Whenever the stock market experiences significant volatility, as it has this year, it can be helpful to step back and examine the performance of broader equities over a decade or more. Doing so puts things in perspective. Corrections appear as pretty minor blips on a chart of the S&P 500's long-term performance, which consistently moves upward for those who wait long enough. That's why panic selling is never a good solution to market volatility. Even in challenging times, it's worth it to purchase shares of ...

With a market cap of roughly $2.3 billion, Amazon (AMZN -0.54%) is well-positioned to overtake Apple in size over the next few years. The company is the market-share leader in two important segments: e-commerce and cloud computing. And while Apple has lagged on the AI front, Amazon has gone all in, incorporating AI throughout its businesses to help make them more efficient and drive growth. Its e-commerce business has settled into being a high single-digit, low double-digit percentage revenue grower. The se ...

Core Insights - Oracle is leveraging its Oracle Cloud Infrastructure (OCI) to drive AI growth, with OCI consumption revenues increasing by 62% in Q4 fiscal 2025, reflecting a strong demand for high-performance computing, particularly for AI workloads [1][8] - The company reported total cloud revenues of $6.7 billion in Q4 fiscal 2025, indicating a year-over-year growth of 27% [1][8] - Oracle has partnered with AMD to integrate AMD Instinct MI355X GPUs into OCI, achieving over 2X price-performance compared to previous generations, enhancing efficiency for large-scale AI workloads [2][8] - Oracle is aggressively expanding its global data center presence, currently operating in 23 cloud regions with plans for an additional 47, expecting OCI revenues to grow over 70% in fiscal 2026 [3][8] - The company deployed $9.1 billion in capital expenditures in the reported quarter, totaling $21.2 billion for fiscal 2025, with plans to invest $25 billion in fiscal 2026 [3][8] Competitive Landscape - Oracle faces significant competition in the cloud computing space from Amazon Web Services (AWS) and Microsoft Azure, both of which have established strong market positions [4][5][6] - AWS commands approximately one-third of the global cloud infrastructure market, benefiting from a growing enterprise customer base and high-margin services [5] - Microsoft Azure is recognized for its seamless integration with enterprise applications and advanced AI capabilities embedded in widely used software [6] Financial Performance - Oracle's stock has increased by 26.6% year-to-date, outperforming the Zacks Computer - Software industry's growth of 11% [7] - The company trades at an EV/EBITDA multiple of 26.7x, higher than the industry average of 19.24x, indicating strong market expectations for future growth [9] - The Zacks Consensus Estimate for Oracle's fiscal 2026 revenues is $66.73 billion, reflecting a year-over-year growth of 16.25%, with earnings estimated at $6.68 per share, indicating a growth of 10.78% from fiscal 2025 [10]

Key Takeaways SMCI's server and storage system revenues hit $4.5B in Q3 FY25, up 19% year over year. Growth is driven by demand for DLC racks, new DCBBS modules and AI-optimized storage systems. Global manufacturing expansion aims to boost deployment and bypass geopolitical trade barriers.Super Micro Computer’s (SMCI) server and storage system segmental revenues grew 19% year over year in the third quarter of fiscal 2025, crossing the $4.5 billion milestone. The server and storage system segment, which ac ...

Japan Technology: Semiconductors: Investor visit feedback and sector outlook (June 2025) We summarize feedback gathered from over 40 investor meetings conducted across the east coast of the United States and Singapore in late May and early June 2025. While concerns regarding tariffs, export regulations, and the macroeconomic environment persist, investor sentiment towards the semiconductor/SPE sector has improved compared to the period before the 1Q earnings season (April-May). We especially note heightened ...

Core Viewpoint - WISeKey International Holding Ltd has appointed Rolf Gobet to its Strategic Advisory Committee, enhancing its leadership in cybersecurity, blockchain, and IoT sectors [1][6]. Company Overview - WISeKey is a global leader in cybersecurity, digital identity, and IoT solutions, operating as a Swiss-based holding company with several operational subsidiaries [6][8]. - The company has over 1.6 billion microchips deployed across various IoT sectors, playing a vital role in securing the Internet of Everything [7]. Rolf Gobet's Experience - Rolf Gobet brings over three decades of experience in managing complex public-private projects, including leading the implementation of the world's first internet voting solution in collaboration with WISeKey [3][4]. - He was instrumental in developing TOSA, the world's first fully electric bus system that charges on the go, showcasing his ability to unite stakeholders from government, industry, and academia [4][5]. - Gobet has directed the Office for the Promotion of Industries and Technologies (OPI) for over 10 years, supporting the economic development of various companies [5]. Strategic Importance - Carlos Moreira, Founder and CEO of WISeKey, emphasized that Gobet's pioneering achievements and vision for sustainable innovation make him a valuable asset to the company's global mission [6].

V i e w p o i n t | 11 Jun 2025 00:24:17 ET │ 13 pages China PCB May Monthly Tracker, Investor Feedback and Our Thoughts CITI'S TAKE Our May monthly tracker indicates that: (1) Taiwan PCB makers posted 15th month of consecutive YoY growth, bringing YTD revenue growth to 20%. (2) On the cost side, Taiwan CCL makers' revenue reported a consecutive 22nd month YoY rise in May and YTD revenue grew by 43% YoY. Meanwhile, copper price rose, epoxy resin mid-price down and E-fabric price flat in May. We believe cont ...

Core Insights - Warren Buffett has invested approximately $90 billion in nine companies focused on artificial intelligence (AI) despite admitting a lack of understanding of the technology [1] - The two primary AI stocks directly owned by Berkshire Hathaway are Apple and Amazon, with Apple being the largest holding valued at around $59.3 billion [3][5] - The remaining seven AI stocks are part of Buffett's "secret portfolio" managed by New England Asset Management (NEAM), which includes major tech companies like Alphabet and Microsoft [8][9] Group 1: Berkshire Hathaway's AI Investments - Apple is the largest holding in Berkshire Hathaway's portfolio, making up 21% of the total portfolio despite a reduction in its position last year [3] - Amazon, valued at approximately $2.1 billion in Berkshire's portfolio, is a significant player in cloud services and AI [5][6] - NEAM, part of Berkshire's structure, holds additional AI stocks that are not reflected in Berkshire's regulatory filings [8] Group 2: Key Companies in the AI Sector - Alphabet and Microsoft are included in NEAM's portfolio, both benefiting from their cloud services and AI advancements [9] - IBM and Texas Instruments are also part of NEAM's holdings, with Texas Instruments focusing on edge AI products [10] - NEAM's portfolio includes AI chipmakers like Broadcom, NXP Semiconductors, and Qualcomm, which manufacture products supporting AI workloads [11] Group 3: Investment Insights - Texas Instruments is highlighted as a strong pick for income investors due to its forward dividend yield of 2.73% [12] - Alphabet is noted for its attractive valuation with a price-to-earnings-to-growth (PEG) ratio of 1.36, indicating strong growth prospects [12] - Amazon is considered the best all-around investment among Buffett's AI stocks, with significant growth potential in both cloud services and e-commerce [13]

Group 1: Stock Performance and Analyst Sentiment - Amazon's stock has decreased by 3% year to date, while the S&P 500 has increased by 3% [1] - Analysts have a median target price of $240 per share for Amazon, indicating a potential upside of 13% from the current price of $212 [1][2] Group 2: Market Position and Growth Potential - Amazon holds a strong position in e-commerce, advertising, and cloud computing, being the largest online retailer by revenue and the largest public cloud provider [4] - The company is expected to achieve double-digit sales growth annually through the end of the decade, driven by the expansion of its core industries [5][6] Group 3: Profitability and Margin Improvement - Amazon's advertising and cloud computing segments are experiencing double-digit sales growth, while retail segments are growing at a slower pace [7] - The company is developing over 1,000 generative AI applications to enhance operational efficiency, which is expected to improve profit margins over time [5][8] Group 4: Long-term Investment Outlook - Despite potential challenges from tariffs affecting a significant portion of its marketplace sellers, Amazon has a history of navigating complex environments successfully [8] - The company is projected to see earnings growth of 10% annually through 2026, although current valuations may appear high at 35 times earnings [8] - Amazon has outperformed the S&P 500 by 40 percentage points over the last three years, with expectations for continued outperformance [10]

Warren Buffett, Cathie Wood, and Bill Ackman are three powerhouse investors who each have a different approach to investing.Warren Buffett is a legend who has outperformed the stock market by a landslide over his years of investing. He's a proponent of value investing, and he typically invests in large, well-established industry giants. He's joked about the average age of the companies he invests in, saying his holding company, Berkshire Hathaway, isn't big on newcomers.Cathie Wood's approach is almost diam ...