Artificial intelligence is transforming Atlassian's flagship software products.Atlassian (TEAM 2.67%) offers a portfolio of software products designed to help organizations boost productivity by streamlining workflows and encouraging collaboration between employees. Artificial intelligence (AI) is making these products significantly more effective, which is driving an acceleration in the company's revenue growth.Atlassian stock is still trading below its 2021 record high, when a frenzy in the technology sec ...

Alphabet's stock looks relatively cheap compared to the rest of the "Magnificent Seven."Whenever a publicly traded business faces a big risk or unknown, that can weigh on its valuation. For Alphabet (GOOG 0.21%) (GOOGL 0.28%), the tech giant that owns Google and YouTube, the big concern recently was that antitrust lawsuits would result in it being forced to sell off key parts of its business.Although Judge Amit P. Mehta did rule earlier this month that the company has operated a monopoly in search, he did n ...

美股市场集中度风险 - 标普500指数前10大成分股占指数总市值近40% 为历史最高集中度水平[2] - 高集中度可能导致少数公司业绩不佳对整个指数产生严重负面影响[2] - 历史模式显示高集中度可能预示未来十年标普500回报率将低于低集中度市场[3] Invesco标普500收入ETF - 跟踪标普500所有公司但按过去12个月收入而非市值加权 并设置5%权重上限[5] - 前十大持仓权重分别为沃尔玛3.8% 亚马逊3.5% 苹果2.4% 联合健康2.3% 麦克森2.2% CVS健康2.1% 伯克希尔哈撒韦2% 埃克森美孚1.8% Cencora1.7% 摩根大通1.5%[5][6] - 2022年熊市期间下跌18% 表现优于标普500的25%跌幅 今年特朗普宣布关税时下跌15% 优于标普500的19%跌幅[6] - 过去十年回报率245% 低于传统标普500的310%回报率[7] - 管理费率为0.39% 高于美国ETF平均0.34%的水平[8] Invesco标普500等权科技ETF - 包含标普500信息技术板块全部68家公司 每家公司权重相等不受市值影响[9] - 过去十年总回报率达468% 显著超越标普500的310%回报率[11] - 科技板块是过去十年表现最好的市场板块 回报率超过第二名板块三倍以上[10] - 人工智能发展可能成为科技股重要推动力 对冲基金经理预测科技板块占美股总市值比例将从目前不足40%升至2030年的75%[11] - 管理费率为0.4% 每投资1万美元每年需支付40美元费用[12]

Nvidia CEO Jensen Huang is investing where he thinks the growth is headed.It's no secret that Nvidia (NVDA 0.27%) is a driving force in the ongoing artificial intelligence (AI) infrastructure build. Its graphics processing units (GPUs) and computing platforms are filling data centers with the power of accelerated computing.AI models are being developed, trained, and commercialized using this compute power. Nvidia has been smart to invest its own profits in the ecosystem its products have helped create.Nvidi ...

CoreWeave and Circle Internet Group held blockbuster initial public offerings earlier this year.CoreWeave (CRWV -4.96%) and Circle Internet Group (CRCL 1.94%) held initial public offerings (IPOs) earlier this year and both stocks have already posted monster returns. CoreWeave shares have tripled since March, and Circle shares have quadrupled since June.A few hedge fund managers bought one of the stocks in the second quarter. The ones below, all billionaires, are particularly noteworthy because they outperfo ...

美联储降息背景 - 美联储下调基准短期利率25个基点[2] - 降息基于经济增长放缓及就业市场疲软[2] - 2025年预计还有1-2次降息[2] 降息环境下的投资逻辑 - 低利率环境使固定收益产品（如定期存单和债券）收益下降[3] - 股息支付型股票在低利率环境下更具吸引力[3] - 三类股息型ETF有望受益于降息环境[3] 嘉信美国股息股票ETF（SCHD） - 跟踪道琼斯美国股息100指数[5] - 管理费率仅0.06%[5] - 能源板块占比最高达19.2% 必需消费品占18.8%[6] - 医疗保健（15.5%）和工业（12.5%）为主要配置板块[6] - 单一股票权重不超过5% 最大持仓为艾伯维、雪佛龙、家得宝[6] - 当前股息率达3.8% 显著高于标普500指数的1.2%[7] 公用事业精选SPDR基金（XLU） - 跟踪标普500公用事业指数 包含31家公用事业公司[9] - 涵盖电力、水务、天然气及可再生能源生产商[9] - 防御性特征显著 因民生需求刚性[10] - 受益于人工智能数据中心带来的电力需求增长[10] - 前五大持仓合计占比约40%[10] - 最大持仓NextEra能源权重11.4% 星座能源占8.3%[11] - 南方公司（7.7%）、杜克能源（7.2%）、Vistra（5.3%）紧随其后[11] - 股息率2.8% 管理费率0.08%[11] 先锋高股息率ETF（VYM） - 跟踪富时高股息率指数[12] - 管理费率0.06%[12] - 持有579只股票覆盖10个板块[12] - 金融板块单独占比21.7% 与工业、科技、医疗保健、非必需消费合计占59%[12] - 重点配置大型美国公司 博通权重6.7% 摩根大通占4.1%[13] - 埃克森美孚、强生、沃尔玛持仓均超2%[13] - 当前股息率为2.5%[13]

AutoZone is a long-established company. The stock has some merits and some concerns for investors.AutoZone (AZO 1.50%) stirred some investor nerves recently after its latest earnings report, but the fundamentals still offer promising reasons to pay attention.Let's dig into two green flags in favor of owning AZO -- and one clear red flag that tempers the bullish case.Green flag 1: Growth via expansion, not just the status quoEven as same‑store sales growth moderates, AutoZone is leaning into expansion as a l ...

A great business is on sale, but the near-term environment may remain challenging.After a multiyear run-up, Copart (CPRT 0.02%) shares have fallen from grace in 2025. The salvage-auction leader's stock is trading about 30% below its 52-week high as investors digest softer trends in the auto ecosystem and a reset in expectations. Copart's marketplace connects insurers, finance companies, fleets, and others with a global buyer base -- and it tends to thrive when total losses are plentiful and used-vehicle val ...

These stocks are trading at low multiples of their future earnings power.It might seem impossible to find fast-growing companies in the artificial intelligence (AI) market that are undervalued, but they are out there if you look in the right places. While chips and software companies are trading at high multiples of their earnings, the companies meeting the demand for AI infrastructure like data centers trade at attractive valuations.Here are two undervalued stocks that could potentially double within three ...

A bold call from Wall Street has put fresh attention on a fast-growing (and still speculative) artificial intelligence (AI) infrastructure play.CoreWeave (CRWV -4.96%), the artificial intelligence (AI)-focused cloud and data-center operator, has been one of 2025's most closely watched newly public names. Shares have been volatile as investors digest a surge in sales, big contracts tied to AI demand, and the costs of building capacity at breakneck speed.Adding fuel to the debate this week, Wells Fargo's Mich ...