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Costco's 2x P/E Over Amazon Is Not Irrational (Rating Upgrade)
Seeking Alpha· 2026-02-26 07:15
分组1 - The article discusses the performance of Costco (COST), which has grown by 1.11% since the last analysis, underperforming the market [1] - The author previously rated Costco a "sell" over a year ago, indicating a negative outlook on the stock's performance [1] - The article highlights the investment strategy of a family office fund led by Amrita, focusing on sustainable, growth-driven companies that maximize shareholder equity [1] 分组2 - Amrita has experience in high-growth supply-chain start-ups and has worked with venture capital firms, enhancing her expertise in investment portfolios [1] - The newsletter "The Pragmatic Optimist," co-founded by Amrita, emphasizes financial literacy and aims to simplify complex macroeconomic concepts for better understanding [1] - The newsletter has been recognized as a top finance newsletter, indicating its influence and reach within the investment community [1]
UK's Rolls-Royce annual profit soars 40%, upgrades outlook
Reuters· 2026-02-26 07:14
UK's Rolls-Royce lifts returns as profit soars | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]A BR700-725 jet engine is seen at the assembly line of the Rolls-Royce Germany plant in Dahlewitz near Berlin, Germany, February 28, 2023. REUTERS/Nadja Wohlleben [Purchase Licensing Rights, opens new tab]LONDON, Feb 26 (Reuters) - Britain's Rolls-Royce [(RR.L), opens new tab] posted a 40% rise in annual profit after a strong performance ...
13F: What Druckenmiller, Dalio, Tepper, and NVIDIA are Buying




Investing· 2026-02-26 07:12
Market Analysis by covering: Intel Corporation, Microsoft Corporation, Alphabet Inc Class A, Amazon.com Inc. Read 's Market Analysis on Investing.com ...
Sensex, Nifty off to a positive start as IT stocks spark surge
The Economic Times· 2026-02-26 03:58
Sensex rose 143 points to open at 82,418.78 today, while the Nifty 50 index gained around 74 points to 25,556.30.Top gainers and losersIT stocks, including Infosys, Tata Consultancy Services (UltraTech Cement, Axis Bank, Live EventsDespite the uptrend in stock markets today, analysts advise caution. Ajit Mishra, SVP of Research at Global marketsUS stock markets ended higher on Wednesday after The S&P Software & Services index jumped 2.9%. NVIDIA shares jumped around 3%, while Microsoft shares gained over 2 ...
Amazon Eyes $50B OpenAI Stake as Yen Gains on BOJ Remarks
Stock Market News· 2026-02-26 02:38
Key TakeawaysAmazon (AMZN) is negotiating a $50 billion investment in OpenAI, a deal reportedly contingent on AGI milestones and a Q4 2026 IPO timeline.The U.S. Dollar fell 0.4% against the Yen to 155.765 following a hawkish-leaning statement from Bank of Japan (BOJ) board member Hajime Takata.Eight members of the Cuban World Baseball Classic (WBC) delegation were denied U.S. visas, highlighting intensified diplomatic friction ahead of the March tournament.OpenAI’s valuation is projected to hit $850 billion ...
Rebecca Haddock's Stick with Success Reaches #1 on Amazon, Redefining Modern Equine Care Through Functional Taping
TMX Newsfile· 2026-02-26 02:34
Core Insights - Rebecca Haddock's book "Stick with Success: Equine Functional Taping Made Simple" has achieved 1 rankings on Amazon in multiple equine health and medicine categories, solidifying her leadership in the equine functional taping field [1][2] Group 1: Book Overview - The book was released on January 9, 2026, and serves as a practical guide for horse owners, trainers, caretakers, and equine health professionals, focusing on effective methods to support equine comfort and recovery [3] - It provides step-by-step taping instructions that are accessible for beginners, featuring clear diagrams and illustrations for applications in prevention, rehabilitation, and performance support [4] Group 2: Holistic Approach and Popularity - Haddock emphasizes a holistic philosophy of equine care, encouraging readers to understand horse movement and discomfort, thereby fostering a more intuitive connection with their horses [5] - Equine functional taping (EFT) is gaining popularity globally, with usage reported in over 26 countries, marking it as one of the fastest-growing modalities in modern horse care [5] Group 3: Educational Initiatives - Through EquiTecs, Haddock has expanded access to education, certification programs, and taping tools, including her proprietary OIO (Observe • Interpret • Optimize™) biomechanics taping modality [6] - EquiTecs offers various resources such as textbooks, application libraries, and starter kits to support both professionals and horse owners [6] Group 4: Author Background - Rebecca Haddock has dedicated her career to improving equine care, developing the original Equine Functional Taping method and establishing globally recognized education and certification programs [8]
亚马逊对OpenAI的500亿美元投资或取决于其IPO和AGI情况
Di Yi Cai Jing· 2026-02-26 02:09
据报道,亚马逊对OpenAI的500亿美元投资可能取决于其首次公开募股(IPO)和通用人工智能 (AGI)情况。 (文章来源:第一财经) ...
Amazon's $50 billion OpenAI investment may depend on IPO or AGI milestone, The Information reports
Reuters· 2026-02-26 02:05
Core Insights - Amazon plans to invest up to $50 billion in OpenAI, contingent on the AI developer either going public or achieving artificial general intelligence (AGI) [1] Group 1 - Amazon's investment strategy is closely tied to OpenAI's potential IPO or milestone achievements in AGI [1]
亚马逊500亿美元投OpenAI,前提系IPO与AGI达标
Ge Long Hui A P P· 2026-02-26 02:03
格隆汇2月26日|据The Information,亚马逊对OpenAI 500亿美元的投资可能取决于首次公开募股 (IPO)和通用人工智能(AGI)情况。 ...
下周齐聚白宫,美国科技巨头将签协议承诺“自建数据中心电力”
Hua Er Jie Jian Wen· 2026-02-26 01:09
特朗普政府正推动一项旨在切断AI数据中心扩张与居民电费上涨之间关联的重要举措。 2月25日,据福克斯新闻报道,亚马逊、谷歌、Meta、微软、xAI、甲骨文和OpenAI等科技巨头将于3 月4日齐聚白宫,正式签署特朗普在国情咨文演讲中宣布的"电费缴纳者保护承诺"(Rate Payer Protection Pledge)。 根据该承诺,上述公司将为新建AI数据中心自行建设、引入或采购电力供应,不再依赖现有公共电 网,从而避免将能源成本转嫁给普通美国家庭。白宫发言人Taylor Rogers表示,特朗普致力于"在确保 美国AI主导地位的同时,降低工薪家庭的生活成本"。 特朗普国情咨文首发,白宫主导推进 这一举措的政策脉络可追溯至特朗普本周二发表的国情咨文演讲。 据华尔街见闻文章指出,特朗普在国情咨文演讲中称,陈旧的电网已无法满足AI发展所需的庞大电力 需求。他表示,已告知大型科技公司需要自备电力并自建工厂。 他在演讲中宣布已就"电费缴纳者保护承诺"完成谈判,并明确阐述了政策逻辑: "我们的电网已经老化,根本无法承载数据中心所需的庞大电力需求。所以我告诉这些公 司,他们可以自建电厂,自己生产电力。这既能保障公司的供 ...