周五，甲骨文(ORCL.US)股价盘前走高，截至发稿，该股涨超4%，报187.77美元。消息面上，短视频平 台TikTok已签署协议，计划将其美国业务出售给一家由美国投资者控股的合资公司，此举标志着围绕 TikTok美国资产去向的长期不确定性即将落地。 报道称，该交易预计将于1月22日完成交割。交易完成后，甲骨文、私募股权巨头银湖资本以及总部位 于阿布扎比的投资机构MGX将合计持有TikTok美国实体45%的股份，并在合资公司中占据重要地位。 ...

TikTok may have avoided the guillotine for now. The platform, boasting 2 billion users worldwide, will remain online in the United States after its Chinese parent, ByteDance, agreed to hand control of the app’s U.S. business to an American-led group of investors, Axios reported on Thursday night. The deal is designed to defuse Washington’s long-running national security concerns while stopping short of a full break-up. Under the proposed structure, ByteDance would reduce its ownership to just under 20% ...

智通财经APP获悉，周五，甲骨文(ORCL.US)股价盘前走高，截至发稿，该股涨超4%，报187.77美元。 消息面上，短视频平台TikTok已签署协议，计划将其美国业务出售给一家由美国投资者控股的合资公 司，此举标志着围绕TikTok美国资产去向的长期不确定性即将落地。 报道称，该交易预计将于1月22日完成交割。交易完成后，甲骨文、私募股权巨头银湖资本以及总部位 于阿布扎比的投资机构MGX将合计持有TikTok美国实体45%的股份，并在合资公司中占据重要地位。 ...

Group 1 - Oracle's stock increased by approximately 5% following its involvement in a joint venture to manage TikTok's U.S. operations [1] - The joint venture includes Oracle, Silver Lake, and Abu Dhabi-based MGX, with the deal expected to finalize on January 22 [1] - The agreement allows TikTok to avoid a ban after President Biden signed a law mandating the divestiture of the company's U.S. unit due to national security concerns [2] Group 2 - Oracle will be responsible for auditing and ensuring TikTok's compliance with "agreed upon National Security Terms" [3]

Group 1 - Coffee remains a staple globally, making coffee companies like Starbucks and Dunkin' significant players in the market [1] - The focus is on identifying underfollowed, promising stocks in consumer retail, restaurants, and TMT sectors [1] - A long-term perspective is emphasized, aiming to find businesses with a broad moat or competitive advantage that can persist over the years [1] Group 2 - The analysis considers companies' adaptability in fast-changing industries while maintaining their competitive edge [1] - Quarterly developments are evaluated in the context of a company's long-term strategy [1] - Recommendations for buy/sell positions are based on whether developments align with the long-term vision [1]

Core Insights - Wedbush predicts a significant rise in technology stocks, with an expected increase of over 20% by 2026, driven by advancements in artificial intelligence [1][2] Group 1: AI and Technology Predictions - The second, third, and fourth derivative applications of artificial intelligence will take shape in software, chips, and infrastructure, contributing to the anticipated rise in tech stocks [2] - Apple and Google are set to formalize their AI partnership around the Gemini project, which is expected to bolster Apple's AI strategy and help achieve a market valuation of $5 trillion by 2026 [2][3] - Microsoft is projected to experience its best growth period by 2026, becoming the top-performing cloud software company as more enterprises accelerate their AI strategies using Azure [3][4] Group 2: Company-Specific Forecasts - Tesla is expected to successfully launch autonomous taxis in over 30 cities by 2026, with a base stock price target of $600 and an optimistic target of $800 [2] - Crowdstrike and Palo Alto Networks are highlighted as top picks in the cybersecurity sector, which is anticipated to see mergers and acquisitions [3] - Oracle is expected to reach a stock price target of $250 by 2026, despite current market pessimism [3] - Nvidia remains a leader in the AI chip sector, with an optimistic stock price target of $275 by 2026, as it expands its market in China [4] - Palantir Technologies is expected to become a key player in the AI revolution with its AI platform, aiming for a valuation of $1 trillion within the next 2 to 3 years [4] Group 3: Acquisition and Investment Opportunities - Nebius is identified as a potential acquisition target for a major data center by 2026, with Microsoft, Alphabet, and Amazon as possible buyers [2] - Quantum technology companies like IonQ and Rigetti Computing are seen as candidates for investment due to their national security implications [3]

Dan Ives领导的分析师团队称："展望2026年，科技界和投资者对人工智能革命既兴奋又担忧。一方 面，这是正在形成的第四次工业革命……另一方面，要达到企业/消费者人工智能革命的顶峰，需要数 万亿美元的投入，这让投资者感到不安和怀疑。" 智通财经APP获悉，Wedbush重点介绍了其对 2026 年的十大科技投资预测，其中包括科技股在 2026 年 上涨超过 20%，以及苹果(AAPL.US)和 Alphabet (GOOGL.US)旗下的谷歌宣布围绕Gemini建立正式的人 工智能合作伙伴关系。 分析师认为双方可能同时都有道理，这"最终表明 2026 年是人工智能革命建设的转折点之年"。 Wedbush对2026年十大科技趋势的预测： 1、分析师表示，随着人工智能革命的第二、第三、第四个衍生应用在软件/芯片/基础设施领域逐渐成 形，科技股在 2026 年将上涨超过 20%。 2、分析师补充道，特斯拉(TSLA.US)将于2026年在超过30个城市成功推出无人驾驶出租车，并开始大 规模生产智能网约车，从而开启埃隆·马斯克及其公司真正的自动驾驶时代。Wedbush指出，其对特斯拉 的基本预期股价为600美元， ...

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Company News - Trump Media Technology Group announced a merger with a nuclear fusion energy company [1] - OpenAI released GPT-5.2-Codex [1] - Google Cloud announced an expansion of its partnership with cybersecurity company Palo Alto Networks [1] Market Dynamics - Pinduoduo's stock rose over 6% in pre-market trading [1] - Oracle's stock increased by more than 4% in pre-market trading [1] - Nvidia's stock rose over 1% in pre-market trading [1]

Let's bring in Kevin Green, senior market correspondent to help set up the action today. All right, KG. Looks like it's going to be a pushpull kind of day.What's your take. >> Yeah, I would agree with you. I mean, obviously yesterday we actually did see a pretty nice little rally in the S&P 500.A little bit of a weak close, but obviously we were still in the in the green here and we actually did see outperformance from three sectors that we would like to see kind of command this market. Consumer discretiona ...