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It's time for the big three. We've got three stocks, three charts, and three trades. Rick Dat will take us through the charts as always. Here to take us through the trades today is Scott Bower. Scott, great to have you with us today.Thanks for being with us on this Monday morning. If we could start with a big picture thought on on market performance recently. I'd love to get your take on this choppiness that we've been seeing.>> Yeah, choppiness, obviously, a little bit of nervousness. You know, I was looki ...

NetScout Systems (NTCT) closed the last trading session at $27.42, gaining 6.2% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target of $36.33 indicates a 32.5% upside potential.The average comprises three short-term price targets ranging from a low of $31.00 to a high of $43.00, with a standard deviation of $6.11. While the lowest estimate indicates an increase of 13.1% from the current p ...

Alphabet rose sharply. The stock gained about 5%. Berkshire Hathaway revealed a $4.3 billion stake. Alphabet became Berkshire’s 10th-largest holding. The move came through Todd Combs or Ted Weschler. Apple’s position was trimmed by 15%. The market watched economic data. The September nonfarm payrolls report is due Thursday. It will be the first major release after the shutdown. A strong or weak number could shift December rate-cut expectations. Fed Vice Chair Philip Jefferson signaled caution. He said poli ...

Investment Rating - The industry investment rating is "Outperform the Market" [1][20] Core Insights - The capital expenditure of leading global Cloud Service Providers (CSPs) continues to grow rapidly, providing strong support for the development of the global AI computing power industry. In Q3 2025, the combined capital expenditures of Microsoft, Google, Meta, and Amazon reached $112.5 billion, a year-on-year increase of 76.9% [4][6][16] - The competition in the global AI large model field remains intense, which is beneficial for the continuous promotion of large model applications and will drive sustained high prosperity in the AI computing power market [16] Summary by Sections Industry News and Commentary - Leading global CSPs have reported significant capital expenditures, with Microsoft at $34.9 billion (up 74.5%), Google at $24 billion (up 84.6%), Meta at $19.4 billion (up 110.9%), and Amazon at $34.2 billion (up 59.8%) for Q3 2025. This collective growth is expected to bolster the AI computing power industry [4][6][7] Weekly Market Review - The computer industry index fell by 3.03% this week, underperforming the CSI 300 index, which declined by 1.08%. The overall P/E ratio for the computer industry stands at 54.1 times, with 359 A-share constituents showing varied performance [10][13] Investment Recommendations - The report recommends focusing on AI-related investment opportunities, particularly in AI computing power and AI algorithms and applications. Specific companies highlighted include: - AI Computing Power: Recommended companies include Haiguang Information, Longxin Zhongke, and Inspur Information [16] - AI Algorithms and Applications: Strong recommendations for companies like Hengsheng Electronics and Zhongke Chuangda [16]

回顾：上周6只新股上市，共募资约5.4亿美元。 Off The Hook(OTH)以每股4美元，发行了375万股(原计划发行500万股)，募集了1500万美元。 Phaos Technology(POAS)以每股4美元，发行了360万股，募集了1440万美元。 Caring Brands(CABR)以每股4美元，发行了100万股，募集了400万美元。 SPAC Evolution Global Acquisition (EVOXU)、Blueport Acquisition (BPACU)、Alussa Energy Acquisition II (ALUBU)分别募集了2.1亿美元、5000万美元、2.5 亿美元。 此外，12家公司递交招股书，其中5家来自中国，含4家空白招股书(拟通过这种方式上市毫无可能)，另1家为客路(KLK)，详情请见：IPO速递丨客路赴美 IPO 拟纽交所上市 红杉、软银为股东 本周，暂有4家公司计划上市，如下： 1、专注于信仰的技术平台——Gloo Holdings, Inc. 股票代码：GLOO Gloo为信仰组织提供垂直一体化平台服务的公司，主要提供涵盖云服务、IT管理、网络安 ...

Core Insights - IBM is a global leader in hybrid cloud, AI innovation, and enterprise-level digital transformation, continuously evolving since its founding in 1911 [1][10] - The company has a rich history of technological leadership, contributing significantly to computing standards and investing heavily in research and development [2][4] Key Contributions - Development of the first magnetic hard drive, pioneering mainframe computing, advances in AI through IBM Watson, innovations in quantum computing, and leadership in enterprise cloud solutions [4] IBM and Artificial Intelligence (AI) - IBM Watson, launched in 2011, has evolved into a powerful enterprise AI platform utilized across various industries such as healthcare, finance, retail, cybersecurity, and supply chain management [4] - The company emphasizes trustworthy AI, focusing on data security, transparency, and ethical development, distinguishing itself in the global AI landscape [4] Hybrid Cloud: IBM's Core Business Strategy - The acquisition of Red Hat in 2019 transformed IBM into a hybrid cloud powerhouse, combining its infrastructure with Red Hat's open-source technology [5] - Benefits of IBM's hybrid cloud include scalable infrastructure, strong security, seamless multi-cloud integration, and cost-efficient enterprise solutions, making it an ideal partner for large companies undergoing digital transformation [6] Quantum Computing: The Next Big Leap - IBM is a leader in quantum computing, a technology capable of solving complex problems beyond classical computers [7] - Achievements include the IBM Quantum System One, quantum development tools like Qiskit, and a global network of universities, corporations, and labs, aiming to make quantum computing accessible for real-world applications [8] Sustainability and Social Responsibility - IBM is committed to environmental sustainability, aiming for net-zero greenhouse gas emissions by 2030, with initiatives in smart systems for energy management, climate data analysis using AI, and responsible supply chain programs [9] Why IBM Matters Today - IBM remains relevant due to its strong enterprise trust, high focus on research and innovation, advanced cloud, AI, and quantum capabilities, and a global presence in over 170 countries [9]

Core Insights - The article emphasizes the significant potential of artificial intelligence (AI) in driving long-term operating efficiencies, with Morgan Stanley projecting a $40 trillion impact over the next 20 years [1]. Investment Opportunities - Investors can capitalize on AI growth by focusing on companies providing cloud infrastructure for AI training and those deploying AI-powered services to a large customer base [2]. Company Analysis: Oracle - Oracle is highlighted as a leading player in cloud infrastructure, particularly in database services, which are essential for businesses leveraging AI [3]. - The company has a competitive edge due to its multicloud capabilities, with multicloud revenue increasing over 1,500% last quarter and autonomous database revenue growing by 43% year-over-year [4]. - Oracle's growth is supported by a robust backlog, with projected revenue increasing from $57 billion in fiscal 2025 to $223 billion by fiscal 2030, reflecting a compound annual growth rate of 31% [7]. - The company is expected to deliver market-beating returns over the next five years due to its leadership in cloud database services and growth prospects [8]. Company Analysis: Meta Platforms - Meta Platforms, known for its extensive user base of over 3.5 billion across its apps, is reinvesting profits into AI development, aiming for personalized superintelligence [9]. - The company owns 27 data center locations globally, which positions it well for long-term growth and enhances its AI capabilities [11]. - Meta's capital expenditures reached $62 billion last year, with expectations for further increases, supported by a high return on invested capital of 25% [12]. - The company is experiencing improvements in its AI recommendation engine, leading to increased user engagement and ad revenue growth, which will further fund AI investments [13]. - Analysts project Meta's free cash flow to nearly double by 2030 to $97 billion, potentially doubling the stock's value [14].

Microsoft Corporation (NASDAQ:MSFT) is one of the Best Fundamentally Strong Stocks to Buy. On November 12, the Wall Street Journal reported that Microsoft Corporation (NASDAQ:MSFT) has been expanding its data center build-out with an AI super factory. This is the set of two-story structures in Atlanta, focused towards connecting seamlessly with infrastructure in other areas to harness the immense computing power. Microsoft (MSFT) Expands Data Center Build-out with an AI Super Factory, Reports WSJ Microso ...

Core Insights - Tech companies are preparing to borrow hundreds of billions of dollars for AI investments, prompting lenders and investors to seek protection against potential defaults [1] Group 1: Credit Derivatives and Market Activity - Demand for credit protection has more than doubled the cost of credit derivatives on Oracle Corp.'s bonds since September, with trading volume for credit default swaps tied to Oracle reaching approximately $4.2 billion over six weeks ending November 7, up from less than $200 million in the same period last year [2] - There is a renewed interest in single-name credit default swaps (CDS) among clients, particularly as hyperscalers have increased their borrowing and exposure [3] - The overall volume for credit derivatives tied to individual companies has increased by about 6% over the six weeks ending November 7, reaching approximately $93 billion compared to the same period a year ago [12] Group 2: Market Trends and Future Projections - Investment-grade companies are projected to sell around $1.5 trillion in bonds in the coming years, with significant recent bond sales tied to AI, including Meta Platforms Inc. selling $30 billion in late October and Oracle offering $18 billion in September [5] - Tech companies, utilities, and other AI-related borrowers have become the largest segment of the investment-grade market, displacing banks [6] - Some of the largest buyers of single-name CDS on tech companies are banks, reflecting their increased exposure to the tech sector [7] Group 3: Investor Sentiment and Concerns - There is a growing concern among money managers and lenders regarding the effectiveness of generative AI projects, with a report indicating that 95% of organizations are seeing no return from these initiatives [9] - Recent trading activity in credit default swaps for Meta Platforms Inc. and CoreWeave has increased, indicating heightened market interest following significant bond sales [10]