About this content About Sean Mason Sean Mason is a Senior Journalist at Proactive, having researched and written about Canadian and US equities for 20 years. Sean graduated from the University of Toronto with a BA in history and economics and has also passed the Canadian Securities Course. He previously worked at Investors Digest of Canada, Stockhouse, and SmallCapPower.com. Read more About the publisher Proactive financial news and online broadcast teams provide fast, accessible, informative and action ...

Palantir Technologies Inc. (NASDAQ:PLTR) is one of the stocks Jim Cramer recently provided insights on. Cramer praised the company’s CEO during the episode, as he commented: “The year of magical investing continues. As always, it’s led by Palantir, the super intelligence/AI/defense company with a stock that’s blown through all my previous price targets. It’s now within striking distance of $200 after it’s more than 2% move higher today. The messianic CEO Alex Karp has the growth, the profits, and the fan ...

Palantir Technologies Inc. (NASDAQ:PLTR) is one of the stocks that should double in 3 years. On October 23, Lumen Technologies Inc. (NYSE:LUMN) and Palantir Technologies announced a new multi-year partnership designed to accelerate the secure and rapid deployment of AI within businesses. Palantir, Lumen Partner in Multi-Year Deal Worth ~$200M to Accelerate Enterprise AI Deployment The partnership will integrate Palantir’s foundry and AI platform with Lumen’s connectivity fabric, which is a digital networ ...

投资组合策略 - 苏珊·奥曼建议将50%的资金投资于Vanguard S&P 500 ETF (VOO) [4] - 在VOO之外，进一步超配其前十大成分股，并建议直接购买个股 [4] - 推荐的个股包括英伟达、AMD、Palantir和IONQ等 [4] 市场结构变化 - Vanguard S&P 500 ETF (VOO) 的前十大成分股目前占该指数权重的38% [1][2][3] - 科技和人工智能巨头如苹果、微软和英伟达在指数中的占比日益增长 [2] - 当前股票市场的运作方式与几十年前不同，指数集中度显著提高 [3] 指数基金特性 - Vanguard S&P 500 ETF (VOO) 是跟踪美国500家最大上市公司的低成本指数基金 [2] - 无论是选择跟踪标普500的SPDR基金，还是更广泛的Vanguard全股票市场ETF (VTI)，投资者持有的核心都是相同的大型公司 [3] - 人工智能成为当前市场普遍的投资主题 [3]

市场宏观环境 - 市场在盘前交易中持续大幅上涨[1] - 市场普遍预期美联储将在当天晚些时候的会议上批准连续第二次降息25个基点概率接近100%[1] - 联邦基金利率目标区间预计将从当前的4%-4.25%下调[1] 英伟达公司动态与预期 - 英伟达股价继昨日上涨超过9美元后今日再涨7.77美元[2] - 公司预计人工智能芯片销售额将达到5000亿美元[2][4] - 公司将与美国能源部合作建造七台新型超级计算机[2] - 公司投资10亿美元于诺基亚以共同开发6G蜂窝技术[4] 科技巨头分析师观点 苹果公司 - 美国银行在苹果周四公布财报前重申买入评级目标股价320美元[3] - 分析师认为人工智能将影响苹果收入可能增强新产品供应如AI增强眼镜、内置AI机器人/智能家居同时可能对传统搜索收入造成干扰[3] 英伟达公司 - 高盛给予买入评级目标股价210美元[4] - 花旗集团给予买入评级目标股价210美元[4] - 美国银行将买入评级的目标股价从235美元上调至275美元[4] Palantir公司 - Wedbush公司在11月3日财报公布前重申跑赢大盘评级[5] - 公司认为随着人工智能热潮持续Palantir有潜力成为万亿美元市值的公司[5] 亚马逊公司 - Loop Capital在周四财报公布前重申买入评级[6] - 看涨理由包括AWS收入增长已开始加速且增长曲线将继续向上弯曲以及第二季度观察到的零售单元加速增长趋势将持续[6] Datadog公司 - 美国银行在11月6日财报公布前重申买入评级[6] - 由于对该公司信心增强将目标股价从175美元上调至180美元[6]

ANALYSIS: Are Prediction Markets Turning Brokers Into Bookies? Investors are eyeing a stock split for Palantir Technologies (PLTR), said a Wall Street analyst in a third-quarter earnings preview. Palantir stock has gained 151% in 2025 and hit a record high on Monday before retreating a bit. RBC Capital analyst Rishi Jaluria surveyed investors ahead of the Palantir earnings report, which is due Nov. 3. "Retail investors are also largely focused on the potential for a stock split, and although this topic dec ...

Palantir(PLTR.US)涨超3%，最高触及195.44美元，创下历史新高。 消息面上，英伟达CEO黄仁勋宣布，英伟达与Palantir达成合作，推动AI实战化，将企业数据转化为动 态决策智能。Palantir将把英伟达加速计算、英伟达CUDA-X库以及开源英伟达NEMOTRON 模型整合到 其本体框架中；Palantir AIP平台也将支持英伟达面向政府参考设计的全新AI工厂。(格隆汇) ...

投资组合策略 - 投资组合约50%配置于低成本基金，另外50%配置于被认为是不对称押注的单一股票 [1] - 投资方法基于宏观和基本面分析，但认识到动量与市场情绪才是真正关键的因素 [1] - 不尝试进行市场择时，只购买愿意持有至少10年的股票 [1] 基本面分析理念 - 市场是前瞻性的，其本质是供需的汇合点，预测人类行为是关键 [1] - 不单纯依据市盈率等指标判断股票是否“便宜”，而是致力于理解数字之外市场对股票的解读 [1] - 分析方法需要理解行业、产业和长期增长趋势，有时需要逆流而上 [1] 当前看好的资产 - 目前对AMD、PLTR、TSLA、广泛的美国股票以及比特币持乐观态度 [1]

Datadog (NASDAQ: DDOG): Bank of America reiterated a buy rating on DDOG ahead of the company's earnings on November 6, with a price target of $180, up from $175, due to growing confidence in the stock. ...

When Nvidia Corp (NASDAQ:NVDA) became the world's first $5 trillion company this week, it wasn't just another milestone in the chip wars—it was the start of a new chapter in the artificial intelligence software race. And if ARK Invest's Cathie Wood was right about one thing, it's that hardware alone doesn't win revolutions—software does.Track NVDA stock here.Nvidia's Next Leg Isn't About Chips — It's About ControlNvidia's string of new partnerships — from Uber Technologies Inc's (NYSE:UBER) robotaxi fleet t ...