Alphabet Inc (NASDAQ: GOOGL) is in focus today after announcing plans to acquire Intersect, a leading clean energy and data centre infrastructure firm based in San Francisco, CA. Integrating Intersect's clean power generation capabilities with its cloud infrastructure will enable Google to scale more efficiently while reducing exposure to volatile energy markets. The acquisition also strengthens its ESG profile – appealing to institutional investors increasingly focused on sustainability. Beyond optics, the ...

ANALYSIS: IBD's 2026 Stock Market Forecast Today's Spotlight IBD's 12 Days of Holiday Deals Celebrate the holidays with big discounts on IBD's premium products every day from Dec. 13-24. Get Market Insights on IBD Live Join IBD Live to watch and discuss the market action in real time with a team of top market analysts. Is the Santa Claus Rally Real? Something big may be coming to town—check out IBD's guide to the Santa Claus Rally. More News (© Chris Gash) Partner Center Google parent Alphabet (GOOGL) on Mo ...

Key Takeaways TER's Q3 2025 Semiconductor Test revenues rose 7% year over year, driven by strong AI-related demand. TER is expanding AI-focused offerings from UltraFLEXplus test systems to AI-enabled robotics products. AMD is growing data center AI via Instinct GPUs and partnerships, but faces stiff competition in AI chips. Teradyne (TER) and Advanced Micro Devices (AMD) are key suppliers of AI components in the semiconductor market. While TER supplies critical automated test equipment used to validate and ...

WARREN, N.J., Dec. 22, 2025 (GLOBE NEWSWIRE) -- Tevogen (“Tevogen Bio Holdings Inc.” or “Company”) (Nasdaq: TVGN), today announced that its Founder and CEO, Dr. Ryan Saadi has made a charitable contribution of 230,000 shares of Tevogen common stock to SRLC USA, a United Nations-recognized 501(c)(3) nonprofit organization dedicated to serving underserved communities. “Education is one of the most powerful long-term investments we can make in building healthier, more equitable societies,” said Dr. Saadi. “I’ ...

Welcome to Market Catalyst. I'm Julie Hyman. We are 30 minutes into the US trading day.So, let's get to three market catalysts we are watching this hour. First up, the shift to non US equities. Why one guest says emerging markets are likely to lead earnings growth next year.Plus, the Federal Reserve's Beth Hammock pushing to hold rates steady into the spring. why she's more concerned with inflation than the labor market and the outlook for biotech in 2026. We'll take a look at top picks in that sector.First ...

核心观点 - 华尔街对美股未来收益来源的选择性增强 投资焦点从普涨转向特定领域[1] - 摩根士丹利认为人工智能芯片仍是科技领域最关键部分 但增长路径将不平坦[2][3] - 公司强调市场进入更具纪律性的阶段 关注盈利可见性、持久护城河及合理估值的企业[7][11] 市场表现与背景 - 标普500指数总回报率2023年为26.3% 2024年为25% 2025年迄今超16% 自2023年以来累计涨幅约86%[4] - “美股七巨头”在标普500指数中的权重估计高达37% 主导了近三分之一的指数[5] - 摩根士丹利预测标普500指数到2026年底目标位为7,800点 较当前6,834.50点约有14%上行空间[8][10] - 未来市场逻辑更多基于“盈利增长”而非泡沫估值[8] 行业趋势与展望 - 计算能力需求以惊人速度增长 半导体连续第三年处于叙事核心[4] - 人工智能支出不会以当前的高速持续不间断 未来增长强劲但将波动[5] - 行业在经历数年惊人增长后 将出现增长不均、整合期和偶发性放缓[8] - 银行预期由人工智能驱动的稳健盈利扩张 无需估值大幅飙升[9] 摩根士丹利2026年看好的科技股名单 - **AI处理器**：英伟达、博通[12] - **数据中心连接**：Astera Labs[13] - **内存**：美光科技[13] - **设备与制造**：应用材料、台积电[13] - **模拟芯片**：恩智浦半导体、亚德诺半导体[13]

We recently published 8 Stocks on Jim Cramer’s Radar.  Affirm Holdings, Inc. (NASDAQ:AFRM) is one of the stocks on Jim Cramer's radars. Affirm Holdings, Inc. (NASDAQ:AFRM) is an American payments network operator. Cramer discussed the firm on the episode of Mad Money aired on December 15th as he recalled the reaction to the fiscal first quarter earnings. These results, which were released on November 6th, saw Affirm Holdings, Inc. (NASDAQ:AFRM) post $933 million in revenue and $0.23 in earnings per share. ...

We recently published 8 Stocks on Jim Cramer’s Radar.  NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks on Jim Cramer's radars. NVIDIA Corporation (NASDAQ:NVDA)’s shares haven’t performed well lately. They are up by 30.9% year-to-date, but since October end, the stock is down by 12.6% amidst worries about an AI bubble and competition in the AI chip industry. However, the weakness hasn’t stopped analysts from expressing optimism about NVIDIA Corporation (NASDAQ:NVDA)’s shares. One such example came on ...

We recently published 8 Stocks on Jim Cramer’s Radar.  Shake Shack Inc. (NYSE:SHAK) is one of the stocks on Jim Cramer's radars. Shake Shack Inc. (NYSE:SHAK) is a fast food restaurant firm. It has been at the center of analyst attention over the past couple of months, with the latest coverage coming from JPMorgan on December 18th. The bank upgraded Shake Shack Inc. (NYSE:SHAK)’s rating to Neutral from Underweight as it cut the firm’s share price target to $90 from $95. The bank pointed out that the firm is ...

Microsoft Corporation (NASDAQ:MSFT) is included among the 13 Top Tech Stocks Paying Consistent Dividends. Heavy AI Investment Positions Microsoft (MSFT) for Strong Growth Beyond 2026 Pixabay/Public Domain Microsoft Corporation (NASDAQ:MSFT) is making a massive push into artificial intelligence. In December 2025, the company announced plans to spend $17.5 billion on AI development in India, along with more than $5.4 billion in Canada over the next few years. Those commitments come on top of the already s ...