Benzinga Senior Editor 30-Aug-2025 8:00 AM

??,Benzinga?????????????????——???????????????

????????????????,??500????0.6%,??????1.9%,??????????????????????,???????????????

???????,???????????(PCE)????2.9%,????????????????,??????????·???????????????????,??(NYSE:DELL)?????(NASDAQ:MRVL)????(NASDAQ:NVDA)????,??MongoDB(NASDAQ:MDB)???(NYSE:SNOW)?????????????????

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Benzinga??????????????????????????????????????,????????

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"?????,??????????????",??Erica Kollmann??,????????????????????????——????(NYSE:BA)?????·??(NYSE:LMT)?Palantir Technologies(NASDAQ:PLTR)??????????·????(Howard Lutnick)??,????"?????????????",???97%??????????

"??????????,????",??Erica Kollmann??,????(NYSE:LLY)?????GLP-1??orforglipron?3???????,??????10.5%???,?????????,??????????

"???????,Firefly????",??Anusuya Lahiri??,Firefly Neuroscience Inc.(NASDAQ:AIFF)???CLEAR AI????????,????????L40S GPU,????????????????,???????????????,??????????????

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??????????????,????125%

MongoDB????????,??????

WeBull????:????????46%,??????????

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"????????,??????????????",??Anusuya Lahiri??,????????(NASDAQ:MRVL)??????????????16%,??????????????;?????????,??????ASIC????,?????????????????????????????

"??????????‘????'——Waymo????",??Surbhi Jain??,????????????????(NASDAQ:TSLA)???????(FSD)????????,70%??????????????????????——??????????????????????????????,?Waymo???????????????????????

"Nutanix?????????????",??Erica Kollmann??,??Nutanix Inc.(NASDAQ:NTNX)????????????(??6.5326???,????),????Finanz Informatik??????,???????????????????????????,????????,?????

????????,?????????:

Nvidia's AI Fortress Shows ‘First Crack' — The China Risk Just Got Real

Super Micro Flags Risks That Could Disrupt Results, Stock Falls

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