Market Performance - The Dow Jones Industrial Average dipped by 246 points, the S&P 500 plunged by 1.07%, and the NASDAQ, heavily populated with AI stocks, fell by 1.69% [2] - There is a significant rotation from high-performing AI stocks to more traditional sectors like food and pharmaceuticals, indicating a shift in investor sentiment [2] AI Sector Analysis - The AI data center stocks are experiencing a notable decline, with Polcom stock collapsing despite a decent quarterly performance that was poorly received [2] - The current market environment is causing some investors to exit their positions in AI stocks due to the pain of losses, suggesting a potential short-term sell-off [3] Long-term Outlook - There is a belief in AI as a key component of the fourth industrial revolution, with expectations that many AI stocks will become attractive once their valuations decrease [4] - Nvidia is highlighted as a stock worth holding long-term rather than trading, reflecting confidence in its future performance despite current market volatility [4]

教育部数据，2018年到2022年，有28个外语相关专业被109所高校撤销，其中日语、英语、朝鲜语在专 业撤销列表上面名列前茅。 据媒体发布的统计数据可知，2024年度全国共撤销13个英语专业、11个翻译专业、9个朝鲜语专业、9个 商务专业、5个日语专业；近5年撤销量TOP50的专业中，英语、日语均上榜，分别撤销41个、34个。另 外，据不完全数据统计，在近五年（2020-2024）全国高校停招本科专业点中，商务英语56个，日语46 个，英语36个，翻译34个。 不出意外的话，外语专业或将成为高校最大的泡沫。 那么，问题来了，专业这么多，为什么偏偏外语开启了残酷的大逃杀模式？ 核心原因就3个，首先是产能过剩，巅峰时期全国超过1000所高校开设外语专业，英语专业布点数量甚 至超过了计算机，排名全国第一。不仅开课的学校多，学生更是抢着报，那几年正是全球化最后的黄金 期，人人都想着和世界接轨，而英语几乎被看成了和地球人打交道的标配技能。截至2024年12月，英语 专业全国普通高校毕业生规模10万人以上，但是就业情况不光就业率是全国平均水平低，半年平均薪资 5695，继续低于全国平均水平。 曾几何时，外语专业是中国高 ...

Wedbush Securities Managing Director Dan Ives has raised his price target for Apple Inc. (NASDAQ:AAPL) to $350, projecting a potential upside of approximately 26% from current trading levels.Check out AAPL’s stock price here.The iPhone 17 Supercycle And AI RevolutionIn a statement released on X on Monday, Ives cited stronger-than-expected sales of the iPhone 17 and the tech giant's accelerating momentum in artificial intelligence (AI) as the catalysts for the bullish revision.According to Ives, Apple is cur ...

Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha, iTunes, Spotify.Getty Images Up for a challenge? Test your knowledge on the biggest events in the investing world over the past week. Take the latest Seeking Alpha News Quiz and see how you stack up against the competition. Good morning! Here is the latest in trending:Streaming shakeup: Netflix (NFLX) and Warner Bros. Discovery (WBD) struck a $82.7B deal as Paramount Skydance (PSKY) questioned the ...

The Income Compounder Portfolio utilizes the notion that compounding investment income by reinvesting and growing the share count of dividend-paying securities can help to generate a growing income stream over time, regardless of market dynamics.As part of my due diligence for securities that I am interested in, I follow the macro events that dictate which investments may perform better at various times throughout the economic cycle. Despite all the recent noiseNow retired, I am an income-oriented investor ...

Group 1 - The core concern is the sustainability of capital expenditures (capex) for hyperscalers like Oracle and OpenAI, particularly in relation to their cash flows and investments in AI [1] - There is a significant platform shift occurring from classical general-purpose computing on CPUs to accelerated computing on GPUs, which is seen as a more efficient method of computing [2][3] - The slowing of Moore's Law necessitates a more powerful computing approach, indicating that AI encompasses a broader range of applications beyond just chatbots, including industrial AI and robotics [3][4] Group 2 - AI is poised to transform every industry, highlighting its pervasive impact across various sectors [4] - The visibility of AI's impact is less apparent to consumers, as industrial applications and tools are critical for companies, emphasizing the importance of accelerated computing and AI in revolutionizing industries [5] - The current moment represents a tipping point for the industrial software industry, indicating that the integration of AI and accelerated computing is now mission-critical for companies [6]

Wedbush Securities head of technology research Dan Ies joins us now. Dan, I don't think it's surprising for people to hear you pound the table on on the tech trade. You've been super bullish.Do you not have concerns now about monetary policy, you know, as as the market rethinks the cut for December and and the overall frothiness or valuations around AI. Yeah, look s I mean I get some of the nervousness but I mean I was just in Egypt for three weeks >> and demand to supply for chips are 10 to1 demands increa ...

You can catch Trader Talk on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts. Are you riding the AI wave or worried you’re the last one in? On this episode of Trader Talk, Kenny Polcari breaks down why he sees AI as a Fourth Industrial Revolution, not a replay of the dot-com bubble, and explains how real cash flows and productivity gains set today’s leaders apart from the 2000s hype. He’s joined by hedge fund manager Tom Hayes of Great Hill Capital, who unpacks how crowded the AI trade h ...

Core Insights - The current AI market is compared to the dot-com bubble, but it is argued that AI represents a genuine industrial revolution rather than mere speculation [2][6][7] - Major companies like Nvidia, Microsoft, Amazon, and Apple are leading the AI charge, differentiating the current landscape from the dot-com era where many startups lacked revenue [4][5] - AI is seen as a productivity enhancer across various industries, driving cost reductions and innovation, which is expected to lead to margin expansion [5][6] Industry Analysis - The AI sector is characterized by significant infrastructure demand and cash flow, with established companies rather than startups at the forefront [4][5] - The current investment climate shows a high level of capital expenditure (capex) among hyperscalers, comparable to the oil industry, indicating a long-term commitment to AI development [12] - Despite some expected shakeouts in the startup space, the overall sentiment is that the AI boom is about execution rather than mere possibility [6][7] Market Dynamics - Retail investors have been aggressive buyers in the AI space, while institutions have been net sellers, indicating a potential froth in the market [31][34] - The earnings season has shown a strong performance overall, with a high beat rate, but specific sectors like communication services have underperformed due to misses from major players like Meta and Netflix [50][51] - The emotional nature of retail trading can exacerbate market movements, leading to volatility as investors react to short-term fluctuations [52][54] Investment Opportunities - Companies like Alibaba and Intel are highlighted as potential investment opportunities due to their strong fundamentals and positioning within the AI landscape [41][43] - The discussion emphasizes the importance of understanding the underlying business fundamentals rather than getting caught up in market trends or emotional trading [52][55] - The potential for significant returns exists for those who can identify undervalued companies with improving fundamentals in the AI sector [41][43]

Core Viewpoint - Tech stocks are expected to rally into year-end, driven by the AI Revolution and capital expenditure, with a potential continuation of the tech bull market for another two years [1][2]. Group 1: Tech Bull Market - The current tech bull market is anticipated to last for an additional two years, fueled by the AI Revolution and increased capital expenditure [2]. - Dan Ives believes that tech stocks will experience significant gains as the market continues to embrace AI-related themes and spending [2]. Group 2: Key Companies - Meta Platforms Inc. and Microsoft Corp. are highlighted as major beneficiaries of the ongoing AI Revolution, with expectations of increased spending on technology and infrastructure [3]. - Ives predicts that Meta's rising capital expenditure will lead to substantial returns, stating the company will make "multiples" of its spending [3]. - Microsoft is expected to dominate the enterprise segment, while Apple Inc. is projected to enhance its consumer segment, potentially adding $75 to $100 to Apple's stock price [4]. Group 3: Market Predictions - Ives dismisses concerns about an AI bubble, asserting that the market is in the early stages of a "Fourth Industrial Revolution" with significant growth potential ahead [4]. - A forecast suggests that the NASDAQ could reach 30,000 points, driven by a "profit wildfire" from AI leaders [4]. Group 4: Contrasting Views - Michael Burry expresses caution regarding the AI boom, likening it to the 2000 dot-com bust, and has made bearish bets against AI-centric stocks [5]. - Despite Burry's warnings, Ives remains optimistic and critiques Burry's perspective, particularly regarding the future of Palantir Technologies [5].