本文源自：金融界AI电报 周二，美国科技股七巨头指数涨0.36%，报195.68点。成分股英伟达收涨1.16%，Meta涨1.03%，亚马 逊、苹果、谷歌A、特斯拉至多涨0.39%，微软则收跌0.89%。此外，AMD收涨0.27%，台积电则收跌 0.46%，伯克希尔哈撒韦B类股跌0.62%，礼来跌0.70%。"超大"市值科技股指数跌0.07%，报372.20点。 除了特斯拉、谷歌A、AMD、苹果、微软、英伟达、Meta Platforms、亚马逊之外，博通收跌0.92%，奈 飞跌1.40%，甲骨文跌1.43%，Salesforce跌1.95%，高通跌2.11%，Adobe跌2.59%。 ...

周二（3月10日），美国科技股七巨头（Magnificent 7）指数涨0.36%，报195.68点。成分股英伟达收涨 1.16%，Meta涨1.03%，亚马逊、苹果、谷歌A、特斯拉至多涨0.39%，微软则收跌0.89%。此外，AMD 收涨0.27%，台积电则收跌0.46%，伯克希尔哈撒韦B类股跌0.62%，礼来跌0.70%。"超大"市值科技股指 数跌0.07%，报372.20点。除了特斯拉、谷歌A、AMD、苹果、微软、英伟达、Meta Platforms、亚马逊 之外，博通收跌0.92%，奈飞跌1.40%，甲骨文跌1.43%，Salesforce跌1.95%，高通跌2.11%，Adobe跌 2.59%。 来源：滚动播报 ...

I'm a full-time investor with a strong focus on the tech sector. I graduated with a Bachelor of Commerce Degree with Distinction, major in Finance. I'm also a proud lifetime member of the Beta Gamma Sigma International Business Honor Society. My core values are: Excellence, Integrity, Transparency, & Respect. I always, to the best of my ability, hold true to these values which I believe are key for long-term success. I would like to invite all of my readers to leave their constructive criticism and feedback ...

Markets rise and fall, booms come and go, and the world keeps ticking. Ultimately, I believe observing megatrends, as difficult as they can be to spot, let alone fully comprehend, can yield insights into the advance of human society, which in turn could pave the way for many useful investment insights. As society and technologies evolve, companies and other stakeholders will seize advantages. Figuring out which companies will take the best advantage of any given opportunities is not easy. I am especially in ...

I previously covered QUALCOMM ( QCOM ) ( QCOM:CA ) in November 2025, discussing why the market might have been too pessimistic about its well-diversified capabilities across the smart device, automotive, CPU, data center, and advanced robotics end markets, as observed inI am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel f ...

consensus.## Analyst TakeawaysTruist's maintained Buy on Nvidia reflects the firm's view that the long-term AI demand thesis remains intact, with the GPU Technology Conference serving as a near-term catalyst. BofA's Underperform on Qualcomm highlights structural concerns around customer concentration and smartphone market maturity. The SolarEdge upgrade signals reduced downside risk in BofA's view, though the firm's target sits only modestly above the current trading price. These three calls collectively il ...

Qualcomm faces mounting pressure as Apple moves away from its modems and BofA warns that losses at major smartphone customers could outweigh growth in new businesses. ...

I bring in Diane King Hall here to take a look at some of the movers and names to watch, including Kohl's. Good morning, Diane. >> Good morning.This one's an interesting one to chat about because uh although they did better than expected, the stock was actually indicated lower in the pre-market, but you're seeing actually an uptick at the moment. So, investors choosing to do a little bit of nibbling here despite what indications were when the numbers were first released. So they beat expectations on profit, ...

Qualcomm, Wayve partner to accelerate AI-powered self-driving system rollout | ReutersSkip to main contentExclusive news, data and analytics for financial market professionalsLearn more aboutRefinitivUK self- driving startup Wayve displays a vehicle with "Wayve" on its name plate at an event in Tokyo, Japan, April 22, 2025. REUTERS/Daniel Leussink/File Photo Purchase Licensing Rights, opens new tab- Companies- Summary- System supports hands-off to eyes-off driving functions as regulations permit- Product co ...

Qualcomm’s partnership with Neura Robotics is just the beginning https://t.co/mgAMkGOrcr ...