智通财经APP获悉，当地时间周一，苹果(AAPL.US)举行了备受瞩目的全球开发者大会(WWDC)，这家 科技巨头通过约90分钟的发布会，全面展示了其各软件平台的重大更新。 继去年宣布的部分人工智能(AI)功能被无限期推迟后，消费者和投资者对本次大会寄予厚望。虽然苹果 今年在AI领域的表现仍显保守，升级功能有限，但推出了一系列非AI的重要更新。 最引人注目的是名为"液态玻璃"的全新视觉设计。正如其名，这种设计采用更轻薄透明的元素，预示着 未来更多设备将采用玻璃材质。据报道，这一设计语言是为2027年苹果iPhone问世20周年特别准备。 作为品牌重塑的一部分，苹果确认将采用年份而非版本号来标识其软件。例如本次发布的升级系统包 括：iOS 26、iPadOS 26、tvOS 26、macOS 26、watchOS 26和visionOS 26。 以下是今年即将推出的重点新功能盘点： 电话应用升级：整合最近通话、常用联系人和语音信箱，新增真人接听实时提醒功能 信息功能增强：群聊支持投票、背景图片及Apple Cash支付功能 智能过滤：电话和信息应用均升级垃圾信息过滤系统 相机优化：简化操作界面，提升拍摄效率 锁 ...

Investors are awaiting updates from Apple Inc (NASDAQ:AAPL) amid the tech giant's Worldwide Developers Conference (WWDC), with a keynote address set for 1 p.m. ET. AAPL was last seen 0.4% higher at $204.78, though a larger move will likely follow the anticipated announcement of products, features, artificial intelligence (AI) features, and more. Apple stock is no stranger to high options volume, landing on Senior Quantitative Analyst Rocky White's list of equities with the highest options volume over the pa ...

PayPal will power payments for Selfbook's recent integration with Perplexity Selfbook will integrate PayPal and Venmo as payment options for its hotel customers Selfbook's network of hotels will be featured on the PayPal app Selfbook will leverage PayPal's Enterprise Payments for all direct card processing SAN JOSE, Calif., June 9, 2025 /PRNewswire/ -- Selfbook has tapped PayPal as its commerce partner to make paying for hotels faster, smarter, and fully embedded in agentic experiences. Travelers who checko ...

Group 1 - The current stage of AI development is referred to as "AJI" (Artificial Jagged Intelligence), indicating a non-linear progression characterized by both significant advancements and fundamental errors [3][5][7] - AI models are capable of solving complex problems but often fail at basic tasks, highlighting the unpredictable nature of AI's growth compared to human development [5][7] - Sundar Pichai predicts that by 2030, there will be significant advancements in AI across multiple dimensions, necessitating the establishment of an AI content identification system to differentiate reality [7][8] Group 2 - Pichai emphasizes that the evaluation of AI models should not solely focus on their ability to tackle complex challenges but also on their performance in basic logical checks and common-sense judgments [7][8] - The ability to avoid basic errors is considered a safety baseline for AI, as frequent common-sense mistakes can undermine user trust and decision-making [8]

GS US TMT ... 10 只股票 + 图表 ... GS US TMT：... 10 只股票 + 图表 ... GS US TMT: All references to "we/us/our" refer to the views and observations of the desk. GS US TMT ：所有提及 " 我们 / 我们的 " 均指本部门的观点和观察。 GS US TMT ... 10 stocks + charts ... Market Insights | Markets | Equities 市场洞察 | 市场 | 股票 GS US TMT: ... 10 stocks + charts ... Happy Friday; with the NDX now up +3.5% on the year (.. tho, candidly, at times it feels like we are up +35% on the year given the vibes out there..), quick rundown of some charts and stocks th ...

V i e w p o i n t | 05 Jun 2025 18:23:54 ET │ 28 pages Global Macro Strategy - Views and Trade Ideas Consumer prices move first, growth fundamentals come second CITI'S TAKE Hard data in the US has finally started to soften, with a longer lag to soft data that has been in place post-COVID. Equity markets have correctly ignored this, given the backward-looking nature of data. We remain overweight equities and go long NDX/RTY trade (equity view and trade idea owned by Giammarco Miani) as the AI trade is recove ...

Core Insights - Warren Buffett will step down as CEO of Berkshire Hathaway at the end of this year, marking the end of an era for the investment conglomerate he has led since 1965 [1] - Berkshire Hathaway has increased its exposure to technology trends and growth stocks, particularly in the realm of artificial intelligence (AI) [2] Group 1: Berkshire Hathaway's Investment Strategy - Berkshire Hathaway has been reducing its stock holdings and increasing its cash position, reflecting concerns about market valuations relative to macroeconomic and geopolitical risks [5] - The company has significantly reduced its holdings in Apple, which may indicate specific concerns regarding the business despite Apple remaining the largest stock holding in Berkshire's portfolio [9] Group 2: Apple Inc. - Apple has a market capitalization of $3 trillion and constitutes 21.6% of Berkshire's total stock portfolio, making it the largest publicly traded company in the portfolio [4] - Apple faces challenges in the AI space, particularly with its Siri platform, which has not met performance expectations [6] - The company is also experiencing difficulties in the Chinese market, with delays in the rollout of its AI platform and soft sales for the iPhone 16 [7][8] Group 3: Amazon.com Inc. - Amazon represents a smaller percentage of Berkshire Hathaway's portfolio, with its investment being made by one of the portfolio's managers rather than Buffett himself [10] - Amazon Web Services (AWS) is a key growth driver for the company, holding a 30% market share in cloud services and expected to be a multi-hundred-billion dollar revenue business [11][12] - AWS sales increased by 17% year over year in the first quarter, contributing significantly to Amazon's operating income [13]

Core Viewpoint - Micron Technology's stock has surged 37% recently, driven by a recovery in technology stocks and the anticipated positive impact of AI on its upcoming fiscal Q3 results [1][2] Group 1: Financial Performance and Guidance - Micron's fiscal Q3 guidance projects revenue of $8.8 billion, a significant increase from $6.8 billion in the same period last year [4] - Adjusted earnings are expected to rise by over 2.5 times year-over-year, with potential for exceeding guidance due to high demand for high-bandwidth memory (HBM) used in AI GPUs [4][9] Group 2: Demand for High-Bandwidth Memory - Micron's HBM is being utilized in Nvidia's latest GB200 and GB300 Blackwell systems, which have shown strong performance, with Nvidia's data center revenue increasing 73% year-over-year to $39 billion [5][6] - The transition to Blackwell GPUs, which feature larger HBM chips, is expected to drive further demand for Micron's products [6][7] Group 3: Pricing and Market Dynamics - Micron plans to increase HBM chip prices by 11% this year, reflecting strong demand and limited supply, with the company already sold out of its HBM capacity for 2025 [8] - The integration of HBM into more AI accelerators by other chipmakers like Broadcom and Marvell Technology is likely to expand Micron's market opportunities [9][10] Group 4: Investment Considerations - Despite the recent stock rally, Micron is trading at 23 times earnings, with a forward earnings multiple of 9, indicating strong growth potential [11] - Consensus estimates predict a 437% increase in earnings this year, followed by a 57% increase next fiscal year, with a median 12-month price target of $130 suggesting a 27% upside [12]

Amazon's (AMZN 2.77%) reach stretches wide and deep. If you're like tens of millions of Americans, you rely on it to buy essentials and other items. But even if you aren't, you might be using the websites it powers through Amazon Web Services (AWS) or watching content from its film studios (it owns MGM and operates Amazon Prime Video).Amazon stock has created incredible shareholder value over the past few years as the company has built itself into the giant it is today. But is it still a massive wealth buil ...

Core Viewpoint - Energy Transfer is positioned as a strong investment opportunity due to its significant growth potential, solid financial health, and attractive valuation, especially as its stock is currently trading down nearly 20% from its recent high [1] Group 1: Growth Opportunities - Energy Transfer has established one of the largest integrated midstream systems in the U.S., which allows it to capitalize on rising volumes and price spreads across the energy value chain [2] - The company is focusing on growth, planning to spend approximately $5 billion in capital expenditures this year, up from $3 billion in 2024, with major projects like the Hugh Brinson pipeline aimed at meeting increasing natural gas demand [5] - Energy Transfer is also ready to make a final investment decision on its Lake Charles LNG facility, having signed a deal to fund 30% of the construction costs [6] Group 2: Financial Position - The company has improved its financial standing significantly, with its distribution now above pre-2020 levels and a leverage ratio at the low end of its target range of 4 to 4.5 times adjusted EBITDA [8] - Approximately 90% of Energy Transfer's EBITDA is expected to come from fee-based services this year, providing insulation from commodity price fluctuations [9] - The current quarterly distribution is $0.3275 per share, yielding 7.3%, with management targeting annual growth of 3% to 5% in distributions [10] Group 3: Valuation - Energy Transfer is trading at a forward enterprise-value-to-EBITDA multiple of just 8, significantly lower than the historical average of 13.7 for midstream MLPs between 2011 and 2016 [11]