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Why Big Tech Stocks Are Once Again Driving Market Gains
Zacks Investment Research· 2025-06-03 08:11
a comprehensive look at trends fund profiles and more in exploring ETFs Hi everyone welcome to exploring ETFs I'm Nina Mishtra and today we are talking about big tech stocks and ETFs and these stocks are leading the market again We know that stocks recovered and they rebounded from earlier tariffdriven shock and May was uh in fact a great month for stock for stocks and the NASDAQ 100 the NASDAQ jumped 10% in May Information technology and communication services were the best performing sectors For the NASDA ...
Cyberark Software (CYBR) and Ecopetrol SA (EC): 6/3/25 Bull & Bear
Zacks Investment Research· 2025-06-03 04:23
[Music] Take a look at today's bull of the day. A Zach's ranked number one, strong [Music] buy. And today's bear of the day, a Zach's rank number five, strong [Music] cell.Visit zachs. com/bull to get seven stocks set to outperform the market over the next 30 days. ...
Top Stock Picks for Week of June 2, 2025
Zacks Investment Research· 2025-06-02 09:17
stocks our strategists feel are poised to deliver positive returns are featured now in their top stock picks of the week hi everyone welcome to top stock picks of the week i'm Nina Mishra i will share my top stock pick first and then you will hear from my colleague Ethan so let me start with my top stock pick which is Netflix ticker symbol NFNX and we all remember that Netflix was a member of the original fang group the hottest stocks in the market and that then somehow the stock lost its momentum but latel ...
Newmont Corporation (NEM) and Caesars Entertainment (CZR): 5/30/25 Bull & Bear
Zacks Investment Research· 2025-06-02 09:12
[Music] Take a look at today's bull of the day. A Zach's ranked number one, strong [Music] buy. And today's bear of the day, a Zach's rank number five, strong [Music] cell.Visit zachs. com/bull to get seven stocks set to outperform the market over the next 30 days. ...
The Week in AI
Zacks Investment Research· 2025-06-02 05:42
AI 行业趋势与市场洞察 - OpenAI 正在创建一个 AI 时代的界面,将硬件转变为订阅层 [1] - Google 与 Reddit 达成独家协议,访问 Reddit 的对话数据,Reddit 拥有每天 1 亿的访问者,积累了 20 年的数据 [1] - Nvidia 认为中国是一个潜在的 500 亿美元($50 billion)的 AI 市场,并强调与中国合作的重要性,通过技术销售建立共生关系 [1] - Anthropic 的 CEO 预测未来 1 到 5 年内可能出现 10% 到 20% 的失业率,呼吁政府和企业为此做好准备 [1] 技术发展与创新 - William Blair 预测,到 2040 年,小型模块化反应堆(SMRs)将达到 50 吉瓦(gigawatts),成为核能复兴的重要参与者,并认为 Ollo 在市场采用方面处于最佳位置 [2] - 语音 AI 技术快速发展,开源语音合成模型在质量上可能超越 11 Labs [2] - 人形机器人公司 Figure Robots 创始人认为,人形机器人公司具有巨大的潜力,因为全球 GDP 的近一半是人类劳动,可以用机器人替代 [3] 投资与风险 - 风险投资(VC)对 AI 和通用人工智能(AGI)的投资理论与实际投资模式不符,对 AI 领域的投资回报周期构成挑战 [2] - 即使投资的公司没有成功,风险投资公司也会通过投资学习新技术,为未来的投资机会做准备 [3] Nvidia 财务与运营 - Nvidia 正在进行的 Grace Blackwell 200 的产量接近每周 1000 台,预计第二季度可能超过 15000 台,按每台 300 万美元($3 million)计算,可能带来 450 亿美元($45 billion)的收入 [1]
Intuit (INTU) and Hyatt Hotels (H): 6/2/25 Bull & Bear
Zacks Investment Research· 2025-06-02 04:09
[Music] Take a look at today's bull of the day. A Zach's ranked number one, strong [Music] buy. And today's bear of the day, a Zach's rank number five, strong [Music] cell.Visit zachs. com/bull to get seven stocks set to outperform the market over the next 30 days. ...
Bitcoin Versus Gold: Should You Buy Now?
Zacks Investment Research· 2025-05-30 10:53
Market Trends & Investment Opportunities - The podcast discusses Bitcoin and gold as alternative assets, comparing their performance and investor sentiment in 2025 [1][2][3][4][5][6] - Gold (GLD) is up 24% year-to-date, trading around $34, while Bitcoin (IBIT) is up 1335% [14] - Over the past year, Bitcoin (IBIT) has surged 61%, gold is up 3946%, and the Vanguard S&P 500 ETF (VO) has increased by 115% [17][18] - Over a five-year period, the Vanguard S&P 500 ETF (VO) is up 94%, and gold is up 867% [20] - Since September 2010, the Vanguard S&P 500 ETF (VO) is up 420%, while gold is up 137% [24][25] - The gold mining ETF (GDX) is down 1076% over the almost 15-year period since 2010, but up 382% over the past year and 412% year-to-date [27][28] Asset Allocation & Investor Sentiment - Financial advisors often suggest allocating 5% or less of a portfolio to gold or Bitcoin as a hedge [6] - The Gold Trust ETF (GLD) has approximately $100 billion in assets, while the Bitcoin ETF (IBIT) has $565 billion [22][23] - The podcast host does not own Bitcoin or the Bitcoin ETF (IBIT), but has owned gold (GLD) in the past and currently owns gold miners [32][33] Investment Vehicles & Considerations - The podcast highlights several ETFs: Bitcoin Trust (IBIT), Gold Trust (GLD), Vanguard S&P 500 ETF (VO), and gold miners ETF (GDX) [4][11][13][26][35][36] - The gold miners ETF (GDX) tends to perform well when gold prices are high, potentially offering share buybacks and dividends [29] - The podcast suggests a diversified portfolio with a small exposure to volatile assets like Bitcoin [34]
Oppfi Inc (OPFI) and Westlake (WLK): 5/29/25 Bull & Bear
Zacks Investment Research· 2025-05-29 04:23
[Music] Take a look at today's bull of the day. A Zach's ranked number one, strong [Music] buy. And today's bear of the day, a Zach's rank number five, strong [Music] cell.Visit zachs. com/bull to get seven stocks set to outperform the market over the next 30 days. ...
Abercrombie Stock Soars After Earnings
Zacks Investment Research· 2025-05-28 11:25
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