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There Might Not Be a Spectacular Bursting of an AI Bubble—Here’s What May Happen Instead
Yahoo Finance· 2026-01-03 13:02
Travis Wolfe / Shutterstock.com Quick Read Oracle suffered a 45% peak-to-trough decline while Google gained strength after its Gemini 3.0 launch. Michael Burry holds a bearish view of the AI trade. The equal-weight S&P 500 gained nearly 10% in 2025 as market strength broadened beyond AI leaders. A recent study identified one single habit that doubled Americans’ retirement savings and moved retirement from dream, to reality. Read more here. The moment Michael Burry announced his bearish bets on ...
Eightco ($ORBS) Releases Year-End Chairman's Message
Prnewswire· 2025-12-31 13:30
Eightco holds over 10% of the current WLD supply in circulation Eightco's total holdings include 277,222,975 WLD, 11,068 ETH, and cash and stablecoins ofapprox. $69.2 million The company recently announced a share buyback program for up to $125 million Chairman Dan Ives and CEO Kevin O'Donnell to attend CES in Las Vegas to showcase Infinityby ORBS; invites everyone to connect and engage The Company is supported by a group of strategic and institutional investors including: Bitmine(BMNR), MOZAYYX, World Fou ...
GE Vernova: Positioning To Power The AI Revolution
Seeking Alpha· 2025-12-30 06:57
Group 1 - The article highlights a significant shift in the global energy landscape, positioning GE Vernova (GEV) as a central player in this transformation [1] - The author emphasizes the importance of a comprehensive and fundamental approach to investment analysis, which aids in identifying potential investment opportunities [1] Group 2 - The author has over a decade of experience in stock market analysis and a strong background in political economics, providing insights into macroeconomic impacts on assets [1]
Wedbush's Dan Ives talk top tech names to own heading into 2026
Youtube· 2025-12-29 23:46
All right, in the meantime, Wed Bush Securities today out with its top tech names to own into next year. Among them, Microsoft, Apple, Tesla, Palunteer, Crowdstrike. One name that you're not seeing on that list, Nvidia.Dan Ives behind the call. He is the global head of technology research. And I have to issue the biggest correction in the history of my career, which is now that you're in the light, that that jacket is not McLaren Papaya.It is, I would dare say, peach. I look I mean I I'll take both sides ag ...
Expect the bull market to continue in 2026, albeit with much more volatility, says Kevin Mahn
Youtube· 2025-12-24 11:52
Take a look at the futures right now. Dow off about 30 points. NASDAQ off about 13 points. The S&P 500 off just about four points.Joining us right now is uh Kevin M uh president and chief investment officer of uh Hennian and Walsh Asset Management. Good morning to you, sir. >> Good morning, Andrew.>> Okay, so here we are on Christmas Eve. What What do we think 2026 could possibly look like. >> Yeah, what a year this has been, right.41 record closes for the S&P 500, a total return of just over 18%. And we re ...
2025雪球嘉年华:东方港湾但斌:探寻时代风向标
Sou Hu Wang· 2025-12-22 04:58
在破局重构的时代背景下,AI技术的爆发式发展正重塑产业格局与投资逻辑。 12月20日,在2025雪球嘉年华上,资深媒体人周媛与东方港湾董事长、基金经理但斌带来"寻找时代的 风向标"的对谈,围绕AI革命的本质、投资方向选择、普通人投资建议等议题展开深度交流,为投资者 解析新时代的投资机遇与方向。 AI革命的核心价值:仰望星空与脚踏实地 周媛: 我曾看到您说,现在的AI革命是一场堪比工业革命的时代机遇。这场革命从第一性原理角度 说,它的目的是什么?举全球之力投入几十万亿的资源,最终我们要做什么? 但斌:从星系演化的角度看,地球或许终将不再是人类永久的家园,太阳在数十亿年后逐渐衰竭,人类 若想延续文明,就必须走向太阳系之外。在这一漫长的迁徙历程中,人工智能或许正是一个关键的起点 ——它标志着从碳基生命向硅基生命的过渡,也将引领我们穿越太阳系、跨越银河,开启一个真正意义 上的伟大时代。如果站在这样的长远未来回望当下,此刻或许正是那个时代的真正开端。因此,即便马 斯克通过星链与火星移民计划所迈出的,也只是人类漫长征程中的第一步,其象征意义已足够深远。当 然,目光收回当下,技术的发展同样在切实改变人类的生存境遇,无论是攻 ...
These Infrastructure Stocks Could Quietly Power the AI Revolution
The Motley Fool· 2025-12-22 04:15
Core Insights - Leading AI companies are collaborating with power producers to meet their substantial energy needs, with a projected investment of $5.2 trillion required by 2030 for data centers capable of handling AI processing loads [1][2] Group 1: Energy Companies and Collaborations - NextEra Energy is a key player in the energy sector, owning the largest electric utility in the U.S. and has become a preferred partner for technology companies to support their AI strategies [4][5] - NextEra Energy has signed a 25-year power purchase agreement with Google to supply power from the Duane Arnold Energy Center, which is set to return to service in Q1 2029 [5] - Brookfield Renewable is a leading global renewable energy producer, having signed a historic Hydro Framework Agreement with Google for up to 3 GW of carbon-free hydroelectric power [10][11] Group 2: Major Power Deals - Brookfield Renewable's agreement with Google includes two 20-year power purchase agreements worth over $3 billion, covering hydroelectric facilities with a combined capacity of 670 megawatts [11] - Brookfield Renewable has also established a five-year agreement with Microsoft to develop over 10.5 GW of new renewable energy capacity, significantly larger than previous corporate agreements [12] - The potential for future collaborations between Brookfield and Microsoft extends to regions such as Asia-Pacific, India, and Latin America, as well as new carbon-free energy sources [13] Group 3: Future Outlook - Both NextEra Energy and Brookfield Renewable possess the capacity to meet the increasing power demands of AI, positioning them as essential partners for major tech companies [15] - The partnerships formed with tech giants like Google, Meta, and Microsoft are expected to provide robust returns for investors in these energy companies in the coming years [15]
If It Walks Like A Duck
Seeking Alpha· 2025-12-19 16:31
Live Chat on The Biotech Forum sees frequent discussion of specific covered call trades. To see what covered call trades I am currently executing along with a model portfolio of attractive biotech stocks, just initiate your free trial into The Biotech Forum by clicking HERE .The similarities between the late innings of the Internet Boom a quarter century ago and the current state of the rally powered by the AI Revolution are growing more eerily similar by the week.Bret Jensen has over 13 years as a market a ...
Trump Media Shares Soar Amid Planned $6 Billion Merger With Fusion Power Firm
Yahoo Finance· 2025-12-18 15:34
Trump Media & Technology Group (DJT) shares have jumped 35% Thursday following an announcement that the firm has agreed to merge with fusion power firm TAE Technologies in a $6 billion all-stock transaction. DJT was recently changing hands at $14.13 shortly after the opening bell on Thursday, though shares remain down more than 58% year-to-date. “Trump Media & Technology Group built uncancellable infrastructure to secure free expression online for Americans, and now we’re taking a big step forward toward a ...
11 Undervalued Stocks with Biggest Upside Potential
Insider Monkey· 2025-12-17 08:46
In this article, we will look at the 11 Undervalued Stocks with Biggest Upside Potential.​On December 13, Katerina Simonetti, Private Wealth executive vice president at Morgan Stanley, appeared on a CNBC Television interview to discuss her stock market outlook. Earlier, she had released a note stating that she expects the US stock market to significantly outperform other international markets into 2026. She elaborated that she is cautiously optimistic about the stock market, mainly due to the technology sec ...