NEBIUS宣布将从10月1日起上调英伟达GPU租赁价格，股价夜盘涨6%，CoreWeave跟涨3%。
Generac控股披露，将向亚马逊数据中心供应备用发电机，预计2027年及2028年首批交付总额达24亿美元。作为协议的一部分，公司向亚马逊授予认股权证，可按每股约200.93美元购买最多约169万股，对应股票购买金额约3.4亿美元。其中约30.8万股认股权证立即归属，其余将随发电机采购付款进度逐步归属。相关股份约占Generac流通股的3%。Generac夜盘涨超30%。
美股存储股、光通信股夜盘上扬， AXT Inc、 Applied Optoelectronics Inc.、 Credo Technology Group Holding Ltd升 2%， SK海力士、 希捷科技、 康宁升 1%。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.