How you can take advantage of two stock-market trends - MarketWatch# How you can take advantage of two stock-market trends## Also in Weekend Reads: Reactions to the Supreme Court ruling against Trump's tariffs, AI and your taxes, and a deeper look into business-development companiesPublished: Feb. 20, 2026 at 4:11 p.m. ETShareResize---Listen(7 min)The S&P 500 index is weighted by market capitalization. So far this year, an equal-weighted indexing approach has outperformed the index itself. This type of acti ...

从企业层面来看，亚马逊、Alphabet、微软和Meta等公司均将人工智能列为核心战略方向，大幅提高资本支出预算。EasyMarkets易信留意到，部分企业甚 至通过扩大债务融资来支持长期建设计划，使资产负债表规模同步扩张。芯片制造商英伟达在这一轮算力升级中成为关键受益方，而苹果则采取相对谨慎 的策略，通过与外部技术伙伴合作强化自身人工智能能力，以降低一次性重资产投入压力。不同路径体现出企业在风险控制与增长节奏上的差异。 EasyMarkets易信关注到，全球科技巨头正掀起新一轮人工智能基础设施投资浪潮，年度资本开支规模创下历史高位。各大企业将资金集中投向数据中心 扩建、高性能芯片采购以及云计算平台升级，推动算力资源迅速扩张。在生成式人工智能需求持续升温的背景下，企业普遍选择提前布局，希望在未来几 年占据技术与市场制高点。这种高强度投入不仅改变科技行业格局，也对全球资本市场情绪产生显著影响。 easyMarkets 尽管市场普遍认可人工智能的长期潜力，但投资者对回报兑现节奏保持审慎态度。当前人工智能相关收入增速尚未完全匹配庞大的资本开支规模，未来盈 利能力仍需时间验证。与此同时，数据中心建设带来的能源成本、硬 ...

Tim Cook, chief executive officer of Apple Inc., during the 60th presidential inauguration in the rotunda of the US Capitol in Washington, DC, US, on Monday, Jan. 20, 2025.Apple's tariff bill has racked up about $1 billion per quarter, but that number should start shrinking following the Supreme Court decision on tariffs.The Supreme Court on Friday struck down a large chunk of President Donald Trump's far-reaching tariff agenda, delivering a major rebuke of the president's key economic policy. Apple has pai ...

ED: WELCOME TO "BLOOMBERG TECH," IN THE LAST HOUR THE U.S. SUPREME COURT HAS STRUCK DOWN PRESIDENT TRUMP'S SWEEPING GLOBAL TARIFFS. BLOOMBERG IS REPORTING THAT THE PRESIDENT HAS A BACKUP PLAN AND HAS LABELED THE DECISION A DISGRACE. WE WILL GET TO MARKETS AND SUMMARIZE THE REACTION.EQUITIES SURGED, PARTICULARLY TECHNOLOGY STOCKS. THE NASDAQ 100 AND THE PHILADELPHIA SEMICONDUCTOR INDEX CONTINUE TO PUSH TO SESSION HIGHS. BONDS FELL, THE DOLLAR FELL, PARTICULARLY 10 YEAR YIELD UP TO BASIS POINTS AT 4.09%.30 YE ...

Whether you're tuning out your commute, powering through a workout, or unwinding with some music at home, the right pair of earbuds can seriously upgrade your daily routine. The challenge? There are so many options out there, at every possible price. Sorting through them to find the best earbuds for your needs isn't always easy.That's where we come in. Our audio experts have spent hours reviewing and comparing dozens of top-rated models to narrow down your options. Based on our hands-on testing, the Sony WF ...

苹果股价扩大至盘中高点，涨1.6%。 来源：滚动播报 ...

3. 甲骨文(ORCL.US)在其关键的 450 亿至 500 亿美元融资中取得了强劲的初步成功。 智通财经APP获悉，Wedbush重点介绍了阻止科技股下滑和人工智能"幽灵交易"带来的不利影响的十大 因素。 由Dan Ives领导的分析师团队表示："如今，'人工智能威胁到所有行业……软件行业首当其冲，被视为 头号敌人'的说法在市场上甚嚣尘上。人工智能一直是科技和软件行业，尤其是那些对未知事物感到恐 惧的人的通病。对于看涨者来说，这就像是在与幽灵搏斗，而仅今年一年，人工智能的资本支出就接近 7000亿美元……人们担心人工智能初创公司会成为科技行业的噩梦。" 分析师补充说，人工智能技术行业正处于一个不稳定的十字路口，现在是科技领军企业发挥领导作用的 时候了。 Wedbush分析师们列出了他们认为最能推动科技人工智能交易走高的十大科技新闻： 1. OpenAI完成 1000 亿美元的融资，平息了外界的喧嚣。 2. 英伟达(NVDA.US)首席执行官黄仁勋在下周的电话会议上重申人工智能芯片的巨大需求轨迹，并超 过华尔街的预期。英伟达计划于2月25日公布其第四财季业绩。 4.赛富时(CRM.US)公布的收益/业绩指引 ...

Core Viewpoint - The child safety practices of major tech companies, particularly Meta and Apple, are under scrutiny in legal proceedings, which could lead to significant changes in their products affecting billions of users [1]. Group 1: Legal Proceedings and Accountability - Meta CEO Mark Zuckerberg and Apple CEO Tim Cook are facing questions regarding privacy, free expression, and safety in court cases across multiple states [1]. - If found liable, these companies may be compelled to implement unprecedented product changes [1]. Group 2: Internal Communications and Company Decisions - Internal messages from Meta reveal discussions about approximately 7.5 million reports of child sexual abuse material (CSAM) that would not be disclosed following Zuckerberg's 2019 decision to implement end-to-end encryption on Facebook Messenger [3]. - An employee expressed concern that the decision would negatively impact the company's Community Standards Enforcement Report (CSER) numbers, indicating a potential cover-up of child exploitation reports [4]. Group 3: Public Statements and Company Stance - Zuckerberg emphasized his concern for the wellbeing of teens and children using Meta's services during court proceedings, responding to inquiries about his communications with Cook [5]. - West Virginia has initiated a lawsuit against Apple regarding its management of child sexual abuse material, highlighting ongoing legal challenges for tech companies in this area [5].

Core Viewpoint - West Virginia's Attorney General is suing Apple, alleging the company has not adequately prevented child sexual abuse materials from being stored and shared via its iOS devices and iCloud services, prioritizing privacy and business interests over child safety [2][10]. Group 1: Allegations Against Apple - The lawsuit claims that Apple has failed to check for child sexual abuse materials on its systems, unlike competitors such as Google and Meta, which have more robust monitoring practices [4][12]. - In 2023, Google and Meta reportedly provided around 35 million child sexual abuse materials to the FBI, while Apple only provided approximately 700, indicating a significant disparity in cooperation with law enforcement [12][13]. Group 2: Apple's Response and Features - Apple emphasizes its commitment to user safety and privacy, highlighting parental controls and other features designed to protect users [3][6]. - The company maintains that its end-to-end encryption system is crucial for user privacy, which complicates law enforcement's ability to access potentially illegal content [9][10]. Group 3: Broader Implications and Concerns - The Attorney General points out that West Virginia has a vulnerable population of children, particularly those in foster care, who are at higher risk of exploitation and abuse [11]. - The ongoing debate raises philosophical questions about the balance between privacy and child safety, with calls for Apple to find a compromise that allows for both [15][19].

Core Viewpoint - The February 2026 tech sell-off has significantly impacted major companies like Microsoft and Advanced Micro Devices, with Microsoft experiencing a notable $360 billion drop in market value following its earnings report, primarily due to concerns over its exposure to OpenAI [1][12]. Group 1: Market Overview - The tech sector downturn began in late January 2026, characterized as a cyclical correction without systemic risk to the industry or market according to ChatGPT [2]. - Despite the downturn, recent earnings reports have generally shown strong business results, indicating that the performance of technology stocks varies by niche, suggesting no major crash has occurred [3]. Group 2: Stock Recommendations - ChatGPT recommended Apple (AAPL) as a buy, citing its stable business model in hardware and services, strong consumer demand, and a robust balance sheet as factors supporting its resilience [4][5]. - Apple shares are down 4% year-to-date but have gained 5.35% in the last 30 days, reinforcing the notion that the recent crash has not affected all stocks uniformly [8]. - Microsoft (MSFT) is also recommended despite a 17.39% year-to-date decline, as its leadership in cloud services and AI, along with its relationship with OpenAI, positions it as a solid investment [12][15]. - ChatGPT views Microsoft's current valuation as a discount, supporting its classification as a 'blue chip defensive growth play in tech' [17].