The CNN Money Fear and Greed index showed a decline in the overall market sentiment, while the index moved to the “Fear” zone on Friday.U.S. stocks settled lower on Friday, with the S&P 500 falling over 1% during the session following a renewed tech-led sell-off. The S&P 500 fell 0.6% last week, while the 30-stock Dow gained 1.1% on the week.Shares of Broadcom Inc. (NASDAQ:AVGO) , one of the market’s most closely watched artificial intelligence plays, plunged more than 11% despite topping Wall Street’s quar ...

Core Viewpoint - Goldman Sachs projects that the S&P 500 will surpass 7,600 by 2026, driven by expanding corporate earnings and accelerated AI adoption across the economy [1][3]. Group 1: S&P 500 Projections - Goldman Sachs raised its outlook for U.S. equities, forecasting an 11% growth from the last closing value of 6,827 to approximately 7,600 by 2026 [2]. - Morgan Stanley is even more optimistic, predicting the S&P 500 will reach 7,800 by the end of 2026, attributing recent market corrections to valuation pressures rather than weakening fundamentals [6]. Group 2: Earnings Growth - S&P 500 earnings per share are expected to increase by 12% in 2026 to about $305, with an additional 10% rise anticipated in 2027 [3]. - Productivity gains from AI are projected to contribute significantly to earnings growth, adding an estimated 0.4% in 2026 and 1.5% in 2027 [3]. Group 3: Key Contributors to Growth - Mega-cap technology stocks are expected to be the primary drivers of profit growth, with firms like Nvidia, Apple, Microsoft, Alphabet, Amazon, Broadcom, and Meta projected to account for roughly 46% of total earnings expansion in 2026 [4]. - There is an expectation of improving earnings momentum across the broader index, indicating a gradual expansion beyond just Big Tech [4]. Group 4: Market Sentiment and Risks - Despite a constructive outlook, potential risks include slower-than-expected Federal Reserve easing and pressure on corporate margins [5]. - Other Wall Street strategists generally expect the S&P 500 to trade near or above 7,000 in the medium term, although concerns about stretched valuations in large technology stocks and the risk of an AI-driven bubble remain [7].

Core Insights - Apple's market capitalization reached $4.01 trillion as of November 21, 2025, making it wealthier than the economic output of nearly every country on Earth, with only four national economies exceeding its value [1][4] Comparison with National Economies - The United States has a nominal GDP of approximately $27.94 trillion, more than seven times Apple's market cap [3] - China's economy measured $18.80 trillion in 2024, roughly four times Apple's current market value [3] - Germany's nominal GDP in 2024 is approximately $5 trillion, narrowly exceeding Apple's valuation [4] - Japan's nominal GDP is around $4.28 trillion, just slightly above Apple's market cap [4] - Apple's market value exceeds the entire economic outputs of approximately 186 other nations [4] Market Capitalization vs. GDP - Market capitalization reflects investor willingness to pay for ownership shares based on future earnings expectations, while GDP measures the total value of goods and services produced annually by a country [5] - Despite the differences, Apple's valuation indicates significant revenue, profit, and investor confidence, surpassing the economic production of countries like France, India, the United Kingdom, Italy, Brazil, Canada, and Russia [6] Other Tech Giants - Nvidia currently holds the world's largest market cap at approximately $5.03 trillion, exceeding even Japan and Germany [7] - Microsoft traded around $3.84 trillion in early November and briefly hit $4 trillion [7] - The combined market capitalization of Nvidia, Apple, and Microsoft totals roughly $12 trillion, exceeding the GDP of every country except the United States and China [8]

The tech giant’s AI chief talks about superintelligence “red lines,” why AI will transform medicine and how he unwinds by chatting with Copilot. https://t.co/aEUYJN76kB ...

在播客访谈中，苏莱曼提及Meta为吸引人才所采取的激进薪酬策略时直言不讳。Meta为工程师开出高 达1亿美元的签约奖金，为顶级AI研究人员更是抛出2.5亿美元的薪酬方案。对此，苏莱曼表示："我认 为没有人能拿出与之相当的条件。"他进一步指出，Meta首席执行官马克·扎克伯格采取的是一种特殊方 式，即大量雇佣人员，而非精心组建一个精干高效的团队，"我真的不认为这是正确的做法"。 苏莱曼有着自己的人才招聘理念，这源于他过往的从业经验。他提到，此前在DeepMind任职期间，对 于新员工的招聘就秉持"非常挑剔"的态度。如今转战微软，他延续并优化了这一理念，采用"渐进式"招 聘策略。该策略的核心在于，优先考虑那些与团队文化高度契合，并且具备岗位所需专业技能的候选 人。苏莱曼强调，对于不符合要求的人员，会果断淘汰，以此确保团队的整体质量和高效运作。（青 山） 【环球网科技综合报道】12月14日消息，微软人工智能部门首席执行官穆斯塔法・苏莱曼（Mustafa Suleyman）在彭博播客（Bloomberg Podcasts）中透露，他无意通过提供天价薪酬的方式，与Meta等科 技巨头在人才争夺战中一较高下。 ...

Core Insights - The Vanguard Information Technology ETF (VGT) and the Fidelity MSCI Information Technology ETF (FTEC) provide similar exposure to the U.S. technology sector, but differ in scale and trading flexibility [1][2][9]. Summary by Category Cost and Size - VGT has an expense ratio of 0.09%, while FTEC is slightly lower at 0.08% [3] - As of December 11, 2025, VGT's one-year return is 23.06% compared to FTEC's 23.31% [3] - VGT has a significantly larger AUM of $130 billion compared to FTEC's $16.7 billion [3][9] Performance and Risk - Over five years, the max drawdown for FTEC is -34.95% and for VGT is -35.08% [4] - A $1,000 investment would grow to $2,313 in FTEC and $2,292 in VGT over five years [4] Portfolio Holdings - VGT holds 314 stocks with top positions in Nvidia (18.18%), Apple (14.29%), and Microsoft (12.93%) [5] - FTEC has 289 stocks with Nvidia (16.61%), Apple (15.31%), and Microsoft (12.42%) as its largest holdings [6] Investor Considerations - Both ETFs offer similar dividend yields and have experienced comparable returns and volatility [8] - The primary differentiator is VGT's larger AUM, which may enhance liquidity for trading [10]

Group 1: Market Trends - Elevated inflation and volatility in AI stocks are prompting investors to seek stable companies that provide consistent payouts [1] - Investors are shifting towards industries that offer steady cash payouts as their risk appetite changes [1] Group 2: Dividend Investor Insights - A Redditor shared achieving a monthly dividend income goal of $10,000 after approximately 10 years of consistent investing [2] - The investor's portfolio showed a monthly dividend income of about $12,400 and a total portfolio worth of around $1 million [3] Group 3: Investment Products - NEOS Bitcoin High Income ETF (CBOE: BTCI) offers direct exposure to Bitcoin with a distribution rate of about 27% and pays monthly [4] - NEOS Nasdaq-100 High Income ETF (NASDAQ:QQQI) generates income by selling covered call options on Nasdaq 100 companies [5] - NEOS Gold High Income ETF (CBOE: IAUI) provides direct exposure to gold with a distribution rate of about 12% and has increased by 11% this year [6] - NEOS S&P 500 High Income ETF (CBOE: SPYI) invests in top S&P 500 companies and has a dividend yield of about 12% [7] - Major holdings in SPYI include Apple, Nvidia, Microsoft, Amazon, Meta Platforms, Tesla, Alphabet, and Broadcom [8]

Core Insights - Old Dominion University celebrated its 143rd Commencement Exercises, with nearly 1,600 students graduating in two ceremonies [1] - The ceremonies recognized graduates from various colleges and schools, including the Batten College of Engineering and Technology, Darden College of Education, and the Joint School of Public Health [2][3] Group 1: Commencement Details - The first ceremony at 9 a.m. included graduates from multiple disciplines such as engineering, arts, sciences, cybersecurity, data science, and supply chain management [2] - The second ceremony at 12:30 p.m. honored graduates from education, health sciences, nursing, business, and public health [3] - Historic milestones were achieved with the first degrees conferred by the Joint School of Public Health and the School of Supply Chain, Logistics and Maritime Operations [4] Group 2: Keynote Address Highlights - R. Bruce Bradley delivered the keynote address, emphasizing the pride in the graduates and the university's recent achievements, including its Carnegie R1 designation and the integration of Eastern Virginia Medical School [5][7] - Bradley received the Old Dominion University Presidential Medallion for Public Service, recognizing his significant contributions to the university and the community [6] Group 3: Leadership and Values - Bradley discussed essential traits for graduates, including ethical behavior, achieving results, and developing people, urging them to seek employers with strong ethical values [9][10][11] - He encouraged graduates to be known for their ability to get things done and to treat others with respect in their future leadership roles [10][11] Group 4: University Overview - Old Dominion University is a leading public doctoral research institution in Virginia, with over 24,000 students and a significant economic impact of $3.8 billion annually [13] - The university is recognized for its academic excellence and has partnered with Google to launch an AI incubator for higher education, showcasing its commitment to digital innovation [13]

And then there is this part Democratic representative Henry Quailar joining Sunday Morning Futures describing how the Biden era Department of Justice tried to bribe and ent trap him. Watch this. >> First of all, uh we're innocent and we have looked at all the evidence that got provided through discovery. I'll emphasize this. Not a single person said there was a quit proquo. In fact, they failed at showing that quit proquo. And Maria, you know, they even went and did a sting operation, a separate sting opera ...

Mairs & Power, an investment advisor, released the third-quarter 2025 investor letter for the “Mairs & Power Balanced Fund.” A copy of the letter can be downloaded here. As we move into 2025, the market’s concentration persists, with a few dominant mega-cap stocks tied to artificial intelligence (AI) driving most of the favorable outcomes. The fund returned 6.47% in the first nine months of 2025. The fund underperformed the benchmark composite indexes (60% S&P 500 Total Return Index and 40% Bloomberg U.S. G ...