Market Overview - The federal government shutdown has entered its third day with no resolution, yet the stock market continues to reach all-time highs, with the S&P 500 achieving its 29th record-high close since early April [1] - The Nasdaq experienced a modest decline, marking its 30th record close on Thursday, while both indices recorded four positive weeks out of the last five [1] Sector Performance - The healthcare sector was the strongest performer for the week, driven by significant gains in life sciences firm Danaher (over 16%) and drugmaker Eli Lilly (nearly 16%) following President Trump's deal with Pfizer [1] - Utilities and information technology sectors followed, benefiting from the ongoing artificial intelligence trade, with utilities boosted by power demands for AI data centers [1] Company Highlights - **Nike**: The company reported quarterly earnings that exceeded Wall Street expectations, with revenue increasing by 1% instead of the previously forecasted mid-single-digit decline. This improvement is attributed to CEO Elliott Hill's turnaround strategy [1] - **Bristol Myers Squibb**: The company saw a surge in stock prices amid a relief rally in large-cap drug names but was trimmed for cash to pursue better opportunities. The long-term outlook depends on a key trial for its schizophrenia drug, Cobenfy [1] - **Boeing**: The stock was purchased after a drop in gains related to easing FAA restrictions, which could allow for increased production and improved free cash flow. However, the debut of the new 777X jet has been delayed to early 2027 [1] - **Costco**: A small purchase of additional shares was made despite recent rough patches, as the company continues to show consistent market share gains and durable growth [1] Analyst Ratings - **Wells Fargo**: Morgan Stanley downgraded the stock to hold, citing a lack of near-term catalysts and limited upside due to the Fed's interest rate cuts. However, the company is diversifying its revenue streams beyond net interest income [1] - **GE Vernova**: RBC Capital Markets downgraded the stock to hold, reducing the price target due to challenges in the wind turbine business and valuation concerns [2] - **Apple**: Jefferies downgraded Apple to underperform, suggesting that demand for the latest iPhone models is already priced in. However, there is skepticism about the downgrade due to Jefferies' frequent rating changes and belief in Apple's potential for future innovation [2]

南方财经记者郑玮 广州报道 华为、比亚迪、腾讯、美的、顺丰、立讯精密、碧桂园……在最近公布的2025年《财富》世界500强排 行榜上，粤商拿下18席。其中，华为和比亚迪两家民营企业冲进榜单前100强，立讯精密则凭借373.577 亿美元营收拉动排名上升65位，升幅领跑。 面对世界银行眼中"正遭遇强劲逆风"的全球经济，粤商仍然交出了亮眼成绩。这是一个以秦汉"海上丝 绸之路"为起点，在清代广州"一口通商"政策下崛起，再于改革开放时期乘风而上、高速成长的企业家 群体。到现在，值此世界百年未有之大变局加速演进、全球经济周期新旧交替之时，粤商仍挺立潮头。 截至2025年9月3日，广东全省登记在册经营主体2000.19万户，占全国1/10，经营主体总量稳居全国第 一。2025年前8个月，广东全省新设经营主体212.69万户，其中新设"四新经济"企业41.46万户，占全省 新设企业总量的37.92%，新质生产力持续迸发。 进入2025年，粤商也站上了新的发展方位。随着民营经济发展局设立、民营经济促进法落地，系列动作 释放出的"公平竞争"信号，为广东全省超900万户企业带来了更多信心与底气。在此推动下，粤商正加 速竞逐人工智 ...

Core Viewpoint - Computing power is the engine of the digital economy, becoming a core resource in the intelligent transformation of society, especially with the rise of AI models [1] Group 1: Current State of Computing Power in China - As of June 2023, China's total number of operational computing power centers reached 10.85 million standard racks, with intelligent computing power at 788 EFlops, ranking among the top globally [1] - The rapid iteration of AI raises concerns about insufficient computing power [1] Group 2: Huawei's Strategy - Huawei is adopting a differentiated path by constructing a new computing supply system based on "super nodes + clusters" to address the increasing demand for computing power and external limitations in chip manufacturing [2] - The "super node" concept integrates computing chip resources to create a low-latency, high-bandwidth computing entity, enhancing computing efficiency for training and inference of large models [2] - Huawei's latest super node products, Atlas 950 SuperPoD and Atlas 960 SuperPoD, support 8,192 and 15,488 Ascend cards respectively, with the computing power scale of the new clusters exceeding 500,000 and reaching 1 million cards [3] Group 3: Future Outlook and Innovations - Huawei aims to innovate systematically with the "super node + cluster" approach, providing sustainable and scalable computing power for China's AI development [3] - The company plans to advance its computing capabilities at a pace of nearly one generation per year, doubling the computing power each time [3] - Huawei has introduced the UnifiedBus protocol to overcome technical bottlenecks in large-scale super node interconnection, promoting an open ecosystem for computing power [5][6] Group 4: Open Source and Ecosystem Development - Huawei is committed to open-sourcing its Ascend hardware to accelerate developer innovation and build a robust ecosystem [6] - The trend towards open-source technology is seen as essential for the construction of a computing ecosystem, with significant implications for reducing computing costs and fostering comprehensive system innovation [6][7] - Recent government policies are aimed at strengthening the open-source landscape, providing a supportive environment for the development of the computing ecosystem in China [7]

Hewlett Packard Enterprise Company (NYSE:HPE) is one of the best growth stocks under $30 to buy. On September 16, Bernstein initiated coverage of Hewlett Packard Enterprise with a Market Perform rating and $24 price target. Prior to this announcement, the company released its Q3 2025 earnings report, where the company’s total revenue reached $9.1 billion, which was an increase of 18% year-over-year. This growth was fueled by momentum in AI, networking, and hybrid cloud. A major highlight was the completed ...

央广网北京9月18日消息（记者 殷雨婷）今日，华为全联接大会2025在上海启幕，华为副董事长、 轮值董事长徐直军发表题为"以开创的超节点互联技术，引领AI基础设施新范式"的主题演讲，正式发布 全球最强算力超节点和集群。 徐直军指出："算力过去是，未来也将继续是人工智能的关键，更是中国人工智能的关键，"并再次 强调："基于中国可获得的芯片制造工艺，华为努力打造'超节点+集群'算力解决方案，来满足持续增长 的算力需求。" 徐直军认为，超节点在物理上由多台机器组成，但逻辑上以一台机器学习、思考、推理。华为发布 了最新超节点产品 Atlas 950 SuperPoD和Atlas 960 SuperPoD超节点，分别支持8192及15488张昇腾卡， 在卡规模、总算力、内存容量、互联带宽等关键指标上全面领先，在未来多年都将是全球最强算力的超 节点。基于超节点，华为同时发布了全球最强超节点集群，分别是Atlas 950 SuperCluster和 Atlas 960 SuperCluster，算力规模分别超过50万卡和达到百万卡，是当之无愧的全世界最强算力集群。 徐直军表示，基于全球最强算力的超节点和集群，华为对于为人工 ...

Once the biggest company in the world for years at a stretch, Apple now ranks 3rd, having fallen behind Nvidia and Microsoft. Both companies have benefited in some way from the AI boom—by selling GPUsI am Shubhm Thakkar, an MBA student at the Indian Institute of Management—Indore. I cleared the CFA Level 1 examination that was held in May 2023 and the CFA Level 2 conducted in November 2024. I am also a candidate for the CFA Level 3 examination to be held in February 2026. IIM Indore consistently ranks in th ...

This story was originally published on CFO.com. To receive daily news and insights, subscribe to our free daily CFO.com newsletter. Ranjith Roy | Yum Brands Ranjith Roy was promoted to chief financial officer of Yum Brands, the parent company of fast food chains KFC, Taco Bell and Pizza Hut. Roy joined Yum in 2024 as chief strategy officer and treasurer from food e-commerce marketplace Goldbelly, where he served as CFO for three years. For over 15 years, he led investment banking relationships for restaura ...

超微电脑表示，该公司目前正在向全球客户交付具备即插即用(PnP)功能的英伟达HGX B300系统以及 GB300NVL72机架。 早在6月初，超微电脑就推出了一系列专为英伟达Blackwell架构打造的企业级人工智能解决方案，旨在 加速在欧洲市场的人工智能工厂部署。 截至发稿，超微电脑盘后涨4.10%。 超微电脑(SMCI.US)周四表示，已开始批量交付英伟达(NVDA.US)Blackwell Ultra解决方案。 ...

Group 1: Core Insights - Ten Philippine firms made it to Time and Statista's World's Best Companies list for 2025, with Ayala Corp. ranking the highest at 210th place, scoring 86.26 out of 100 [1] - The ranking criteria included employee satisfaction, revenue growth, and sustainability transparency [1][9] - Ayala Corp. ranked 95th in employee satisfaction and 587th in sustainability transparency [1] Group 2: Company Rankings and Scores - Security Bank Corp. ranked 369th with a score of 84.04, placing 146th in employee satisfaction and 534th in sustainability transparency [2] - SM Investments Corp. placed 407th with a score of 83.46, ranking 522nd in employee satisfaction and 747th in sustainability transparency [3] - China Banking Corp. was ranked 882nd with a score of 75.62, placing 639th in employee satisfaction and 927th in sustainability transparency [3] Group 3: Additional Companies on the List - Jollibee Foods Corp. ranked 685th with a score of 79.29, 211th in employee satisfaction and 913th in sustainability transparency [4] - Union Bank of the Philippines ranked 764th with a score of 78.15, 321st in employee satisfaction and 771st in sustainability transparency [5] - International Container Terminal Services Inc. ranked 828th with a score of 76.87, 790th in employee satisfaction and 846th in sustainability transparency [5] Group 4: Revenue Growth Insights - Ayala and SM Investments recorded "very high" revenue growth, while Security Bank, Jollibee, ICTSI, Chinabank, JG Summit, and Filinvest scored "high" [7] - UnionBank and Robinsons Retail revenues were categorized as "moderate" [7] Group 5: Global Context - Nvidia topped the 2025 ranking, becoming the first public company to reach a $4 trillion market value, driven by AI demand and a strong gaming division [7] - Microsoft ranked second, benefiting from revenue surges due to AI and cloud computing [7] - Apple, last year's No. 1, was dropped from the list due to a revenue decline linked to falling behind in AI [8]

Core Insights - The Schwab U.S. Dividend Equity ETF has shown significant growth, with a 45% increase over the past five years and over 130% in the last ten years, driven by the quality of its holdings and stock buyback programs [1][3][6] - The ETF is based on the Dow Jones U.S. Dividend 100 Index, which emphasizes reliable dividend payments, cash flow, and return on equity, distinguishing it from traditional cap-weighted funds [2][4] - The Vanguard Dividend Appreciation ETF has approximately $100 billion in assets and focuses on reliable dividend growers, with notable holdings including Broadcom, Microsoft, and JPMorgan, and has seen its quarterly payments nearly double over the past decade [7][8] - The Vanguard Dividend Appreciation ETF has produced a 186% price increase over the last ten years, benefiting from the rise of technology stocks [9] - The Vanguard High Dividend Yield ETF currently has a modest yield of 2.5%, which is below expectations, and has been affected by the performance of its largest holdings [13][15][17] ETF Performance and Characteristics - The Schwab U.S. Dividend Equity ETF offers a trailing yield of just under 3.8%, appealing to income-focused investors, although higher yields can be found elsewhere [3][6] - The Vanguard Dividend Appreciation ETF's yield is relatively low at just over 1.6%, primarily due to its selection criteria that exclude high-yield stocks [10][11][12] - The Vanguard High Dividend Yield ETF's yield has decreased significantly since late 2023, as its largest holdings have outperformed in the broader market [15][16][17] Investment Considerations - Dividend stocks and ETFs provide a simpler solution for investors seeking reliable income that grows over time, with ETFs being less hassle than individual stock purchases [5] - The Schwab U.S. Dividend Equity ETF is recommended for income investors seeking relative safety, despite trailing the S&P 500 in performance when dividends are not reinvested [6] - The Vanguard High Dividend Yield ETF may not be a suitable investment currently due to its underwhelming yield and market conditions affecting its performance [13][17]