评级与财务展望 - 穆迪评级机构于12月17日将公司的高级无担保评级从Baa3上调至Baa2 并维持稳定展望[1] - 评级上调基于对公司信用状况将持续改善的预期 主要驱动力是盈利能力提升[2] - 穆迪预计公司营收将增长超过20% 并在2027财年达到100亿美元[2] 业务与市场定位 - 公司专注于半导体开发与生产 业务重心在数据中心领域[4] - 公司已构建一系列技术支持数据中心内的加速计算和高速网络[2] - Stifel认为公司是为现代AI系统提供全面垂直集成解决方案的少数供应商之一[3] - 公司的产品组合使其能够提供跨越数据中心技术每一层的端到端连接解决方案[3] 增长驱动因素 - 预计营收增长将受到运营商基础设施和企业网络细分市场需求复苏的推动[2] - 公司被列为2026年前值得购买的最佳优质股票之一[1] 机构观点 - Stifel于12月10日重申对公司股票的买入评级 目标价为114美元[3]

​NIKE, Inc. (NYSE:NKE) is one of the Best Quality Stocks to Buy Before 2026. The share price of NIKE, Inc. (NYSE:NKE) has fallen more than 10.8% since the release of its fiscal Q2 2026 earnings on December 18. As a result, Wall Street adjusted its price targets accordingly. However, the general analyst consensus remains positive with the 12 month average price target reflecting more than 31% upside from the current level. ​The decline in share price came despite the company beating expectations. During t ...

ServiceNow, Inc. (NYSE:NOW) is one of the Best Quality Stocks to Buy Before 2026. On December 15, ServiceNow, Inc. (NYSE:NOW) announced the completion of the acquisition of Moveworks. ​ Moveworks is an AI assistant company specializing in enterprise search and conversational AI. Management noted that the deal combines the company’s backend strengths in agentic AI and intelligent workflows with Moveworks’ user-friendly frontend for natural language interactions, search, and reasoning. As a result, ServiceN ...

公司近期表现与市场动态 - 公司股价年初至今已上涨超过76.9% [1] - 12月17日股价进一步上涨 因有报道称公司董事长兼首席执行官苏姿丰会见了中国工业和信息化部部长 [1] - 华尔街对公司保持积极看法 例如Mizuho Securities重申买入评级 目标价从279美元微调至277美元 Truist Financial亦重申买入评级 目标价为201.06美元 [4] 中国市场战略与重要性 - 公司首席执行官确认将深化在中国的投资承诺 [2] - 公司认为中国将为包括公司在内的外资企业提供更大的商业机会 [2] - 在2024财年 中国和香港市场合计为公司贡献了约62亿美元的收入 是公司的第二大市场 [3] 行业与政策环境 - 有报道称前总统特朗普的声明暗示可能放宽对英伟达H200芯片的出口管制 并可能对英特尔和公司的管制有所放松 [3] - 公司是一家全球半导体公司 制造GPU、微处理器和高性能计算解决方案 服务于游戏、数据中心和人工智能等多个高增长行业 [5]

​Salesforce, Inc. (NYSE:CRM) is one of the Best Quality Stocks to Buy Before 2026. On December 17, Salesforce, Inc. (NYSE:CRM) announced that Novartis (NYSE:NVS) has selected the company’s Agentforce Life Sciences for Customer Engagement to connect patients and Healthcare professional experiences. ​Novartis has already invested in the company through Agentforce Health, 360 for Health & Life Sciences, MuleSoft for Life Sciences, and Agentforce Marketing. Now it plans to unify the engagement across marketin ...

​Salesforce, Inc. (NYSE:CRM) is one of the Best Quality Stocks to Buy Before 2026. On December 17, Salesforce, Inc. (NYSE:CRM) announced that Novartis (NYSE:NVS) has selected the company’s Agentforce Life Sciences for Customer Engagement to connect patients and Healthcare professional experiences. ​Novartis has already invested in the company through Agentforce Health, 360 for Health & Life Sciences, MuleSoft for Life Sciences, and Agentforce Marketing. Now it plans to unify the engagement across marketin ...

Key Points Nuclear power has gained significant investor interest, with the Global X Uranium ETF rising 65% over the past year. Companies like Oklo and Nano Nuclear have garnered interest for their nuclear reactor technology. Utility provider Constellation Energy is the largest nuclear power operator in the U.S. and has secured some major deals. 10 stocks we like better than Constellation Energy › Nuclear power has become a hot topic this year, capturing investors' attention with its long-term p ...

Toro riding mower on a bright green lawn, reflecting strong outdoor equipment demand and steady performance trends. Key Points Toro’s stock is trying to carve out a base after a tough stretch, with price action suggesting the selling pressure may be easing. The company is managing through near-term headwinds while pointing investors toward a firmer fiscal 2026 setup. Capital returns and large-holder positioning are part of the backdrop as the market looks for confirmation in upcoming updates. Interest ...

(Bloomberg) — Louis Gerstner, who took over International Business Machines Corp. when it was on its deathbed and resuscitated it as a technology industry leader, died Saturday. He was 83. IBM (IBM) chairman and CEO Arvind Krishna announced Gerstner’s death in an email sent Sunday to its employees, but didn’t provide a cause of death. Most Read from Bloomberg Gerstner’s nine-year tenure as chairman and CEO of the company known as “Big Blue” is often used as a case study in corporate leadership. On Apr ...

You hopped on the crypto bandwagon and made a decent profit in bitcoin, now what? As you stare down your gains, wondering what to do next, it can be easy to chase more of the same returns, but financial experts warn that can be risky. With bitcoin’s volatility and the uncertainty of emerging digital assets, the way you manage your profits now can shape your financial security for years to come. Financial experts explain what your next move should be, as well as a few steps to take after that. Secure You ...