That points toward a terrific increase of around 66% from TSMC's current CoWoS capacity of 75,000 wafers. Importantly, the higher capacity that TSMC is set to bring online throughout next year is said to be fully booked out, as reported by market research firm TrendForce. This isn't surprising as the foundry giant needs to fulfill orders for AI and high-performance computing (HPC) chips from companies like Nvidia (NASDAQ: NVDA), Amazon , MediaTek, Google, and others.The first major reason why TSMC's growth ...

Join me now take a look back [music] at 2025 and look ahead into 2026. It's Jay Woods, chief global strategist [music] at Freedom Capital Markets, who's got his eye on the ball on what's set to move markets today, the rest of the year, and into next year. So today, let's start out with a look at Micron because I know you were across this one.Um, and I saw what your thought was. A little squeamish given the uh run it's had this year. It delivered a big earnings beat.Oh my gosh. Yeah. >> Uh the stock was alre ...

业绩总结 - CarMax在2026财年第三季度的净销售和营业收入为57.94亿美元，同比下降6.9%[54] - 每股净收益为0.64美元，同比下降24.7%[24] - CarMax的净收益在2026财年第三季度为6221.5万美元，同比下降50.4%[54] - 每股摊薄净收益在2026财年第三季度为0.43美元，同比下降46.9%[54] - 总毛利为5.90亿美元，同比下降12.9%[24] - 零售单位销量同比下降8.0%，其中零售二手车下降6.2%[24] - SG&A费用为22亿美元，同比下降1.3%[24] 用户数据 - CarMax Auto Finance（CAF）收入为1.747亿美元，同比增长9.3%[27] - CarMax在2025财年发放了超过80亿美元的汽车贷款，增加至近180亿美元的贷款组合[52] 财务健康 - 现金流健康，净杠杆比率为1.9x，保持强劲的资产负债表[30] - 截至2025年，CarMax的总债务为187亿0720万美元[55] - CarMax的调整后净债务在2025年为22亿0793万美元[55] - CarMax的调整后EBITDA在2025年为11亿3029万美元[55] - CarMax的净杠杆比率为1.7[55] 未来展望 - 预计第四季度将通过降低零售二手车单位利润来改善销售表现[37] - 贷款损失准备金与第二季度预期一致[17] 其他信息 - 通过回购计划回购了2.016亿美元的普通股[17] - 零售毛利单位（GPU）与历史平均水平一致，批发销量和GPU受到严重贬值影响[17] - 2022财年的经营活动产生的净现金流为-25.49亿美元[58]

LIVE Nasdaq Set to Open Sharply Higher Amid AI Hope Last Updated: 12 min ago Odds of a Fed Rate Cut Jump After CPI Data By Connor Smith Another quarter-point rate cut could be on the table as soon as January. After the consumer price index for November rose at a 2.7% annual rate, below expectations at 3%, odds of a January cut rose to 28.8%, according to the CME FedWatch Tool. That's up from 24.4% on Wednesday. Topics Memberships Network Cryptocurrencies Data Magazine Markets Stock Picks Barron's Live Round ...

Owing in large part to the seemingly undaunted ascent of the Magnificent Seven stocks, concentration risk is a frequently discussed topic. It's also one that feels highly correlated to the price action of mega-cap growth stocks. There's validity in that assessment. After all, the top 10 domestic stocks by market value now account for 35% of the broader market. That's about double the percentage seen just a decade ago. That top-heavy situation could highlight benefits with ETFs such as the ALPS Equal Sector ...

Wasatch Global Investors, an asset management company, released its “Wasatch Micro-Cap Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. Microcap stocks reported strong results in the quarter, due to the consistent risk appetite of investors. The fund—Investor Class returned 9.52% in the quarter but lagged the benchmark Russell Microcap® Growth Index’s 19.93% return. In addition, please check the fund’s top five holdings to know its best picks in 2025. In its third-qua ...

公司股价表现与市场反应 - 周三 Terawulf Inc 股价下跌 10.93% 收于每股 11.57 美元 成为当日表现最差的公司之一 [1] - 股价下跌由投资者削减人工智能相关股票头寸引发 市场担忧该行业巨额资本支出 [1] - 悲观情绪蔓延至高算力股票 波及 Terawulf Inc 和 Applied Digital Corp 等公司 [3] 股价下跌的直接诱因 - 股价下跌的触发因素是 Blue Owl Capital 撤销了对 Oracle 在密歇根州数据中心项目的 100 亿美元资金支持 [2] - 市场担忧源于 Oracle 为资助其人工智能扩张计划而进行的大规模借贷 其债务高达 1080 亿美元 [3] 公司业务转型与财务表现 - Terawulf Inc 最初是一家比特币挖矿公司 现已转型为高算力与人工智能服务提供商 以捕捉数据服务快速增长的需求 [3] - 第三季度公司总收入为 5058 万美元 较去年同期的 2706 万美元大幅增长 87% [4] - 数字资产业务仍是最大收入来源 贡献 4337 万美元 高算力租赁业务产生 720 万美元收入 而去年同期为零 [4] - 第三季度净亏损同比扩大近 2000% 从 2270 万美元增至 4.55 亿美元 [4]

Why don't we start off with your word of the day. >> Sure. My word of the day is grounded.We saw a little bit of that yesterday where investors are getting grounded. Thinking about the stock market and that it can't go on forever with double-digit returns. So, taking a pause, taking a breather, taking some profit taking, but investors really being discerning and asking the right questions and when do we see the benefits of AI.What are the use cases for it. How long will it take. What's the ROI.So the word o ...

​Cheniere Energy, Inc. (NYSE:LNG) is one of the Undervalued Stocks with Biggest Upside Potential. The share price of Cheniere Energy, Inc. (NYSE:LNG) has decreased by more than 10.4% since the release of its fiscal Q3 2025 results on October 30. However, Wall Street maintains a positive outlook on the stock with analysts’ 12-month price target reflecting 44.17% upside from the current level. Recently, on December 12, Jean Ann Salisbury reiterated a Buy rating on the stock, but lowered the price target from ...

​Cheniere Energy, Inc. (NYSE:LNG) is one of the Undervalued Stocks with Biggest Upside Potential. The share price of Cheniere Energy, Inc. (NYSE:LNG) has decreased by more than 10.4% since the release of its fiscal Q3 2025 results on October 30. However, Wall Street maintains a positive outlook on the stock with analysts’ 12-month price target reflecting 44.17% upside from the current level. Recently, on December 12, Jean Ann Salisbury reiterated a Buy rating on the stock, but lowered the price target from ...