Goldman Sachs Technology Conference Concludes: Tech Giants Express Strong Confidence in AI, While Jensen Huang Highlights Challenges Across the Supply Chain

① At the recently concluded Goldman Sachs Technology Conference, executives from tech giants such as NVIDIA and SpaceX voiced strong optimism about the prospects of AI, reaffirming expectations for robust growth; ② Jensen Huang stated that challenges persist across the supply chain, including in advanced packaging, wafers, memory, as well as power and site availability for data centers; ③ Cybersecurity was one of the most discussed topics at the conference and is regarded as one of the most direct beneficiaries of AI.

cls.cn02:06

This Copart Analyst Turns Bullish; Here Are Top 2 Upgrades For Friday

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our analyst ratings

Benzinga01:36

BTIG Reiterates Buy on Twilio, Maintains $285 Price Target

BTIG analyst Nick Altmann reiterates Twilio (NYSE:TWLO) with a Buy and maintains $285 price target.

BenzingaSep 11 19:34

Jensen Huang bets on cybersecurity as the next use case for AI, frankly stating that "creating problems" is equivalent to creating demand.

At the Goldman Sachs Technology Conference, NVIDIA CEO Jensen Huang identified cybersecurity as the next major use case for AI, noting that AI-driven automation of computer programming is fundamentally altering the pace of cyber offense and defense. Speaking to attendees at the conference in San Francisco on Thursday, Huang stated that cybersecurity is likely to become the next significant application for AI. He explained that AI models are disrupting the cybersecurity industry by automating coding tasks, as the speed at which code vulnerabilities are exploited and require remediation has accelerated dramatically. Last month, NVIDIA provided strong long-term sales forecasts, reinforcing Wall Street's confidence in AI data centers.

wallstreetcnSep 11 06:07

OpenAI has launched the public beta of its Agents API, opening up the underlying infrastructure of Codex to developers.

OpenAI has officially opened public beta access to its Agents API for external developers. This API supports the agent frameworks for Codex and the enterprise version of ChatGPT, delivered via programming interfaces, with billing based solely on token usage and tool call volume. Core capabilities include automatic context compression, parallel tool invocation, and multi-agent collaboration, enabling the creation of production-grade agents in a single API call.

wallstreetcnSep 11 06:06

Curtiss-Wright Raises Share Repurchase Authorization to $700M

Seeking AlphaSep 11 04:40