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 ...

Oracle Corporation (NYSE:ORCL) is among the 14 Best S&P 500 Stocks to Buy Now. On December 16, Barclays maintained its Overweight rating on the stock with a price target of $310. Oracle Corporation (ORCL) a Moderate Buy, Per Wall Street Analysts Earlier on December 11, RBC Capital cut its price target on the stock to $250 from $310 while keeping a Sector Perform rating. The adjustment followed the company’s mixed financial performance during the second quarter of fiscal 2026, as reported on December 10. ...

ServiceNow, Inc. (NYSE:NOW) is one of the Buzzing AI Stocks on Wall Street. On December 15, KeyBanc downgraded ServiceNow to Underweight, flagging disruption risks around artificial intelligence, valuation and growth momentum as the enterprise software sector heads into 2026. While near-term strengths do exist for NOW, they are being outweighed by structural and competitive headwinds. The firm holds a $775 price target on the stock. Analyst Jackson Ader noted in the firm’s Enterprise Software 2026 stock ...

​NICE Ltd. (NASDAQ:NICE) is one of the Undervalued Stocks with Biggest Upside Potential. On December 10, NICE Ltd. (NASDAQ:NICE) announced the launch and general availability of NiCE CXone Mpower in South Africa, with full local hosting and infrastructure. ​Management noted that the platform is now live and being hosted at redundant data centers in Cape Town and Johannesburg. The platform allows financial institutions, regulated industries, and large enterprises to provide personalized customer experience ...

ServiceNow executed a 1-for-5 stock split to make shares more accessible, yet faced an 11% decline post-announcement of a $7 billion acquisition of Armis Security.The acquisition aims to enhance cybersecurity offerings but led to an analyst downgrade and investor unease, impacting stock prices.ServiceNow (NYSE: NOW) is a prominent player in the enterprise software industry, specializing in digital workflows that enhance productivity and efficiency for businesses. The company is known for its cloud-based pla ...

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Shares of Palantir Technologies traded slightly higher over the past month, a solid continuation of its exceptional year as the market’s premier artificial intelligence pure-play. The stock is currently reflecting intense investor interest driven by its rapidly adopted Artificial Intelligence Platform (AIP). Against that backdrop, we ran Palantir Technologies through an AI price-prediction agent powered b ...

数据中心主题投资退潮 - 文章核心观点认为数据中心及相关主题的投资热潮已经结束 其泡沫在约两个月前已经破裂 仅谷歌例外[4][5] - 数据中心故事失宠导致资金从该领域流出 转向其他增长领域[1][3][4] - 数据中心泡沫破裂的加速因素包括缺乏建设资源以及OpenAI疯狂且不负责任的支出计划[7] 资金轮动至非科技增长领域 - 资金从数据中心及软件即服务类股票流出后 轮动至医疗保健、航空航天、增长型零售商、金融科技以及黄金白银等资源型公司[1][2] - 机构资金在数月前已撤离泡沫类股票 转向各种非科技的增长型投资[9] - 此次市场调整与2000年不同 因有更多资金在场内且大量资金追踪标普500指数 资金未被完全摧毁 从而实现了市场的“广泛化”发展[8][9] 具体受益公司与行业 - 医疗保健行业中存在典型的两位数销售增长的股票群体[1] - 金融科技公司如Block和Lemonade被提及为持续受青睐的增长领域[2] - 梅西百货和强生公司的股价自数据中心泡沫破裂后表现强劲 被作为资金轮动的例证[4] - 当前的可持续增长是人工智能的受益者 而非创造者[10] 当前市场状况与历史对比 - 当前情况被描述为“2025年式”的有序迁移 回归旧的可持续增长 而非2000年的全面崩溃[10] - 与2000年相比 此次有更多散户投资者参与 并在9月开始被淘汰 许多投资者因使用愚蠢的双倍和三倍杠杆ETF而被市场淘汰[7] - “科技七巨头”的泡沫破灭对市场的影响比空头宣称的要小[10]

Oracle Corporation (NYSE:ORCL) is included among the 15 Best Blue-Chip Stocks with Growing Dividends. Oracle (ORCL) Pushes Back on Report of OpenAI Data Center Delay Oracle Corporation (NYSE:ORCL) pushed back on December 12 against a report claiming it would finish building data centers for OpenAI in 2028 rather than 2027. The report, published by Bloomberg, said the delay was tied to labor and materials shortages and cited unnamed sources. The market did not take the news lightly. Oracle shares fell mo ...

Joining me now in a CNBC exclusive Service Now CTO and chairman Bill McDermott. Bill, good to see you. Uh, >> good to see you, John.>> You guys announced the close of Move Works today. Are there any other big acquisitions you're ready to share with us. >> I think the most important thing I'd like to share with you is the results of our organic growth machine speak for themselves at Service Now.Since we're the only large enterprise software company that operates above the rule of 50 free cash flow and revenu ...

Joining me now in a CNBC exclusive Service Now CEO and chairman Bill McDermott. Bill, good to see you. Uh, >> good to see you, John.>> You guys announced the close of Move Works today. Are there any other big acquisitions you're ready to share with us. >> I think the most important thing I'd like to share with you is the results of our organic growth machine speak for themselves at Service Now.since we're the only large enterprise software company that operates above the rule of 50 free cash flow and revenu ...