Edgen va Sahara AI hamkorlikka erishdi, bu esa AI tahlillarining aksiya va kripto bozorlaridagi ishonchliligini oshirishga xizmat qiladi

5-oktabr - Kiyim-kechak giganti Nike (NKE.N) aktsiyalari ertalabki savdoda taxminan 3% ga pasayib, 32.83 dollardan savdo qilindi. S&P Global bu aktsiyaning reytingini "A+"dan "A"ga tushirdi va istiqbolini "salbiy" deya belgiladi, kompaniyaning zararlarni yengib o'tish harakati kutilganidan ko‘proq vaqt va ko‘proq mablag‘ talab qilishini ta’kidladi. Kelgusi 24 oyda Nike’dan daromad, foyda va pul oqimi sezilarli darajada kamayishi kutilmoqda, Xitoy bozoridagi bosim esa davom etadi; rahbariyat va direktorlar kengashi tarkibidagi o'zgarishlar Nike aktsiyalarining pasayishiga sabab bo‘lishi mumkinligi qayd etildi. Kompaniya qarzlarni boshqarishda bosim ni davom ettirishini va kelgusi ikki-uch yil ichida har yili taxminan 1.2 milliard dollar naqd pul sarf qilishi kutilmoqda. S&P Global, agar Nike biznesni barqarorlashtirish va zararlarni yengib o‘tishda taraqqiyotga erisha olmasa, kelgusi 12-24 oy ichida reytingi yana pasayishi mumkinligini bildirdi. Nike butun yil daromadining sezilarli pasayishini prognoz qilganidan so'ng, juma kuni uning aktsiyasi deyarli so‘nggi 13 yil ichidagi eng past darajaga tushdi. O‘tgan savdo kunining yakuniga ko‘ra, yil boshidan beri Nike aktsiyalarining umumiy pasayishi taxminan 49% ni tashkil etdi.

Taiwan Semiconductor 2nm va boshqa GAA texnologiyasi rivojlanishi tezlashgani sababli, Lam Research asosiy foyda oluvchilardan biri bo'ladi.

5-oktabr - Elektron dizayn avtomatlashtirish dasturiy ta'minoti kompaniyasi Synopsys (SNPS.N) aksiyalari 2.4% ga oshdi, 502.62 dollar atrofida savdo qilindi. Synopsys, JPMorgan bilan 1 billions dollar miqdoridagi aksiyalarni tezlashtirilgan qaytarib sotib olish bo'yicha kelishuvga erishganini e'lon qildi. Ushbu kelishuvga ko'ra, kompaniya dastlab taxminan 1.735 millions dona aksiyani oladi. Kompaniyaning yakuniy qaytarib sotib oladigan aksiyalari soni SNPS aksiyalarining qaytarib sotib olish davridagi o'rtacha narxiga bog'liq bo'ladi. Ushbu e'lon SNPS kompaniyasining 2027-yil uchun optimistik ko'rsatkichlari muntazam tarzda tarqatilganidan bir necha kun o'tib chiqdi (link). Bundan oldin, kompaniya ChatGPT ishlab chiquvchisi OpenAI bilan daromadlarni bo'lishish bo'yicha bitim tuzgan edi. Dasturiy ta'minot sektori umumiy kuchayishi ushbu aksiyaga qo'llab-quvvatlash berdi. Bugungi kundagi o'sishni hisobga olganda, kompaniya aksiyalari yil boshidan buyon taxminan 7% ga oshdi.

Reuters, 5 October — JPMorgan Stanley stated on Monday that NVIDIA and Broadcom are somewhat immune to the worsening power shortages in US data centers, but AI deployment delays resulting from these shortages may affect manufacturers of memory, optoelectronic, and other secondary chip components. Last month, the brokerage estimated that, after considering measures such as onsite power generation and fuel cells, US data center developers will face a 34% net power deficit, equivalent to 32GW, by 2028. The AI boom has led to multi-billion dollars in data center investment, but the immense computing and power requirements of generative AI are increasingly clashing with America’s electricity supply challenges. Both JPMorgan Stanley and Goldman Sachs have noted that US data center construction is facing increasingly tight limitations; Goldman Sachs expects political resistance to have limited impact in the short term, while JPMorgan Stanley sees challenges in labor, electricity, and politics. JPMorgan Stanley said these bottlenecks will not threaten NVIDIA or Broadcom’s 2027 forecasts, due to these companies’ clear visibility into chip layout, geographic expansion, and coordination between data centers, semiconductor suppliers, and power supply chains. The brokerage said if chip capacity cannot be utilized, clients may delay deliveries or cancel orders, with memory, optical devices, power management, and analog components most susceptible to inventory disruptions. (To facilitate non-English speakers, Reuters provides automated translation of its reports into several other languages. Due to possible inaccuracies or omissions of context in automated translation, Reuters does not guarantee the accuracy of automated translations and provides them solely for reader convenience. Reuters assumes no liability for any damages or losses resulting from the use of automated translation functionality.)