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NO CHANCE of a recession in the next 6-12 months: Eddie Ghabour
Youtube· 2025-09-16 02:30
Market Overview - The NASDAQ and S&P are on track for record highs, with Alphabet's market cap surpassing $3 trillion, needing to close at $252 to maintain this status [1] - The Select Spider Fund, which includes consumer discretionary stocks, is reaching record levels, indicating investor confidence in potential interest rate cuts by the Fed [2] Economic Outlook - The expectation of the Fed cutting rates is seen as a catalyst for economic growth, particularly benefiting consumer discretionary stocks like Amazon and Tesla [3] - Current weak job numbers are viewed positively, as they may prompt the Fed to pivot and increase liquidity, creating a favorable environment for growth [5] Sector Analysis - The consumer discretionary sector is experiencing a rotation, with a focus on stocks that are expected to perform well in the next six months [4] - JP Morgan is highlighted as a strong pick due to its leadership and anticipated increase in M&A activity and funding needs for growth [6][7] Future Projections - There is an optimistic outlook for the market, with expectations of over 20% upside potential in the broad market over the next year [8]
北美互联网:2026 年展望-核心争议、催化因素与投资标的-Internet North America Top Debates, Catalysts and Picks into ’26
2025-09-16 02:03
Internet | North America Top Debates, Catalysts and Picks into '26 September 16, 2025 12:02 AM GMT 4 GenAI catalysts (model advances, agentic, capex, custom silicon) and micro debates should drive GOOGL, META, AMZN from here. We also analyze keys within shared economy, online travel, and Smids. AMZN, META, GOOGL pecking order among mega caps. Within Smids, most positive DASH, CHWY, DUOL, U, RBLX Debates and Catalysts For The Internet Sector From Here: In 10 Debates to Shape the Sector in June we detailed ou ...
歌尔股份:智能眼镜升级周期下的首选标的,评级上调至买入
2025-09-16 02:03
Accessible version Goertek (A) Upgrade to Buy: the go-to player under smart glasses upcycle | Estimates (Dec) (CNY) | 2023A | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | Net Income (Adjusted - mn) | 1,088 | 2,665 | 3,084 | 4,300 | 5,574 | | EPS | 0.32 | 0.78 | 0.88 | 1.23 | 1.60 | | EPS Change (YoY) | -37.8% | 143.9% | 13.8% | 39.4% | 29.6% | | Consensus EPS (Visible Alpha) | | | 0.96 | 1.13 | 1.30 | | Dividend / Share | 0.10 | 0.15 | 0.18 | 0.25 | 0.32 | | Free Cash Flow / Share ...
So many people trade Mag 7 stocks rather than owning them, says Jim Cramer
CNBC Television· 2025-09-15 23:46
their best days are behind them. Those may be the six most damaging words to your portfolio and hardly a day goes by when they don't hinder you from making money, >> especially when we're talking about the magnificent seven. So many people trade these great stocks rather than owning them.And then you get a day like today where the Dow inched up 49 points as advanced 47% the record high. Tech heavy heavy NASDAQ gained.94% also to a record high. Days like today remind you just how lucrative is to simply stick ...
Sydney Palmer LLC Announces Gianluca Gibbons' Debut Book How to Hijack Reality Reaches #1 on Amazon Ahead of Official Release
Globenewswire· 2025-09-15 22:14
Company Overview - Sydney Palmer LLC is a brand storytelling and business consultancy founded by Gianluca Gibbons, focusing on empowering entrepreneurs, creatives, and organizations through strategic communications, public relations, and narrative development [11] - The company is based in Los Angeles, CA, and aims to help visionary leaders transform ideas into influence [11] Industry Insights - Gianluca Gibbons is emerging as a significant voice in the personal development and thought leadership space, with his debut book "How to Hijack Reality" achieving Amazon 1 Best Seller status in four categories before its official release [1][10] - The book is positioned alongside established works in personal transformation, indicating a strong market interest and potential for growth in this sector [1] Author Background - Gianluca Gibbons is a trilingual Bermudian storyteller, entrepreneur, speaker, and musician with a diverse career spanning music, media, and business [4] - His global experiences across 16 countries and interactions with unconventional mentors inform the themes of resilience and imagination in his work [5] Book Details - "How to Hijack Reality" explores the concept of questioning perceived limits and offers actionable insights grounded in biology, neuroscience, and psychology [6][7] - The book aims to demonstrate how mindset shifts can rewire the brain and unlock untapped potential, making it a unique contribution to the personal development literature [7] Upcoming Events - Gianluca Gibbons is scheduled to be a featured speaker at TEDxTemecula on September 27, 2025, where he will discuss themes related to his book and inspire audiences to challenge limiting beliefs [9]
Amazon bolsters AI agent push with new executive hires, according to internal memos
Business Insider· 2025-09-15 20:49
Amazon is doubling down on its agentic AI ambitions, hiring two senior executives to help build its growing portfolio of developer tools and infrastructure for intelligent agents. The new hires follow Business Insider's report in early September that Amazon was getting ready to make a big splash in the AI agent market, sparking a rally in the company's shares. Amazon's cloud computing arm, AWS, has made an aggressive move to position itself as a leader in agentic AI, where intelligent software agents build ...
Amazon Set to Unveil Upgraded Home and Entertainment Hardware Later This Month
CNET· 2025-09-15 15:43
Katie Collins Principal WriterKatie is a UK-based news reporter and features writer. Officially, she is CNET's European correspondent, covering tech policy and Big Tech in the EU and UK. Unofficially, she serves as CNET's Taylor Swift correspondent. You can also find her writing about tech for good, ethics and human rights, the climate crisis, robots, travel and digital culture. She was once described a "living synth" by London's Evening Standard for having a microchip injected into her hand. ...
Jim Cramer Says Amazon.com, Inc. (AMZN) Was Added To Morgan Stanley’s Vintage List
Insider Monkey· 2025-09-15 14:55
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...
Google's market cap tops $3 trillion for the first time
Yahoo Finance· 2025-09-15 14:40
Google parent Alphabet (GOOG, GOOGL) became the fourth company to hit a market cap of $3 trillion Monday. The stock move comes after the company avoided the worst of the potential consequences in its antitrust trial, with federal district court Judge Amit Mehta ruling earlier this month that Google won't have to sell its Chrome browser. Google joins the likes of Apple (AAPL), Microsoft (MSFT), and Nvidia (NVDA) in the $3 trillion space, though Nvidia has since climbed to $4 trillion on the strength of its ...
Freight Technologies Fortifies Collaboration with Amazon Mexico through Direct System Integration
Globenewswire· 2025-09-15 13:00
HOUSTON, Sept. 15, 2025 (GLOBE NEWSWIRE) -- Freight Technologies, Inc. (Nasdaq: FRGT, “Fr8Tech” or the “Company”), a logistics management innovation company offering a diverse portfolio of technology-driven solutions, continues to expand its role in supporting Amazon Mexico. Building on the expanded services announced in June 2024, Fr8Tech now integrates directly with Amazon Mexico’s internal tracking system, providing enhanced real-time visibility and operational oversight. Since 2023, Fr8Tech has been a l ...