【估值大师达莫达兰称英伟达每股只值240美元】纽约大学斯特恩商学院金融学教授阿斯瓦斯·达莫达兰 (Aswath Damodaran) 参加“收盘钟加班”活动，谈论 Nvidia 的财报后反弹，并给出自己的估值，他认为英伟达每股价值 240 美元 $NVIDIA Corp(NVDA)$

【Recursion CEO谈人工智能对药物研发的帮助】英伟达向生物技术公司Recursion投资5000万美元。两家公司表示，将加快该生物技术公司用于药物发现的人工智能模型的开发。Recursion首席执行官Chris Gibson表示，与英伟达的合作代表了两家一流公司的合作，将帮助解决世界上最困难的挑战之一——药物发现。”Recursion使用人工智能驱动的模型来识别和设计新的疗法，并将这些模型提供给包括罗氏、拜耳等在内的其他制药商。 $NVIDIA Corp(NVDA)$ $Recursion Pharmaceuticals, Inc.(RXRX)$

【芯片股依然有下个十年里的翻倍潜力！】GlobalFoundries首席执行官Tom CaulfieldGlobalFoundries的季度盈利结果、股票表现以及下半年的前景。 $GLOBALFOUNDRIES Inc.(GFS)$ $NVIDIA Corp(NVDA)$ $Advanced Micro Devices(AMD)$

[Top analysts interpret Wall Street bailout First Republic Bank] The largest U.S. banks agreed Thursday to deposit $30 billion in the troubled First Republic Bank in a bid to stem the current turmoil in the banking sector. JPMorgan Chase, Bank of America, Citigroup and Wells Fargo will each deposit $5 billion in uninsured deposits, Goldman Sachs and Morgan Stanley will each contribute $2.5 billion, and PNC Financial, Bank of New York Mellon, Truist Financial, United Bank and State Street Bank will each contribute $1 billion. These banks issued a statement saying that "this action by large American banks reflects confidence in First Republic Bank and banks of all sizes".

[Under the AI wave, NVIDIA is sitting on a gold mine] The host of CNBC said that he is very optimistic about NVIDIA. In the future of AI, people need to realize that NVIDIA is sitting on a gold mine... This conversation scene was once very fierce [eating melons]$NVIDIA Corp(NVDA)$

GPT4 was born, and artificial intelligence is no longer limited to chatting. Almost all office desk work, it can do anything. For example, if you can make a website in 10 seconds, should programmers lose their jobs? Everyone should take a look at the GPT4 conference yesterday. The following 6 minutes are taken out to demonstrate:1. Draw a very rough sketch with paper and strokes on the draft book2. Take photos and tell GPT that I want to be a website leader. Give me the website code3. The website is finished, which takes about ten seconds in totalAt present$Microsoft(MSFT)$It has been confirmed that the new Bing browser is connected to GPT4

Krish Sankar, senior research analyst at Cowen, joined "Squawk Box" to discuss his outperform rating and $180 price target on Apple's stock.$Apple(AAPL)$

Learn about Mark Wahlberg’s new investment into the fitness game with F45 Training. Let us know what IPO you want us to cover next! from：YouTube @Aaron Watson$F45 Training Holdings Inc.(FXLV)$ Topics: 0:00 ​​​​- Intro 1:36 - F45 IPO 4:56 - Stats 6:09 - Comp 8:34 - The Meme Factor 10:43 - Bull vs Bear