SK Hynix Inc（SKHY）资讯与事件SKHYSK Hynix Inc

OpenAI Annual Revenue Drops to $50B, Microsoft Stock Slips

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.REVENUE:Several AI-linked stocks traded lower on Thursday after a Financial Timessaid OpenAI's annualized revenues were closer to $50B at the end of September, well below the $70B figure previously circulated. The report, based on financial documents shared with investors, noted that the earlier number stemmed from attempts to align OpenAI's metrics with Anthropic's, despite the companies calculating annualized revenue differently. Microsoft, a key investor in and partner to OpenAI, slipped following the update. Names tied to AI infrastructure and demand like Oracle, Nvidia, CoreWeaveand Cerebrasalso moved lower as investors reassessed growth expectations across the sector.AI CHIP PURCHASES:Broadcomrecently has been working to arrange over $50B in financing for OpenAI's custom AI semiconductor, which the firms are developing together, the Wall Street Journal's Anissa Gardizy, Matt Wirz, and Justin Baer, citing people familiar with the discussions. Apolloand Blackstoneare among the lenders Broadcom has spoken to about participating in the financing, though talks are early and the size of the deal could change, the authors say. Separately, Oracleis in discussions with Apollo and Goldman Sachsto arrange money for a major purchase of chips, while SpaceXhas spoken with lenders recently over a $40B chip financing for Nvidiachips, the authors note.COLLABORATION:Lisa Su, AMD'schairperson and chief executive officer, visited South Korea this week to discuss strengthening AI collaboration with semiconductor leaders from Samsungand SK Hynix, The Chosun Daily's Park Ji-min. She also held meetings with domestic AI semiconductor and software companies, and attended a gamer event, signaling efforts to expand AMD's footprint across the semiconductor supply chain in Korea. As competition with Nvidiain AI accelerators intensifies, this move is seen as AMD's push to expand memory collaboration with Samsung Electronics and SK Hynix, the author says.

Major Averages Decline as Oil Prices Surge

The major averages were broadly lower near noon, reversing yesterday's gains amid a sharp increase in oil prices and as elevated Treasury yields revive inflation fears. Oil spiked after President Donald Trump said he doesn't want to reach an agreement with Iran to end the war, while the U.S. is reportedly preparing strikes in the region ahead of midterm elections in November.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:PepsiCoreported upbeat Q3 results but cut its FY core EPS growth guidanceGlobalFoundriesand TSMCreached an agreement to establish a U.S. supply of silicon interposersDevon Energyagreed to sell Eagle Ford assets to Crescent Energyfor $4.2B in cashViatriswill acquire Pacira Biosciencesfor $36.50 per share in cash, or $1.65BStarbuckshas explored a takeover of Chipotle, FT reports2. WALL STREET CALLS:Palantirupgraded to Buy at Goldman SachsNXP Semiconductorsdowngraded to Neutral at CitiUnityupgraded to Outperform at Raymond JamesCiti downgraded Xeroxto Sell on challenged print marketDeutsche Bank upgraded Chimeto Buy on higher growth profile3. AROUND THE WEB:Googlehas been ordered to halt work on two data centers it's developing in Finland until environmental impact assessments have been completed, CNBC saysShell, BP, TotalEnergies, ConocoPhillips, and Chevronhave each recently expressed interest in investing in the Middle East, targeting greater access to the region's oil and gas reserves, FT reportsAmerican Airlineswill begin rolling out SpaceX'sStarlink across its mainline fleet in early 2027, covering more than 1,000 Airbusand Boeingaircraft and expanding on its previously announced plan to equip over 500 Airbus aircraft, Bloomberg saysSK Hynix'sflash memory unit Solidigm has selected Goldman Sachsand Morgan Stanleyto work on its IPO that could raise about $10B, Bloomberg reportsBroadcomrecently has been working to arrange over $50B in financing for OpenAI's custom AI semiconductor, which the firms are developing together, WSJ says4. MOVERS:Securitizegains after announcing the launch of Securitize StocksAccentureincreases in New York after announcing a major expansion of its collaboration with Dell TechnologiesAngioDynamicsdeclines after reporting Q1 results and providing guidance for FY27Hims & Herslower after naming Jon Franklin as Chief Accounting OfficerTilrayfalls in New York after reporting Q1 results, with EPS beating consensus5. EARNINGS/GUIDANCE:Levi Straussprovided a "beat and raise" report for Q3Helen of Troyreported Q2 results and raised its outlook for FY27Tomi Environmentalreported preliminary Q3 resultsHyperfinereported preliminary Q3 results, with CEO Maria Sainz commenting "momentum was strong"Beyond Airreported preliminary Q3 results and backed its outlook for FY26INDEXES:Near midday, the Dow was down 178.08, or 0.35%, to 51,001.79, the Nasdaq was down 173.42, or 0.63%, to 27,365.27, and the S&P 500 was down 28.42, or 0.36%, to 7,773.35.