S&P Global Inc. (NYSE:SPGI) is one of the 14 Best Large Cap Stocks to Invest In Now. On December 16, Goldman Sachs increased its price target on S&P Global Inc. (NYSE:SPGI) from $637 to $640 and maintained a Buy rating. The research firm expects structural and cyclical tailwinds to support “healthy” debt issuance volumes and growth in ratings revenue in the near-to-medium term. In other news, on November 25, S&P Global Inc. (NYSE:SPGI) announced it completed the acquisition of With Intelligence for $1.8 ...

公司战略合作 - 安森美半导体与汽车供应商FORVIA HELLA宣布延长长期战略合作伙伴关系 [1] - 根据新协议，FORVIA HELLA将在其先进汽车平台中集成安森美的PowerTrench T10 MOSFET技术 [1] - 合作旨在结合双方专长，应对自动驾驶、安全系统和电气化日益增长的电力需求 [3] 产品技术优势 - T10功率MOSFET旨在降低汽车应用的系统级成本，同时提高效率和功率密度 [2] - 该产品在安森美位于纽约East Fishkill的先进工厂生产 [2] - 凭借超低的导通和开关损耗，T10功率MOSFET在保持紧凑设计的同时实现了更高的功率密度 [2] - 其屏蔽栅功率沟槽MOSFET技术通过降低漏源电阻和栅极电荷，也减少了输出电容 [2] 合作方评价与意义 - FORVIA HELLA采购执行副总裁Sven Hoenecke指出，安森美的下一代MOSFET是其先进汽车平台的关键推动因素，合作使其能为客户提供更具效率和可靠性的面向未来的解决方案 [3] - 安森美电源解决方案集团总裁Simon Keeton强调，此次协议延长巩固了公司与FORVIA HELLA长达25年的合作伙伴关系 [3] 公司业务概况 - 安森美半导体提供智能感知和电源解决方案 [4] - 公司业务运营分为模拟和混合信号组、电源解决方案组以及智能感知组三个部门 [4] - 公司总部位于亚利桑那州斯科茨代尔 [4]

“I have no idea whether the technology makes sense, but it sure seems like the defense department is willing to spend money on it, which might be all that matters. Now, there’s one thing that’s been nagging at me with this one… It’s a simple fact that nLIGHT doesn’t have a great track record when it comes to, you know, making money. The company hasn’t been profitable for the last three… years. And perhaps worse, its sales peaked way back in 2021 before declining each of the past three years, falling from $2 ...

Jabil Inc. (NYSE:JBL) is one of the one of the stocks Jim Cramer was bullish on due to share buyback activity. Cramer highlighted the company’s transformation, as he remarked: “Seventh, one that just reported, Jabil, the contract manufacturer formerly known as Jabil Circuit, which has shrunk its share count by 43.6% since the end of 2015. Jabil’s transformed itself from an outsourced kind of low-multiple manufacturer into a company that helps its clients actually design their products and figure out where ...

Micron Technology, Inc. (NASDAQ:MU) is one of the stocks Jim Cramer offered insights on. Cramer noted that it makes sense for the company to “blow away the estimates,” as he commented: “Yes, it makes sense for Micron… to blow away the estimates and see its stock fly 10% today. This may be the second-largest beat I’ve ever seen, only behind the monster quarter that NVIDIA put up two years ago. It was magnificent. But you must realize that, as great as this is, there’s a very simple reason for Micron’s stre ...

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

核心观点 - 资深投资经理Louis Navellier预测，受三大因素驱动，美国2026年GDP增长将超过5% [2][24] 驱动因素一：持续回岸与贸易逆差收窄 - 特朗普总统的贸易政策及《One Big Beautiful Bill Act》法案通过加速折旧等激励措施，鼓励企业将供应链和生产转移至美国，预计将促进明年国内生产 [7][8][9] - 为规避关税而增加的在岸生产，预计将为2026年GDP增长提供顺风，而进口是GDP的拖累，这在2025年第一季度导致GDP收缩0.6% [10][11] - 贸易逆差正在改善，2025年9月贸易逆差收窄至-528亿美元，为2020年初以来最低月度水平 [11] 驱动因素二：人工智能支出激增 - 人工智能支出是经济增长的重要动力，2025年上半年约占GDP的1.1% [15] - 预计2026年人工智能支出不会放缓，高盛预测大型云数据提供商（超大规模企业）2026年支出将达5330亿美元，较2025年增长34% [15] - 美国银行分析师预计，用于AI数据中心的支出将从2025年的2430亿美元增至2026年的4150亿美元 [16] 驱动因素三：美联储降息预期 - 美联储已在2025年9月、10月和12月连续三次会议各降息25个基点 [1] - 预计美联储将在2026年继续降息，且普遍预期鲍威尔主席任期于5月26日结束后，将由一位更鸽派的新主席接任，愿意通过降息支持增长 [12] - 利率下降将降低借贷成本，释放家庭预算用于可自由支配支出，并提升企业利润，从而推动股价上涨 [13] 宏观经济背景与数据 - 美国经济显现韧性，2025年第二季度GDP增长3.8%，亚特兰大联储GDPNow模型预计第三季度增长3.5%，纽约联储NowCast模型预计第四季度增长1.7% [14] - 通胀担忧可能被夸大，2025年11月CPI同比通胀率为2.7%，低于9月的3% [19] - 美国银行预测2026年核心PCE通胀率：第一季度3.1%，第二季度3.1%，第三季度3.1%，第四季度2.8% [21][26] - 若失业率维持在或高于当前4.6%的水平，低于预期的通胀率将使美联储更有可能加速降息 [22][23]

Thermo Fisher Scientific Inc. (NYSE:TMO) is among the 14 Best S&P 500 Stocks to Buy Now. As of the close of business on December 17, Wall Street analysts have a consensus Strong Buy rating on the stock, with a one-year average share price target of $640.30, representing an upside of 12%. Analysts See 12% Upside To Thermo Fisher Scientific Inc. (TMO) Recent analyst updates include Wells Fargo lifting its price target on the stock to $675 from $635 on December 15, citing increased clarity about the U.S. go ...

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...