Question-and-Answer SessionThe -- let's start -- bigger picture. So 2025 was a year of like a lot of AI-supported product announcements, and that was across the market. How do you think the industry is going to change? Like it's more bigger picture question now, but it feels like we're in the middle of a big storm.Yamini RanganCEO, President and Director It is massive. You talk about 20 years. I mean, every 20 years, there is a fairly big technology shift. And I think the difference is that AI has an even b ...

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 ...

Basius77 / Shutterstock.com Quick Read PepsiCo generated $18.8B in operating cash flow in 2024 and maintains 52+ years of consecutive dividend increases. Chevron’s 95% payout ratio from earnings signals risk despite strong 2.67x cash flow coverage. AbbVie’s 501% earnings payout ratio is offset by 58.6% cash flow payout from $18.8B operating cash flow. If you’re thinking about retiring or know someone who is, there are three quick questions causing many Americans to realize they can retire earlier ...

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 ...

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Yeah, it's been quite a few days over at Apple and lots of big shots out there in Certino. They're getting new careers for the holidays. Now, we saw several changes in just the last seven days on top of several departures over the last few months.Now, someone not leaving Kelly, that would be Chip boss Johnny Scroogi. Bloomberg kind of set up some red flags over the weekend with a report that said Sruji told CEO Tim Cook he wants to step down from the his position but this morning in a memo to staff told the ...