IBD's 12 Days of Holiday Deals Celebrate the holidays with big discounts on IBD's premium products every day from Dec. 13-24. ANALYSIS: IBD's 2026 Stock Market Forecast Today's Spotlight Get Market Insights on IBD Live More News (© Chris Gash) Next Data Center Roadblock For Google, Microsoft, Oracle, Meta Is On Main Street Partner Center Nvidia (NVDA) stock rose Monday on a news report that the AI chipmaker plans to start shipping its H200 processors to China in mid-February. Reuters reported Monday that Nv ...

Instacart is ending price tests that resulted in different shoppers being shown different prices for groceries, the online retail platform said on Monday after criticism of its artificial intelligence... ...

Key TakeawaysFederal Reserve Governor Stephen Miran is advocating for aggressive interest rate cuts, proposing the federal funds rate be halved to 2% to avert a recession, a stance that diverges significantly from other Fed policymakers.Asset manager Janus Henderson Group plc (JHG) has agreed to be acquired by Trian Fund Management and General Catalyst in an all-cash transaction valued at approximately $7.4 billion, offering shareholders $49.00 per share.The CBOE Volatility Index (VIX), a key gauge of marke ...

Wedbush Securities reiterates an Outperform rating and a $625 price target for Microsoft stock. ...

Event marks latest AUM milestone, growth of AI-related funds, and expansion of bond and income-focused line-upNEW YORK, Dec. 22, 2025 /PRNewswire/ -- Global X Management Company LLC ("Global X"), the New York-based provider of exchange-traded funds (ETFs), will ring the closing bell at the New York Stock Exchange (NYSE) today to celebrate multiple milestones."We're nearing $75 billion in assets under management (AUM), an all-time high for us, and we're well on our way to achieving our goal of $100 billion i ...

New Fortune 500 customer contracts, 10x increase in contracted freight volume, and successful launch of Apex SaaS platform are expected to drive accelerating long-term revenue growth Fort Lauderdale, FL, Dec. 22, 2025 (GLOBE NEWSWIRE) -- Algorhythm Holdings, Inc. (“Algorhythm”) (NASDAQ: RIME) – a leading AI technology company, today issued a year-end business recap of the corporate transformation that it underwent during 2025 and the strong revenue growth achieved by its SemiCab business. Algorhythm entere ...

涉及行业与公司 * 该纪要为巴克莱银行发布的《美洲战术手册 4Q25》报告，主题为“驾驭AI浪潮” [1] * 报告覆盖广泛的行业，包括但不限于：软件、半导体、医疗保健技术、能源服务、汽车零售、房地产投资信托基金、银行、保险、工业、餐饮、零售等 [22][32][43] * 报告重点提及了50只股票，分为三大主题 [6][7][8] 核心观点与论据 **宏观与市场主题** * **AI是核心驱动力**：AI正在重塑全球经济，预计资本支出将达到数万亿美元级别 [1][2] * **AI对增长的贡献**：巴克莱分析师估计，2025年全球增长的1%来自AI相关支出（数据中心、芯片、电网、网络设备等），并对“旧经济”产生重大溢出效应 [2][11] * **AI对股市的影响**：自2022年底以来，AI相关股票贡献了标普500指数75-80%的盈利和整体表现 [2][11] * **AI基建规模**：英伟达CEO预计到2030年AI基础设施支出将达到3-4万亿美元，基于每千兆瓦500亿美元的成本，这意味着约60-80千兆瓦的IT电力需求和70-95千兆瓦的总电力需求 [12] * **超大规模企业资本支出**：市场共识预测未来两年相关支出约为1.2万亿美元 [12] * **金融条件宽松是另一驱动力**：美联储降息周期通常通过降低资本成本、改善流动性和风险偏好来利好股市，尽管常伴随经济衰退 [3][13] * **降息周期下的板块表现**：在非衰退环境下降息，通常利好周期性板块和成长股整体 [3][13] * **历史估值变化**：在首次降息后的12个月内，非必需消费品板块估值平均飙升24%，金融板块估值上涨约9%，而公用事业板块估值下降超过10%，必需消费品板块估值下降约3% [13] * **政策支持**：2025年通过的税收和支出改革应能温和刺激2026年GDP增长，其中关键条款包括：允许将国内研发费用在发生当年扣除或选择在至少60个月内摊销；恢复合格资本投资的100%奖金折旧 [15] * **风险提示**：如果AI叙事失去动力，美国将尤其脆弱，美国家庭持有45-47万亿美元的股票，若估值下跌30%，家庭将损失15万亿美元，财富效应将急剧转负，消费可能轻易下降2-2.5%，AI资本支出也将崩溃，很可能引发经济衰退 [12] **股票筛选主题** * **最能受益于高于预期的AI支出的股票**：筛选出12只“增持”评级股票，平均市值约7850亿美元（若剔除微软和英伟达，平均市值约1280亿美元），例如：DOCS， NET， SEI [6][21] * **最能受益于金融条件宽松的股票**：筛选出17只“增持”评级股票，平均市值约910亿美元，例如：ADSK， MET， TSN [7][31] * **最具非共识/逆向投资观点的股票**：筛选出21只不同评级的股票，平均市值约470亿美元，例如：GLPI， LII， ZBRA [8][42] 其他重要内容 * **报告性质与免责声明**：该报告为巴克莱研究产品，其作者为研究分析师，报告包含利益冲突披露，投资者应将其仅作为投资决策的单一因素 [4][54][55] * **数据来源与时效**：报告中引用的股价等数据截至2025年12月16日，来源于彭博和巴克莱研究 [23][33][44] * **股票列表与详情**：报告以表格形式详细列出了三大主题下的所有股票，包括股票代码、公司名称、覆盖分析师、所属行业、市值、评级/行业观点、股价、目标价及上行空间 [22][32][43] * **分析师核心观点引用**：报告摘录了覆盖分析师对部分入选股票的核心投资逻辑和近期观点 [29][30][39][40][41][51][52][53] * **与互联网泡沫的对比**：分析师认为当前AI叙事与2000-02年的互联网泡沫对比被夸大，因为超大规模企业拥有惊人的利润率和利润，且AI用例在服务行业日益可见，计算/推理供应并未淹没需求 [12]

Citi Research 19 December 2025 North America: Internet Citi Research is a division of Citigroup Global Markets Inc. (the "Firm"), which does and seeks to do business with companies covered in its research reports. As a result, investors should be aware thatthe Firm may have a conflict ofinterestthat could affectthe objectivity ofthis report. Investors should considerthis report as only a single factor in making their investment decision. Certain products (not inconsistent with the author's published researc ...

Joining us now, Walter Isacson, Pereella Weineberg advisory partner. Uh, Tain University history professor. >> I can't believe I took Tain. I thought they could, you know, they got >> You thought too lane was going to be >> I thought they they were getting like 20 points or something. They was horrible. Um, and Elon Musk, biographer and a CNBC contributor. >> We're going to talk about two lane though. >> Yeah. Yeah. Because you immediately sat down and said, "Don't ask me anything about El Salvador. I don't ...

Nvidia is set to pay its next quarterly dividend this week, as the chipmaker’s shares climb in premarket trading on renewed optimism around AI chip shipments to China.Nvidia (NASDAQ: NVDA) will distribute a cash dividend of $0.01 per share on December 26, 2025, according to the company. The ex-dividend date is December 4, 2025, meaning shareholders must have owned the stock before that date to be eligible for the payout.The dividend represents a forward annual yield of roughly 0.021%, based on Nvidia’s curr ...