Alphabet could become the largest company in the world in the next five years.Alphabet (GOOG 0.21%) (GOOGL 0.28%) has become one of the world's most important artificial intelligence (AI) companies. What investors initially saw as a big potential risk has instead turned into a big tailwind.And while Nvidia and Palantir Technologies get plenty of the hype these days, Alphabet has the opportunity to be worth more than both of them combined before the decade is out.Nvidia currently sits at a $4.3 trillion mark ...

Key Points IBM's watsonx platform focuses exclusively on enterprise AI solutions, not consumer applications. Banks and healthcare systems are already using IBM's AI while maintaining strict regulatory compliance. The enterprise AI market is projected to reach $600 billion by 2028, with IBM leading the charge. 10 stocks we like better than International Business Machines › With other tech giants sparring over consumer chatbots, IBM (NYSE: IBM) is quietly positioning itself to dominate a different ...

The tech titan's core growth engines are firing on all cylinders.When Satya Nadella succeeded Steve Ballmer as Microsoft's (MSFT 0.88%) CEO on Feb. 4, 2014, many investors dismissed the tech giant as a slow-growth stalwart with limited upside potential. But if you had invested $10,000 in Microsoft on Nadella's first day on the job, your investment would be worth $140,000 today and paying out nearly $1,000 in annual dividends.That same investment in an S&P 500 index fund would only be worth about $38,000 tod ...

蒋佳霖/孙乾/杨本鸿/陈鑫/张旭光/杨海盟/桂杨/罗池婧 本周观点聚焦 点击上方"公众号"可订阅哦！ 兴业证券计算机小组 1、本周 观 点： 持续战略性加配计算机，挖掘 AI 主线的阿尔法 2、深度跟 踪 ：从阿里云栖大会看国内 AI 产业机会 周观点 持续战略性加配计算机，挖掘 AI 主线的阿尔法 持续战略性加配计算机行业。 截至 9 月 27 日， 25Q3 单季，在以 AI 为主线的 TMT 四个行业中，通信、电子、传媒、计算机的涨幅分别为 49.6% 、 43.6% 、 20.2% 、 14.8% ；自 24Q3 最低点以来，通信、电子、传媒、计算机的最高涨幅分别为 144.8% 、 132.5% 、 101.2% 、 114% 。展望 Q4 ，维持 AI 是主线以及 AI 会内部轮动的判断，计算机有望在 Q4 跑出超额，建议持续加配。 预计 Q3 财报的预期较为平稳。 国庆、中秋双节后，市场对 Q3 财报的关注有望升温。计算机行业的业绩具有较强季节性，其中 Q2 、 Q4 单季占比较高，考虑到上半 年的业绩趋势，以及 Q3 需求端、费用端的状况与上半年较为一致， Q3 业绩预期将较为平稳。可基于 Q ...

EHNINGEN, GERMANY - OCTOBER 01: A model of IBM Quantum shows the three chandeliers that would be a part of the System Two installation, the System One comprises of one such chandelier, seen during the inauguration of Europe's first IBM Quantum Data Center on October 01, 2024 in Ehningen, Germany. The center will provide cloud-based quantum computing for companies, research institutions and government agencies. (Photo by Thomas Niedermueller/Getty Images)Getty ImagesIBM stock is up 159% since CEO Arvind Kris ...

Take a Trial Today Get instant access to exclusive stock lists, expert market analysis and powerful tools with 2 months of IBD Digital for only $20! IBD Videos BREAKING: Bullish Rebound Pares Market's Weekly Losses Nvidia (NVDA), Quanta Services (PWR), Emcor (EME), Rhythm Pharmaceuticals (RYTM) and DoorDash (DASH) are stocks to watch this week as their charts trade firmly amid a down week for the general market. The market pulling back but finding support is a recipe for handles and other bullish setups. Ar ...

There's a huge opportunity for companies and investors as the Pentagon embraces artificial intelligence.The rise of artificial intelligence (AI) has been one of the biggest stories on Wall Street for the last two years, as companies are racing to incorporate AI into their platforms to offer new products and features, and make processes run more efficiently.The federal government is capitalizing on AI too, including at the Department of Defense, the biggest department in the U.S. government. Just last month, ...

Key Takeaways Axon's Software & Services revenues rose 38.8% in Q2 2025 on user growth and premium feature demand.Customers are adopting premium plans and adding services, boosting ARR and engagement levels.AXON raised 2025 revenue forecast to $2.65-$2.73B, signaling 29% year-over-year growth at midpoint.Axon Enterprise, Inc. (AXON) has been witnessing strong momentum in its Software & Services segment, driven by an increase in the aggregate number of users to the Axon network. After witnessing a year-over- ...

The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly.Top 5 Upgrades: Rothschild & Co Redburn upgraded Kenvue (KVUE) to Buy from Neutral with a price target of $22, down from $22.50. The shares are down over 20% this month with the Trump administering linking usage of Tylenol by expectant mothers with an increased risk of autism in infants, but the firm views proposals laid out th ...

Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha, iTunes, Spotify.Getty ImagesSeeking Alpha News Quiz Up for a challenge? Test your knowledge on the biggest events in the investing world over the past week. Take the newest Seeking Alpha News Quiz and see how you stack up against the competition. Good morning! Here is the latest in trending:Next round: President Trump has announced sweeping new tariffs on furniture and heavy trucks. There will also ...