Key Points Although nine publicly traded American companies have achieved a valuation of $1 trillion or more, only four have graduated into the $3 trillion club. Amazon is an incredibly diverse technology company, with a dominant market position in industries like e-commerce, cloud computing, and more. The tech titan could join the $3 trillion club in 2026 thanks to a combination of its attractive valuation and its strong earnings growth. 10 stocks we like better than Amazon › Nine publicly trad ...

As electricity demand from data centers continues to surge, a persistent question has dogged the industry: Are residential ratepayers footing the bill for massive tech infrastructure? According to Amazon Web Services (AWS) and an independent study it commissioned, the answer is a definitive no. As a guest on The POWER Podcast, Mandy Ulrich, senior manager of energy and water for Americas East at AWS, outlined the company’s energy strategy and discussed findings from a study by Energy and Environmental Econ ...

Silver ForetellsPlease click here for a chart of silver futures (SI_F).Note the following:The chart shows the parabolic move in silver from $65 to $82.67.The chart shows a likely short term blow-off top yesterday evening.  Only time will confirm if it is a blow-off top in the short term.  Here were the triggers that came along on Sunday evening for a potential short term blow-off top:China is restricting the export of refined silver starting January 1.  China is a net importer of raw silver but a big export ...

Nvidia Bulls are still trying to make sense of its $20 billion surprise deal for AI chip player Grock. Nvidia didn't even put out an SEC filing on this one. I mean, go figure.It also hasn't said anything publicly about this deal. The only one who has had something to say is the likely much wealthier Grock founder Jonathan Ross. Ross pointed out on his LinkedIn over the weekend.Clearly, he's jazzed about this. He will be joining Nvidia as chief software architect. Big role for Jonathan there for sure.While t ...

分组1 - Consumer demand for online platforms has proven resilient in the latter half of the year, benefiting companies like Amazon, DoorDash, and Expedia Group, setting them up for a strong 2026 according to Evercore ISI analysts [5] - The trends in consumer demand span various sectors including ride-sharing, online travel, and e-commerce, indicating robust performance across multiple industries [5] - The article highlights the ongoing competition among major tech companies, particularly in the AI space, with Amazon naming a new AI group leader amid its battle with Microsoft and Google [10]

Group 1: SoftBank and Digital Bridge Acquisition - SoftBank has made a proposal to acquire Digital Bridge for approximately $2.9 billion, offering around $16 per share, which is above the closing price on the previous Friday [2] - This acquisition aligns with SoftBank's strategy of divesting its stake in Nvidia, valued at approximately $5.8 billion, as it shifts focus towards AI applications and inference technologies [3] Group 2: Amazon's Performance and Outlook - Amazon's stock has seen a modest increase of about 2.5% over the past year, with a current price target set by Evercore at $335, significantly higher than its current trading price [5] - The company is recognized for its scalability across various platforms, including subscription services and e-commerce, with AWS reporting a year-over-year growth of 20% [6] - Despite high capital expenditures of around $125 billion in the last year, this is considered reasonable relative to its sales of nearly $700 billion [7] Group 3: Housing Market and KB Homes - The housing market is facing challenges due to positive real interest rates, particularly with 10-year yields exceeding 4%, which is impacting growth [9] - JP Morgan has cut KB Homes' price target from $71 to $50 while maintaining a neutral rating, reflecting downward revisions in earnings estimates [10] - The company is expected to see a lower return on equity estimated at around 6%, down from a previous consensus of 11%, with sales growth decelerating to approximately $6.2 billion [11]

近日，大摩发布《机器人行业年鉴》，把目光聚焦在科技巨头对机器人的布局上。大摩认为，当 ChatGPT重塑人们对人工智能的认知，科技巨头们早已悄然布局下一场革命——实体AI（Embodied AI）。 2025年临近尾声，各大机构也在陆续发布年度盘点研报。 对于市值已达4万亿美元的美国科技巨头而言，5000亿美元规模的传统市场已无法支撑其向10万亿美元 体量跨越，而实体AI正是那个规模超越全球GDP的终极赛道。 从制造业、交通到医疗、能源，实体AI通过机器人这一载体，正将数字世界的智能注入物理空间，开 启产业与生活方式的全方位重构。也就是说，机器人是把AI从数字世界引入物理世界的关键载体。 大摩在研报中写道："这不仅是技术路线的竞争，更是未来产业规则制定权的争夺，一个机器人爆发的 寒武纪时代已然来临。 01 谷歌：自动驾驶开路 DeepMind筑基 在科技巨头的实体 AI 竞赛中，Google以"双轨并行"策略占据先发优势——Waymo的自动驾驶汽车深耕 落地场景，DeepMind的机器人模型构筑技术壁垒，两者共同勾勒出 Google 的实体 AI 蓝图。 Waymo 作为 Google 自动驾驶的核心载体，已 ...

凤凰网财经讯 12月29日，美股三大指数集体低开，道指跌0.19%，标普500指数跌0.45%，纳指跌 0.72%。 贵金属板块集体下跌，泛美白银跌5.7%，哈莫尼黄金跌5.6%，金罗斯黄金跌5%。数据中心投资公司 DigitalBridge涨10%，软银将以每股16美元现金收购该公司，收购价较上一交易日收盘价溢价15%。 【英特尔完成向英伟达出售价值50亿美元的普通股】 英特尔12月29日公告称，12月26日，英特尔公司向英伟达公司发行并出售214,776,632股公司普通股，现 金总购买价为50亿美元，相当于每股23.28美元。 【三星平泽P4工厂建设提速，HBM4量产或提前】 据报道，三星电子平泽P4工厂建设项目正在加速推进，其设备的安装和测试运行目标已比原计划提前2- 3个月。该工厂将成为三星10nm第六代（1c）DRAM生产的核心，三星率先将1c DRAM用于第六代 HBM（HBM4）芯片。 【软银据悉深入洽谈收购数据中心投资公司DigitalBridge】 【lululemon创始人发起代理权争夺战以实现董事会改组】 12月29日，据报道，在首席执行官卡尔文·麦克唐纳离职数日后，lululemon ...

Core Insights - The year 2025 is approaching its end, prompting investors to reassess their performance and strategies for the upcoming year [1] Investment Strategy - The focus is on investing in companies with strong qualitative attributes, acquiring them at favorable prices based on fundamental analysis, and maintaining long-term holdings [2] - The investment approach emphasizes a concentrated portfolio aimed at minimizing losses while maximizing exposure to high-potential winners, often resulting in a 'Hold' rating for companies that do not meet growth or risk thresholds [2]

2025年堪称AI巨头产业整合年。据科技媒体The Information 29日报道，谷歌、Meta、OpenAI、Anthropic等九大科技公司在过去一年中全面扩充 AI"全栈"能力，几乎所有参与者都开始涉足人形机器人技术，但这场独立性竞赛反而让它们变得更加相互依赖。 产业格局发生显著变化。OpenAI将云服务合作从微软扩展至亚马逊，达成价值380亿美元的服务器合作协议。与此同时，微软转向租赁服务器给 Anthropic，并在Office 365 Copilot等产品中采购Anthropic模型，尽管其通过与OpenAI的合作可以免费获得模型。 谷歌在这场混战中成为最大赢家，其张量处理芯片(TPU)已获得Anthropic 200亿美元订单，并正在与Meta洽谈芯片供应协议。该公司还在2025年开 始向OpenAI大规模提供英伟达服务器，成为至少五家竞争对手的技术供应商。 这场产业洗牌正在重塑AI市场的竞争边界。各公司试图通过掌控更多产业链环节来降低成本、减少对英伟达等关键供应商的依赖，但新结盟却让 它们陷入更复杂的利益纠葛之中。 | | AI | AI | Cloud | API | State- | ...