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虎嗅财经7023 小时前
8000亿美元灰飞烟灭,美股AI叙事被什么冲击?

美股AI叙事遭遇信任危机,科技七巨头市值蒸发近8000亿美元,谷歌和特斯拉宣布加大AI投资,苹果因未参与AI军备竞赛而跌幅最少。

监管变化 · AI投资面临重新评估,市场对烧钱模式的担忧增加,可能影响早期AI相关创业公司的融资环境。
36氪财经7023 小时前
VC价格一个多月涨幅超40%,厂商限量供货

近期VC(钴酸锂)价格大幅上涨,涨幅超40%,厂商限量供货,A股VC板块受此影响大涨。

新融资 · VC价格上涨可能预示着相关产业链的投资机会,厂商限量供货可能引发供应链紧张,值得早期投资者关注。
虎嗅财经8523 小时前
贝莱德又掏了3000亿

数据云服务商Databricks完成300亿美元融资,成为估值第四高的未上市公司,同时全球最贵数据中心诞生。

新融资 · Databricks的巨额融资和估值提升,反映了数据云服务领域的巨大潜力和市场认可,为早期投资者提供了关注该领域的信号。
NYT DealBook财经1 天前
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NYT DealBook财经2 天前
Google Sets the Pace on Hefty A.I. Spending

The technology giant again raised its projections for investing in artificial intelligence. Many on Wall Street still worry about the eventual payoff.

NYT DealBook财经3 天前
Trump’s New Trade Fights (and Deals)

President Trump has resumed his approach of big threats against some trading partners and generous pacts with others. Experts see new risks.

WSJ Markets财经4 天前
Opinion | Long Live the EV

Now that the U.S. isn’t killing it with ‘help,’ the electric vehicle has a chance.

NYT DealBook财经5 天前
A New Blow to Tracking Gun Sales

The House has passed a bill that would bar the use of merchant codes specifically for firearm retailers, an effort to pre-empt state adoption of the tool.

NYT DealBook财经9 天前
Anthropic Inches Toward a Mega-I.P.O.

The artificial intelligence lab is said to have taken more steps that are consistent with a company aiming to go public in the fall.

NYT DealBook财经11 天前
Paramount vs. the States

An effort to block the media giant’s planned takeover of Warner Bros. Discovery underscores how states are taking a more active role in antitrust regulation.