Welcome back to Yahoo Finance Invest. I want to hone in on two of the hottest stocks on the Yahoo Finance platform right now. That's Nvidia and Tesla.And joining us now is resident bull on both names, Wed Bush analyst Dan Ives. And Dan, you were supposed to be with me here in studio, but I heard even though the government shutdown is over, you might have had a little plane trouble and you're stuck in Miami down there. >> Yeah, stuck in Miami.Actually, it's my second time in Miami in this week. I thought I'd ...

Group 1 - Nvidia Corp is gaining favor over Broadcom Inc as investors shift chip exposure, betting on Nvidia's broader graphics processing unit growth versus Broadcom's hyperscaler-heavy focus [1] - Nvidia became the first company to top the $4.5 trillion market cap in October [1] - Broadcom's stock has cooled after massive gains, while Nvidia is emerging as the preferred chip pick for its wider customer base and stronger long-term growth potential [1] Group 2 - Karen Firestone, executive chairman at Aureus Asset Management, is actively managing her portfolio by buying Nvidia shares while trimming her position in Broadcom [2] - Firestone's firm first bought Broadcom in June 2024, and the stock has since risen 160%, becoming a prominent position with significant long-term gains [3] - Aureus is increasing overall exposure to chips by adding Nvidia, noting that Nvidia's GPU business has broader growth potential than Broadcom's, which mainly serves hyperscalers [4] Group 3 - Firestone emphasized that Nvidia's broader customer base and stronger long-term opportunities make it the better buy now, while maintaining exposure to both companies for balance [4] - As of the latest check, Broadcom's stock traded 2.66% lower to $345.76, while Nvidia is down 2.49% [4]

Core Insights - The big data industry focuses on companies that process, store, and analyze vast amounts of structured, unstructured, and semi-structured data, providing tools for data mining, transformation, visualization, and predictive analytics [1][3]. Company Summaries NVIDIA Corp. (NVDA) - NVIDIA is a leader in generative AI-powered GPUs, benefiting from a booming data center business driven by strong demand from hyperscalers and enterprise customers [7][8]. - The company has an expected revenue growth rate of 33% and earnings growth rate of 40% for the next year, with a consensus estimate for earnings improving by 0.6% over the last 30 days [9]. - The short-term average price target indicates a potential increase of 20.8% from the last closing price of $193.80, with a maximum upside of 80.6% and a downside of 48.4% [10]. Dell Technologies Inc. (DELL) - Dell is experiencing strong demand for AI servers, securing $8.2 billion in AI server orders in the last quarter, which has built a strong backlog [11][12]. - The expected revenue growth rate is 7% and earnings growth rate is 18.4% for the next year, with a consensus estimate for earnings improving by 1.2% over the last 30 days [14]. - The short-term average price target suggests a potential increase of 17.9% from the last closing price of $140.71, with a maximum upside of 42.1% and a downside of 7.6% [14]. Palantir Technologies Inc. (PLTR) - Palantir's AI strategy integrates its Foundry and Gotham platforms, promoting AI adoption across government and commercial sectors, particularly in defense and healthcare [15][16]. - The expected revenue growth rate is 41.1% and earnings growth rate is 43% for the next year, with a consensus estimate for earnings improving by 20.9% in the last 30 days [19]. - The short-term average price target indicates a potential increase of 4.6% from the last closing price of $184.17, with a maximum upside of 38.5% and a downside of 72.9% [19]. Fair Isaac Corp. (FICO) - Fair Isaac is experiencing strong growth in its Scores and Software segments, with advancements in credit modeling enhancing predictive accuracy [20][21]. - The expected revenue growth rate is 19.7% and earnings growth rate is 31.3% for the current year, with a consensus estimate for earnings improving by 3.6% in the last 30 days [22]. - The short-term average price target suggests a potential increase of 12% from the last closing price of $1,777.91, with a maximum upside of 35% and a downside of 41.1% [22]. Guidewire Software Inc. (GWRE) - Guidewire is benefiting from its cloud platform, winning 19 deals in the fourth quarter, including significant contracts with Tier 1 insurers [23][24]. - The expected revenue growth rate is 16.3% and earnings growth rate is 12.8% for the current year, with a consensus estimate for earnings improving by 1.7% in the last 60 days [25]. - The short-term average price target indicates a potential increase of 24.5% from the last closing price of $200.97, with a maximum upside of 51.8% and a downside of 20.4% [25].

消息面上，据报道，腾讯已与苹果达成一项协议，该协议规定iPhone制造商将处理支付，并从微信小游 戏和应用内的购买中抽取15%的分成。该问题的解决(两位科技巨头之间谈判已超过一年)，为苹果开启 了新的收入来源，并减轻了腾讯的压力。在2025年第三季度财报电话会上，腾讯总裁刘炽平回应称，腾 讯与苹果有着非常好的关系，在很多方面都进行了合作。腾讯和苹果一直在讨论如何使小游戏生态更活 跃，"我想在某个时候可能会有一个正式的批准"。 此外，本周，穆迪分析公司首席经济学家Mark Zandi发帖称，美国在未来一年能避免经济衰退的可能性 并不高。除非所有事情都能完美顺利地进行，并且不出现任何逆风因素。赞迪称，今年，人工智能为美 国经济的增长贡献了0.63个百分点。如果没有人工智能，美国经济很可能已经陷入衰退。赞迪表示，他 担心特朗普的贸易政策可能会加速美国陷入经济衰退。 智通财经APP获悉，周四，美股开盘集体下跌，纳指大跌1.3%，明星科技股多数下跌，英伟达 (NVDA.US)、美国超微公司(AMD.US)跌超3%，特斯拉(TSLA.US)、谷歌A(GOOGL.US)跌超2%，亚马 逊(AMZN.US)跌超1%，苹果(A ...

The Accel 2025 Globalscape Report: The Cold, Hard Data on How AI Has Radically Changed B2B Accel just dropped their 2025 Globalscape report, and it’s packed with real data on where AI and B2B are actually heading. I’ve been through the whole thing, and here are the 10 takeaways that matter most if you’re building or investing in B2B software.1. The Great Divergence: AI Infrastructure vs. Enterprise Software PerformanceThe Real Story: While NASDAQ is up 114% (2020-2025), there’s a massive split in how diffe ...

（文章来源：每日经济新闻） 每经AI快讯，周四，美股开盘集体下跌，纳指大跌1.3%，明星科技股多数下跌，英伟达(NVDA.US)、 美国超微公司(AMD.US)跌超3%，特斯拉(TSLA.US)、谷歌A(GOOGL.US)跌超2%，亚马逊(AMZN.US) 跌超1%，苹果(AAPL.US)、Meta(META.US)逆势翻红。 ...

Key Takeaways The Dow closed at 48,254.82, its 17th record high of the year amid optimism over ending the shutdown.Amazon, NVIDIA, JPMorgan, and 3M are highlighted as strong blue-chip stocks for further market gains.All four companies show earnings estimate improvements over the last 60 days, signaling growth momentum.Investor sentiment got a boost on Wednesday on signs that the government shutdown is about to end, as the House of Representatives geared up to pass the Senate’s spending bill. Also, investors ...

折旧，从而抬高利润，这是"现代最常见的诈欺之一"。据他估计，到2028年，甲骨文盈利或被夸大 26.9%、Meta则夸大20.8%，情况可能更差。(格隆汇) 消息面上，电影《大空头》原型Michael Burry突然宣布旗下Scion基金撤销SEC注册，他在社交媒体上发 布了终止注册状态的截图，并配文称自己"11月25日将投身更美好的事业"。本月初披露三季度13F报告 显示，Scion基金约80%仓位集中做空英伟达和Palantir，名义价值逾10亿美元，震惊市场。 而Burry近日再在社交平台发文炮轰科技巨头诈欺，称它们通过"人为"延长资产"有效使用寿命"来低估 美股科技股普遍下跌，英伟达、Palantir跌超3%，谷歌A、甲骨文跌超2.5%。 ...

美股开盘齐跌，道指跌0.29%，纳指跌0.61%，标普500指数跌0.42%。科技股多数下跌，AMD跌超2%， 英伟达、特斯拉跌近2%，思科涨超6%。中概股多数上涨，阿特斯太阳能涨超10%，阿里巴巴涨逾3%， 哔哩哔哩跌超6%，小马智行跌逾3%。 (本文来自第一财经) ...

Core Viewpoint - The article discusses the emerging trend of space computing driven by the increasing demand for AI computational power, highlighting initiatives by major tech companies to establish data centers in space to address the limitations of terrestrial data centers [1][4][20]. Group 1: Space Computing Initiatives - Nvidia launched its H100 GPU into space on November 2, marking the first instance of a data center-grade GPU being sent to low Earth orbit [2][8]. - Elon Musk announced plans to expand the Starlink V3 satellite network to build space data centers, aiming for a deployment of 100 GW of data centers annually within 4-5 years [2][9]. - Google initiated the "Project Suncatcher," planning to launch two prototype satellites equipped with TPU chips by early 2027 to deploy AI computing directly in space [2][10]. Group 2: Advantages of Space Computing - Space offers unique environmental advantages, such as solar panels receiving eight times more solar energy than those on Earth, which can alleviate the pressure on terrestrial resources [6][4]. - In-orbit computing can process vast amounts of data generated by satellites, significantly reducing the time required to transmit valuable data back to Earth from hours to seconds [6][7]. Group 3: Market Potential - The market for in-orbit data centers is projected to reach $39 billion by 2035, with a compound annual growth rate of 67.4%, indicating a significant opportunity for the space economy [6][14]. - The Chinese commercial space industry is expected to grow from approximately 1 trillion yuan in 2020 to 2.3 trillion yuan by 2024, with a projected value of around 8 trillion yuan by 2029 [15]. Group 4: Technological Challenges - The development of space computing faces challenges such as high radiation levels affecting chip reliability and the need for effective thermal management in the vacuum of space [19][18]. - The economic feasibility of space computing hinges on reducing launch costs to around $200 per kilogram, which could make the annualized launch power costs comparable to current terrestrial data center electricity costs [18][19]. Group 5: Strategic Positioning - Companies like Guoxing Aerospace are positioning themselves as full-chain participants in the space computing industry, focusing on satellite manufacturing and advanced AI-driven data analysis services [11][15]. - The article emphasizes the potential for Chinese companies to leverage the nascent nature of the space computing sector to overcome existing technological limitations in terrestrial data centers [20].