(Bloomberg) — Concerns over massive debt issuance from tech giants such as Meta Platforms Inc. (META) and Alphabet Inc. (GOOG, GOOGL) creating oversupply in the credit market are premature, said panelists at the Bloomberg Intelligence European credit market outlook conference in London on Thursday. Tech firms have recently hit the bond market on both sides of the Atlantic, partly to help meet gargantuan AI-related investment needs, raising worries that this rapid swelling of the debt universe could end up ...

LumineImages / iStock Quick Read The Defiance Large Cap ex-Mag 7 ETF (XMAG) posted a 13.54% return year-to-date by excluding the Magnificent 7 stocks from the S&P 500. XMAG outperformed the calculated 7% return of the S&P 500 without the Magnificent 7 by roughly 650 basis points. The ETF tracks 493 large cap stocks with top holdings including Broadcom and Eli Lilly instead of Apple or Nvidia. If you’re thinking about retiring or know someone who is, there are three quick questions causing many Ame ...

The investment manager's daily trading file, posted on social media site X, revealed a tranche of pre- Thankgiving trades. ...

整理 | 美股研究社 在这个快速 变 化的 时代， 人工 智能技术正以前所未有的速度发展，带来了广泛的机会 。 《AI日 报 》致力于挖掘和分析最新的AI概念股公司和市场趋势，为您提供深度的行 业 洞察和 价 值 分析。 A I 快 报 【阿里巴巴发布夸克 AI 眼镜，将内置千问助手】 11 月 27 日，首个搭载千问助手的智能硬件夸克 AI 眼镜正式发布。阿里巴巴集团副总裁吴嘉 表示，夸克 AI 眼镜让千问更充分地连接物理世界，千问将继续向更多智能终端延展。目前， 夸克 AI 眼镜搭载的千问助手已经融合支付宝、高德地图、淘宝、飞猪、阿里商旅等阿里生态 核心场景，初步具备了在物理世界辅助用户、帮用户办事的能力。 AI 企业无问芯穹宣布完成近 5 亿元 A+ 轮融资。由珠海科技集团、孚腾资本（元创未来基 金）领投，惠远资本、尚颀资本和弘晖基金跟投，老股东洪泰基金、达晨财智、尚势资本 & 海棠基金、联想创投、君联资本、申万宏源、徐汇科创投、元智未来持续追投。 【韩国政府与三星、现代等成立 AI 工作组】 在上个月英伟达宣布将向韩国供应 26 万个 GPU 之后，本周四，韩国政府与三星电子、现代 汽车集团以及其他企 ...

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Key Points Investors are concerned by Meta's heavy spending. Yet, Meta's base advertising business is thriving. The stock hasn't been this cheap in a long time. 10 stocks we like better than Meta Platforms › After reporting third-quarter earnings, Meta Platforms (NASDAQ: META) stock has taken a tumble. It's now down around 25% from its all-time high, and it has many investors, including myself, wondering if now is the time to buy the stock on the dip. While there are concerns surrounding how muc ...

资讯日报：美联储"褐皮书"显示美国消费支出进一步下滑 股票市场概览 港股市场表现 美股市场表现 2025 年 11 月 27 日 资讯日报 海外市场主要股市上日表现 | 指数 | 收盘价 | 日涨跌 | 周涨跌 | 年初至今 消费 | | --- | --- | --- | --- | --- | | | | (%) | (%) | (%) | | 恒生指数 | 25.928 | 1 0.13 | 2.81 | 29.25 | | 恒生科技 | 5.618 | 1 0.11 | 4.13 | 25.74 | | 恒生国企 | 9.162 | 0.04 | 2.72 | 25.69 | | 上证指数 | 3.864 | (0.15) | 0.76 | 15.29 | | 目经225 | 49.559 | 9 1.85 | 1.92 | 24.23 | | 新加坡海峡 | 4.502 | 199 0.36 | 0.73 | 0.00 | | 标普500 | 6.813 | 3 0.69 | 3.17 | 15.83 | | 纳斯达克 | 23,215 | 3 0.82 | 4.23 | 20.22 | | 道琼斯 ...

Core Insights - Meta Platforms and Amazon are projected to surpass the combined market value of Nvidia and Palantir by the end of the decade, with Nvidia at $4.3 trillion and Palantir at $395 billion, totaling approximately $4.7 trillion [1][2]. Meta Platforms - Meta Platforms owns three of the four most popular social media networks, providing significant insights into consumer preferences, which enhances its advertising targeting capabilities [3]. - The company has developed custom AI chips and large language models, leading to increased user engagement and higher ad conversion rates [4]. - Meta is also working on a superintelligence system for augmented reality smart glasses, aiming to dominate the smart glasses market with a 73% share [5]. - Current trading at 28 times earnings, Meta's earnings are expected to grow at 16% annually, potentially increasing its market value to $4.8 trillion by late 2030 [6][8]. - Even if growth expectations are not fully met, the current price offers an attractive entry point for long-term investors [7]. Amazon - Amazon's investment thesis is based on its leadership in e-commerce and cloud computing, with a strong presence in retail advertising and AWS [9]. - The company is actively monetizing AI across its businesses, offering various cloud services and developing AI tools for retail efficiency [10][12]. - AWS has introduced custom AI accelerators that outperform current GPUs, with partnerships to enhance AI model development [11]. - Amazon's operating margin has improved, with potential for further enhancement through AI and robotics innovations [13]. - Trading at 33 times earnings, Amazon's earnings are forecasted to grow at 19.5% annually, potentially reaching a market value of $4.8 trillion by late 2030 [14][15].

以下文章来源于TOP创新区研究院 ，作者人才研究组 TOP创新区研究院 . 创新区研究，就在TOP研究院。TOP研究院专注于全球创新区的一体化研究，从Talent(个人), Organization(组织), Place(区域)三大维度出发，通过"研究/连接/分享"，探索中国创新区的实践路径。 本文来自微信公众号： TOP创新区研究院 ，作者：TOP创新区研究院、FTA Group，题图来自：AI 生成 在加州中半岛 （Midpeninsula） ，有一条看似平平无奇的280号州际公路，它蜿蜒穿行于连绵的金 色山丘与浓密的橡树林之间，一侧是太平洋的薄雾，另一侧是旧金山湾的粼粼波光。 沿途散落着一些静谧的小镇——伍德赛德 （Woodside） 、洛斯阿尔托斯山 （Los Altos Hills） 、 帕洛阿托 （Palo Alto） ——这是一片方圆不足30英里的狭长地带。 但根据福布斯2025年11月的实时数据， 全球排名前十的亿万富豪中，有一半是这里的居民 ： 甲骨文的拉里·埃里森、谷歌的拉里·佩奇和谢尔盖·布林、Meta的马克·扎克伯格，以及英伟达的黄仁 勋。 这五位科技巨擘合计拥有的财富超过1.1万亿美 ...

Core Viewpoint - Nvidia's recent stock sell-off underscores the vulnerability of its high valuation, which is heavily reliant on a few major hyperscale customers, particularly in light of potential competition from Meta and Alphabet [1][4][13] Financial Performance - In Q3 of fiscal 2026, Nvidia reported revenue of $57 billion, a 62% increase year-over-year and a 22% increase from the previous quarter [5] - Data center revenue reached $51.2 billion, up 66% year-over-year and 25% sequentially, driven by strong demand for Blackwell GPUs [5] - Nvidia's guidance for Q4 fiscal 2026 anticipates revenue of approximately $65 billion, indicating continued strong demand [7] Competitive Landscape - Reports suggest that Meta is considering a multi-billion dollar deal with Alphabet for tensor processing units (TPUs) starting in 2027, which could pose a competitive threat to Nvidia [8][10] - The potential shift by Meta to alternative chip suppliers raises concerns about Nvidia's pricing power and market share in future AI infrastructure spending [11][13] Market Reaction - Following the news of Meta's potential deal with Alphabet, Nvidia's stock experienced a significant decline, while Alphabet's stock rose [9] - The market's swift reaction reflects investor anxiety regarding Nvidia's pricing and the sustainability of its high margins in the face of increasing competition [9][10] Valuation Concerns - Nvidia's current price-to-earnings ratio stands at 42, suggesting that the stock is priced for continued dominance and rapid revenue growth [12] - If competition from alternatives begins to impact Nvidia's growth and margins, the current high valuation may not be justified [12][13] Investor Sentiment - Despite Nvidia's strong underlying business, the stock's high expectations amidst emerging competition make the recent sell-off a complex situation for investors [14]