Jensen Wong compared the growing AI economy to a five layer cake recently. He broke it down as energy, chips, infrastructure, models and applications. So, how can investors play all five layers and make smart picks beyond the traditional magnificent seven stocks.I want to bring in Tony Wang, Tro science and technology equity strategy portfolio manager. Tony, good to see you. Thanks so much for being here.So, obviously one of the biggest spokespeople for AI generally is Jensen Wong. So when he sort of breaks ...

Discover which could be one of the most powerful semiconductor opportunities of the decade.In this deep dive, I reveal whether AMD (AMD 0.84%) or Intel (INTC 7.54%) has the strongest upside going into 2026. With AI infrastructure momentum, quantum computing breakthroughs, and major partnerships accelerating rapid growth, one of these two may be at the start of a powerful long-term expansion cycle that investors should not ignore.*Stock prices used were the market prices of Nov. 27, 2025. The video was publi ...

Group 1 - Southern Copper Company (SCCO) is highlighted as a leading player in the copper production industry, well-positioned to benefit from the growth in AI infrastructure, electrification, and renewable energy sectors [1] - The article emphasizes the importance of copper in the new economy, particularly in technology and energy sectors, suggesting that discerning investors should consider investing in SCCO [1] Group 2 - The author has extensive experience in various roles within the oil and gas industry, including market analysis and financial management, which supports the credibility of the insights provided [1] - The focus of the research and analysis is on disruptive technologies, renewable energy, and base metals, particularly copper and copper-producing companies [1]

CoreWeave (NasdaqGS:CRWV) 2025 Conference December 02, 2025 04:50 PM ET Company ParticipantsPaul Yim - VP of Corporate DevelopmentConference Call ParticipantsAna Goshko - Research AnalystAna GoshkoWelcome, everyone, and welcome to Bank of America's 2025 Leveraged Finance Conference. I'm Ana Goshko on the credit side. I'm the research analyst covering technology and telecom, and we're thrilled to have CoreWeave with us today, and we have Paul Yim, the company's vice president for credit and capital markets, ...

Core Insights - Credo Technology Group Holding Ltd (NASDAQ:CRDO) specializes in high-speed connectivity solutions, including active electrical cables and high-speed SerDes ICs [1][5] - The company has a price target of $230 set by Rob Chang from KGI Securities, indicating an 8.04% potential upside from its current trading price [1][5] Financial Performance - CRDO experienced a 272% year-over-year revenue increase in its fiscal second quarter, primarily driven by the rising demand for AI infrastructure [2][5] - The stock price is currently at $206.88, reflecting a 20.89% increase with a $35.75 change [2] Market Expansion - The growth is supported by the expansion of hyperscalers' AI capacity, leading to triple-digit revenue gains and improved profitability [3] - Credo has introduced three new growth pillars targeting multibillion-dollar markets, expanding its market opportunity to over $10 billion [3][5] Stock Performance - CRDO's stock has shown significant volatility, with prices fluctuating between $186.94 and $213.69, the latter being its highest in the past year [4] - The company has a market capitalization of approximately $35.78 billion, with a trading volume of 6,185,871 shares on the NASDAQ exchange [4]

um the AI infrastructure evolution across the globe is at a breakneck speed. So from the seat where you're at and from your expertise, what are the inflection points. What are the imperatives that someone needs to see.>> Sure. I mean the inflection points is that we've already done through the test phase, right. So I mean if you're looking at the large foundational models, interesting models, you know, there there's basically growth and scale that's going to keep on going, right.So you have this basically m ...

The Indian conglomerate, led by billionaire Gautam Adani, is planning to invest as much as $5 billion in Google’s upcoming AI infrastructure hub in southern India, according to Chief Financial Officer Jugeshinder Singh https://t.co/SQb8FkC4h8 ...

Summary of Key Points from the Conference Call Industry and Company Overview - The report focuses on the **China & Hong Kong equity market** with a specific outlook for **2026** and investment strategies for **1Q26** [2][5]. Core Themes and Arguments 1. **Constructive Stance on MXCN/CSI300**: The report maintains a positive outlook on MXCN and CSI300, predicting further rallies in 2026 with targets set at **100** for MXCN, **5,200** for CSI300, and **16,000** for MXHK, based on consensus EPS estimates [2][7][9]. 2. **Investment Themes for 2026**: - **Anti-involution**: Expected to accelerate post-March NPC, improving margins and ROE for MXCN/CSI300 [5]. - **AI Infrastructure Growth**: Strong global capex in AI is anticipated to boost demand for computing power and localization plays in China [5]. - **Global Macro Support**: Positive macroeconomic conditions, including easing fiscal and monetary policies in developed markets, are expected to enhance overseas sales [5]. - **K-shaped Recovery in Consumption**: This will favor food & beverage and premium luxury sectors while negatively impacting mid-tier consumption [5]. 3. **Risks Identified**: - **Geopolitical Tensions**: Ongoing tensions between the US and China, particularly ahead of the US mid-term elections, and rising tensions with Japan [5]. - **Consensus EPS Growth Concerns**: Potential downward revisions in consensus EPS growth for MXCN from approximately **15%** to **9%** due to intense competition in quick commerce platforms [5]. - **Property Market Weakness**: Reports of declining luxury sales and price drops in mainland China may trigger policy changes [5]. Sector Recommendations and Top Picks 1. **Under-owned China Equity**: The report suggests that China equity is under-owned both domestically and internationally, indicating potential for increased allocation [6]. 2. **Sector Preferences**: - **Overweight (OW)**: Communication Services, IT, Materials, and Staples. - **Underweight (UW)**: Energy and Utilities [6][12]. 3. **Top Picks for 1Q26**: - **China**: Baidu, NetEase, Midea, MIXUE, PDD, Pop Mart, Trip.com, Tingyi, Futu, Innovent, CATL, COLI. - **Hong Kong**: AIA, HKEX, Futu, Galaxy, MGM China, Techtronic, Link REITs, MTR, China State Construction International [6][13][15]. Important but Overlooked Content - **Valuation Normalization**: Since September 2024, MXCN/CSI300 has shown a return of **29%/30%** in USD terms, indicating a shift from a valuation discount to a more favorable investment narrative [20]. - **EPS Recovery**: The report highlights a broadening recovery in earnings across various sectors despite weak headline EPS growth, with significant recoveries noted in Healthcare, IT, and Communication Services [41][42]. - **Quantitative Macro Indicator (QMI)**: The JPM China QMI indicates an expansion phase, suggesting positive momentum in the market [47]. Conclusion The report presents a comprehensive outlook for the China and Hong Kong equity markets, emphasizing potential growth areas, sector preferences, and the importance of monitoring geopolitical risks and market dynamics as 2026 approaches.

I'm Paul Mloud. I'm a product director at Super Micro and my responsibility is for storage products and I've been working with with DDN for a good number of years and I'm really excited about this new Infinia product and our HyperPod solution that we're jointly going together to market. I really think that this is going to provide all the bits and pieces that an enterprise needs to put together a solution for rag data flows.The performance is there, the scaling is there, and the integration with the AI data ...

Core Viewpoint - Alibaba's CEO Eddie Wu dismisses concerns about an AI bubble, emphasizing strong customer demand and the need for increased investment in AI infrastructure [1][2]. Financial Performance - Alibaba reported revenue of 247.8 billion yuan (approximately $34.8 billion) for the quarter ending September 30, marking a 5% increase year-over-year [3]. - Net income fell 53% from the previous year to 20.6 billion yuan, attributed to heavy spending on AI and commerce, with sales and marketing expenses more than doubling [3]. AI Investment and Growth - The cloud division, including the Qwen platform, experienced significant growth, with a 34% increase to 39.8 billion yuan, driven by public cloud revenue and AI-related product adoption [4]. - The company plans to invest aggressively in AI infrastructure, having previously announced a commitment of 380 billion yuan over the next three years, which Wu suggested may be an underestimated figure [4][5]. Market Context - The AI investment landscape is characterized by significant spending from major tech firms, with a collective expectation of $320 billion in capital expenditures this year [6]. - There is a divide among tech leaders regarding the AI boom, with some, like Nvidia's CEO, rejecting the notion of an overheating market, while others express caution about investor enthusiasm outpacing reality [7][8].