Netflix, Inc. (NASDAQ:NFLX) is one of the most widely held stocks by hedge funds in 2025. Morgan Stanley slashed the price target on Netflix, Inc. (NASDAQ:NFLX) to $120 from $150 on December 18, maintaining an Overweight rating on the stock. The firm stated that the media and entertainment industry is heading into 2026 with “solid fundamental momentum”. Netflix, Inc. (NFLX): Not An Analyst Who Isn't Buying Netflix, Says Jim Cramer The rating update came after Netflix, Inc. (NASDAQ:NFLX) announced on Dece ...

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the most widely held stocks by hedge funds in 2025. Reuters reported on December 17 that Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is among the two stocks in the chip equipment space that Morgan Stanley is the most constructive on, with the other being Applied Materials. The firm told investors in a note that the biggest debate is AI semis for the third consecutive year, where the “index weighting is dominated by th ...

For a stock that has crushed the market historically, it's hard for investors to see Amazon's shares perform poorly.It's not like Amazon (AMZN +0.26%) to trail the overall market. However, with shares up 2% this year (as of Dec. 17), investors should ask what's going on. Amazon is dealing with competitive forces, regulatory issues, and macro headwinds. But it's easy to be optimistic.Here are some of the most important catalysts and factors that investors need to watch as attention turns to 2026. Amazon's AI ...

Amazon, Meta Platforms, and Broadcom could all hit $3 trillion market caps next year.Currently, four companies have market caps above $3 trillion: Nvidia (NVDA +3.93%), Apple (AAPL +0.17%), Alphabet (GOOGL +1.55%) (GOOG +1.60%), and Microsoft (MSFT +0.22%). By the end of next year, that number is likely to rise to seven.Let's look at three stocks that could hit the $3 trillion mark in 2026. 1. AmazonWith a $2.4 billion market cap, Amazon (AMZN +0.21%) is the best-positioned company to join the exclusive clu ...

One of the world's greatest investors would never leave growth out of his value calculus.In his 1992 letter to Berkshire Hathaway shareholders, Warren Buffett, a renowned investor, said, "We think the very term 'value investing' is redundant." In other words, seeking value is the only way to invest. Given Buffett's affinity for value investing and his incredible success over the years, many investors seek to emulate his approach to stocks.Unfortunately, most value investors miss the forest for the trees. An ...

核心观点 - 尽管英伟达在人工智能革命中占据主导地位，但其股价在2025年表现落后于芯片同行[2] - 随着2026年临近，投资者在评估英伟达是否仍是好的投资选择，或是否应将资金转向其他机会[3] - 英伟达的估值正变得更便宜，尽管其运营业绩创下历史纪录，且公司拥有多个2026年的催化剂[5] 业务与财务表现 - 华尔街过去三年主要关注英伟达数据中心业务的业绩，该部门贡献了公司大部分收入和利润[4] - 英伟达首席执行官黄仁勋关于Hopper和Blackwell GPU架构的评论一直受到投资者密切关注[5] - 公司目前拥有总计约5000亿美元的Blackwell、Rubin及配套网络产品订单积压，其中预计约3000亿美元收入将在2026年确认[6] 产品与技术路线 - Blackwell架构仍是重要催化剂，但投资者应开始更密切关注即将推出的Rubin芯片的指引[5][6] - Anthropic与微软签署了一项300亿美元的计算能力协议，将利用Blackwell和Rubin芯片集群[7] 行业与市场机遇 - 高盛估计，包括微软、Alphabet、亚马逊和Meta Platforms在内的超大规模云厂商明年将在人工智能资本支出上花费约5000亿美元[8] - 麦肯锡公司预测，未来五年人工智能基础设施将是一个7万亿美元的市场机会[8] - 推动基础设施投资加速的长期顺风将继续影响英伟达，且影响范围将远超其核心数据中心业务[9]

The semiconductor sector continues to be a big winner.Investing in an S&P 500 ETF like the Vanguard S&P 500 ETF or the SPDR S&P 500 ETF (SPY +0.91%) can be one of the best financial decisions you make in your lifetime.After all, the S&P 500 has historically returned an annual average of 9% a year, and the broad-market index even beats most hedge funds most years. With its holdings diversified among the top 500 U.S. stocks, and a quarterly rebalancing to make sure that the collection stays up to date, the S& ...

Tesla stock blasted higher on news about the company's robotaxi.There may be no other company with a future that hinges more on artificial intelligence (AI) than Tesla (TSLA 0.46%). As it stands today, Tesla's core revenue streams come from electric vehicles (EV) and solar energy equipment.For years, however, the company's eccentric CEO Elon Musk has been promising to revolutionize the business through AI. Specifically, Tesla is seeking to build a fleet of fully autonomous vehicles in an effort to upend the ...

There are so many songs about work that even Google can’t give you an exact number. There must be thousands of tunes about the daily grind, such as Dolly Parton’s “9 to 5,” the Bangles’ “Manic Monday,” Loverboy’s “Working for the Weekend,” and Johnny Paycheck’s “Take this Job and Shove It.” About the only ones who seemed to enjoy singing about their careers were the Seven Dwarfs who heigh-hoed off to work in Snow White—and they were cartoon characters. The workplace has changed dramatically over the ye ...

Key Points Nvidia's GPUs remain the gold standard for data center clustering. Competitors haven't been able to duplicate ASML's EUV technology. Palantir may be controversial for its government work, but it's also seeing mammoth growth from commercial clients. 10 stocks we like better than Nvidia › If you're investing in tech stocks, you likely had a pretty good 2025. The tech sector is one of the better-performing sectors, and tech-focused exchange-traded funds are outperforming the S&P 500 by a ...