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High Private Tech Valuations Blur Investing Boundaries
Bloomberg Technology· 2025-12-18 21:06
So talk to us about that blurring. How much are investors institutional. Anyone really wanting to get more exposure to the private markets right now.I think it's a core theme that we're seeing across asset classes, both in the equity market and in the credit markets, of course. But as it relates to the equity lens, companies are staying private a lot longer. It's well understood from 1997 being five years on average and $20 million in sales to 2025, where it's 220 million of sales and 14 years of being a pr ...
Amazon Stock Nears 2026 with Bull Signal Flashing
Schaeffers Investment Research· 2025-12-18 20:51
Amazon.com Inc (NASDAQ:AMZN) stock was last seen up 2.5% at $226.70, after a strong 2026 outlook from Truist Securities. The firm expects the Big Tech giant to grow 10.5% year over year, citing faster delivery capabilities and personalized offerings powered by generative AI. The e-commerce name also yesterday named Peter DeSantis as its lead for its new artificial general intelligence (AGI) division. On the charts, Amazon stock has chopped lower since its Nov. 3 record high of $258.60. The equity is still ...
X @The Economist
The Economist· 2025-12-18 20:10
Firms that adopt generative AI in America and Britain tend to hire fewer junior white-collar workers, according to recent studies from Stanford, Harvard and King’s College London. At the same time, interest in skilled manual jobs is growing https://t.co/P5W2V562sn ...
JPMorgan Warns: AI Hype Has Peaked — 2026 Is About Profits
Yahoo Finance· 2025-12-18 17:31
Generative AI dominated narratives in 2025, but the financial payoff hasn't kept pace with the hype. JPMorgan's 2026 outlook, backed by new CEO survey data, suggests markets are now recalibrating expectations — shifting focus from AI adoption to whether it actually delivers profits. GenAI Fell Short Of CEO Expectations PwC's latest global CEO survey, covering more than 4,700 executives across 109 countries, shows a clear expectation gap. While over 40% of CEOs entered 2025 expecting GenAI to boost revenu ...
CAT vs. KMTUY: Which Heavy Equipment Stock is the Better Buy?
ZACKS· 2025-12-18 15:31
Key Takeaways Caterpillar returned to revenue growth in Q3 2025, posting record $17.6B sales on a 10% rise in volume.CAT will benefit from U.S. infrastructure spending, mining demand and strong orders for data-center engines.Komatsu is facing falling sales, yen pressure and tariff costs, with fiscal 2025 net income projected to drop.Caterpillar Inc. (CAT) and Komatsu Ltd. (KMTUY) rank among the world’s largest manufacturers of heavy equipment. Caterpillar holds the top position, with Komatsu close behind, i ...
OpenAI抢滩高校:ChatGPT许可在美公立大学卖出了70万份,全球超100万份
Hua Er Jie Jian Wen· 2025-12-18 12:33
然而,用户的偏好似乎已成定局。Texas State University虽是微软的主要客户,每年支付约100万美元并 拥有Copilot基础版的捆绑访问权,但一份文件显示,即使在没有正式合同的情况下,该校ChatGPT的使 用量也是Copilot的两倍。该校首席信息官Matt Hall表示,目前正与Google谈判购买更多高级AI工具。 OpenAI已在美国高校市场建立领先优势,通过大幅折扣策略和ChatGPT的高认知度赢得校园用户。 据彭博查阅的采购订单显示,OpenAI已向约35所公立大学出售了超过70万份ChatGPT许可,供师生使 用。其中最具代表性的交易是California State University(加州州立大学)系统,该系统已签署一项每年 支付1500万美元的协议,为旗下约50万名学生和教职员工提供ChatGPT服务。这一激进的扩张策略使 OpenAI在教育市场取得了先发优势,相比之下,微软等竞争对手在校园内的推广步伐显得更为缓慢。 市场数据的反馈显示出OpenAI在校园内的影响力。在已签署合同的20个校园中,仅9月份师生使用 ChatGPT的次数就超过1400万次,平均每位用户当月调 ...
日本科技-硬件电子专家-行业将受益于下一代变压器、电池管理系统、高温超导电缆-Japan Technology_ Hardware - Industrial Electronics_ Expert call (AI power)_ Sector to benefit from next-gen transformers-BBUs-HTS cables
2025-12-18 02:35
Japan Technology: Hardware - Industrial Electronics: Expert call (AI power): Sector to benefit from next-gen transformers/BBUs/HTS cables 17 December 2025 | 10:13PM JST Equity Research On December 16, we hosted a group call for investors on the latest power architecture supporting generative AI, featuring industry expert Hideaki Fujimaki, CEO of Spiralgroup.biz. As the power consumption of generative AI data centers increases, the trend is toward higher voltages to reduce power loss. This has created a tail ...
Absci Corporation (NASDAQ:ABSI) Showcases at J.P. Morgan Healthcare Conference
Financial Modeling Prep· 2025-12-18 01:00
Core Insights - Absci Corporation is a clinical-stage biopharmaceutical company focused on developing therapeutics using generative AI, participating in the 44th Annual J.P. Morgan Healthcare Conference to showcase its drug discovery advancements [1] Stock Performance - H.C. Wainwright set a price target of $8 for ABSI, indicating a potential increase of about 67.77% from its then-current price of $3.44; the stock is currently priced at $3.39, reflecting a slight decrease of 4.38% [2] - ABSI's stock has shown volatility, with a daily trading range between $3.38 and $3.64; over the past year, it reached a high of $6.33 and a low of $2.01, typical for clinical-stage biopharmaceutical companies [3] Market Position - Absci's market capitalization is approximately $510.4 million, indicating the total market value of its outstanding shares; the trading volume on NASDAQ is 1,986,998 shares, reflecting investor interest [4] - The company's innovative approach in drug discovery, combining AI and synthetic biology, positions it as a notable player in the biopharmaceutical industry [4]
Absci Corporation's Strategic Moves and Financial Outlook
Financial Modeling Prep· 2025-12-17 23:02
Core Insights - Absci Corporation is a clinical-stage biopharmaceutical company focused on drug discovery using generative AI and synthetic biology [1][5] - The company is participating in the 44th Annual J.P. Morgan Healthcare Conference, indicating its commitment to innovation in therapeutics [4][5] Stock Performance - H.C. Wainwright maintains a "Buy" rating for Absci, raising the price target from $7 to $8, with the stock currently trading at $3.53 [2][5] - The stock has fluctuated between $3.50 and $3.64 during the day, with a yearly high of $6.33 and a low of $2.01 [3][5] - Absci's market capitalization is approximately $531.3 million, with a trading volume of 1,367,859 shares today, indicating active investor interest [3]
Forget AT&T, Buy These 3 Promising Telecom Stocks Instead for 2026
ZACKS· 2025-12-17 17:50
Key Takeaways AT&T is grappling with wireline losses, shrinking Internet revenue and a heavier long-term debt load.Ericsson is expanding 5G infrastructure with 194 live networks and growing enterprise and factory output.CommScope and Viavi ride 5G and fiber demand with product innovation, earnings growth and industry ranks.The telecom sector witnessed healthy demand trends in 2025 with an accelerated pace of 5G deployment and increased fiber densification, driven by a rising user propensity to stay abreast ...