Key Points Netflix is one of the few big tech companies with little to no generative AI exposure. Advertising and international markets could be revenue growth opportunities. Investors appear uneasy about its plans to buy Warner Bros. 10 stocks we like better than Netflix › With shares up by only 3.7% over the last 12 months, Netflix (NASDAQ: NFLX) stock has deeply underperformed the tech-heavy Nasdaq Composite, which has risen by almost 18% over that time frame. This disparity is probably becau ...

Key Points Donald Trump's first year was generally above average for the stock market investors. But the second year might be different. Some of the biggest risks for stock market investors have nothing to do with Trump's policies. Consumer spending, tariffs, and AI spending will all factor into how the market does in 2026. These 10 stocks could mint the next wave of millionaires › Generally, politics can cause short-term market movement, but doesn't have a significant impact on long-term stock m ...

Core Insights - Infosys has announced a strategic collaboration with Amazon Web Services (AWS) to accelerate the adoption of generative artificial intelligence (AI) in enterprises globally, focusing on enhancing software delivery and client value across various industries [1][4] Group 1: Collaboration and Technology Integration - The partnership combines Infosys Topaz, an AI-first service suite, with Amazon Q Developer, AWS's generative AI-powered assistant, to improve internal operations and drive innovation in sectors such as manufacturing, telecom, financial services, and consumer goods [1][2] - Infosys Topaz is being utilized to drive AI-powered transformations in key functions including software development, HR, recruitment, sales, and vendor management, significantly enhancing workflow efficiency and accuracy [2][4] Group 2: Industry Applications and Benefits - The collaboration aims to deliver advanced solutions across industries, such as enhanced end-user engagement capabilities in sports and entertainment, providing real-time personalized experiences for millions of fans [3] - The integration of Infosys Topaz with Amazon Q Developer allows for automated documentation and tailored support for software development tasks, thereby streamlining complex processes and accelerating project timelines [2][4] Group 3: Leadership Perspectives - Sandeep Dutta from AWS emphasized that Infosys is setting a new benchmark for enterprise transformation through the strategic adoption of generative AI, which will help organizations innovate and achieve operational agility [4] - Balakrishna D. R. from Infosys highlighted that the collaboration is reshaping how enterprise value is created and delivered, enabling clients to reimagine critical functions and navigate business transformations with agility [4]

The company aims to be an early mover in a potentially transformational opportunity.2025 is finally over, and it's an exciting time for technology investors as they ride the wave of new megatrends like generative artificial intelligence (AI) and quantum computing. With shares up by almost 200% over the last 12 months, D-Wave Quantum (QBTS +1.80%) has established itself as an early leader. But can the boom continue in 2026? Let's dig deeper to see if the company's fundamentals live up to the hype. Why did D- ...

For people living with diabetes, daily health decisions are constant, and food choices are among the most critical, especially for those managing their condition solely through lifestyle changes. The challenge is intensified by each person's unique response to food, making every meal decision complex. 11235 "The Libre Assist feature is a gamechanger for me," said Shirley Bovshow, who lives with Type 2 diabetes and is one of the first to try Abbott's new feature. "Traditional food logging apps left me guessi ...

Key Points The market doesn't like Meta Platforms' spending plans. But Meta's base business is operating at a high level. And its investments in artificial intelligence could pay off. 10 stocks we like better than Meta Platforms › Investors have access to all sorts of data, including the holdings that billionaire hedge fund managers have. At the end of each quarter, any money manager with greater than $100 million in assets must disclose their holdings to the Securities and Exchange Commission ...

Core Insights - The stock market has shown strong performance in 2025, with major indices reaching record highs, indicating Wall Street's potential for wealth creation [1][2] Group 1: Visa - Visa has a strong track record, with shares climbing in 13 of the last 15 years, and only two declines of 0.3% and 3.3% in 2021 and 2022 respectively [4] - The company's performance is closely tied to economic growth, benefiting from increased consumer and business spending [5] - Visa's focus on payment facilitation rather than lending allows it to avoid capital set-asides for loan losses, enabling quicker recovery during economic downturns [6] Group 2: The Trade Desk - The Trade Desk is positioned for recovery in 2026, with midterm elections expected to boost ad spending [7] - The company's Unified ID 2.0 technology is gaining traction, which could enhance its pricing power and sustain double-digit sales growth [8] - Shares are currently valued at 18 times forward earnings, presenting a bargain compared to previous expectations of 20% to 40% annual sales growth [9] Group 3: Meta Platforms - Meta Platforms remains fundamentally attractive despite high market valuations, with its apps attracting an average of 3.54 billion daily users [11][12] - The introduction of generative AI solutions is expected to enhance ad pricing power and improve click-through rates [13] Group 4: UnitedHealth Group - UnitedHealth Group faced challenges in 2025 but has historically risen in 22 of the last 26 years [16] - The company is exiting unprofitable markets and plans to increase healthcare premiums, which should enhance its pricing power [17] - The Optum subsidiary is expected to rebound, potentially making UnitedHealth a top performer in 2026 [18] Group 5: Sirius XM Holdings - Sirius XM operates as a legal monopoly in satellite radio, generating over 75% of its revenue from subscriptions, which provides predictable cash flow [20][21] - The company has a forward P/E ratio of less than 7, representing a 46% discount to its five-year average [22][23] Group 6: BioMarin Pharmaceutical - BioMarin focuses on ultrarare-disease therapies, with its drug Voxzogo expected to exceed $1 billion in sales this year [25][26] - The company is streamlining operations and is projected to achieve mid-to-high single-digit sales growth in 2026 [27] Group 7: NextEra Energy - NextEra Energy has generated positive returns for investors in 21 of the last 24 years, benefiting from stable electricity demand [29] - The company leads in renewable energy capacity, which has reduced generation costs and supported high-single-digit EPS growth [30][31] Group 8: Okta - Okta provides essential cybersecurity services, with demand expected to grow as cyber threats persist [33][34] - The company's subscription backlog increased to nearly $4.3 billion, reflecting strong growth potential [35] Group 9: York Water - York Water is positioned for significant revenue growth if its proposed rate increase is approved, potentially increasing annual revenue by 32% [37][38] - The company has a long history of dividend payments, enhancing its appeal as a stable investment [39] Group 10: O'Reilly Automotive - O'Reilly Automotive has advanced in 21 of the last 23 years, benefiting from the increasing age of vehicles on the road [41] - The company's share-repurchase program has positively impacted its EPS, making it attractive to value investors [43]

Key Points Some investors are feeling skittish about the high levels of capital spending on AI. One important player, Broadcom, has a big opportunity in custom chip production. 10 stocks we like better than Broadcom › Semiconductor giant Broadcom (NASDAQ: AVGO) is one of the big winners in the recent generative artificial intelligence (AI) boom that started with the launch of OpenAI's ChatGPT in 2022. Shares have soared by roughly 350% in three years as investors bet on its ability to capitalize on ...

By Che Pan and Brenda Goh BEIJING, Dec 31 (Reuters) - China's leading maker of DRAM chips, ChangXin Memory Technologies (CXMT) Corp, said on Tuesday it plans to ​raise 29.5 billion yuan ($4.22 billion) through an initial public offering of 10.6 ‌billion shares in Shanghai. The company, which directly challenged South Korean and U.S. rivals by unveiling its latest DDR5 ‌DRAM chips last month, will use the listing proceeds to upgrade production lines and technologies, it said in a prospectus on Tuesday. ...

Core Viewpoint - Avalon GloboCare Corp. has acquired RPM Interactive, Inc., a generative AI publishing and software company, and is focusing on the development and commercialization of the Catch-Up platform, a SaaS solution for automated video generation [1][2]. Group 1: Acquisition and Leadership - Michael Mathews, CEO of RPM and a board member of Avalon, discussed the acquisition and its implications during an interview [1]. - The acquisition of RPM is part of Avalon's strategy to enhance its product offerings in the precision diagnostic consumer products sector [1]. Group 2: Catch-Up Platform Development - The Catch-Up platform is designed to automatically generate recap-style videos using generative AI applications and large language models [2]. - This platform will be marketed to content creators, media companies, and brands, allowing them to produce videos without manual editing or technical expertise [3]. Group 3: Marketing and Product Integration - Avalon plans to utilize the Catch-Up platform to support marketing initiatives for its KetoAir™ breathalyzer, which is FDA-registered and aimed at helping consumers manage their wellness [4]. - The integration of the Catch-Up platform is expected to enhance the volume of video content produced by content creators, thereby increasing engagement and visibility [3].