These stocks have climbed quickly, but they could fall just as quickly.Recent advances in artificial intelligence (AI) have led many businesses to look at how to incorporate the technology into their operations to improve earnings results. Out of the 500 companies in the S&P 500, 287 mentioned AI during their earnings call in the most recent quarter. That's up from less than 100 as of the end of 2022, when OpenAI's ChatGPT first came on the scene.While investor excitement has pushed many AI stocks significa ...

Swedish automaker aims to launch more hybrid models for U.S. drivers. ...

Key Takeaways Popular's shares hit $128.89 before closing at $126.98, marking a 36.8% six-month surge.Optimism from Fed rate cuts is boosting loan demand and Popular's net interest income growth.Strong liquidity, dividend hikes, and new buyback plans highlight Popular's shareholder focus.Shares of Popular, Inc. (BPOP) touched a new 52-week high of $128.89 in yesterday's trading session. However, the stock closed the session a little lower at $126.98.Over the past six months, BPOP shares have risen 36.8%, ou ...

Sep 23, 2025 10:08 AM Eastern Daylight Time CORSAIR Expands Popular Modular PC Case Line With Wraparound Panoramic Glass FRAME 4500X Share Thi La, Chief Executive Officer of Corsair, said, "With its single-piece panoramic wraparound glass, the FRAME 4500X transforms every PC build into a work of artistry while honoring Corsair's DIY heritage of making systems easy to build, upgrade, and enjoy. This launch highlights our dedication to innovation and reinforcing Corsair's leadership in the PC building space.â ...

Investors should focus on companies with sustainable earnings and cash flows to avoid steep drawdowns.C3.ai (AI -0.67%) has been one of the most polarizing names in the enterprise artificial intelligence (AI) space. Once hyped for its full-stack agentic AI platform and over 130 turnkey applications spanning multiple industries, the company is grappling with contracting revenue, and investors are concerned.Super Micro Computer (SMCI -0.13%), by contrast, positioned itself as a specialist in high-end servers ...

AI investing is still in full swing, but there are better picks than these three.There are several popular artificial intelligence (AI) stocks on the market that I believe are currently poor investments. One of them is Palantir (PLTR 5.11%), which has been one of the best-performing stocks over the past few years. The others are C3.ai (AI 4.67%) and BigBear.ai (BBAI 4.40%).I have solid reasons why investors should steer clear of this trio, as investing your money elsewhere can save you from a massive future ...

Tech giants like Nvidia, Microsoft, and Amazon could power the Invesco QQQ Trust to spectacular returns over the long run.The Nasdaq-100 index is home to 100 of the largest non-financial companies listed on the Nasdaq stock exchange. It tends to maintain a very high exposure to companies in the technology and technology-adjacent industries, and it has delivered spectacular long-term returns thanks to powerful themes like the internet, cloud computing, enterprise software, and now, artificial intelligence (A ...

基金概况 - Vanguard Growth ETF (VUG) 追踪165家美国大型成长型公司 专注于科技行业 其中62%资产投资于信息技术板块[4] - 前十大持仓权重分别为英伟达12.2% 微软11.4% 苹果10.5% 谷歌6.6% 亚马逊6.5% 博通4.4% Meta 4.3% 特斯拉2.8% 礼来1.9% 维萨1.8%[5] - 基金费率仅为0.04% 显著低于美国共同基金和ETF0.34%的平均水平[10] 历史表现 - 过去20年累计回报率达1003% 年化回报12.8% 超越标普500指数694%的累计回报（年化10.9%）[7] - 每月定投500美元预计20年后价值可达474,400美元 10年后达109,400美元 5年后达38,700美元[9] 科技行业优势 - 科技板块市盈率为40倍 但预计明年盈利增长36% 市盈增长比率(PEG)仅为1.1倍 处于低估区间[6] - 第二季度科技公司运营利润率达24% 盈利增长30% 均居标普500各行业首位[11] - 预计未来12个月盈利增长36% 继续领跑所有行业 医疗保健行业以24%增幅居次[11] 人工智能机遇 - 人工智能硬件、软件和服务支出预计以年化36%速度增长至2030年[8] - 科技板块在标普500指数权重有望从当前34%提升至2030年75% 受益于人工智能发展[9]

股价表现与估值水平 - Palantir自2023年1月AI热潮以来股价上涨2570% Arm自2023年9月上市后股价上涨195% [1] - Palantir以126倍销售额交易 成为标普500指数中最昂贵股票 第二昂贵的德克萨斯太平洋土地公司仅29倍销售额 [8] - Arm以94倍调整后收益交易 预期至2027财年收益年增23% 市盈增长比率(PEG)超过4 以39倍销售额成为纳斯达克100指数第三昂贵股票 [12] 业务优势与市场地位 - Palantir人工智能平台(AIP)作为大型语言模型组织工具 连续八个季度加速销售增长 [4] - Palantir基于本体的软件架构创建数字孪生决策支持系统 国际数据公司认定其为决策智能平台市场领导者 [5][6] - Arm占据移动设备处理器市场主导地位 99%智能手机采用其CPU 过去两年在数据中心市场份额增加约10个百分点 [10][11] 行业增长前景 - 数据分析软件销售额预计以每年29%速度增长至2030年 机器学习和人工智能采用率提升为主要驱动因素 [6] - 数据中心对高能效服务器处理器需求增长 Arm被CEO称为唯一能同时提供高性能与高能效的计算平台 [11][12] 分析师目标价格 - RBC Capital给予Palantir目标价45美元 较当前171美元股价隐含73%下跌空间 [7] - Morningstar给予Arm目标价80美元 较当前150美元股价隐含46%下跌空间 [7]

基金经理交易动态 - 对冲基金经理Philippe Laffont在第二季度减持76,900股Meta Platforms股份[2] - 同期增持998,900股The Trade Desk股份[2] - Coatue Management基金过去三年收益率接近标普500指数的三倍[1] Meta Platforms业务表现 - 公司拥有全球月活跃用户数排名前四中的三个社交平台：Facebook、Instagram和WhatsApp[4] - 每日活跃用户总数达34亿人次 是全球第二大广告技术公司[4] - 人工智能推荐系统使Facebook用户使用时长增加5% Instagram增加6%[5] Meta Platforms财务数据 - 第二季度收入同比增长22%至475亿美元 较上季度16%增速有所加快[6] - 运营利润率扩大5个百分点 按GAAP准则计算的摊薄每股收益增长38%至7.14美元[6] - 华尔街预计未来三年每股收益年增长率达17% 当前27倍市盈率被视为合理[8] The Trade Desk业务概况 - 公司是开放互联网领域最大的需求方平台(DSP)[9] - 主导连接电视(CTV)广告领域 这是数字广告市场增长最快的类别[10] - 面临亚马逊的竞争压力 后者近期与Roku和Netflix达成广告库存协议[10] The Trade Desk财务表现 - 第二季度收入增长19%至6.94亿美元 较上季度25%增速放缓[11] - 非GAAP摊薄每股收益增长5%至0.41美元[11] - 华尔街预计未来三年每股收益年增长率为20% 当前55倍市盈率为五年来最低[13] 行业前景 - 广告技术支出预计到2030年将保持14%的年增长率[8] - Meta被分析师评为数字广告巨头 预计将继续扩大市场份额[7] - 公司通过WhatsApp和Threads新增广告位 创造增量收入来源[7]