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Cathie Wood's ARK Invest Says Apple's Reliance On Google For AI Signals Deeper Trouble - Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOG)
Benzinga· 2026-01-15 08:28
Apple Inc.'s (NASDAQ:AAPL) decision to outsource its artificial intelligence (AI) foundation to Alphabet Inc.‘s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google is not a strategic masterstroke but a sign of a company in “huge, hairy trouble,” according to the research team at Cathie Wood's ARK Invest.‘Strategic Disaster’During the latest episode of ARK’s “The Brainstorm,” Chief Futurist Brett Winton offered a scathing critique of the newly announced partnership that will see Google's Gemini models power Siri.Winton char ...
Zimtu Capital Corp. – Early Warning News Release
Accessnewswire· 2026-01-15 02:50
Core Viewpoint - Zimtu Capital Corp. has acquired 2,400,000 shares of Apex Critical Metals Corp. at a price of $0.06667 per share, increasing its ownership stake in Apex to 10.87% on an undiluted basis and 7.58% on a partially diluted basis [1][2][3] Group 1: Acquisition Details - Zimtu acquired 2,400,000 shares of Apex, which represents an increase in its ownership from 7.75% to 10.87% of the issued and outstanding common shares of Apex on a fully diluted basis [2] - Prior to the acquisition, Zimtu owned 5,547,216 common shares of Apex [2] - Following the acquisition, Zimtu holds a total of 7,947,216 common shares and 278,336 share purchase warrants of Apex [2] Group 2: Regulatory Compliance - The acquisition exceeded 2% of the issued and outstanding common shares of Apex, triggering the requirement to file a news release under National Instrument 62-103 and National Instrument 62-104 [3] - Zimtu will file an early warning report regarding the acquisition, which will include additional information available on Apex's SEDAR profile [3] Group 3: Company Overview - Zimtu Capital Corp. is a public investment issuer focused on long-term capital appreciation for its shareholders, with operations in various sectors including mineral exploration, mining, technology, and life sciences [4] - The company trades on the TSX Venture Exchange under the symbol "ZC" and on Frankfurt under the symbol "ZCT1" [4]
Warren Buffett Stepped Down, but His Timeless Investment Advice Can Help You Build Wealth for Years to Come
Yahoo Finance· 2026-01-14 11:50
Core Insights - Warren Buffett served as CEO of Berkshire Hathaway from 1965 until the end of 2025, transforming it into a $1 trillion conglomerate with over 60 wholly owned subsidiaries and minority stakes in more than 40 companies [1] - During Buffett's tenure, Berkshire stock achieved a compound annual return of 19.7%, turning a $500 investment in 1965 into $24.2 million today [2] - Buffett recommends low-cost index funds, specifically the Vanguard S&P 500 ETF, for typical investors to build wealth [3] Company Overview - Berkshire Hathaway is a conglomerate with a diverse portfolio, including significant stakes in various sectors such as financials, consumer discretionary, and technology [1][8] - The company has a strong market presence, with its stock performance heavily influenced by its largest holdings in technology companies [7] Investment Strategy - The S&P 500 index is widely followed due to its diverse composition of 500 companies from 11 economic sectors, rebalanced quarterly to maintain high-quality standards [5][6] - The index is weighted by market capitalization, with the information technology sector holding a significant 33.7% weighting, which includes major companies like Nvidia, Apple, and Microsoft [7] - Other notable sectors include financials at 13.5%, consumer discretionary at 10.6%, and communication services at 10.5% [8][9]
硅谷超级富豪们正在仓皇逃离加州
投中网· 2026-01-14 06:35
以下文章来源于新浪科技 ,作者努力码稿的小浪 新浪科技 . 一手掌握,科技"鲜"闻 将投中网设为"星标⭐",第一时间收获最新推送 还是因为钱的事。 作者丨 郑 峻 加州讨论中一次性的5%超级富豪税,究竟是推动社会平等,缩小财富差距,还是在杀鸡取卵,扼杀创新?无论最终是否落地,超级富豪们都已经提前 开始跑路了。 预算赤字找超级富豪? 加州是美国最富裕和人口最多的州。按照GDP计算,加州是全球第四大经济体,仅次于美国中国和日本。硅谷更是全球科技创新胜地,涌现了苹果、谷 歌、Meta等一代代的科技巨头,改变了全球民众的工作与生活方式,造就了一批又一批亿万富豪。 然而,这个创富神话之地正陷入一场前所未有的财政困境。根据加州立法分析办公室的最新预测,2026-27财年该州将面临近180亿美元的预算赤字, 这已经是加州连续第四年出现财政缺口。更令人担忧的是,结构性赤字可能在2027-28财年攀升至350亿美元。 为何最富有的加州会面临财政危机?这并非简单的周期性财政波动。尽管AI热潮推动的股市繁荣为加州带来了强劲的税收增长,但不断膨胀的公共开 支,尤其是医疗补助计划MediCal,正在以更快的速度吞噬财政收入。加州已经连 ...
Prediction: After Underperforming the Nasdaq for 8 of the Last 10 Years, the Dow Will Beat the Nasdaq and S&P 500 in 2026
Yahoo Finance· 2026-01-13 17:20
Key Points The Dow’s price-weighted structure is a fundamental difference that heavily affects its performance. The Dow has far more exposure to financial stocks than the market-cap weighted Nasdaq and S&P 500. Balancing a growth-heavy portfolio with dividend-paying Dow stocks is a great way to boost diversification. 10 stocks we like better than Dow Jones Industrial Average › The Dow Jones Industrial Average (DJINDICES: ^DJI) had a great year in 2025, with a total return of 14.9%. But it still ...
Will the Collaboration With Google Push Up Apple Stock in 2026?
ZACKS· 2026-01-13 15:51
Core Insights - Apple has entered a multi-year collaboration with Alphabet to utilize Google's Gemini models and cloud technology for its AI initiatives, particularly enhancing Apple Intelligence features like Siri [1][7] - The partnership aims to address Apple's challenges in AI execution and timeliness, which have hindered its competitive position against companies like Alphabet, Microsoft, and Amazon [2][4] Group 1: AI Collaboration and Impact - The collaboration with Alphabet is expected to resolve Apple's issues related to the timing and execution of its AI features, which have been lagging behind competitors [4][7] - Apple Intelligence is projected to significantly contribute to the growth of Apple's Services segment, which currently accounts for approximately 26% of net sales [4][7] Group 2: Services Business Growth - Apple's Services segment, which includes advertising, AppleCare, Cloud Services, and digital content, is benefiting from an expanding base of installed devices and a growing user base [5][6] - In 2025, the App Store recorded over 850 million average weekly users globally, with developers earning over $550 billion since 2008, indicating strong engagement on Apple's platform [6] Group 3: Market Performance and Valuation - Apple shares have increased by 11.3% over the past 12 months, underperforming the Zacks Computer and Technology sector, which saw a return of 29.9% [7][8] - The current valuation of Apple stock is considered stretched, with a forward price/sales ratio of 8.27X compared to the sector's 7.47X and Amazon's 3.3X [11]
Elizabeth Warren Presses SEC Over Trump's Crypto 401(k) Plan—Here's The Conflict
Benzinga· 2026-01-13 15:14
Senator Elizabeth Warren (D-Mass.) demanded answers from SEC Chair Paul Atkins on how the agency will protect retirement savers after President Trump cleared the way for crypto in 401(k) plans, warning Trump’s family made $1.2 billion from crypto since taking office.Warren Says Trump’s Crypto Push Creates Conflict Of InterestWarren on Monday sent a letter to Atkins as the Senate Banking Committee negotiates crypto market structure legislation, warning the bill as currently drafted could weaken SEC authority ...
Navigating Tuesday’s Market Open: Inflation Data, Bank Earnings, and Tech Partnerships Shape Early Trading
Stock Market News· 2026-01-13 15:07
Market Overview - The U.S. stock market opened on January 13th, 2026, with major indexes showing mixed to slightly lower performance as investors reacted to inflation data and the start of the fourth-quarter earnings season [1] - The Dow Jones Industrial Average (DJIA) was down approximately 0.5% at the open, while the S&P 500 (SPX) saw a modest decline of around 0.1% [2] - The Nasdaq Composite (IXIC) was trading near flat, indicating stability in tech stocks despite broader market hesitancy [2] Economic Data - The December Consumer Price Index (CPI) report showed a year-over-year increase of 2.7%, consistent with November's figure, while "core" prices rose 2.6%, below the consensus projection of 2.8% [4] - Investors are also monitoring new home sales figures, the NFIB small business optimism index, and updates on the U.S. budget deficit [5] Earnings Season - The fourth-quarter earnings season began with major U.S. banks reporting mixed results; JPMorgan Chase (JPM) reported adjusted profits that beat expectations but had slightly lower revenue [6] - Bank of New York Mellon (BK) reported a rise in profit and record revenue for 2025, while Delta Air Lines (DAL) disappointed with its fiscal 2025 fourth-quarter profit and guidance, leading to a nearly 6% drop in shares [6] Corporate Developments - Apple (AAPL) is reportedly integrating Google's (GOOGL) Gemini AI into its Siri voice assistant, which could impact both companies and the AI landscape [11] - SK Hynix announced plans to build a $13 billion chip packaging plant in South Korea, indicating rising demand for AI chips [11] - U.S. Bancorp (USB) is acquiring BTIG for up to $1 billion in cash and stock [11] - Walmart (WMT) shares increased by 3.0% following its inclusion in the Nasdaq 100 index and the introduction of new AI features [11]
Prediction: This Spectacular Vanguard ETF Will Beat the S&P 500 (Again) in 2026
Yahoo Finance· 2026-01-13 14:10
Key Points The S&P 500 index gained 17% during 2025, but the S&P 500 Growth index soared by 21%. The S&P 500 Growth index invests in 216 of the best-performing growth stocks from the regular S&P 500 and disregards the rest. The Vanguard S&P 500 Growth ETF gives investors a simple way to own a slice of the growth index, and it could beat the market again in 2026. 10 stocks we like better than Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF › The S&P 500 (SNPINDEX: ^GSPC) is a stock market in ...
The market's Powell reaction, JPMorgan earnings, Siri's AI upgrade and more in Morning Squawk
CNBC· 2026-01-13 13:01
Group 1: Corporate Earnings - JPMorgan Chase & Co. exceeded analyst expectations for the fourth quarter, resulting in a 1% increase in premarket trading shares, with stronger-than-forecasted trading revenue [2][3] - Delta Air Lines shares fell 5% after reporting slightly lower revenue than anticipated for the fourth quarter, but it beat earnings per share expectations and projected a 20% profit increase in 2026, citing strong travel demand [5][6] Group 2: Market Reactions - Bank stocks, including JPMorgan, faced a challenging session following President Trump's proposal for a 10% cap on credit card interest rates, which industry executives view as potentially harmful to their business models [4] - Shares of Alphabet rose after the announcement of an AI-powered upgrade for Siri, helping the company reach a $4 trillion market cap [10][11] Group 3: Economic Policies - President Trump announced a 25% tariff on any country doing business with Iran, aimed at economically isolating the country, following threats of military action over the killing of anti-government protesters [8][9]