Nvidia's stock looks primed to rise, but a double will be a tall task.Nvidia (NVDA +3.93%) has had a lackluster 2025 compared to 2023 and 2024. In both of those years, the stock more than doubled, but in 2025, it's only up about 30%. That's still outperforming the broader market, but not by as much as you may think, considering Nvidia's excellent growth and results.Looking ahead to 2026, the trends that prevailed during the previous three years are still ongoing, which could set Nvidia up for an excellent 2 ...

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Hedge fund manager Philippe Laffont has a large percentage of his portfolio invested in Meta Platforms, Microsoft, and Amazon.Billionaire Philippe Laffont runs Coatue Management, a hedge fund that outperformed the S&P 500 (^GSPC +0.88%) by 94 percentage points over the last three years. That makes him an excellent source of inspiration.Laffont had nearly 18% of his portfolio invested in three artificial intelligence stocks (each worth well over $1 trillion) as of the third quarter: 7.3% in Meta Platforms (M ...

来源：市值风云 虽然分拆上市了，但母公司还不忘常来割肉。 作者 | 贝壳XY 编辑 | 小白 当前，随着DeepSeek等开源大模型推动AI应用全面爆发，AI服务器、光模块、交换机等底层硬件需求持续攀升，直接带动PCB（印制电路板）产业链进 入新一轮高景气周期。PCB厂商纷纷扩产备货，一场行业"军备竞赛"已然展开。 但老话说得好："淘金热中，卖铲子的往往最赚钱。"在这轮产业淘金潮里，处于PCB产业链上游的设备制造商，正扮演着那个确定性最高的"卖铲人"角 色。 特别声明：以上内容仅代表作者本人的观点或立场，不代表新浪财经头条的观点或立场。如因作品内容、版权或其他问题需要与新浪财经头条联系的，请 于上述内容发布后的30天内进行。 ...

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Don't count on this AI chip stock becoming the next Nvidia.You probably won't be shocked to learn that Wall Street is bullish about Nvidia (NVDA +3.80%). Of the 64 analysts surveyed by S&P Global (SPGI +1.16%) in December who cover Nvidia, 60 rated the stock as a "buy" or "strong buy."Surging demand for the company's chips has driven Nvidia's share price up by around 30% this year. The consensus 12-month price target for the stock reflects a potential upside of 44% – an impressive gain. However, another art ...

Sad female worker carrying her belongings while leaving the office after being firedLayoffs have been a defining feature of the job market in 2025, with several major companies announcing thousands of job cuts driven by artificial intelligence. In fact, AI was responsible for almost 55,000 layoffs in the U.S. this year, according to consulting firm Challenger, Gray & Christmas.There were in total 1.17 million job cuts through 2025, the highest level since the Covid-19 pandemic in 2020 when there were 2.2 mi ...

The specialty construction contractor is seeing strong sales growth amid the demand for AI infrastructure projects.What happenedAccording to a filing with the Securities and Exchange Commission dated November 14, 2025, Informed Momentum Co LLC initiated a new position in Primoris Services Corporation (PRIM +0.80%). The fund reported ownership of 67,981 shares, with a market value of $9.18 million as of September 30, 2025. This stake was not present in the prior quarter’s filing.What else to knowThis is a ne ...

Get alerts: Core Scientific, Globant, Argo Blockchain plc 8.75% Senior Notes due 2026, Figure Technology Solutions, and Bitdeer Technologies Group are the five Blockchain stocks to watch today, according to MarketBeat’s stock screener tool. “Blockchain stocks” are shares of publicly traded companies whose businesses are directly involved in developing, supporting, or using blockchain and distributed ledger technologies, or that hold significant cryptocurrency-related assets. The term is informal and cover ...

Navitas Semiconductor, a leader in GaN power ICs for electronics and EVs, saw a notable insider sale amid a year of rapid share gains.On Dec. 12, 2025, Board of Directors member Dr. Ranbir Singh reported the indirect sale of 179,354 shares of Navitas Semiconductor (NVTS +5.97%), valued at ~$1.6 million, as disclosed in the SEC Form 4 filing.Transaction summaryMetricValueShares sold (indirect)179,354Transaction value$1.6 millionPost-transaction shares (direct)0Post-transaction shares (indirect)389,096Transac ...