Last week’s tech chaos explained… why Alphabet and Amazon’s spending shocked Wall Street… the Stage 1 to Stage 2 transition… which stocks face existential threat from AI… and how Louis and Luke are positioning for the winnersLast week brought a gut punch for tech investors.Early in the week, Big Tech stocks got hammered. The S&P 500 software and services group shed roughly $1 trillion in market value. Microsoft, Salesforce, ServiceNow – names that seemed untouchable just weeks ago – were all down sharply. B ...

周五美股成交额第1名英伟达收高2.4%，成交371.99亿美元。高盛将英伟达目标价定为250美元，预计 Q4营收将达673亿美元 高盛认为，英伟达有望带来20亿美元的营收"惊喜"。该行分析师预计，英伟达2025财年第四季度营收将 达到673亿美元，同时在盈利端也将超出市场预期。 "我们预计英伟达在第四财季的营收将超出预期约20亿美元，而我们对第一财季营收的预测也比市场共 识高出8%。" 高盛分析师在研究报告中写道，"我们对第四财季和第一财季的每股收益（EPS）预测， 分别比市场高出5%和9%。" 上周晚些时候，Stifel也进行了类似的评级下调，分析师对微软Azure云计算业务的增长速度提出警告。 Melius分析师Ben Reitzes写道："由于Anthropic推出的Cowork等产品，微软强大的365软件可能会面临挑 战，甚至可能为了保持竞争力而不得不免费提供 Copilot，这将损害其利润最丰厚的'生产'部门的增长和 利润率，消耗Azure的内部产能，限制该业务超预期的表现。" 第7名美光收跌2.84%，成交117.64亿美元。半导体研究机构指出，美光或无缘Rubin首年订单，HBM4 成韩系寡头内 ...

Michael Fitzsimmons is a retired electronics engineer and avid investor. He advises investors to construct a well-diversified portfolio built on a core foundation of a high-quality low-cost S&P500 fund. For investors who can tolerate short-term risks, he advises an over-weight position in the technology sector, which he believes is still in the early stages of a long-term secular bull-market. For dividend income, and as a 4th generation oil & gas man, Fitzsimmons suggests investors consider a position in la ...

Understanding the Power Inflow SignalThe Power Inflow alert is a proprietary signal developed and provided by TradePulse. The alert is issued within the first two hours of the trading day, it highlights when there is a significant shift in order flow, specifically indicating that there's been a strong trend toward buying activity. This suggests a high probability of bullish price movement for the rest of the day, making it a potentially strategic and opportune entry point for active traders.Order flow analy ...

Small deep value individual investor, with a modest private investment portfolio, split approx. 50%-50% between shares and call options. I have a B.Sc. in aeronautical engineering and over 6 years of experience as an engineering consultant in the aerospace sector. The latter statement is not relevant in any way whatsoever to my investment style, but I thought to add it for self-indulgent purposes. I have a contrarian investment style, highly risky, and often dealing with illiquid options. How illiquid? Well ...

Sterling Capital's SCEP Blends AI With Human Stock PickingETF Trends is now VettaFi. Read More --Sterling Capital Management launched the [Sterling Capital Hedged Equity Premium Income ETF (SCEP)] last year. The actively managed fund uses artificial intelligence for idea generation, and human intelligence for portfolio construction to deliver a best ideas U.S. equity allocation, while employing options strategies to generate income and protect against market drops, according to Whitney Stewart, executive di ...

Sterling Capital Management launched the Sterling Capital Hedged Equity Premium Income ETF (SCEP) last year. The actively managed fund uses artificial intelligence for idea generation, and human intelligence for portfolio construction to deliver a best ideas U.S. equity allocation, while employing options strategies to generate income and protect against market drops, according to Whitney Stewart, executive director at Sterling Capital. The fund, which began trading December 12 and currently manages $214.1 ...

"AWS Certified AI Practitioner Early Adopter"I am a DevOps Engineer for a major, wholly owned subsidiary of a large-cap Fortune 500. I am a true subject-matter expert on the actual buildout, deployment, and maintenance of AI tools and applications. I have increasingly deep knowledge on the science behind generative AI systems as a result of first-hand experience with machine learning algorithms, model training, and model deployment.I am currently in the process of obtaining more advanced AWS machine learnin ...

Author's note: I present an update on my best small- and mid-cap stock ideas that insiders are buying only to subscribers of my exclusive marketplace, The Insiders Forum . Our model portfolio has roughly doubled the return of its benchmark, the Russell 2000, since its launch. To join our community and gain access to our market-beating returns, just click HERE .Shares of online retailing and hyperscaler behemoth Amazon ( AMZN ) fell 6% in a wildly up tape Friday after it said it was budgeting $200 billion fo ...

Renault plans to buy out stakes held by Volvo Group and shipping firm CMA CGM in their electric van joint venture Flexis, French newspaper Le Monde reported on Monday, following a review of the busine... ...