Artificial Intelligence (AI)

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Did Alphabet Just Say "Checkmate" to OpenAI?
Yahoo Finance· 2025-09-24 14:00
Key Points The popularity of ChatGPT and similar models has analysts questioning Alphabet's dominance in online search. But based on Alphabet's financial profile, ad revenue from Google appears to be keeping pace in the AI era. Alphabet has reinvested these profits into other moneymaking opportunities that remain overlooked. 10 stocks we like better than Alphabet › Ever since OpenAI introduced ChatGPT to the public a few years ago, some Wall Street analysts have sounded the alarm for Alphabet (NA ...
Wedbush Raises PT on Micron Technology (MU) Stock
Yahoo Finance· 2025-09-24 13:54
Micron Technology, Inc. (NASDAQ:MU) is one of the Best Undervalued Stocks to Invest in According to Reddit. On September 18, Wedbush lifted the price target on the company’s stock to $200 from $165, while maintaining an “Outperform” rating. The firm’s new price target reflects a strong upside from the company’s current trading level. It demonstrates growing optimism about Micron Technology, Inc. (NASDAQ:MU)’s position in the memory market cycle. Notably, the firm calculated the higher target by applying a ...
Gaming and Leisure Properties (GLPI) Fell Due to Investor Concerns
Yahoo Finance· 2025-09-24 12:20
基金业绩表现 - Baron Growth Fund在2025年第二季度回报率为0.86% 大幅落后于罗素2000成长指数11.97%的涨幅和罗素3000指数10.99%的回报 [1] - 基金的高确信度投资策略在本季度表现不佳 因投资者更青睐风险较高的股票 [1] Gaming and Leisure Properties财务表现 - 公司股价在季度内下跌 一个月回报率为-3.30% 52周累计下跌8.25% [2] - 截至2025年9月23日 股价收于46.37美元 市值达131.23亿美元 [2] - 股价下跌主要因投资者担忧利率维持高位 使得6%的股息收益率吸引力相对下降 [3] 公司业务运营状况 - 作为三重净租赁REIT 公司专注于收购、融资和持有租赁给博彩运营商的房地产 [2][3] - 目前保持100%租金收缴率 年租金增长率达2% [3] - 股息每年以低至中个位数百分比增长 [3] 财务状况与资本配置 - 公司拥有稳健的资产负债表和强劲的自由现金流 [3] - 通过股息向股东返还资本 并持续进行收购扩张 [3] - 当前股息收益率具备吸引力 结合盈利增长有望推动长期回报 [3] 机构持仓情况 - 2025年第二季度末有33只对冲基金持有该公司股票 较前一季度的26只有所增加 [4] - 该公司未进入对冲基金最受欢迎的30只股票名单 [4]
Draper-backed SuperWorld Launches $SPWR Token with Republic to Build the Economic Layer of Real-World Locations (RWL) on Coinbase's Base Network
Globenewswire· 2025-09-24 11:42
San Francisco, CA, Sept. 24, 2025 (GLOBE NEWSWIRE) -- SuperWorld, the Draper-backed platform transforming real-world locations into a new layer of digital ownership and commerce, today announced the launch of its native utility token, $SPWR, on Coinbase’s Base network in partnership with Republic, a leading global investment and crowdfunding platform. The $SPWR community round is officially live at Republic.com/superworld, giving early supporters exclusive access for a limited time on a first-come, first-se ...
PICPA report discusses the impact of technology on audit
Yahoo Finance· 2025-09-24 10:19
技术对审计质量的影响 - 过去五年中90%的审计师认为技术提升了审计质量 且56%预计技术将在近期产生实质性影响[3] - 技术通过提升透明度和信任度来改善审计质量 行业需采取措施应对相关需求[1] 审计范围扩展趋势 - 54%的审计师认为验证人工智能、ESG及其他非财务指标的重要性日益上升[3] - 行业逐渐从定期审计转向持续实时保证 并充分利用技术实现长期转型[5] 行业参与者与研究方法 - 研究报告基于115名来自企业财务和公共会计等多领域审计师的贡献[2] - 行业专家包括PCAOB理事Christina Ho、PwC美国审计业务负责人Deanna Byrne等提供专业见解[2] 网络安全与风险应对 - 云计算和人工智能集成带来网络安全风险升高 建议采用"监管沙盒"帮助中小型公司安全采用新技术[4] - 公司需投资可扩展技术 并通过针对性培训提升技能以应对安全挑战[5] 人才管理挑战与策略 - 人才保留问题比招聘更受关注 建议通过灵活工作环境、技能提升机会和多元化措施吸引技术型审计师[4] - 传统层级制会计模式因技术进步和人才库萎缩将被逐步淘汰[6] 行业转型与战略行动 - 公司应立即投资可扩展技术、加强培训、建立教育合作伙伴关系并参与监管讨论[5] - 前瞻性行动将强化公司相关性 提升审计质量并维护公众信任[5][6]
Meet the Monster Artificial Intelligence (AI) Data Center Stock That Continues to Crush Nvidia
The Motley Fool· 2025-09-24 09:20
Nvidia may own the data center landscape, but Oracle has a found a way to benefit alongside the GPU king.Prior to Oracle's (ORCL -4.01%) fiscal first-quarter earnings report on Sept. 9, the stock had already climbed roughly 33% on the year -- narrowly outpacing Nvidia's 27% gain over the same period.But after delivering a blowout quarter highlighting a record $455 billion in remaining performance obligations from its cloud infrastructure division, Oracle stock went parabolic. As of Sept. 22, Oracle stock ha ...
Up 101% This Year, Could This Artifical Intelligence (AI) Stock Double AgaIn?
The Motley Fool· 2025-09-24 08:10
Not every AI stock is expensive.Artificial intelligence (AI) stocks keep moving higher, and that's despite worries by some that AI is all hype and no substance. The VanEck Semiconductor ETF, which is flush with AI stocks, is trading up 31% year to date, and there's no shortage of good news for AI investors, some of which suggest that AI has staying power and real financials behind it.One bit of well-publicized good news in AI is that Oracle just said that it expects its cloud infrastructure business to 14x ...
Warren Buffett Ratio Tops 216%, Valuation Metrics Mimic 1999 Crash As Powell Says Stocks Are 'Fairly Highly Valued' Amid Looming Bubble Speculations - SPDR S&P 500 (ARCA:SPY)
Benzinga· 2025-09-24 06:49
Amid growing speculation about a potential market bubble, Federal Reserve Chair Jerome Powell acknowledged that “by many measures… equity prices are fairly highly valued”. His comments on Tuesday came as multiple key valuation metrics reached levels not seen since the dot-com crash.Buffett Indicators Flashes Warning SignalsTwo of the most-watched long-term indicators are fueling the debate. The Total Market Cap to GDP ratio, often called the “Buffett Indicator,” has soared to 216.6%, significantly above its ...
BMO Capital Initiates Buy Rating on Targa Resources (TRGP) Stock
Yahoo Finance· 2025-09-24 05:06
Targa Resources Corp. (NYSE:TRGP) is one of the Most Promising Energy Stocks According to Wall Street Analysts. On September 18, Ameet Thakkar, an analyst from BMO Capital, initiated a “Buy” rating on the company’s stock with a price target of $185. The analyst’s rating is backed by a combination of factors demonstrating Targa Resources Corp. (NYSE:TRGP)’s growth potential and value. As per the analyst, the company remains well-placed to thrive even in the challenging Permian rig environment, with expectat ...
Raymond James Reduces PT on Range Resources (RRC) Stock
Yahoo Finance· 2025-09-24 05:06
Range Resources Corporation (NYSE:RRC) is one of the Most Promising Energy Stocks According to Wall Street Analysts. On September 19, Raymond James reduced the price target on the company’s stock to $41 from $45, while keeping an “Outperform” rating, as reported by The Fly. Notably, the firm expects greater upside potential if the robust gas outlook materializes over the upcoming few years, highlighted the analyst. Raymond James Reduces PT on Range Resources (RRC) Stock Range Resources Corporation (NYSE: ...