Apple Inc. (NASDAQ: AAPL) is riding high after hitting new highs, with Wedbush Securities analyst Dan Ives raising his 12-month price target for the company from $300 to $325, the highest target currently on Wall Street.Calling this a “golden era of growth,” Ives anticipates that Apple’s artificial intelligence (AI) strategy and consumer-driven demand will propel the company toward a $4 trillion market cap by 2025.Apple’s five-day stock price. Source: FinboldAs of the market close on December 26, 2024, Appl ...

Palantir Technologies - Palantir's Gotham and Foundry platforms lack large-scale competition, making it a company with a sustainable moat [1] - Palantir has successfully shifted to recurring profitability, demonstrating the effectiveness of its operating model [1] - More than $142 million of Palantir's $391 million net income in the first nine months of 2024 comes from interest income, accounting for 36% of net income [4] - Palantir's shares are valued at 75 times trailing-12-month sales, which is significantly higher than other market leaders [11] - Palantir's Gotham platform has a limited addressable market as it is only usable by the U.S. and its immediate allies [15] - Palantir's shares have gained 380% year-to-date and over 1,200% on a trailing-two-year basis [30] Nvidia - Nvidia's GPUs are the top choice for AI-accelerated data centers, giving it substantial pricing power [31] - Nvidia has added close to $3.1 trillion in market value since the start of 2023 [6] - Nvidia faces competition as its top customers are developing their own AI chips, which could lead to a loss of valuable data center space [26] - No Nvidia board member or executive has purchased shares on the open market in the past four years [12] - If the AI bubble bursts, Nvidia would be the hardest-hit company [21] Tesla - Tesla's pretax income in the first nine months of 2024 is over 50% derived from unsustainable sources like regulatory tax credits and interest income [7] - Tesla's core profit segment, EV production, has seen a significant margin decline over the last two years due to competition and demand issues [36] - Tesla's shares are up 86% year-to-date, with most gains occurring since Election Day [32] - CEO Elon Musk's overpromising and underdelivering on innovations could negatively impact Tesla's valuation [27] - Investors are optimistic about potential easing of autonomous driving regulations under the incoming Trump administration [22] Apple - Apple's P/E ratio has doubled to over 42 since the start of 2023, despite its growth engine stalling [8] - Apple's Services revenue is growing by double digits but only accounts for a quarter of its net sales [23] - Apple's EPS growth is primarily due to aggressive share repurchases, masking pedestrian operating results [28] - Apple's entrance into the AI space with Apple Intelligence has made it popular among investors [33] - Apple is less than $100 billion away from reaching a $4 trillion valuation [17] MicroStrategy - MicroStrategy's ongoing acquisition of Bitcoin has made it a liquid proxy for betting on the digital currency [18] - MicroStrategy has been leveraging convertible debt to purchase Bitcoin, a risky strategy given its low operating cash flow [24] - MicroStrategy's Dec 23 prospectus seeks to increase its share count by 10 billion, which could lead to significant dilution [25] - MicroStrategy's Bitcoin portfolio is valued at $43.75 billion, but investors are assigning a 100% premium to its Bitcoin assets [29] - MicroStrategy's shares are up 468% year-to-date and over 2,100% over the trailing-two-year period [34] Market Overview - The Dow Jones Industrial Average, S&P 500, and Nasdaq Composite have gained 15%, 27%, and 33% respectively in 2024 [14] - Factors like the rise of AI and Donald Trump's November victory have contributed to the broader market's lift [19] - History suggests that stocks do not move up in a straight line for extended periods [19]

证券时报网讯，Wedbush证券公司将苹果公司目标股价从300美元上调至325美元，并维持"跑赢大盘"评 级。 这一乐观预测主要基于苹果公司以"Apple Intelligence"为中心的人工智能战略初见成效，预计将在未来 几年重新定义公司的增长轨迹。 校对：刘榕枝 他们认为苹果公司正处于一个由人工智能驱动的"新时代"的开端，市场目前低估了这一趋势的潜力。 Wedbush预测苹果公司将成为首家市值突破4万亿美元的公司。 需要注意的是，FactSet调查的分析师给出的苹果公司平均目标价为247.58美元，与Wedbush的预测存在 差异，提示投资者应谨慎看待。 ...

Key TakeawaysApple shares closed at an all-time high Thursday after Wedbush analysts told clients the iPhone maker could be headed for a “golden era of growth” in 2025, driven by demand for artificial intelligence (AI).The analysts raised their price target for Apple's stock by $25 to $325, and maintained an "outperform" rating.Apple shares have gained over one-third of their value since the start of the year, as the company's market capitalization nears $4 trillion. Apple (AAPL) shares closed at an all-tim ...

Apple exec Eddy Cue explained why the company has not built its own search engine.Google has a deal with Apple to be its default search engine, and Apple wants to keep it that way.The exec explained Apple's reasoning in a filing related to the DOJ's antitrust case against Google.Apple says it plans to stick to what it knows best, and that doesn't include building its own search engine.Advertisement In court papers filed this week in Washington, DC, Eddy Cue, Apple's senior vice president of services, liste ...

Key TakeawaysWedbush analysts told clients in a note Thursday that Apple could be headed for a “golden era of growth” in 2025, driven by demand for artificial intelligence (AI).The analysts raised their price target for Apple's stock by $25 to $325, and maintained an "outperform" rating.Apple shares have gained over one-third of their value since the start of the year, as the company's market capitalization nears $4 trillion. Wedbush analysts led by Dan Ives, long an Apple (AAPL) bull, told clients in a not ...

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?Let's take a look at what these Wall Street heavyweights have to say about Apple (AAPL) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.Apple currently has an average brokerage reco ...

Nvidia, Meta Platforms, Alphabet, and Apple have collectively spent far more on this than they have on developing artificial intelligence (AI) solutions.Roughly three decades ago, the proliferation of the internet changed the landscape of corporate America forever. The internet opened new sales channels that had previously not existed and vastly increased addressable markets, especially overseas.Since the advent of the internet, numerous next-big-thing innovations have come along promising large dollar figu ...

Apple is currently the most valuable publicly traded company in the world, with a market value of $3.9 trillion. The company has held that title for the better part of a decade but has yet to demonstrate it can monetize artificial intelligence (AI). Consequently, I think the two AI stocks below can top Apple's current market value before the end of 2025:Nvidia (NVDA 0.39%) is currently worth $3.4 trillion. Its share price would need to increase 17% in the next year for the company to achieve a market value ...

Palantir (PLTR) - Palantir stock price increased by 386.67% from $16.58 to $80.69 since the beginning of 2024 [2] - The company's trailing PE ratio is 362x and forward PE ratio is 154x, indicating high growth valuation [2] - Institutional investors are increasingly interested in Palantir stock, and concerns about overreliance on government contracts have diminished [3] - Palantir is expected to enter the CPU market in 2025 with a TAM of $35 billion, diversifying revenue streams [4] Nvidia (NVDA) - Nvidia stock gained 189.96% in 2024, trading at $139.67 per share [6] - The company is well-positioned to benefit from the AI boom, with major tech companies planning high AI spending in 2025 [14][22] - Nvidia's forward PE ratio is 32, significantly lower than Palantir's [19] - Dips in stock price, such as after Q3 FY2025 earnings, may provide attractive entry points for long-term investors [23] Alphabet (GOOGL) - Alphabet stock returned 40.86% YTD, trading at $194.63 [12] - The company is highly diversified, with ventures in self-driving (Waymo), biotech (Calico), and quantum computing [8] - Google's core businesses (advertising, cloud services, software tools) are expected to see accelerating revenues from AI and automation [12] - Alphabet has a dominant footprint in the digital realm, with internet usage often synonymous with Google [15] Apple (AAPL) - Apple stock provided a 37.51% return in 2024, trading at $255.27 [9] - The company is the largest publicly traded company globally and is a contender to reach a $4 trillion market cap [21] - Apple maintains a diversified ecosystem and entered the AI race with the release of Apple Intelligence in late October [20] - Warren Buffett maintains a sizable position in Apple, though he has reduced his stake recently [17] Big Tech Industry - Big tech has dominated the investing landscape since the 2008 financial crisis, with significant growth post the dot com crash [11] - The influence of big tech on society is stronger than ever, driven by the AI revolution [5] - Several major tech companies are gearing up for another year of impressive returns, despite already high valuations [13]