giants to explore the concept of "space data centers" to alleviate ground infrastructure bottlenecks.  
- Companies like Google and startups such as Starcloud are actively testing AI technologies in space, driven by the need for sustainable energy solutions and lower operational costs.  
- Despite concerns over radiation risks and maintenance challenges, the decreasing costs of rocket launches are making space data centers a viable commercial prospect, reshaping capital expenditure expectations in the hardware sector.

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Led by Musk, with Bezos and Jensen Huang joining in, the American tech circle suddenly has a "flood" of discussions about space data centers

U.S. stock and bond markets rebounded after AI-related selloff, with focus shifting to upcoming payrolls report and China's economic data. Tech stocks faced setbacks, but Nvidia showed recovery. Treasury yields fluctuated amid global factors. Political signals on next Fed chair were noted. Dollar index remained stable despite yuan's strength. China's weak data stirred stimulus hopes. European markets firmed, while Bitcoin and precious metals showed mixed trends.

- U.S. and global markets are experiencing volatility, particularly in tech stocks, following disappointing news from major companies like Oracle and Broadcom.  
- China's economic indicators show a slowdown, with factory output growth at a 15-month low and retail sales declining, raising concerns about the need for new growth drivers.  
- The upcoming Federal Reserve chair decision and potential interest rate changes from the Bank of Japan are also influencing market sentiment and expectations.

MORNING BID AMERICAS-Stocks catch a break after bruising AI selloff

U.S. stock index futures rose slightly as investors anticipate key economic data that could influence interest rate decisions. President Trump is considering Kevin Warsh or Kevin Hassett for Federal Reserve Chair, with expectations of potential rate cuts. Economic reports, including non-farm payrolls and inflation, are awaited. Nvidia's shares rose, while ServiceNow and iRobot faced declines. Precious metals gained, and marijuana stocks rose on potential regulatory easing. Fed officials' commentary is also in focus as the Federal Open Market Committee may see more hawkish members next year.

- U.S. stock index futures rose slightly as investors prepared for significant economic data that may influence interest rate decisions.  
- President Trump is reportedly narrowing his search for the next Federal Reserve Chair, with expectations for a dovish nominee boosting hopes for rate cuts despite persistent inflation.  
- Key economic reports, including non-farm payrolls and inflation data, are anticipated this week, alongside rate decisions from Europe, the UK, and Japan, which could impact market sentiment.

US STOCKS-Wall St futures edge higher at start of data-packed week

Joe O'Dea from Wells Fargo maintained a Hold rating on Eaton with a price target of $395. The company's shares closed at $350.36. O'Dea is a 5-star analyst with an average return of 11.1% and a 63.10% success rate. The analyst consensus on Eaton is a Strong Buy with an average price target of $418.91.

Tip Ranks

Eaton Corp.

Wells Fargo Remains a Hold on Eaton (ETN)

Nvidia is considering increasing production capacity for its H200 AI chips due to high demand from China. This follows U.S. President Donald Trump's announcement that the U.S. government will allow Nvidia to export these chips to China.

- Nvidia is assessing the possibility of increasing production capacity for its H200 AI chips due to high demand from Chinese clients.  
- This evaluation follows U.S. President Donald Trump's announcement that the government would permit Nvidia to export these processors to China.  
- The decision reflects Nvidia's response to orders surpassing its current output levels.  

Exclusive - Nvidia considers increasing H200 chip output due to robust China demand, sources say