Bloomberg Cisco Systems Inc., a bellwether stock of the dot-com technological revolution, has returned to a record after a quarter century, thanks in part to the artificial intelligence spending boom. Shares rose 0.9% to $80.25 on Wednesday, taking out a peak that stood for more than 25 years. The stock’s March 27, 2000 high is viewed by many as the height of the dot-com bubble and marked the high-water mark for the tech-heavy Nasdaq 100 Index until late 2015. Most Read from Bloomberg “It’s a quaint r ...

Core Insights - The industry is experiencing a significant transformation driven by AI, with implications for nearly every layer of the technology stack [2] - The focus is on leveraging AI to support the growth of small and medium-sized businesses, which typically range from 2 to 2,000 employees [2] Industry Perspective - Historically, major technology shifts occur approximately every 20 years, but the current AI revolution is characterized by an even more rapid pace of change [2] - Companies in the small and medium business sector are often unable to keep up with the latest AI developments, such as specific model versions [2]

Exclusive: Mark Zuckerberg, months into building one of the priciest teams in technology history, is getting personally involved in day-to-day work and pivoting Meta’s focus to an artificial intelligence model it can make money off of https://t.co/PmOrhdA2jj ...

期权交易员正通过衍生品市场发出明确信号：科技股的上涨行情远未结束。 据彭博报道，科技七巨头股票看涨期权的未平仓合约相对于看跌期权已接近2023年3月以来的最高水 平，显示交易员正为股价进一步上涨做准备。这一现象表明，至少在明年1月之前，科技股的上涨动能 有望延续。 Miller Tabak + Co首席市场策略师Matt Maley表示："在过去一两年里，年底买入科技股对冲工具纯属浪 费金钱。"他指出，如果市场在年末强劲上涨，无论投资者看涨还是看跌，机构交易员都必须买入股 票。 这一市场信号有助缓解外界对科技股涨势见顶的担忧。自4月初以来，科技股反弹推动标普500指数上涨 27%，今年迄今累计涨幅超过16%，但近期越来越多策略师开始对该板块前景持谨慎态度。 AI技术带来的乐观情绪已将科技七巨头指数今年推高25%，其中英伟达成为首家市值突破5万亿美元的 公司，包括Meta和微软在内的七大科技公司贡献了今年股市涨幅的大部分。 眼下，机构投资者对科技股的信心依然稳固。据彭博采访的39位全球投资经理，多数人认为科技七巨头 的估值并未过度膨胀，基本面支撑这一交易，标志着新工业周期的开始。 另外，尽管市场对科技龙头股估值 ...

https://t.co/aDR1t8nBx1Michael Sayman (@michaelsayman):An exciting life update: I have left Meta Superintelligence Labs and joined @whop.Today marks the end of an unbelievable chapter. I first joined Meta 12 years ago, when I was only 17 years old. I basically grew up inside the company. I learned to build, to lead, and to work https://t.co/rTGCB7goVD ...

Core Viewpoint - The Schwab U.S. Dividend Equity ETF (SCHD) is a favored investment option for retirees, focusing on dividend-paying U.S. stocks with strong financial metrics and a history of consistent dividend payments [1]. Dividend Yield and Top Holdings - SCHD currently offers a yield of 3.9%, surpassing most other stocks and the S&P 500 [2]. - The top five holdings contributing to this yield include: - Merck (MRK): 4.71% yield, contributing 3.51% to ETF yield - Cisco Systems (CSCO): 4.67% yield, contributing 2.06% to ETF yield - Amgen (AMGN): 4.54% yield, contributing 3.03% to ETF yield - Bristol Myers (BMY): 4.24% yield, contributing 4.9% to ETF yield - AbbVie (ABBV): 4.22% yield, contributing 3.1% to ETF yield [2]. Dividend Safety Analysis - The dividend safety varies among the top holdings, with Merck showing a conservative payout ratio of 43% and a history of uninterrupted payments for over 26 years [4]. - Cisco's payout ratio is 63%, while Amgen's is 73% and Bristol-Myers is 85%, indicating increasing risk as the payout ratios rise [5]. - AbbVie presents the highest concern with a 501% payout ratio based on trailing earnings, but its operating cash flow of $18.8 billion in 2024 allows for a more manageable 58.6% cash flow payout ratio [6][7].

The U.S. Navy has awarded tech firm Palantir a contract worth hundreds of millions of dollars to manage the supply chain of its nuclear submarine fleet https://t.co/BnrxbYPBf6 ...

Core Insights - Quantum computing presents a significant opportunity for investors, particularly through established tech giants rather than pure plays [1][2][3] - Major tech companies are heavily investing in infrastructure to support AI and are also exploring quantum computing as a complementary technology [2][19] Company Summaries Alphabet - Alphabet is recognized as a leading opportunity among major AI stocks, with a diverse ecosystem that includes internet search, advertising, cloud computing, and custom chip design [6][19] - The company is investing in quantum computing through its quantum processor, Willow, which is currently used for simulations against supercomputers [9][10] - Alphabet's integration of AI across its services positions it well to commercialize quantum computing applications in the future [10][19] Nvidia - Nvidia is a key player in the AI movement, providing GPUs and software that are central to generative AI development [11][19] - The company is exploring quantum AI opportunities with products like NVQLink and an alternate version of CUDA for hybrid computing environments [13][14] - Nvidia's strategy focuses on bridging traditional and quantum computing rather than investing heavily in supercomputers [14][19] Amazon - Amazon's AI ecosystem mirrors that of Alphabet, with significant revenue from e-commerce, cloud computing, and advertising [16][19] - Amazon Web Services (AWS) is the largest cloud platform and is a primary source of AI growth for the company [17][19] - The company has developed its own quantum processing chip, Ocelot, and offers a quantum computing architecture called Amazon Bracket within AWS [18][19] Investment Themes - The analysis emphasizes that Alphabet, Nvidia, and Amazon have established successful AI businesses, allowing them to explore quantum computing without it being a core growth strategy [19][20] - AI is expected to drive growth for these companies in the coming years, providing a dual upside for investors as quantum applications are developed [20][21]

Disney nominated former Apple COO Jeff Williams to join its board next year, tapping a tech veteran with decades of experience https://t.co/4shsfCgRlc ...

Group 1 - The article does not provide any specific content related to a company or industry [1]