Key Points Palantir's top-line growth is accelerating. Alphabet is growing across Search, YouTube, and Cloud. Valuation tips the scales: Alphabet's pricing is far more forgiving than Palantir's. 10 stocks we like better than Alphabet › Alphabet (NASDAQ: GOOGL)(NASDAQ: GOOG) and Palantir Technologies (NASDAQ: PLTR) two obvious artificial intelligence (AI) beneficiaries. Alphabet's shares have climbed as the company integrates new AI features into Google and YouTube, while Palantir has rallied on ac ...

The U.S. stock market continued its remarkable ascent on Friday, October 3, 2025, with major indexes not only holding their ground but surging to new all-time highs, largely shrugging off the ongoing government shutdown and maintaining a robust upward trend. This sustained rally, characterized by strong midday trading patterns and significant market momentum, is primarily fueled by the transformative power of Artificial Intelligence (AI), robust corporate earnings, and persistent expectations of future mone ...

美股周五早盘，谷歌A类股（GOOGL）下跌1.3%，此前谷歌宣布投资40亿美元在阿肯色州建设一个数 据中心，该中心将由Entergy供电。该项目预计将带来超过11亿美元的净收益，并将包括一个600兆瓦的 太阳能项目和一个350兆瓦的电池存储系统。此项投资标志着谷歌在履行对可再生能源和当地经济发展 承诺方面迈出了重要一步。 来源：环球市场播报 ...

Core Insights - Oracle Corporation has alerted its E-Business Suite customers about extortion emails following a significant hacking campaign [1][2] - The ransomware group cl0p is linked to the extortion campaign, which has been described as "high volume" by Alphabet Inc. [3] - Ransom demands from the cybercriminals have ranged from millions to tens of millions of dollars, with the highest demand reaching $50 million [4] Company Updates - Oracle has urged its clients to update their software to mitigate risks from known vulnerabilities exploited by hackers [2] - In September, Oracle appointed Clay Magouyrk and Mike Sicilia as co-CEOs, with Safra Catz transitioning to executive vice chair of the board [6] - An insider sale was executed by Naomi O. Seligman, a Director at Oracle, who sold 2,222 shares valued at approximately $641,958 [7] Industry Context - The cyberattack on Oracle's customers is part of a broader trend of high-profile hacking incidents affecting major corporations, including recent attacks on Google and TransUnion [4][5] - Google previously confirmed a data breach affecting its customers, attributed to a hacking group known as ShinyHunters [5]

Group 1 - The article emphasizes the importance of having a winning portfolio strategy during a historic moment that presents unique investment opportunities [1][2] - Successful Portfolio Strategy is a service aimed at helping investors improve their performance through a structured portfolio strategy system, including model portfolios and tactical asset allocation [2] - James A. Kostohryz, with over 20 years of experience in global investment, leads the Successful Portfolio Strategy group and has a background in various sectors including emerging markets and banking [3]

Core Insights - The emergence of "agentic commerce" powered by AI is set to transform e-commerce, offering significant investment opportunities for major players like Amazon, Google, Meta, Walmart, Shopify, and eBay [1][3][10] - OpenAI's recent announcement to enable shopping directly through ChatGPT marks a pivotal moment in the integration of AI into e-commerce [1][6][9] E-Commerce Landscape - AI shopping is not a new concept, but major retailers are increasingly focusing on AI to enhance shopping precision and speed [2][3] - The U.S. e-commerce market exceeds $1 trillion annually, highlighting the substantial financial stakes involved [3] AI Chatbots and Consumer Trust - AI chatbots are gaining traction, with a reported 4,700% increase in referrals to e-commerce product pages from AI bots year-over-year [4] - ChatGPT is central to this trend, with projections of 20 billion shopping-related messages this year [5] OpenAI's Strategic Moves - OpenAI's partnership with Etsy and Shopify to facilitate direct purchases through ChatGPT could create new revenue streams [6][7] - The launch of the Agentic Commerce Protocol aims to simplify e-commerce transactions via AI [8][9] Competitive Dynamics - The competition among tech giants like OpenAI, Google, and Amazon is intensifying as they vie for leadership in AI-driven commerce [10][11] - Amazon and Walmart are developing their own AI shopping assistants, indicating a broader trend towards agentic capabilities in retail [11][12] Financial Implications - The market for agentic commerce is projected to reach $136 billion in 2023 and could grow to $1.7 trillion by 2030, presenting new challenges for payment processors [22] - Companies like Mastercard and Visa are already adapting to this shift by launching tools focused on agentic commerce [23][24] Consumer Behavior and Adoption - Despite the advancements, consumer trust and privacy concerns remain significant hurdles for widespread adoption of AI shopping [26] - A survey indicated that 43% of U.S. consumers are uncomfortable with generative AI analyzing their personal data for shopping recommendations [26] Advertising and Revenue Streams - The rise of AI shopping could disrupt traditional advertising models, particularly for Google and Meta, as AI agents may change how consumers interact with ads [29][30] - Amazon is projected to generate $67.6 billion in advertising revenue this year, underscoring the importance of advertising in its business model [32] Market Sentiment - Despite recent stock fluctuations, analysts remain optimistic about the long-term potential of AI in e-commerce [36][37] - The ongoing investment in AI technologies by major retailers is seen as crucial for maintaining competitiveness in the evolving market landscape [38]

To be sure, the Magnificent Seven — a group of megacap technology stocks including Apple, Microsoft Corp. MSFT, Google parent Alphabet Inc. GOOG GOOGL, Amazon, Nvidia Corp. NVDA, Tesla and Meta — have still dominated the AI narrative this year, accounting for about 36.4% of the S&P 500’s total market capitalization. But they’re no longer driving the S&P 500’s gains the way they did in 2023 and 2024.Just behind, Oracle Corp. ORCL and Palantir Technologies Inc. PLTR have also cracked the top 10 companies with ...

Core Insights - Invesco American Franchise Fund, managed by Ron Zibelli, focuses on U.S. stocks that exhibit strong growth potential and market leadership, aiming to capture the benefits of compounding returns [1][3][4] - The fund has consistently outperformed the S&P 500 over various time frames, including a 14.14% gain in 2024 compared to the S&P 500's 13.98% [2] Investment Strategy - The fund seeks to identify "franchise" or "star" stocks that can deliver durable, above-average growth, avoiding companies that are one-hit wonders [3][4] - Key traits of successful companies include strong management teams, leading market positions, and superior products or business models [4] Portfolio Composition - The fund includes well-known stocks such as Nvidia, Microsoft, Amazon, Meta Platforms, Apple, Netflix, and Alphabet, while also focusing on midcap stocks where more value can be added through research [8][9] - The portfolio is structured around themes, with current focuses on artificial intelligence (AI) and a U.S. industrial renaissance driven by federal investment and innovation [10][15] Market Trends - The fund identifies patterns and trends in the economy that support growth, including a resurgence in merger and acquisition activity and IPOs following a recessionary period [17] - A significant increase in M&A activity of approximately 30% is noted, alongside a recovery in IPOs, indicating a favorable environment for capital markets-oriented companies [17] Sell Discipline - The fund employs a strict sell discipline, focusing on relative growth prospects and replacing underperforming stocks with those that have better outlooks [18] - The philosophy emphasizes selling losers quickly while allowing winners to run, maintaining a robust opportunity set in the current economy [18] Market Outlook - Zibelli believes the current market conditions do not indicate a bubble, citing strong fundamental support for company valuations, including revenue growth and cash flows [19][20] - Valuations are at the high end of historical averages but are justified by a resilient economy and ongoing technological innovation [20]

Group 1: Market Overview - Global financial markets are facing challenges due to a US government shutdown, tech sector upgrades, and central bank commentary [2][4] - US Dollar Index (DXY) is experiencing downward pressure while European and US futures show firmness [2] Group 2: Technology Sector - Morgan Stanley has raised price targets for Apple (AAPL) to $298.00 from $240.00 and for Alphabet (GOOGL) to $270.00 from $210.00, maintaining an 'Overweight' rating for both [3][8] - The upgrades are driven by factors such as iPhone upgrades and services revenue for Apple, along with advancements in AI and cloud computing for Alphabet [3] Group 3: Economic Data and Central Bank Insights - The US government shutdown has led to the cancellation of the Nonfarm Payrolls (NFP) report, affecting market activity and focus on alternative indicators like ISM Services PMI [4][8] - Central bank officials, including ECB's Pierre Wunsch and NY Fed's John Williams, provided insights on monetary policy, indicating a stable outlook for the Eurozone and emphasizing the importance of robust policy in managing inflation expectations [5][8] Group 4: Energy Sector - European LNG imports rose 15% month-on-month to 8.7 million tonnes in September, marking a 37% increase compared to September 2024, primarily due to increased supply from the US [6][8] Group 5: Geopolitical Tensions - Ongoing geopolitical tensions are highlighted by reports of Russian military strikes on Ukrainian infrastructure, which may impact global energy supplies and stability [9]

摩根士丹利：将谷歌母公司Alphabet目标股价上调至270.00美元，此前为210.00美元；将苹果目标股价 上调至298.00美元，此前为240.00美元。 ...