WASHINGTON, DC - APRIL 30: Co-Founder and CEO for Palantir Technologies Alex Karp speaks onstage during Jacob Helberg at the Hill & Valley Forum 2025 on April 30, 2025 in Washington, DC. (Photo by Jemal Countess/Getty Images for Jacob Helberg)Getty Images for Jacob HelbergAs we prepare for the fourth quarter of 2025, I find it very useful to look at the strongest stocks in 2025. I sort stocks on a year-to-date percent change basis. This exercise helps me easily spot “leading” stocks and it helps remove emot ...

Following recent channel checks, the supply chains of Nvidia (NASDAQ:NVDA) and Broadcom (NASDAQ:AVGO) “sound the best,” as upward revisions are coming to chip-on-a-wafer-substrate supply, KeyBanc Capital Markets said. “NVDA is now revising up its [chip-on-a-wafer-substrate] demand modestly this year to 370K interposers, which ...

Let's bring in Kevin Green, senior markets correspondent right away to help set up the action today. All right, KG. Uh, the month is winding down and it seems like this one obviously is going to be a win for the bulls, but I wonder if there is some underestimating of potential pain points to come.What's your take. >> Yeah, I would agree. I mean at the end of the day we did have a really decent uh you know September and we are going into the last uh quarter of this year but we have seen outperformance when i ...

My previous bullish call on Broadcom (NASDAQ: AVGO ) aged well as the stock gained almost 25% since late June, outperforming the broader U.S. equity market by a long way. The company’s management continues toI am a highly experienced Chief Financial Officer (CFO) with a strong background in the oilfield and real estate industries. With over a decade of experience in finance, I have led numerous complex due diligence efforts and M&A transactions, both domestically and internationally.In recent years, I have ...

In this article, we will take a detailed look at the 10 AI Analyst Calls You Should Pay Attention To.Byron Deeter, Bessemer Venture Partners partner, said in a latest program on CNBC that he believes the notion that the AI boom is similar to the dot-com bubble is wrong. He believes AI spending and stock valuations are high but not “irrational.” “I think the anxiety is well-founded as people are trying to figure these cycles out, but I absolutely refute the dot-com analogy. We’re looking at a market here whe ...

周一（9月29日），美股三大指数集体上涨。 截至收盘，道琼斯指数涨0.15%，报46316.07点；标普500指数涨0.26%，报6661.21点；纳斯达克综合指数涨0.48%，报22591.15点。 | 代码 | 名称 | 最新价 | 涨跌额 | 涨跌幅 | | --- | --- | --- | --- | --- | | .DJI | 道琼斯指数 | 46316.07 | +68.78 | 0.15% | | SPX | 标普500指数 | 6661.21 | +17.51 | 0.26% | | .IXIC | 纳斯达克综合指数 | ○ 22591.15 ● | +107.09 | 0.48% | 上周，三大指数集体走弱。标普500指数创8月1日来最差单周表现，纳指也创8月初以来最弱的一周，道琼斯指数则出现三周来的首次下 跌。 分析认为，围绕人工智能交易的质疑声给大盘带来压力，一些交易员怀疑英伟达和OpenAI之间的人工智能基建合作计划能否持续带动股市 上涨。 对此，巴克莱美国股票策略主管Venu Krishna表示，人工智能行业的资本支出仍在为市场提供推动力，"资本支出增长势头没有放缓的迹 象。" ...

akinbostanci/E+ via Getty Images Dear Baron Durable Advantage Fund Shareholder: We had a great quarter. Baron Durable Advantage Fund® (the Fund) increased 15.6% (Institutional Shares) during the second quarter, compared to the 10.9% gain for the S&P 500 Index (the Index), the Fund’s benchmark. Year to date, the Fund is up 7.5%, compared to the 6.2% gain for the Index. Annualized performance (%) for period ended June 30, 2025 Fund Retail Shares1,2 Fund Institutional Shares1,2 S&P 500 Index1 3 Mo ...

Inside the technology industry are two major sub sectors: semiconductors and software. Semis continue to lead. The VanEck Semiconductor ETF is up 33% year to date, more than doubling returns of the . On the weekly chart, the semiconductor ETF has struggled with overhead resistance at the very round $300 number, which acted as a ceiling in August and early September. Now with a decisive breakout above that level, prior resistance is likely a floor. The move followed a bullish double-bottom breakout in late J ...

Key Points Nvidia's GPUs are the most commonly used computing devices for AI models. Taiwan Semiconductor is a key chip provider. Broadcom's custom AI accelerators are growing in popularity. 10 stocks we like better than Nvidia › Although artificial intelligence (AI) investing gets a ton of attention from the market, there's a good reason for that. It's where the majority of cash flows are being poured into, and following the money to where it's being spent is a genius investing strategy. Right ...

These three players are well positioned to benefit amid the AI spending boom.The artificial intelligence (AI) revolution is going strong, meaning that even though AI stocks have soared in recent years, it's not too late to get in on this exciting theme. AI has the potential to streamline processes and boost efficiency at companies -- and usher in new game-changing innovations. All of this may significantly lift corporate earnings over time, and investors are eager to bet on the potential winners.These days, ...