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These three semiconductor companies will steer US market in 2025, says JPMorgan
Proactiveinvestors NA· 2024-12-19 14:41
About this content About William Farrington William kickstarted his career as a researcher and reporter for a global legal publication, covering everything from public law to M&A. Before moving to Proactive Investors, he worked as a reporter for a major fintech company with a focus on cryptocurrency and blockchain technology. Harking from Queensland, Australia, William obtained first-class honours in journalism and media from Birkbeck University before going on to complete an MA in creative and critical ...
Prediction: This Will Be Wall Street's Next Trillion-Dollar Stock
The Motley Fool· 2024-12-18 10:06
Artificial intelligence (AI)-networking solutions provider Broadcom became Wall Street's newest trillion-dollar stock last week -- and there's a logical company that can follow in its footsteps.For more than two years, the bulls have been running wild on Wall Street, with the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite all ascending to multiple record-closing highs in 2024. While there have been pockets of strength in most sectors and industries, the stock market's trillion-dollar businesses ...
Meet the 2 Newest Members of the $1 Trillion Club: Here's Which One Is Wall Street's Favorite
The Motley Fool· 2024-12-17 10:45
What if Santa Claus named his reindeer after stocks with market caps of $1 trillion or more? We wouldn't have, "Now, Dasher! Now, Dancer! Now, Prancer and Vixen! On, Comet! On Cupid! On, Donder and Blitzen!" Instead, jolly old Saint Nick would be calling, "Now, Apple! Now, Microsoft! Now, Nvidia and Amazon! On Alphabet! On Meta and Tesla!"Just as Rudolph was a later recruit to Santa's reindeer team, two new members have just joined the $1 trillion club. And while neither has a shiny red nose, Wall Street th ...
博通:Q4 AI收入同比增长150%,ASIC芯片需求强劲
第一上海证券· 2024-12-17 05:58
公司评论 第一上海研究部 research@firstshanghai.com.hk 2024 年 12 月 16 日 星期一 | --- | --- | --- | |---------------|--------------------------------|--------------| | | | | | 曹凌霁 | | | | +852-25321539 | | | | | Rita.cao@firstshanghai.com.hk | | | 韩啸宇 | | | | +852-25222101 | | | | | Peter.han@firstshanghai.com.hk | | | | | | | 行业 | TMT | | | 股价 | 224.80 美元 | | | | | | | 美股市值 | 10499 亿美元 | | | 已发行股本 | 46.71 亿股 | | | | 228.70 美元 | /102.57 美 | | 52 周高/低 | 元 | | | 每股净现值 | 14.49 美元 | | | 股价表现 | | | | | | | | | | | 【公司评论】 博通(AVG ...
Meet Wall Street's Newest $1 Trillion Artificial Intelligence (AI) Stock -- but Don't Rush to Buy It Just Yet
The Motley Fool· 2024-12-16 23:30
Up until the market opened on Friday, Dec. 13, America was home to seven technology companies worth $1 trillion or more:Apple: $3.7 trillion.Nvidia: $3.3 trillion.Microsoft: $3.3 trillion.Amazon: $2.4 trillion.Alphabet: $2.3 trillion.Meta Platforms: $$1.5 trillion.Tesla: $1.4 trillion.However, an eighth company just joined the ranks. Broadcom (AVGO 11.21%) stock surged 24% last Friday following the release of its financial results for fiscal 2024 (ended Nov. 3), catapulting the company into the exclusive $1 ...
4 Stocks in Focus That Declared Dividend Hikes Amid Market Volatility
ZACKS· 2024-12-16 16:40
The post-election rally has come to a halt following fresh concerns over the economy’s health as inflation rose once again in November. All three major indexes have retreated from their all-time high in the past week as investors remain unclear about the Federal Reserve’s future rate cut path.Also, geopolitical tensions have been adding to the worries, which could make markets volatile in the coming days. Given this situation, investing in dividend-paying stocks would be a wise decision. These stocks tend t ...
25% Of My Net Worth - Here's My Single Best Investment Idea
Seeking Alpha· 2024-12-16 12:30
Join iREIT on Alpha today to get the most in-depth research that includes REITs, mREITs, Preferreds, BDCs, MLPs, ETFs, and other income alternatives. 438 testimonials and most are 5 stars. Nothing to lose with our FREE 2-week trial .Analyst’s Disclosure: I/we have a beneficial long position in the shares of TPL, LB either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha ...
3 Market-Beating Tech Stocks to Supercharge Your Portfolio in 2025 and Beyond
The Motley Fool· 2024-12-15 15:45
The technology sector was a party in 2024. Thanks to their robust fundamentals and red-hot growth opportunities, these three prominent tech stocks are poised to continue the fun.Technology has arguably been Wall Street's hottest sector in 2024. Rapid growth in emerging industries, such as artificial intelligence (AI), has fueled a massive rally, making this year one of the best for technology stocks in recent memory. Now, it's time to turn the page to 2025.After doing some homework, three Motley Fool contri ...
Can Semis Continue to Shine Amid AI Boom? What Management Teams Say
ZACKS· 2024-12-13 03:08
Forward GuidanceIt’s no secret that CEOs, especially public company CEOs, have “a horse in the race” regarding their rhetoric on earnings calls about their underlying companies’ financial health and future growth prospects. While a CEO must tell the truth to Wall Street, management teams will often put a positive spin on what lies ahead.“Once is happenstance, twice is a coincidence, three times is a pattern.” ~ Ian FlemmingNevertheless, savvy investors understand that though they should sometimes take bias- ...
Broadcom(AVGO) - 2024 Q4 - Earnings Call Transcript
2024-12-13 00:37
Broadcom Inc. (NASDAQ:AVGO) Q4 2024 Earnings Conference Call December 12, 2024 5:00 PM ET Company Participants Ji Yoo - Head, IR Hock Tan - President & CEO Kirsten Spears - CFO Conference Call Participants Blayne Curtis - Jefferies CJ Muse - Cantor Fitzgerald Joseph Moore - Morgan Stanley Harlan Sur - JPMorgan Stacy Rasgon - Bernstein Ben Reitzes - Melius Research Ross Seymore - Deutsche Bank Vivek Arya - Bank of America Harsh Kumar - Piper Sandler Toshiya Hari - Goldman Sachs William Stein - Truist Securit ...