get back to business uh here. Uh Marll, we mentioned a bigname company joining the buyback parade. They just did.$5 billion announced this morning. Um you don't own this name, but you do own uh Lamb and KA Corp. And there has been a long list of companies that have announced buybacks over the last couple of months, but you take this one first and we'll go from there. >> Long list of companies buying back their stock except Berkshire Hathaway.That's the one that we're still waiting for. >> I know we're talki ...

Developments in artificial intelligence mean fund manager Ark Investment Management can get by with fewer human recruits, the disruptive technology investor’s founder Cathie Wood said https://t.co/Uxe34cEwI3 ...

.@Nvidia is betting big on the future of artificial intelligence, committing up to $100 billion to build out @OpenAI computing muscle in what could be the largest infrastructure deal in AI history to date. https://t.co/VX0W4Hw6em ...

Core Insights - The 2025 Pujiang Innovation Forum was held in Shanghai from September 20 to 22, focusing on global sci-tech cooperation and innovation [1] - The forum has established itself as a significant platform for sci-tech innovation concepts in China and globally since its inception in 2008 [3] Participation and Scope - The event gathered 550 experts and scholars from over 300 institutions across 45 countries and regions, with around 40% of international participants from countries such as Belarus, the United States, Germany, Switzerland, Denmark, and regions like Hong Kong, Macao, and Taiwan [4] - The agenda included an opening ceremony, a main forum, 30 thematic forums, and five key events, including the InnoMatch Expo and the WeStart 2025 Entrepreneurial Capital Conference [5] Focus Areas - The forum emphasized the integration of sci-tech and industrial innovation, with specific forums dedicated to regional innovation and high-quality development of national innovation demonstration zones [6] - The thematic forums addressed cutting-edge fields such as computational biology, future materials, aerospace and marine technology, global health, and green low-carbon development [7] Investment and Opportunities - The InnoMatch Expo announced 10,000 global technology demand listings, with enterprises committing over 20 billion yuan in investments, and showcased over 80 cutting-edge products [8] - The WeStart Entrepreneurial Capital Conference attracted 1,487 teams from sectors like biomedicine, integrated circuits, artificial intelligence, and future industries, with 100 high-quality projects selected for roadshows and investment matchmaking [9]

Core Insights - Micron Technology, Inc. is set to report its fourth-quarter fiscal 2025 results on September 23, 2025, with projected revenues of $10.7 billion, indicating a year-over-year growth of 43.3% [1][8] - The company estimates adjusted earnings of $2.50 per share, while the consensus estimate has been revised to $2.87 per share, reflecting a year-over-year improvement of 143.2% [2][8] Revenue and Earnings Estimates - The Zacks Consensus Estimate for Micron's fourth-quarter revenues is $11.1 billion, which is higher than the company's projection [1][8] - The earnings per share (EPS) consensus has increased from $2.85 to $2.87 over the past week, indicating positive sentiment [3][5] Market Dynamics - The demand for memory chips is expected to rise significantly due to the increasing adoption of GPU-enabled AI servers, which is likely to enhance Micron's revenue [6][8] - Improved supply-demand dynamics in the memory chip market have led to better pricing for DRAM chips, with fourth-quarter DRAM revenues expected to reach $7.1 billion, a 50.7% year-over-year growth [7][8] Competitive Positioning - Micron has achieved industry-first advancements in memory technology, positioning itself well for future demand [9] - The company is benefiting from a favorable pricing environment for DRAM and NAND chips, driven by the scarcity of advanced DRAM supplies due to AI server demand [15] Valuation Metrics - Micron's shares are currently trading at a price/sales ratio of 3.79, which is lower than the industry average of 3.87, indicating a potential undervaluation [12] Investment Considerations - The company is experiencing growth due to improved market dynamics and effective sales strategies, particularly in data centers and other sectors [14] - Collaboration with NVIDIA for AI technologies is expected to strengthen Micron's market position [16][21]

Here is my conversation with @Divestech about artificial intelligence and why the stock market is going much higher. https://t.co/4nA6LiUlIB ...

South Korean President Lee Jae Myung will meet BlackRock’s CEO Larry Fink in New York to discuss topics including artificial intelligence and energy https://t.co/x0c85QZp14 ...

Core Viewpoint - The article discusses the potential and strategy of investing in speculative stocks, emphasizing the importance of wise speculation and diversification in investment portfolios. Group 1: Speculative Stocks - Speculative stocks are defined as companies that may not be profitable or have high valuations relative to their earnings, making them risky investments [1][6]. - The article suggests that younger investors should consider including speculative stocks in their portfolios, with a recommendation of one or two speculative stocks among a minimum of five individual stocks for diversification [4][11]. Group 2: Types of Speculative Investments - Richly valued stocks with real earnings, such as Palantir, are highlighted as speculative due to their high price-to-earnings ratio of 277 times projected earnings [6]. - Thesis stocks, like Bloom Energy and Rocket Lab, are mentioned as speculative investments in emerging energy technologies and aerospace [7]. - Quantum computing companies, such as D-Wave, are noted for their potential despite being significant money losers, with the market reacting positively to any favorable news in this sector [8][9]. Group 3: Market Dynamics - The current market is described as being supercharged by speculation, which can present both opportunities and risks for investors [10]. - Despite skepticism from traditional investors, the article argues that owning a few speculative stocks can be beneficial if approached wisely, as successful investments can offset potential losses [11].

Market Dynamics & Investment Strategy - The market is influenced by both Federal Reserve (Fed) actions, such as interest rate cuts, and individual company performance, exemplified by Nvidia [1][2] - Index funds, holding a significant portion of stock investments, are closely correlated with the bond market; rising interest rates typically negatively impact indices, while decreasing rates tend to boost them [3][4] - Despite the influence of interest rates on indices, individual stocks can perform independently of Fed actions [5] Company Focus: Nvidia - Nvidia's high gross margin of 73% and substantial market opportunity are highlighted [2] - Nvidia, with a $4 trillion market capitalization, is presented as a company not significantly affected by interest rates or even its own industry [6] Economic Factors - The report mentions concerns about inflation and job growth [1] - The dichotomy between focusing on economists influenced by political pressure and the free-willing capitalism of the semiconductor business is emphasized [2]

Google is incorporating its Gemini artificial intelligence model throughout the Chrome browser, just two weeks after dodging an antitrust case that could have broken up the company https://t.co/1fZxpD0vCj ...