We get so caught up in the buzz and the sizzle that we forget about the steak, especially in this era of GLP-1s, which have revolutionized the treatment of diabetes and obesity and are being studied for so many more diseases and conditions. That's my chief takeaway from meeting with 15 different CEOs, a dozen of whom were off the record, at the 44th annual JPMorgan Healthcare Conference, which is perhaps the most important and certainly the largest of any industry confab. The steak, in this case, is the act ...

Group 1 - NVIDIA Corporation (NASDAQ:NVDA) is recommended to be owned rather than traded, emphasizing a long-term investment approach due to its strong growth potential [1] - The company specializes in accelerated computing and AI platforms, including GPUs for gaming and professional use, cloud services, robotics, embedded systems, and automotive technologies [2] - There are other AI stocks that may offer greater upside potential and carry less downside risk compared to NVIDIA, suggesting a competitive landscape in the AI sector [3]

NVIDIA Corporation (NASDAQ:NVDA) is one of the best stocks to buy in 2026 for beginners. On January 16, Jefferies lifted the price target on NVIDIA Corporation (NASDAQ:NVDA) to $275 from $250 and reiterated a Buy rating, telling investors that the stock “remains pretty cheap”, trading at mid-teens multiple to its bottom-up implied calendar year 2027 estimate. Analyst Explains How NVIDIA (NVDA) Can Reach $8 Trillion Market Cap Separately, J.P. Morgan reiterated a Buy rating on NVIDIA Corporation (NASDAQ:N ...

AI stocks may continue to advance in the new year.Artificial intelligence (AI) stocks have powered the overall market higher in recent years, and signs are showing that the AI story is far from over. Cloud service providers continue to invest in infrastructure to keep up with demand from their customers, and the revenue of many companies developing or using AI keeps roaring higher.I recently predicted that gains in AI stocks in 2026 may not be as broad as they were in recent years; instead, winners and lose ...

Core Insights - The AI industry is projected to grow significantly, from $255 billion in 2025 to $1.7 trillion by 2031, indicating strong investment potential in AI stocks [2] - Investors need to be selective in choosing AI stocks, as not all sectors within the AI market will experience the same level of growth [3] AI Infrastructure - Tech infrastructure is a rapidly growing area within AI, with Nvidia's CEO predicting a shift towards AI-optimized data centers, termed "AI factories" [4] - The AI infrastructure market is expected to expand from $46 billion in 2024 to $356 billion by 2032, benefiting companies involved in this sector [7] - Companies like Credo Technology Group and Astera Labs provide essential components for the construction of these advanced data centers [5] Semiconductor Sector - Nvidia remains a key player in the semiconductor space, reporting record revenue of $57 billion in Q3 of fiscal 2026, a 62% year-over-year increase [6] - The demand for Nvidia's GPUs is driven by their necessity in powering AI systems, making them a critical investment in the AI landscape [6] AI Software Sector - The performance of AI software companies varies significantly, with Palantir Technologies reporting a 52% increase in government sales to $486 million, while BigBear.ai saw a 20% decline in revenue to $33.1 million [10][11] - The success of AI software firms depends on their technological superiority and ability to create an economic moat [9] Future of AI and Quantum Computing - The next frontier for AI may lie in quantum computing, which has the potential to solve complex calculations much faster than classical computers [14] - IBM aims to deliver a fault-tolerant quantum computer by 2029, which could facilitate the widespread adoption of quantum technology [15] - Nvidia's NVQLink platform is designed to bridge quantum and classical computing, addressing challenges like error correction [18]

Nvidia (NVDA) enters its Q4 earnings cycle in a unique position. The stock has spent the last year riding AI's "Hardware Wave," but 2026 marks the beginning of the "Execution Era." Investors are no longer just asking how many chips Nvidia can sell, but how fast those chips can deliver real-world profits to companies deploying the next generation of autonomous intelligence. The pressure point is evident in Nvidia's stock price, which has mainly flatlined since the fall despite a 37% return in 2025. Shares ...

Core Viewpoint - Wall Street is underestimating the growth potential of Nvidia's Rubin architecture, which is expected to drive significant advancements in AI and related fields [1] Group 1: Company Performance - Nvidia has gained 38.9% in 2025, outperforming Amazon, which only gained 5.2% and was the worst performer among the "Magnificent Seven" stocks [2] - Nvidia's data center sales account for approximately 90% of its total revenue, with the remaining 10% coming from high-margin sectors such as gaming and robotics [5] - Nvidia's gross margin stands at 70.05%, indicating strong profitability [8] Group 2: Amazon's Business Model - Amazon's operating margin for its non-AWS business is only 4.1%, while AWS contributes 60% of Amazon's operating income despite being less than one-fifth of total sales [3][4] - AWS has high operating margins of 35.6%, but its growth has slowed due to increased competition from Microsoft, Google Cloud, and Oracle [4] Group 3: Future Growth Potential - Nvidia's new Rubin architecture, which includes six different chips, is designed for advancements in agentic AI, robotics, and autonomous driving, with deployments expected in the second half of 2026 [6][7] - Nvidia's innovation allows it to maintain high margins and continue growing earnings rapidly, suggesting strong future performance [7] - The potential for new revenue streams from the Rubin architecture could further enhance Nvidia's growth prospects [5] Group 4: Valuation Comparison - Nvidia is considered a better long-term investment compared to Amazon, despite Amazon's recent affordability due to faster earnings growth [8][10] - Nvidia's forward price-to-earnings ratio is 39, compared to Amazon's 30.1, justifying a higher valuation for Nvidia based on its growth potential [8][10] - Overall, Nvidia is viewed as the better buy for 2026, although Amazon is becoming more attractive as a value investment [11]

证券研究报告 汽车 行业定期报告 hyzqdatemark 2026 年 01 月 18 日 投资评级： 看好（维持） 证券分析师 李泽 SAC：S1350525030001 lize@huayuanstock.com 陈佳敏 SAC：S1350525110001 chenjiamin@huayuanstock.com ——汽车行业双周报（20260105-20250116） 投资要点： 投资分析意见：我们认为液冷行业节奏进展快、全年展望乐观，针对 Rubin 液冷环节核 心增量，建议关注：1）微通道：金田股份、博威合金、华光新材、大族激光、江顺科技、 南风股份、精研科技、宁波精达、英维克等；2）CDU：银轮股份、飞龙股份、宏盛股份、 同飞股份等；3）Manifold：敏实集团等。 风险提示：1）海外客户进展低于预期；2）技术迭代风险；3）行业竞争加剧等。 请务必仔细阅读正文之后的评级说明和重要声明 联系人 Rubin 平台采用 100%全液冷方案，预计 26H2 陆续交付。当地时间 2026 年 1 月 5 日，英伟达在 CES 展会上发布 Rubin 平台，单机柜功耗将首次突破 200KW，使用 100% ...

Core Viewpoint - Nvidia is set to initiate its 2026 dividend schedule with a quarterly payout of $0.01 per share, maintaining its long-standing quarterly dividend policy [1][2]. Dividend Data - The upcoming dividend payment is estimated at $0.01 per share, unchanged from the previous payout in December 2025 [2][4]. - The forward annual dividend stands at $0.04 per share, resulting in a forward yield of approximately 0.02% [2]. - The payout ratio is notably low at around 0.40%, indicating a strong focus on reinvestment and growth rather than income distribution [2][6]. Stock Data - As of January 16, 2026, Nvidia shares are trading at approximately $186.23, with a market capitalization of $4.55 trillion [2][3]. - The average price recovery time after the ex-dividend date is about 2.5 days, suggesting that the price effects related to dividends are typically short-lived [6]. Comparison with Industry - Nvidia's dividend yield is significantly lower than the technology sector average of approximately 1.37%, reinforcing its classification as a growth-focused stock rather than a dividend stock [7]. - The company's strategy aligns with market expectations, emphasizing heavy investments in artificial intelligence, data center expansion, and next-generation chip platforms as key drivers of shareholder value [7][8].

以下文章来源于BigBite思维随笔 ，作者BigBite BigBite思维随笔 . Big Bite Small Talk, 杂谈随笔，聊科技，AI，成长，理财，经验杂谈。Stay Hungry 作者 | BigBite 来源 | BigBite思维随笔 点击下方 卡片 ，关注" 自动驾驶之心 "公众号 戳我-> 领取 自动驾驶近30个 方向 学习 路线 >>自动驾驶前沿信息获取 → 自动驾驶之心知识星球 本文只做学术分享，如有侵权，联系删文 CES老黄身穿闪闪发光的黑色皮衣宣布Nvidia在自动驾驶领域重磅推出以Alpamayo为核心的研发生态体系，一时间投资圈热议。世界首富马老板近几年已经多次强调 其旗下Tesla的核心价值几乎全部来自于AI和机器人，而其自动驾驶系统FSD正是这个万亿美元科技巨头的王冠上钻石，而Nvidia此次推出Alpamayo被很多投资人认为 是自动驾驶的"安卓时刻"，潜在对其市值评估逻辑产生重大影响，NV公布Alpamayo当天TSLA美股价格就跌去了4%，但是究竟Alpamayo能否打破Tesla FSD的竞争壁 垒还是要从多方面进行深入思考。 算力为王 Nvidia这次公布 ...