Wafer-scale computing has won a place inside OpenAI. At a much lower share price, the harder question is how much of that technical success will reach shareholders.
市場監測
訊號榜首
訊號 →- 1 Everpure, Inc. 0.71
- 2 Visa 0.52
- 3 NetApp 0.47
- 4 Cisco Systems 0.43
- 5 RELX plc 0.43
訊號截至 2026-10-13
異常選擇權榜首
選擇權 →- 1 Tower Semiconductor 7.3×
- 2 Eaton 5.9×
- 3 nVent Electric 3.5×
- 4 SK Hynix 3.0×
- 5 Vertiv 2.6×
選擇權截至 2026-10-28
研究
全部研究 →- 深度研究 · 2026-10-13 Chip demand hasn't cracked. Confidence in who pays for it has
- 深度研究 · 2026-10-12 Meta's AI is paying off. The bill is growing faster
- 深度研究 · 2026-10-07 Arm at 300 times earnings: opportunity or trap?
- 深度研究 · 2026-10-07 Will Gemini 4 Argon save Google? Wrong question
- 深度研究 · 2026-10-02 AAOI versus Credo: who keeps the profit from AI connectivity?
- 深度研究 · 2026-10-01 Micron Technology Investment Deep Dive
最新文章 2026-10-26
異動
訊號 →訊號翻轉
- Meta Platforms short · flipped bullish 0.59
- NVIDIA short · flipped bullish 0.54
- Visa short · flipped bullish 0.52
- Qualcomm short · ↓ conviction 0.47
- Lumentum Holdings short · flipped neutral 0.44
訊號截至 2026-10-13
已公布
新聞 →頭條
- Samsung reports record quarterly revenue and memory profit Samsung Semiconductor Newsroom
- Alphabet reports third-quarter results as Google Cloud revenue doubles Yahoo Finance (MT Newswires)
- Federal Reserve holds its target rate; two officials dissent Federal Reserve
最新報導 2026-10-29 00:00 UTC
剛剛公布
- amphenol · 2026Q4 每股盈餘優於預期 · 營收優於預期
- eqix · 2026Q4 每股盈餘優於預期 · 營收優於預期
- everspin · 2026Q4 每股盈餘符合預期 · 營收優於預期
最近一次財報 2026-10-28
預定
行事曆 →經濟數據發布
- 2026-10-29 Weekly Jobless Claims 194,000K
- 2026-10-29 Gross Domestic Product $24,611.077B
- 2026-10-29 Personal Income & Outlays (PCE) 132.257
最新公布值 2026-10-29