NVIDIA Corp（NVDA）资讯与事件NVDANVIDIA Corp

Dow Rises 556.21 Points, Nasdaq Ends Little Changed

The Dow advanced and the Nasdaq finished little changed, but ended well off its worst levels, as concerns around overspending on AI led to underperformance in the tech-heavy index. Meanwhile, the producer price index rose 1.3% month over month, the largest increase since March 2022, following a 0.4% gain in August and exceeding economists' expectations for a 0.6% advance. On an annual basis, producer prices climbed 6.3%, up from 5.6% in August and the highest rate since December 2022.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Anthropic informed prospective investors that its Q3 revenue reached $16.8B, as the Claude maker forges ahead with plans for an IPO, Bloomberg reportsTSMCreported better-than-expected Q3 resultsPenske Automotiveagreed to be taken private in a $16.3B transactionCCC Intelligent Solutionsagreed to be acquired by GTCR and Elliott for $6.1BMetarolled out Muse Spark Open on AppleM5 Ultra Macs2. WALL STREET CALLS:Deutsche Bank upgraded Walmartto Buy on favorable 2027 setupSpotifydowngraded to Hold at StoneX on "tempered" gross margin viewQuantinuumupgraded to Overweight at Morgan StanleyPayPalreinstated at Underperform, down from Neutral, at BofACarMaxdouble upgraded to Buy from Underperform at BofA3. AROUND THE WEB:Appleclosed above a $5T market capitalization on Wednesday, ending the day at $5.005T, the second company after Nvidiato do so, WSJ reportsLone Star and Atlas Holdings are both exploring "multibillion-dollar bids" for International Paper'sEuropean packaging business, previously known as DS Smith, FT saysNvidia CEO Jensen Huang said the chipmaker "absolutely must" work with Chinese AI companies on monitoring risks, telling CNBC that AI is "potentially dangerous," and that he has ongoing "dialogues" with researchers in ChinaSpaceXhas restricted some Starlink services in Ukraine by disabling military-grade terminals traveling above 100 mph, Reuters reportsSignet Jewelersand Richemontare in talks to join the Global Diamond Consortium to buy diamond miner De Beers from Anglo American, Bloomberg says4. MOVERS:OPKO Healthgained after entering into an agreement for Labcorpto acquire select assets of OPKO Health subsidiary BioReference HealthEricssonincreased in New York after reporting Q3 results and announcing with Verizonthe completion of the first 6G field callRecursion Pharmaceuticalswas higher after reporting data from its REC-1245 and REC-4881 trials, announcing Sanofioptioned the first development candidate from their multi-program research collaboration, and pricing 61.54M shares of its stockCybersecurity companies including CrowdStrikeand Palo Alto Networkswere lower after Semafor reported that Perplexity is "giving away" its AI sandbox SPACEAquestive Therapeuticsfell after announcing the FDA acknowledged its resubmission of the NDA for Anaphylm sublingual film5. EARNINGS/GUIDANCE:FMCcut its Q3 revenue guidance, saying it is facing slower-than-expected demand from channel customers in key marketsPrologisreported Q3 results and raised its outlook for FY26, with CEO Daniel Letter saying the company "executed well" this quarter"ManpowerGroupreported Q3 results, with EPS in-line with consensusU.S. Bancorpreported Q3 results, provided guidance for Q4, and raised its outlook for FY26PNC Financialreported Q3 results with EPS beating consensusINDEXES:The Dow rose 556.21, or 1.08%, to 52,177.69, the Nasdaq gained 20.16, or 0.08%, to 26,713.03, and the S&P 500 advanced 25.12, or 0.33%, to 7,744.06.

Meta Launches Muse Spark Open, First Desktop AI Model

Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this daily recap compiled by The Fly.MUSE SPARK OPEN:Meta Platformsannounced that Muse Spark Open is available today and brings leading agentic capabilities to users desktop for the first time on Apple M5 Ultra Mac Studios. The company is releasing the weights for Muse Spark Open, what Meta calls "the most capable US open-weight model to date." Muse Spark Open is a natively multimodal model with 816B total parameters and a 1M-token context window. Muse Spark Open is the first model in its class to run on your desktop using two Apple M5 Ultra Mac Studios with the latest MLX framework. Muse Spark Open is available today through API platforms at Baseten, Fireworks AI, Groq, Modal, Nebius, OpenRouter and Together AI. Model weights are available for download on Amazon SageMaker AI, Google Cloud Model Garden, Hugging Face, and Microsoft Foundry Models. It runs on leading inference engines like SGLang, vLLM, TensorRT-LLM, Hugging Face Transformers, Apple MLX, llama.cpp, and Unsloth with optimizations for AMD, Apple, Intel, and Nvidiasilicon. Developers can easily further customize the model using the PyTorch framework.SAFETY:NvidiaCEO Jensen Huang said the chipmaker "absolutely must" work with Chinese AI companies on monitoring risks, telling CNBC that AI is "potentially dangerous," and that he has ongoing "dialogues" with researchers in China, Kai Nicol-Schwarz. "We absolutely should work with each other so that we advance the technology safely," he told CNBC.BEE FRONTIER, ECLIPSE:Amazonis introducing two new AI products from Bee: Bee Frontier, the next generation of its AI wearable, and Bee Eclipse, an all-new design that attaches magnetically to your phone. Bee Frontier is personal AI users can wear on their wrist or clip on to clothes. Bee Eclipse is a new addition to the Bee lineup, giving customers more options beyond a wearable. It's a slim, lightweight device about the size of a credit card that attaches to the back of your phone magnetically. "Bee Eclipse works like Bee Frontier, helping you turn conversations into useful summaries, insights, and to-dos," the company explained. In addition to a new generation of hardware, Bee is introducing the ability to connect to Alexa+ and Amazon.com. By connecting Bee to Alexa+, users can get hands-free access to their summaries, insights, and to-dos, so instead of pulling out their phone, users ask Alexa for a meeting summary, check their to-dos, or pull up the name of the book their friend suggested. Bee Frontier is available now for $74.99 in Onyx, Lavender, and Sage at Amazon.com. Bee Eclipse will be available soon, starting at $99.99 in Silver, Midnight, Honey, and Blush.QUANTUM AI:Google Quantum AIsaid in a blog post that it has "demonstratively opened up a key bottleneck in quantum computing." The company explained, "We've shown that 'magic state cultivation' works in practice on our Willow processor, reducing errors about 40x compared to without it. This breakthrough, published today in Science, is a crucial step towards scaling up quantum computing to practical use." Stocks in the quantum computing space include IonQ, D-Wave Quantum, Rigetti Computing, Quantum Computingand Xanadu Quantum.SPACE AI SANDBOX:Perplexity has open-sourced its SPACE AI sandbox to contain rogue agents, securing distribution partnerships with CoreWeave, Akamai, and Crusoe as the industry increasingly emphasizes security guardrails alongside model alignment, Semafor's Reed Albergotti. "A lot of companies are thinking about how to build secure AI agents, and in many cases they hit a wall," said Zibi Braniecki, a member of the technical staff at Perplexity, in an interview with Semafor. "We have a solution." Publicly traded companies in the cybersecurity space include Check Point (CHKP), CrowdStrike, CyberArk, F5, Fortinet, Gen Digital, Okta, Palo Alto Networksand Qualys.

Adobe and Nvidia Expand Partnership

Adobe (ADBE) and Nvidia (NVDA) announced an expansion of their partnership to optimize Adobe's flagship tools including Adobe Photoshop, Premiere, Substance 3D, Frame.io and Brand Concierge. "This work builds on Adobe and Nvidia's strategic partnership announced in March, which brings together Adobe's creative and marketing workflows, models and technology with Nvidia's open models, libraries, research and accelerated computing to accelerate creative, production and marketing workflows across video, images, 3D and other creative media. That collaboration includes GPU acceleration for media ingestion and intelligence in Frame.io, as well as ongoing work around Adobe Substance 3D, Adobe Firefly Foundry and 3D digital twin workflows for enterprise customers," the companies stated.