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Why The Current US Stock Market Is NOT Like Thee Dot Com Bubble
Market Valuation & Economic Context - US stock market capitalization has reached 211% of the US GDP, doubling the size of the US economy [1] - The S&P 500 tech sector's price-to-sales ratio has hit a record high of 10x, surpassing the 780% peak of the 2000 dot-com bubble [1] Investment Strategy & Market Outlook - The market presents a mixed landscape with overvalued, undervalued, and fairly valued companies [3] - Investors need to be nimble to identify companies that can capitalize on technological opportunities [3] - Innovation age brings volatility, offering opportunities for investors who can clearly foresee future trends [4] Emerging Technologies & Investment Themes - Key areas of innovation include artificial intelligence, Bitcoin, stable coins, machine learning, defense, space, genetics, rockets, and drones [4]
X @Forbes
Forbes· 2025-08-16 23:00
Forbes 2025 50 Over 50: Meet The Women Who Define Innovation, Drive And Hope https://t.co/paY4GNz361 #ForbesOver50 @ForbesWomen ...
X @Investopedia
Investopedia· 2025-08-16 20:00
Big tech firms are reportedly offering massive compensation packages to lure top AI talent. Here’s what it means for the future of innovation—and your portfolio. https://t.co/TsOJGxEknS ...
X @Tesla Owners Silicon Valley
RT Tesla Owners Silicon Valley (@teslaownersSV).@theXtakeover Cyberbulls: Investing at the speed of innovationPanelists: @herbertong @TeslaBoomerMama @Gfilche @R6AlexTopic: Step into the world of analysis and insights with the team behind the Cyberbull$ podcast — where long term retail investors discuss Tesla’s future. In this high-energy session, the panelists break down what’s important for Tesla in the years to come, from EVs, FSD and bots and potential new products for the next wave of disruptive tech. ...
X @The Economist
The Economist· 2025-08-16 17:20
It would be a mistake for governments to seek to protect their entire economies from China’s rare-earths ban. A far more powerful response to shortages would be innovation https://t.co/rtOkAC9Rv1 ...
X @Forbes
Forbes· 2025-08-16 15:00
Industry Recognition - Forbes 2025 50 Over 50 list highlights women who define innovation, drive, and hope [1] Social Media - ForbesOver50 is a hashtag used to promote the Forbes Women initiative [1]
X @Forbes
Forbes· 2025-08-16 11:00
Forbes 2025 50 Over 50: Meet The Women Who Define Innovation, Drive And Hope https://t.co/MwBu6Q4e14 #ForbesOver50 @ForbesWomen ...
X @Forbes
Forbes· 2025-08-16 04:00
Forbes 2025 50 Over 50: Meet The Women Who Define Innovation, Drive And Hope https://t.co/s5qIN5qQbJ #ForbesOver50 @ForbesWomen ...
Can AECOM's $24.6B Backlog Weather Economic and Policy Shocks?
ZACKS· 2025-08-16 03:01
Core Insights - AECOM's growth is supported by strong public infrastructure spending in the U.S., driven by federal and state initiatives, enhancing revenue visibility [1][3] - The company's focus on sustainability and innovation aligns with client priorities and global trends, further driving growth [2][7] - AECOM faces challenges from macroeconomic uncertainties and potential project delays, particularly in government contracts [2][9] Public Spending Trends - The Infrastructure Investment and Jobs Act (IIJA) of $1.2 trillion has led to increased public infrastructure demand, with only 36% of the funding spent so far, indicating long-term revenue potential for AECOM [3] - Similar trends are observed in international markets, with the U.K. government announcing a £725 billion investment strategy, and Canada aiming to expedite public infrastructure projects by 60% [4] Financial Performance - AECOM's backlog reached $24.59 billion in Q3 fiscal 2025, a 5% increase from $23.36 billion in the previous year, with net service revenues (NSR) growing 6% to $1.938 billion [5][9] - The Americas segment saw an 8% year-over-year growth, while the International segment grew by 3% [5][9] Competitive Positioning - AECOM's investment in leadership, technical development, and AI capabilities provides a competitive edge, enabling the company to secure large and complex projects [6] - The company aims for 5-8% organic NSR growth annually, with adjusted operating margin and EBITDA margin expansion of 20-30 basis points [6] Sustainability and Innovation - AECOM's focus on digital water systems and energy-efficient infrastructure addresses a $70 billion market opportunity through 2030, particularly in the U.S. and U.K. [7][10] - The company was recently selected for a significant metering project, highlighting the demand for accurate water management solutions [10]
X @BNB Chain
BNB Chain· 2025-08-16 03:00
BNB Chain Awards - BNB Chain Annual Awards 2025 旨在表彰在创新和影响力方面树立新基准的建设者 [1] - BNB Chain Awards 提名现已开放至 8 月 20 日 [1] BNB Chain 周年 - BNB Chain 迎来五周年(BNBChainTurns5),这是一个创造历史的时刻 [1]