We came across a bullish thesis on Globant S.A. on Edelweiss Capital Research’s Substack by Javier Pérez. In this article, we will summarize the bulls’ thesis on GLOB. Globant S.A.'s share was trading at $57.49 as of September 22nd. GLOB’s trailing and forward P/E were 23.47 and 9.16, respectively according to Yahoo Finance. Why GDS Is Still a Solid Pick Among China Data Center Stocks Photo by Markus Spiske on Unsplash Globant has experienced a remarkable journey from its origins as a small Argentine st ...

We came across a bullish thesis on Moody’s Corporation on Valueinvestorsclub.com by felton2. In this article, we will summarize the bulls’ thesis on MCO. Moody’s Corporation's share was trading at $508.00 as of September 16th. MCO’s trailing and forward P/E were 43.20 and 32.89 respectively according to Yahoo Finance. TaLaNoVa/Shutterstock.com Moody’s Corporation (MCO) remains a compelling investment despite being widely recognized as a high-quality business. The company operates through two segments: M ...

September 26, 2025 04:01 AM GMT Microsoft More Than Just GenAI; Elevating to Top Pick | What's Changed | | | | --- | --- | --- | | Microsoft (MSFT.O) | From | To | | Top Pick Added | TEAM.O | MSFT.O | | Price Target | $582.00 | $625.00 | Questions around the evolving relationship w/ OpenAI, durability of Azure growth, and health of its Productivity apps given Agentic computing have weighed on shares. Confidence in a path to shedding those weights and a broadening set of growth drivers elevates MSFT to Top P ...

Equity Research Equity Strategy 26 September 2025 U.S. Equity Strategy Food for Thought: Generative AI vs. cash generation Hyperscalers are generating enough operating cash flow to invest in AI with one hand and return cash to shareholders with the other, a stark contrast to dotcom era tech infrastructure builders. We stress-tested some capex assumptions, but believe AI investment remains on solid fundamental footing. FIGURE 1. Hyperscaler capex and buybacks remain fully funded by operating cash flows 0 100 ...

A historically inexpensive trillion-dollar business has the necessary catalysts to leapfrog the likes of Nvidia, Apple, and Microsoft by the turn of the decade.For much of the last 16 years, the stock market has been unstoppable. With the exception of the five-week COVID-19 crash in February-March 2020, and the roughly nine-month bear market in 2022, the bulls have been in firm control on Wall Street.The catalyst for this ongoing outperformance primarily rests with Wall Street's trillion-dollar businesses. ...

About this content About Sean Mason Sean Mason is a Senior Journalist at Proactive, having researched and written about Canadian and US equities for 20 years. Sean graduated from the University of Toronto with a BA in history and economics and has also passed the Canadian Securities Course. He previously worked at Investors Digest of Canada, Stockhouse, and SmallCapPower.com. Read more About the publisher Proactive financial news and online broadcast teams provide fast, accessible, informative and action ...

Nvidia's plan to invest up to $100 billion in OpenAI should speed up the race to achieve artificial superintelligence, which in turn should further ramp up demand for Nvidia's AI-enabling products.Don't fret if you've been eyeing Nvidia (NVDA 0.27%) stock and thinking you've missed your opportunity to invest in the artificial intelligence (AI) technology juggernaut. Nvidia stock still has not just great -- but fantastic -- long-term growth potential left.Nvidia's main growth driver for a while will be the c ...

ServiceNow, Inc. (NYSE:NOW) is one of the AI Stocks in the Spotlight This Week. On September 24, Morgan Stanley analyst Keith Weiss upgraded the stock from Equalweight to Overweight with a price target of $1,250.00 (from $1,040.00). The firm upgraded the enterprise software company, citing overblown risks. The analysts noted how ServiceNow has been performing well despite having a volatile backdrop. The company delivered about 20% subscription growth, strong margins, solid cash flow, and also continues to ...

苹果内部AI应用开发 - 公司正在开发代号为Veritas的ChatGPT风格iPhone应用 用于内部测试Siri升级功能 包括邮件搜索 音乐搜索和照片编辑等任务处理 [1][3] - 该应用仅限于工程师使用 无消费者发布计划 旨在加速优化Siri能力 [1][3] 生成式AI竞争格局 - 公司在生成式AI领域布局滞后 OpenAI ChatGPT和Google Gemini已推出消费者助手 Microsoft Copilot已嵌入Windows和Office并扩展Anthropic模型 [3] - 竞争对手通过规模化部署产品收集大量消费者数据 [5] iPhone发布会AI策略变化 - iPhone 17发布会重点强调芯片性能和设计升级 AI功能如信息实时翻译 FaceTime通话翻译和照片视觉识别仅简要提及 多数功能已在开发者大会预告 [4] - 相比iPhone 16发布会以AI为核心焦点的策略 本次呈现明显转变 [4] 市场地位风险 - Siri已失去市场相关性 公司若不能及时推出强大AI功能可能面临"诺基亚时刻"风险 [5] - prolonged内部测试可能导致公司错过定义消费者AI标准的机会窗口 [6] 战略调整与预期 - 内部应用表明公司认识到AI竞争重要性 但测试阶段过长可能影响Siri在生成式AI竞争中的角色重塑 [6] - 升级版Siri预计最早于3月发布 被视为改变市场对公司AI战略认知的关键 [6]

About this content About Sean Mason Sean Mason is a Senior Journalist at Proactive, having researched and written about Canadian and US equities for 20 years. Sean graduated from the University of Toronto with a BA in history and economics and has also passed the Canadian Securities Course. He previously worked at Investors Digest of Canada, Stockhouse, and SmallCapPower.com. Read more About the publisher Proactive financial news and online broadcast teams provide fast, accessible, informative and action ...