Warren Buffett has often endorsed a contrarian investment strategy. "Tumbling markets can be helpful to the true investor if he has cash available when prices get far out of line with values. A climate of fear is your friend when investing; a euphoric world is your enemy," he wrote in his 2013 letter to shareholders.Uncertainty surrounding the Trump administration's trade policies has caused the technology-focused Nasdaq Composite (^IXIC -0.18%) to fall more than 10% from its recent high. That puts the inde ...

In recent years, investors showed their optimism about the future by flocking to high-growth stocks -- and that pushed the prices of some of these players into the stratosphere. The idea was these companies would benefit from a potentially lower interest-rate environment ahead, and, in many cases, the development of artificial intelligence (AI).And speaking of AI, companies connected to AI in particular stood out, their stocks advancing in the double and triple digits, helping fuel double-digit increases in ...

After a sharp rise the past few years, the stock market has had a rocky start to 2025. Concerns that President Donald Trump's tariff policies could send the economy into a recession have extended the declines for the major market indexes over the last few weeks. The tech-centric Nasdaq Composite (^IXIC -0.18%) has fallen more than 10% year to date at the time of writing. A market sell-off can be unsettling, but also work to your advantage. Warren Buffett got rich taking advantage of periods when strong comp ...

The Nasdaq entered correction territory earlier this week, and a number of leading artificial intelligence (AI) semiconductor stocks have been swept up in the market downturn. However, spending on AI infrastructure has not suddenly dried up, and in fact it is still on the rise.The three big cloud computing companies, for example, have budgeted spending a combined $250 billion in capital expenditures (capex) this year largely related to AI infrastructure. Meanwhile, a group of companies led by OpenAI and Sof ...

文章核心观点 - 纳斯达克综合指数进入回调，科技股为主的纳斯达克100指数较近期高点下跌约12%，部分股票下跌后出现投资机会，推荐星巴克和MercadoLibre两只股票 [1] 星巴克相关情况 - 星巴克股价在2024年年中因新CEO上任上涨，1月财报出色后再次反弹，现较近期高点下跌约15%，或迎来再次买入机会 [2] - 新CEO尼科尔上任后努力重振公司增长，重塑社区咖啡店氛围，如简化菜单、实行桌椅和洗手间仅对顾客开放政策 [3] - 星巴克最新业绩乍看不佳，顾客流量同比下降6%，但尼科尔上任后数据向好，同店交易同比降幅较上一季度改善200个基点，北美收入增长5.7% [4] - 公司多项举措未在数据中体现，如近期菜单简化和成本削减措施，公司转型尚处早期，耐心投资者可关注 [5] MercadoLibre相关情况 - MercadoLibre几周前公布第四季度财报后创历史新高，近期回调中回吐涨幅，不应被市场噪音掩盖其增长潜力 [6] - 2024年第四季度，其市场商品销量同比增长27%，各主要地理市场均实现两位数增长，支付业务量飙升33%，信贷组合规模同比增长74% [7] - 该公司缓解了第三季度财报后市场对其盈利能力的担忧，运营和净利润率略有反弹，信贷组合损失在前期高位后企稳 [8] - 公司未来可能有多年快速增长，部分关键市场电商和无现金支付尚处早期，物流平台持续改善，新举措创造客户关系深化机会，股价三周内下跌约16%，可低价买入 [9] 整体情况 - 两只股票持有者打算长期持有，若贸易战加剧、美国经济衰退或经济数据不佳，市场可能持续波动 [10] - 两家公司经营稳健、潜力大且估值有吸引力，是耐心长期投资者的理想切入点 [11]

The markets have been volatile over the past few weeks as investors process a slew of economic and policy changes. The tech-heavy Nasdaq Composite is officially in correction territory, down more than 13% from its recent highs as of the close of trading Monday.Times like these can induce panic among investors and cause high selling activity, but the smartest investors will recognize that this presents a buying opportunity for certain stocks. Two incredible stocks that are feeling the heat right now are Cost ...

The Nasdaq (^IXIC -0.18%) has officially entered correction territory, falling by close to 13% since mid-February, as of this writing. Monday marked the index's worst single-day drop since 2022, as it plunged by 4% -- fueling concerns about a looming bear market or recession.The future is still uncertain for the market, and nobody knows whether stock prices will rebound or we're headed for a deeper downturn. But over the long term, it's almost guaranteed that the market will recover. Despite many investors' ...

The current stock market downturn is providing some compelling opportunities for astute investors.After running hard for more than two years, the current bull market is finally taking a well-deserved breather. The Nasdaq Composite has slipped into correction territory, defined as a decline of 10% or more from a recent peak. While it can be unsettling to watch the value of our investing accounts slump, savvy investors will recognize the opportunity that the current downturn represents. We don't yet know if t ...

NEW YORK, March 11, 2025 (GLOBE NEWSWIRE) -- At the end of the settlement date of February 28, 2025, short interest in 3,117 Nasdaq Global MarketSM securities totaled 12,765,719,651 shares compared with 12,649,030,702 shares in 3,121 Global Market issues reported for the prior settlement date of February 14, 2025. The mid-February short interest represents 2.42 days compared with 2.64 days for the prior reporting period. Short interest in 1,628 securities on The Nasdaq Capital MarketSM totaled 2,565,936,316 ...

文章核心观点 - 纳斯达克指数今年动荡下跌超10%进入回调区域 公司股价也有下跌 但这为投资者提供了以更好价格买入优质股票的机会 公司股价从近期峰值下跌20% 因其估值低、增长强劲且受益于人工智能发展 是很好的买入机会 [1][2][10] 行业情况 - 纳斯达克指数今年遭遇动荡 较近期峰值下跌超10%进入回调区域 [1] 公司情况 公司地位与表现 - 公司是被称为“神奇七巨头”的七家领先科技公司之一 过去五年股价涨幅超150% 轻松跑赢标普500指数 [3] 估值优势 - 公司在“神奇七巨头”中远期市盈率最低 略超18倍 比更广泛市场便宜 纳斯达克100指数即使回调后远期市盈率仍超25倍 标普500指数远期市盈率超21倍 [3] 财务增长 - 公司去年营收增长15%至3500亿美元 净利润飙升超35%至1000亿美元 [4] 人工智能驱动 - 人工智能是推动“神奇七巨头”股票估值飙升的重要因素 公司利用这一增长催化剂 其CEO称第四季度业务因人工智能领导地位和业务势头强劲 搜索、谷歌云、YouTube等业务均受益 [6] - 公司第四季度谷歌云收入在人工智能基础设施和生成式人工智能解决方案增长带动下飙升30%至120亿美元 [7] - 公司计划今年资本支出从去年的525亿美元增至750亿美元 用于购买服务器、建设数据中心等 还增加人工智能相关人才支出 [8] - 公司投资使其在人工智能基础设施领域成为领导者 基于双子座平台开发改进人工智能模型 推动量子计算研究突破 并将人工智能集成到产品和平台中 有望在未来实现营收和利润健康增长 [9] 投资机会 - 公司股价下跌20% 是很好的买入机会 因其估值低且增长有望持续 [10]