Live Chat on The Biotech Forum sees frequent discussion of specific covered call trades. To see what covered call trades I am currently executing along with a model portfolio of attractive biotech stocks, just initiate your free trial into The Biotech Forum by clicking HERE .The AI Revolution has powered most of the gains in the market since Chat GPT made its debut in November of 2022. This rally has resulted in AI related names like NVIDIA Corporation ( NVDA ) andBret Jensen has over 13 years as a market a ...

A recent article by Fidelity highlights one surprising trend: the quiet comeback of convertible bonds. These hybrid investments are getting renewed attention from both institutional and individual investors alike. With more than $300 billion in outstanding convertible bonds, Fidelity says we may be entering a “golden age” for this asset class. For You: I Asked ChatGPT To Explain Crypto Like I’m 12 — Here’s What It Said Read This: 6 Low-Risk Ways To Build Your Savings in 2025 But before you rush to add the ...

BREAKING: Stocks Open Slightly Higher Microsoft (MSFT) stock rebounded amid a four-day winning streak Friday, following a pullback all the way to its 200-day moving average that left the stock 16% from its all-time high. Is Microsoft a buy or sell now? Shares fell in November, hurt in part by a stock market sell-off spurred by valuation concerns for lofty tech stocks. Shares have undercut… Related news China's DeepSeek Releases New Open Source AI Model Amid Google's Gemini 3 Roll Out 11/28/2025China's DeepS ...

Gemini 3 is out and it may change the landscape in artificial intelligence. Benchmarks have it performing better than GPT-5, and Google is leaning into its competitive advantages in AI tech.In this podcast, Motley Fool contributors Travis Hoium, Rachel Warren, and Jon Quast discuss:Gemini 3.Anthropic's capital raise.Bitcoin is down, but is it out?Why Target is falling behind in retail.To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center. When you're ready to invest, ch ...

Investors have been swamped with headlines comparing today’s market, particularly the artificial intelligence (AI) trade, to dot-com days. “Big Short” investor Michael Burry has also joined the “AI bubble” chorus, launching his Substack after deregistering Scion Asset Management. While comparing Nvidia’s (NVDA) price action over the last three years to that of Cisco (CSCO) in the late 1990s has been a pastime for many, the latest comparison has come in terms of dividend yield, with the S&P 500 Index’s ($SP ...

Core Insights - Sands Capital Select Growth Strategy reported a portfolio return of 6.3% (net) for Q3 2025, underperforming the benchmark's 10.5% gain, driven by strong corporate earnings and AI enthusiasm [1] - Oracle Corporation (NYSE:ORCL) is highlighted as a key stock, with a one-month return of -25.55% and a 12.18% gain over the last 52 weeks, closing at $204.96 per share with a market cap of $584.298 billion [2][4] Company Analysis - Oracle Corporation is emerging as a leader in AI infrastructure, transitioning from a second-tier competitor to a primary provider for major AI companies, supported by significant customer commitments from firms like OpenAI [3] - The long-term growth potential for Oracle increasingly relies on its cloud infrastructure business, despite its established database and ERP software segments contributing to current revenues [3] - The number of hedge funds holding Oracle shares increased from 97 to 124 in the second quarter, indicating growing interest, although some analysts suggest other AI stocks may offer better upside potential [4]

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. On Tuesday, Wedbush analyst Dan Ives reiterated that the AI market is far from a bubble and still in the early stages of growth. AI Boom Far From Over, Wedbush Analyst Says "This is just the start," Ives said on CNBC's Closing Bell Overtime, while predicting that the tech bull market would continue for another two years. He cited the example of Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL), saying that it wa ...

Market Overview - Major stock indices are experiencing gains, with the Dow and S&P 500 up approximately 0.8% and the NASDAQ nearly 1% [2][3] - If the current trend continues, the NASDAQ could end a three-week losing streak, marking its first positive week in four weeks [3] - Cryptocurrency market shows a rebound, with Bitcoin rising 3.5% to around $90,000, indicating a significant recovery from last week [5] Federal Reserve Insights - The Federal Reserve's Beige Book indicates a slowdown in consumer spending and hiring, alongside rising prices [7][8] - Consumer spending has declined due to factors like the government shutdown, with retail sales also showing weaker performance [8] - The job market is showing signs of deterioration, with increased layoff announcements and hiring freezes [9] - Inflation is reported to have a moderate increase, with businesses facing higher costs due to tariffs [11][12] Global Investment Opportunities - Investors are encouraged to consider global markets, as non-US assets may benefit from a weakening dollar [15][17] - Emerging markets, particularly in Asia, are highlighted as potential areas for investment, especially in sectors linked to AI [19][21] - The AI sector remains a key focus, with expectations for continued growth and investment opportunities [27][29] Value Stocks and Investment Strategies - Value stocks are defined as those priced low relative to earnings, assets, or cash flow, presenting potential upside [33][34] - Caution is advised against value traps, where stocks appear cheap but are declining due to deteriorating business fundamentals [34][35] - A strategy for identifying value stocks includes using filters like price-to-earnings ratios and dividend yields [36][39] Company-Specific Insights - Zscaler reported a 26% growth in annual recurring revenue (ARR) and a strong free cash flow margin of 52% [80][81] - The company is focusing on cybersecurity, particularly in the context of AI, as enterprises seek to secure their AI applications [91][92] - Zscaler's competitive landscape is evolving, with a focus on zero trust architecture as a differentiator from traditional firewall solutions [88][89] AI and Technology Sector - The AI sector is experiencing significant demand, with companies like Nvidia leading the charge in chip production for AI applications [63][70] - Analysts express confidence in the long-term growth of AI, viewing it as a transformative technology across various sectors [27][66] - Companies are increasingly integrating AI into their operations, with tangible productivity improvements noted in customer support and software development [95][96]

Market Performance - US equities advanced with the Dow Jones Industrial Average rising by 171 points, or 0.4%, the S&P 500 gaining 0.5%, and the Nasdaq Composite advancing 0.7% [2] - The Dow closed more than 660 points, or 1.4%, higher on Tuesday, marking its third consecutive winning session [2] Technology Sector - Strength in major technology names supported the broader market, with Alphabet hitting record highs due to potential future use of its TPU chips by Meta Platforms [3] - Nvidia experienced a decline of more than 2.5% as investors assessed changing dynamics in the AI hardware landscape [3] Economic Indicators - Initial applications for US unemployment benefits fell to 216,000, the lowest level since mid-April, indicating a tight labor market [8] - Continuing claims rose slightly to 1.96 million, suggesting that while hiring has slowed, employers are retaining existing workers [9] Federal Reserve Expectations - Markets are pricing in over an 80% likelihood of a quarter-point rate cut by the Federal Reserve in December, influenced by dovish commentary from policymakers [5] - Kevin Hassett is emerging as a frontrunner for the next Federal Reserve chair, which could further shape expectations for lower interest rates [6][7]

Investment Rating - The industry investment rating is "Outperform the Market" and is maintained [1] Core Insights - The report highlights that the computer industry is experiencing significant growth driven by advancements in AI technology and cloud computing, with companies like Alibaba leading the charge in AI capabilities and market share [4][5][6] - Alibaba's recent financial performance shows a revenue of 247.795 billion yuan for FY26Q2, exceeding market expectations, with a year-on-year growth of 5% [4] - The report emphasizes the increasing demand for AI products, with Alibaba's cloud business achieving a revenue growth of 34% year-on-year, driven by public cloud and AI product demand [5][6] Summary by Sections Industry Overview - The closing index for the computer industry is at 5247.18, with a 52-week high of 5841.52 and a low of 3963.29 [1] Performance Analysis - The relative performance of the computer industry compared to the CSI 300 index shows fluctuations, with a notable decline of 11% from November 2024 to November 2025 [3] Company Highlights - Alibaba's AI-related products have seen a continuous three-digit year-on-year growth for nine consecutive quarters, indicating strong market demand [5] - The company is expanding its AI capabilities across various sectors, including government and finance, and is enhancing its global presence with new data centers [5][6] Investment Recommendations - The report suggests focusing on several key companies within the internet and AI sectors, including Alibaba, Tencent, and various domestic and overseas computing firms [8][9]