传英伟达已购入价值20亿美元的Marvell Technology股份

Marvell Technology 股价盘前上涨约11%，直接原因是市场传出英伟达已购入价值20亿美元该公司股份。 分析师称，该交易延续了英伟达通过战略持股绑定核心供应链伙伴的一贯策略。Marvell 在高速互联芯片（如PCIe重定时器、光模块DSP）领域地位关键，这与英伟达的AI集群和高速网络布局高度契合。 这笔交易被市场解读为英伟达对Marvell技术路线的背书，旨在通过资本纽带锁定未来先进 ...

Stock Market Today, March 26: Micron Technology Slides as Analysts Shift Toward GPU Names ...

Micron fell as Wall Street grew more cautious on how long current memory-cycle strength can last, even with AI demand still ...

Google develops TurboQuant compression technology for AI models

Google LLC has unveiled a technology called TurboQuant that can speed up artificial intelligence models and lower their ...

伯恩斯坦盛博基于估值下调Figure Technology目标价

Investing.com - 伯恩斯坦盛博集团将Figure Technology(纳斯达克股票代码:FIGR)的目标价从72美元下调至67美元,同时维持该股"跑赢大盘"评级。该股目前交易价格为31美元,今年迄今下跌24%,较52周高点78美元下跌60%。新目标价仍意味着较当前水平有超过100%的上涨空间。 该公司预计Figure Technology在2026年将达到128亿美元的贷款规模,较 ...

1mpact Technology Consulting (1TC) becomes monday.com Authorized Partner

New monday.com Partnership Brings SaaS and AI Implementation to SMBs Davie, United States - March 26, 2026 / 1mpact ...