Key Points Nvidia's blockbuster deal with OpenAI reinforces its long-term investment thesis. The chip giant is well positioned to thrive even in the face of competition from Broadcom. Nvidia's valuation is reasonable given its breakneck growth rate. 10 stocks we like better than Nvidia › Nvidia (NASDAQ: NVDA) hit an all-time high on Sept. 22 in response to a $100 billion strategic partnership with OpenAI. Nvidia is helping OpenAI achieve its goal of building at least 10 gigawatts (GW) of data cent ...

Key Points Powell closely studies the broad financial picture when making decisions. Investors were eagerly awaiting the recent rate cut, as lower interest rates are positive for the stock market. 10 stocks we like better than S&P 500 Index › The S&P 500 went through a rough patch earlier this year as investors worried about U.S. President Donald Trump's import tariffs and how they might affect the economy. The U.S.' move to negotiate with countries and show flexibility relieved some of the tension ...

Mark Leonard hosted conference call on impact of AI days before resigning for health reasons.Constellation Software’s founder and chief executive Mark Leonard stepped down from his position after 30 years at the company this week, citing health reasons. The software giant’s stock price hasn’t recovered. Leonard, who founded the company 30 years ago, will remain on the board. Mark Miller, who joined the company in 2001, was appointed as president in his stead. Miller previously led Volaris Group, an acquisi ...

TD SYNNEX (NYSE:SNX) Q3 2025 Earnings Call September 25, 2025 09:00 AM ET Company ParticipantsDavid Jordan - SVP & CFO - AmericasPatrick Zammit - CEO & DirectorMarshall Witt - Chief Financial OfficerMaya Neuman - Equity Research AssociateDavid Paige - AVP - Equity ResearchMike Ng - MD - Global Investment ResearchConference Call ParticipantsKeith Housum - MD & Research AnalystOperatorGood morning. My name is Tiffany, and I will be your conference operator today. I would like to welcome everyone to the TD SYN ...

TD SYNNEX (NYSE:SNX) Q3 2025 Earnings Call September 25, 2025 09:00 AM ET Company ParticipantsDavid Paige - Equity Research AVPPatrick Zammit - CEOMarshall Witt - CFODavid Jordan - CFO and Head of Investor RelationsConference Call ParticipantsMike Ng - Equity Research AnalystNone - AnalystKeith Housum - Senior Research AnalystOperatorGood morning. My name is Tiffany, and I will be your conference operator today. I would like to welcome everyone to the TD SYNNEX Third Quarter Fiscal 2025 Earnings Call. Today ...

TD SYNNEX (NYSE:SNX) Q3 2025 Earnings Call September 25, 2025 09:00 AM ET Company ParticipantsDavid Paige - Equity Research AVPPatrick Zammit - CEOMarshall Witt - CFODavid Jordan - CFO and Head of Investor RelationsConference Call ParticipantsMichael Ng - Equity Research AnalystNone - AnalystKeith Housum - Senior Research AnalystOperatorGood morning. My name is Tiffany, and I will be your conference operator today. I would like to welcome everyone to the TD SYNNEX Third Quarter Fiscal 2025 Earnings Call. To ...

TD SYNNEX (NYSE:SNX) Q3 2025 Earnings Call September 25, 2025 09:00 AM ET Speaker1Good morning. My name is Tiffany, and I will be your conference operator today. I would like to welcome everyone to the TD SYNNEX Third Quarter Fiscal 2025 Earnings Call. Today's call is being recorded, and all lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question and answer session. At this time, for opening remarks, I would like to pass the call over to David Jo ...

We recently published Wall Street Analysts Like These 10 Stocks. Aptiv PLC (NYSE:APTV) is one of the stocks analysts were recently talking about. Stephanie Link, CIO at Hightower, recently said during a program on CNBC that she’s buying Aptiv because the company is in expansion mode. Here is why the analyst likes the stock: “It’s an auto parts company, but it’s spinning out its software business. And we have a catalyst November. They’re having an analyst day, and we’re going to learn more about the infor ...

价格目标调整 - Evercore ISI将英伟达目标股价从214美元上调至225美元 维持"跑赢大盘"评级 [1] 与OpenAI合作细节 - 英伟达被OpenAI选为首选供应商 以满足激增的AI需求 [2] - 协议涵盖至少10GW的AI基础设施 包括GPU、机架、网络和软件供应 [2] - 历史可寻址市场规模为每GW 300-400亿美元 未来可能进一步增长 [2] 财务影响预测 - OpenAI合作预计为英伟达在2026年下半年带来55亿美元额外收入 [3] - 该协议为收入预测带来上行空间 基于Colossus、Prometheus和Project Rainier等大型项目基准 [3] 市场地位 - 英伟达作为AI生态系统主导供应商的地位得到巩固 [1]

Columbia Threadneedle Investments, an investment management company, released its “Columbia Threadneedle Global Technology Growth Strategy” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The market experienced volatility at the start of the quarter due to heightened uncertainty from global tariffs as part of the new U.S. administration. Later, the market rebounded with the implementation of a more lenient trade policy. The composite returned 25.11% gross of fees and 24.85 ...