以Atif Malik为首的分析师团队指出，尽管6月季度因关税政策提前消费和中国市场促销力度加大获得短期提振，但苹果的业绩展望缓解了投资者对9月季度营收下滑的担忧。 分析师指出，苹果方面澄清，业绩提前释放的影响仅限于约1% (主要集中在美国市场4月份销售)，且渠道库存仍处于目标区间低端。分析师认为，展望显示设备升级和服务业务 (尽管近期App ...

Investing.com -- CoreWeave (NASDAQ: CRWV )股价上涨14%，这家AI超级计算公司受益于科技巨头Meta Platforms和微软宣布增加资本支出计划，显示AI基础设施需求强劲。

“The risks to Apple are real,” she said. “Regulation is coming and tariffs are back in the headlines, with the US still ...

另外，美股AI巨头Meta、微软最新披露的超预期财报也引爆市场做多热情。该公司二季度营收达475.2亿美元，超出市场预期。公司还将2025年资本支出的下限从640亿美元上调至660亿美元。微软的财报显示，2025财年第四财季的AI与云业务持续激增，A ...

As industries worldwide integrate AI solutions, the market for AI stocks has become increasingly lucrative. This article explores the current landscape of AI stocks and identifies top investment ...

近期，世界人工智能盛会 WAIC圆满闭幕 ，国产 AI 芯片厂商纷纷推出新产品，性能提升超市场预期，国产算力表现值得期待，展会上具身智能、AI 眼镜、AI agent 等 AI 应用纷纷取得突破，打破市场信心不足局面，也将AI ...

Key Points SoundHound AI stock saw a massive rally at the end of 2024, but its share price pulled back in the first half of 2025. There were multiple catalysts that contributed to the ...

Home Investing AI vs the Stock Market: How Did Alphabet, Nike and Industrial Stocks Perform in June? AI is a new tool to help investors analyze data, but can it beat the stock market? Here's how a ...

Best AI Stocks: Tesla Stock vs. Nvidia Stock July 02, 2025 — 03:44 am EDT Written by Parkev Tatevosian for The Motley Fool -> Artificial Intelligence (AI) is currently the hottest investment trend.

7月29日，据路透社援引两位消息人士称，英伟达 (NVDA)上周向台积电 (2330.TW)下单30万颗H20芯片组订单。强劲的中国需求已促使英伟达改变计划，不再仅仅依赖现有的库存。

BigBear.ai stock is surging Thursday amid a day of bullish momentum for the broader market. While there haven't been any major new developments for the company, investors are continuing to bet on ...