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Clarivate Plc (CLVT) Downgraded Amid Turnaround Challenges
Insider Monkey· 2025-12-21 12:40
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...
Prediction: Applied Digital Stock Could Soar 5X by 2030
The Motley Fool· 2025-12-20 15:30
Discover why Applied Digital's massive new contracts could spark one of the biggest AI infrastructure rallies of the decade.Applied Digital (APLD +16.44%) is gaining momentum as billions in long-term AI data center leases reshape its financial future. With demand for compute surging, the company's shift toward high-margin recurring revenue could unlock explosive upside for investors willing to bet on its execution.Stock prices used were the market prices of Dec. 15, 2025. The video was published on Dec. 19, ...
Everyone Loves Applied Digital Again. Here’s Why You Should Remain Skeptical
Yahoo Finance· 2025-12-20 15:16
StunningArt / Shutterstock.com Quick Read Applied Digital (APLD) surged 16.5% after securing a $100M development loan from Macquarie Group for AI data center expansion. Applied Digital holds $687M in debt against just $74M in cash. The company issued $2.35B in 9.25% senior notes in November. The rally ignores execution risks and rising leverage in a sector where hyperscalers issued $121B in bonds last quarter. If you’re thinking about retiring or know someone who is, there are three quick questions ...
Applied Digital (APLD) Climbs 16.5% Ahead of Earnings
Yahoo Finance· 2025-12-20 13:13
We recently published 10 Firms in the Limelight. Applied Digital Corp. (NASDAQ:APLD) is one of the best performers on Friday. Applied Digital extended its winning streak to a second day on Friday, surging 16.53 percent to close at $27.85 apiece as investors loaded positions early ahead of the results of its earnings performance. In an update on Thursday, Applied Digital Corp. (NASDAQ:APLD) said that it would announce the results of its second quarter earnings performance for the fiscal year 2026 after ma ...
2026 Market outlook: Key trends in stocks, bonds, and crypto for investors to watch
Youtube· 2025-12-20 12:00
Welcome to Yahoo Finance 2026 outlook. I'm Josh Lipton and for the next half hour, we're breaking down key themes for you, the investor, [music] to watch as the new year begins. 2025 was a year filled with volatility [music] triggered by fiscal and monetary policy uncertainty and the concentration of market gains [music] in tech tied to artificial intelligence.Many of trends this year will carry over into 2026 and we have expert analysis and insight [music] so you can prepare your portfolio. We've got you c ...
Bloom Energy (BE) Slumps Amid AI Bubble Fears
Yahoo Finance· 2025-12-20 11:46
The share price of Bloom Energy Corporation (NYSE:BE) fell by 24.01% between December 10 and December 17, 2025, putting it among the Energy Stocks that Lost the Most This Week. Bloom Energy (BE) Slumps Amid AI Bubble Fears Bloom Energy Corporation (NYSE:BE) designs, manufactures, sells, and installs solid-oxide fuel cell systems for on-site power generation in the United States and internationally. Bloom’s Energy Server generates power onsite, converting fuels like natural gas, biogas, and hydrogen into ...
算力产业崛起 走在粤北前列
新浪财经· 2025-12-20 00:32
12月19日,广东省人民政府新闻办公室举行第十场"'十四五'广东成就"系列主题新闻发布会,介绍韶关 市"十四五"经济社会发展总体情况。 韶关市委副书记、市长吴庆华介绍,"十四五"以来,韶关锚定"建设具有区域影响力的新韶关"总定位, 全面落实省委"1310"具体部署,在经济增长、产业转型等领域多点突破,经济总量先后跨过1500亿元、 1600亿元两个台阶,2024年人均GDP、居民人均可支配收入居粤北五市前列。 算力领跑+产业焕新 筑牢发展硬核支撑 韶关集群凭借"自然条件、综合成本、网络时延、人才集聚"四大优势,成为大湾区算力产业"核心承载 地"。当地地质安全稳定无地震记录,大工业电价低至0.55元/度、绿电装机占比58.8%,工业用地价格 较全省平均水平低72%,算力综合成本仅为大湾区城市六成;到广州、深圳传输骨干机房单向时延分别 降至1.3ms、1.66ms,规划建设深广韶数据大通道将进一步压缩时延;与鹏城国家实验室等共建科研平 台,17所大中专院校培育专业人才梯队。 "十四五"期间,韶关构建全链条算力产业生态,四大运营商及腾讯、万国数据等头部企业纷纷入驻,形 成12万标准机架承载能力,可承载18万P算力, ...
Why Applied Digital Stock Soared 16.5% on Friday
Yahoo Finance· 2025-12-19 23:50
Key Points Micron's blockbuster earnings report helped set off a rally in the AI market. Applied Digital announced on Thursday that it has secured new funding from a key financing partner. The company is at risk of overextending itself in its rush to build new data centers. 10 stocks we like better than Applied Digital › Shares of Applied Digital (NASDAQ: APLD) jumped on Friday, finishing the day up 16.5%. The gain came as the S&P 500 and the Nasdaq Composite finished up 0.8% and 1.3%, respectiv ...
Why is Google Quietly Funneling Billions Into Bitcoin Miners?
Yahoo Finance· 2025-12-19 22:32
Google has quietly become a financial safety net for Bitcoin miners, providing at least $5 billion in credit support to help them pivot into Artificial Intelligence (AI). This isn’t a direct investment but something much smarter: a guarantee. Stocks of miners making this move, like Cipher and IREN, have surged between 300-500% in 2025 as a result. What Is Really Happening Between Google and Bitcoin Miners? This trend is a direct response to AI’s massive hunger for power, a resource that Bitcoin miners h ...
Stocks Rise as Tech and AI Names Rebound | Closing Bell
Youtube· 2025-12-19 21:27
市场整体表现 - 2025年最后一个完整交易周周五 美股市场出现反弹 标普500指数上涨约0.9% 至5683.4点[5][6] 纳斯达克100指数上涨超过320点 涨幅1.3%[5] 道琼斯工业平均指数上涨182点 涨幅0.4%[8] - 标普500指数当日上涨约58-59点 几乎收复了当周前三天的全部跌幅 最终实现周度微涨约0.1%[6][7] 纳斯达克指数当日和当周均收涨 罗素2000指数当日上涨约22点 涨幅约0.9%[8] - 标普500指数成分股中284只上涨 217只下跌 呈现分化格局[9] 多数板块上涨 科技板块领涨 涨幅超过2% 金融、工业、医疗保健板块亦上涨 公用事业、必需消费品板块下跌约0.5% 房地产板块亦受打击[10][11] 个股表现与公司动态 - 嘉年华公司成为标普500指数中表现最佳的个股 股价上涨约9.8%[11][12] 公司提供了优于预期的明年利润展望并恢复了股息支付 预计明年调整后净收入将增长约12% 高于分析师平均预期的8.7%增长 同时宣布恢复派发每股0.15美元的季度股息[12] - 甲骨文公司股价在当日交易中上涨6.9%[13] 根据彭博社独家报道 TikTok将被一个由甲骨文领投的买家集团收购 甲骨文将拥有该实体15%的股份 交易各方已签署具有约束力的协议 将成立一家美国合资公司 由新的七人董事会控制[14] - 耐克公司股价下跌10.54%[18][19] 公司警告称本季度销售额将下降 主要因中国市场持续疲软 公司预计在12月1日开始的三个月内 收入将出现低个位数下降 匡威品牌销售额大幅下滑 大中华区销售亦下降[19] - 家居建筑商KB Home股价一度下跌8.5% 创下自2020年以来最大日内跌幅[21][22] 公司公布的第四财季利润未达到分析师预期 其对2026财年住房收入展望的中值也低于预期[22] - Lamb Weston公司股价下跌26% 交易价格跌至2020年3月以来的最低水平[20] 尽管公司第二季度业绩超预期并维持全年指引 但其新闻稿中指出 由于持续通过价格和贸易支持客户 北美地区的价格组合下降了8% 这实质上是一份关于折扣和制造成本上升的利润警告[21] 行业与宏观趋势 - 科技基础设施领域 White Fiber公司宣布其子公司与End Scale Global Holdings达成一项为期十年、40兆瓦的托管协议[16] 该公司专注于为AI和机器学习任务提供快速计算所需的生物白色光纤 其股价自8月IPO以来下跌了约5%[17] - 全球市场表现对比显示 美国市场表现逊于世界其他地区[25] 欧洲整体表现优异 立陶宛、突尼斯、约旦、斯洛文尼亚等国家股市上涨约50% 委内瑞拉股市今年上涨超过1200%[26] - 美元汇率大幅走弱 彭博美元现货指数今年下跌约8% 这至少是2017年以来最差的年度表现 与去年美元兑主要货币升值约8%的情况完全相反[28] - 市场预期美联储将在2026年继续降息 两年期国债收益率在当日上涨 但已连续两周下跌[23] 下一个美联储会议定于2026年1月28日举行[29]