FINWIRES · TerminalLIVE
FINWIRES

根據與英偉達的協議，康寧將擴大光連接容量。

By

-- 特種玻璃製造商康寧公司 (GLW) 將與英偉達公司 (NVDA) 達成多年合作協議，以提升其光連接裝置的製造能力，從而支援人工智慧工廠的建造。 根據週三發布的聯合聲明，該協議包括在北卡羅來納州和德克薩斯州新建三座工廠。此次擴建預計將創造超過 3000 個就業機會。 此次合作將使康寧在美國的光連接裝置製造能力提升 10 倍，國內光纖產能提升 50% 以上。 週三交易中，康寧股價飆漲 12%，英偉達股價上漲 4.4%。康寧股價今年迄今已上漲超過一倍，而英偉達股價今年迄今上漲了 10%。 兩家公司表示，康寧產能的提升將使超大規模資料中心能夠大規模部署英偉達加速運算。 現代人工智慧工作負載需要數千個英偉達圖形處理單元 (GPU)，隨著人工智慧工廠規模的擴大，“光連接已成為人工智慧基礎設施的重要組成部分”，聲明中指出。 根據特種玻璃和光纖製造商康寧公司提交的文件，該公司向英偉達發行了認股權證，賦予這家晶片製造商以每股 180 美元的價格購買最多 1500 萬股康寧股票的選擇權。英偉達還獲得了一份預付認股權證，可以以 5 億美元的總價購買最多 300 萬股普通股。 文件顯示，這些認股權證可隨時行使。 今年 1 月，Meta Platforms (META) 和康寧宣布了一項價值高達 60 億美元的交易，旨在加速美國資料中心的建設。 康寧執行長溫德爾·威克斯 (Wendell Weeks) 在周三的另一份聲明中表示，康寧的目標是到 2030 年實現 100 億美元的營收。

Price: $204.42, Change: $+7.92, Percent Change: +4.03%

Related Articles

Insider Trading

Global-E Online Insider Sold Shares Worth $299,329, According to a Recent SEC Filing

Amir Schlachet, Director, CEO, on May 05, 2026, sold 9,450 shares in Global-E Online (GLBE) for $299,329. Following the Form 4 filing with the SEC, Schlachet has control over a total of 3,975,100 ordinary shares of the company, with 3,975,100 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1835963/000196428626000018/xslF345X05/ownership.xmlPrice: $31.26, Change: $-0.35, Percent Change: -1.11%

$GLBE
Sectors

Update: WTI Oil Plunges Following Reports the U.S. and Iran May Be Close to a Peace Deal

West Texas Intermediate (WTI) crude oil plunged 7% on Wednesday following reports the United States and Iran are close to an agreement to end their war, offering the possibility the Strait of Hormuz could soon reopen.WTI crude oil for June delivery closed down US$7.19 to settle at US$95.08 per barrel after touching US$88.66 in Asian trade, while July Brent oil was last seen down US$9.13 to US$100.74.The drop came as Axios overnight reported the two countries were close to a negotiated deal to end hostilities, which was later confirmed by U.S. President Trump. In a social media post, Trump said the war "will be at an end" and the Strait of Hormuz will reopen to traffic if Iran agrees to a U.S. peace proposal, while threatening to resume bombing if its terms are rejected.Citing Iran's state media, Reuters reported Iran's Islamic Revolutionary Guard Corps is claiming the Strait, the chokepoint for exports from Persian Gulf nations supplying 20% of daily oil demand, could reopen if a deal is reached.Oil prices have climbed by more than half since Iran closed the Strait when the war began on Feb. 28, trapping exports of oil, LNG, fertilizers and other commodities in the Persian Gulf. However an end to the war is unlikely to see a quick return to normal. Iranian attacks on oil and gas infrastructure in neighboring countries and restarting production from shut-in oilfields will limit a quick return to pre-war operating levels."If Hormuz were to be reopened, it would take an additional seven months at minimum to fully restore upstream production, assuming no permanent damage and supply chains operate smoothly. A recovery could take longer if there is damage to ports or other transport and loading infrastructure," S&P Global Energy noted.The Energy Information Administration on Wednesday reported another drop in U.S. commercial oil inventories, saying stocks fell by 2.3-million barrels last week, under the consensus estimate for a drop of 3.3-million barrels among analysts polled by Reuters.

$CLM6$LCON6$USO
Oil & Energy

US Oil Update: Futures Slide With Prospects of US-Iran Deal in Focus

Crude oil futures retreated in midday trading on Wednesday, extending losses from the previous session, as signs of progress toward a potential US-Iran agreement eased concerns about supply disruptions in the Middle East.Front-month West Texas Intermediate crude futures fell by 6.93% to $95.17 per barrel, while Brent futures were down 7.55% to $101.59/bbl.Soojin Kim, research analyst at MUFG, said tighter US crude inventories and ongoing Middle East supply risks continue to support prices despite improving sentiment around diplomacy.US crude oil inventories decreased by 2.3 million barrels to 457.2 mmbbls in the week ended May 1, the Energy Information Administration said in its weekly report on Wednesday.The agency said crude oil input to refineries dropped by 42,000 barrels per day from the previous week to average about 16 mmb/d in the week ending May 1. Crude oil production dropped by 13,000 b/d to 13.6 mmb/d.Iran is reviewing a new US proposal, and it will convey its response soon through Pakistan, according to media reports. On Wednesday, President Trump said "Great Progress" has been made on a final agreement to end the war with Iran, without giving more details.Trump said the US would pause its efforts to escort ships through the Hormuz Strait, as White House officials reportedly believe Washington is nearing a one-page, 14-point memorandum of understanding to end the conflict.ING strategists said a deal that normalizes oil flows through Hormuz is crucial, with about 13 million b/d of disrupted supply largely offset by declining inventory.However, Rystad Energy strategists said even if an agreement is reached, the impact on actual oil flows would be slower and more conditional than current price action suggests."A deal announcement would move futures further immediately, in fact, even the potential of a deal is already triggering a decline in oil prices. However, the physical market does not run on political timelines," said Paola Rodriguez-Masiu, Rystad's chief oil analyst.On the supply front, Venezuelan crude exports climbed to a seven-month high of just over 1.05 million barrels per day in April, more than double from January levels, as a revamped licensing framework and easing trade restrictions supported a broader recovery in flows.Kpler said the rebound was driven by stronger demand from traditional buyers, with the US importing about 400,000 b/d and India taking 384,000 b/d.