It's convenient to compare things to the. com days, but if you take the valuations of the top three stocks in the dot era in the S&P 500 and they're waiting and compare it to the top three now, they were trading at a 62 times forward earnings versus 31 times. So, if this is the bubble, it still hasn't it's not done inflating yet.I just don't think we're there. You're seeing tremendous earnings growth underpinning this AI trend that we didn't see during the dotcom days. Lou, what do you make about this recen ...

I wonder Gina, from a market participants perspective, how does this influence how you will approach today, trading or otherwise. >> Well, you've given us a range that goes from nothing to a lot. So, uh it's a it's a pretty wide range, but look, our 2026 road map um does assume that we continue to see significant capex spending into the infrastructure of AI.Um and we do think that that continues to support uh the kind of let's call it the picks and shovels uh of that uh ecosystem which includes Nvidia, it i ...

Investment Focus - Alphabet (GOOGL US) is expected to maintain good visibility in its advertising business due to the gradual release of its valuation under pressure from AI search, with a projected 30%+ growth in cloud business for the year and margin improvement driven by scale effects [1] - Alibaba (BABA US) is anticipated to see a cloud business growth rate of 28%-30%, benefiting from strong momentum in instant retail, with Taobao expected to achieve a 20-30% MAU growth driven by flash purchase [1] - NVIDIA (NVDA US) is projected to achieve strong revenue growth in FY2027, with GB300 series products expected to account for two-thirds of Blackwell series products, and a revenue target of $500 billion over the next five quarters [1] - Tencent (700 HK) is recommended as a top pick, with a target price of 700, driven by steady growth in core gaming and advertising businesses, and a projected near 20% growth rate in advertising [3] - New Oxygen (SY US) is focusing on the light medical beauty sector with a rapid expansion plan, aiming to open 50 self-operated stores by 2025, supported by a strong marketing capability and low customer acquisition costs [3] - Ctrip (TCOM US) is expected to benefit from steady growth in domestic leisure travel and the recovery of outbound travel, with a projected revenue growth of 14% to 71.1 billion yuan in 2026 [3] - Huazhu (HTHT US) is transitioning to a high-margin franchise model, with a target price of $52, supported by a strong recovery in industry RevPar [4] - Futu (FUTU US) is positioned for long-term growth in the virtual asset business, with a user base of 3.1 million and a current valuation offering a safety margin [4] - AIA (1299 HK) is expected to see steady growth in new business value and operational indicators, with a forward PEV of 1.46x [4] - Dongfang Electric (1072 HK) is actively involved in global power station project contracting, with significant opportunities in the U.S. market due to the demand for power supply capabilities [9]

Nvidia (NVDA) posted another stellar quarterly report, boosting the bull case for scores of other names that stand to benefit from increasing data center spending. The chipmaker’s data center revenue went up 66% year over year, prompting investors to flock to server OEMs, including Dell (DELL) and HP (HP). Nvidia’s earnings call attempted to put AI bubble fears to rest as CEO Jensen Huang explained the company’s increasing role in AI data center infrastructure. The chipmaker is helping OpenAI set up at le ...

IT之家 11 月 28 日消息，据台湾地区《经济日报》报道，英伟达 CEO 黄仁勋今日在接受采访时，首度被媒体问到台积电前资深副总罗唯 仁事件。他低调表示，自己"不清楚细节"，但话锋一转，力挺台积电，强调台积电并非靠一个人，而是建立在深厚企业文化与庞大技术体 系之上。 黄仁勋表示，他对罗唯仁案"不了解太多细节"，但可以肯定的是，"台积电不是只有一个人（TSMC is not just one person）"。他指出，台 积电的技术非常复杂，除了芯片本身、晶体管与制程技术之外，还包含运营管理、商业规划等各种层面，身为一个为全世界大量制造芯片 的公司，台积电的每一个环节其实都是技术。 他强调，台积电在技术与运营上的基础相当扎实，台积电有非常多面向的技术，"我对他们会持续蓬勃发展充满信心"，外界不应把台积电 简化为单一人物或单一事件。 至于外界关心英伟达与台积电如何保护技术与敏感信息，黄仁勋说："台积电在保护我们的敏感信息方面做得非常好，我们从来没有过任 何一次担心"。 黄仁勋进一步表示，英伟达本身的技术也高度复杂，牵涉芯片、系统与软件等多个层面，"我们公司的技术其实非常复杂，包含芯片、系 统、软件，而且有非常 ...

The AI race is going strong into 2026.The market is full of great deals for investors to take advantage of before 2026 arrives. Several companies are benefiting from the AI race, and these are the ones investors should be focused on scooping up right now.At the top of my buy list are Nvidia (NVDA +1.42%), Taiwan Semiconductor Manufacturing (TSM +1.85%), Broadcom (AVGO +3.26%), and Alphabet (GOOG 1.04%) (GOOGL 1.08%). All four of these businesses have roles to play in the AI race, and each is slated to have ...

Group 1 - The rapid development of artificial intelligence (AI) technology is creating widespread opportunities in various sectors [3] - Alibaba's Qianwen application has been natively embedded in the Quark browser, providing AI assistance to over 100 million users [5] - Alibaba has launched the Quark AI glasses, which integrate the Qianwen assistant and connect with various Alibaba ecosystem services [6] Group 2 - Beijing plans to build a large-scale data center system in the dawn-dusk orbit, aiming to move significant AI computing power into space [7][9] - Morgan Stanley reports that Google's Tensor Processing Units (TPUs) may be sold externally, potentially transforming its cost center into a profit center and challenging Nvidia's hardware dominance [15] - The Chinese AI industry is experiencing a clear development trend, with expectations for application innovation and popularization in 2026 [10]

Each company looks to be headed into another year of unprecedented growth.Few stocks have been as successful as Palantir (PLTR +1.36%) and Nvidia (NVDA +1.37%) have been during the artificial intelligence (AI) arms race. Since 2023, Nvidia's stock is up 1,100%, and Palantir's is up nearly 2,300% (at the time of this writing). That's an impressive run in just under three years' time, but what they've each done in 2025 is also impressive. Palantir is up around 100% in 2025, while Nvidia is up over 30%. Both o ...

如果您希望可以时常见面，欢迎标星收藏哦~ 随着谷歌凭借其张量处理单元在人工智能硬件领域崛起成为一股强大的新力量，人们越来越期望对 高带宽内存的激增需求能够使三星电子和SK海力士等韩国半导体巨头受益。 据业内人士周五透露，谷歌正积极寻求向其他大型科技公司供应其TPU芯片——该芯片已应用于其 自主研发的AI模型Gemini 3——其中包括Facebook和Instagram的母公司Meta。据悉，Meta正在 考虑在其计划于2027年投入运营的数据中心采用谷歌的TPU芯片。 由谷歌和美国芯片制造商博通联合开发的TPU旨在高效快速地处理AI工作负载，使其成为英伟达 主流图形处理器的有力竞争者。据报道，谷歌的TPU无需依赖英伟达的硬件，即可提供媲美甚至超 越英伟达的AI性能。 预计人工智能数据中心的蓬勃发展也将推动对传统 DRAM 产品（如 DDR5 和 LPDDR5）的需求 增长，这些产品与 GPU、TPU 和中央处理器一起使用，从而进一步提升内存销量。 与此同时，随着全球晶圆代工巨头台积电不断提高先进工艺的价格，三星晶圆代工凭借近期在3纳 米和2纳米节点良率方面的提升，正逐渐成为一种可行的替代方案。三星能够提供包 ...

47,542, up 52 points or 0.11%. The previous close was 47,457.82, up 84.18. S&P 500 Futures stood at 6,835, up 0.10%, after closing at 6,823.93, gaining 11.07. 0.18% to 25,347.75, after a prior close of 25,287.80, up 59.95. Moves were tight as traders assessed a bumpy month for equities. A sharp pullback in megacap tech dragged major indexes into negative territory for November. The Dow and S&P 500 both slipped slightly for the month. The Nasdaq dropped 2%, snapping a seven-month winning streak. Market sent ...