What the Nvidia-Groq deal means for the AI trade, plus precious metal bubble talk
Youtube· 2025-12-27 00:20
Good morning and welcome to opening bid. I'm Yao Finance executive editor Brian Sazi. I hope Santa brought you all the presents you wanted for Christmas.And luckily for you, I'm here in Santa's place with a few more important presents to hand out. Context on a stock market ripping to new highs into year end. But first, here's what's on my mind right now.Nvidia has made its largest acquisition ever, buying assets from 9-year-old AI chip startup Grock, for roughly uh $20 billion. Grock was just valued at $6.9 ...
From pandemic to AI boom: The new reality of global supply chains
Yahoo Finance· 2025-12-27 00:19
Elon Musk probably said it best when the Tesla (TSLA) CEO declared, “the supply chain stuff is really tricky.” Oh, you’d better believe it. The supply chain—the network of people, organizations, and information that moves a product or service from its origin to the final customer—is crucial to the world’s economy, as it ensures efficiency and lowers costs. The COVID-19 pandemic exposed just how fragile global supply chains are. “For decades, we have grown accustomed to ever quicker deliveries with incr ...
The 3 Best Dividend Stocks to Buy Going Into 2026
247Wallst· 2025-12-27 00:17
As we turn the page to 2026, certain dividend stocks can become standout performers. ...
Cloudflare vs. Fastly: Which CDN Player is a Safe Investment Bet?
ZACKS· 2025-12-27 00:16
Key Takeaways Cloudflare appears the safer CDN bet, backed by broader products and AI-driven growth engines.NET serves roughly 80% of leading AI firms, with security driving long-term commitments.Fastly is growing security revenues and AI features, but faces a 2026 convertible notes maturity.Cloudflare (NET) and Fastly (FSLY) are both leading the content delivery network (CDN) space. While Cloudflare focuses on a global expansion strategy, Fastly focuses on a high-performance, programmable content delivery ...
ET Stock Slips Below 50-Day SMA: What Should Investors Do Now?
ZACKS· 2025-12-27 00:16
Key Takeaways ET trades below its 50-day SMA, down 23.6% from its 52-week high, signaling short-term weakness.Energy Transfer continues to invest in growth projects to expand and enhance its asset base.ET generates 90% of revenue from fee-based contracts, limiting exposure to commodity price swings.Energy Transfer (ET) has been trading below its 50-day simple moving average (SMA), signaling a short-term bearish trend. The stock closed at $16.39 as of Dec. 24, 2025, down 23.6% from its 52-week high of $21.45 ...
Best Momentum Stocks to Buy for Dec. 26
ZACKS· 2025-12-27 00:16
Here are three stocks with buy rank and strong momentum characteristics for investors to consider today, Dec. 26th: Expeditors International of Washington, Inc. (EXPD) : This logistics services company has a Zacks Rank #1 and witnessed the Zacks Consensus Estimate for its current year earnings increasing 6.9% over the last 60 days. Expeditors International of Washington’s shares gained 24.2% over the last three months compared with the S&P 500’s decline of 4.4%. The company possesses a Momentum Score of B. ...
Bank of America: The NII Trough May Be A Turning Point (NYSE:BAC)
Seeking Alpha· 2025-12-27 00:15
Now you can get access to the latest and highest-quality analysis of recent Wall Street buying and selling ideas with just one subscription to Beyond the Wall Investing ! There is a free trial and a special discount of 10% for you. Join us today!So far, I've written only 2 articles about Bank of America Corporation ( BAC ) ("BoA"), and the latest one was published in February 2025 withDaniel Sereda is chief investment analyst at a family office whose investments span continents and diverse asset classes. Th ...
Bank of America: The NII Trough May Be A Turning Point
Seeking Alpha· 2025-12-27 00:15
文章核心观点 - 文章为投资研究服务“Beyond the Wall Investing”的推广内容 旨在提供华尔街买卖观点的高质量分析 [1] - 分析师Daniel Sereda仅撰写过2篇关于美国银行公司的文章 最近一篇发布于2025年2月 [1] - 分析师披露其通过股票、期权或其他衍生品持有美国银行的多头头寸 [2] 分析师背景与服务 - 分析师Daniel Sereda是一家家族办公室的首席投资分析师 其投资横跨多个大洲和资产类别 [1] - 该分析师擅长从海量信息中筛选关键观点 其运营的投资小组“Beyond the Wall Investing”提供机构市场参与者优先分析的信息 [1] - 推广的服务提供免费试用和10%的特别折扣 [1] 披露信息 - 分析师持有美国银行的股票、期权或其他衍生品的多头头寸 [2] - 文章表达分析师个人观点 除来自Seeking Alpha的报酬外未获得其他补偿 [2] - 分析师与文章中提及的任何公司均无业务关系 [2]
This ETF Moves First On Medline As IPO Fever Heats Up - First Trust US Equity Opportunities ETF (ARCA:FPX), Medline (NASDAQ:MDLN)
Benzinga· 2025-12-27 00:13
基金概况与策略 - First Trust美国股票机会ETF是追踪新上市公司的领先ETF 其追踪IPOX 100美国指数 旨在捕捉100家规模最大、流动性最强的美国IPO和近期分拆上市公司的表现 [1][2] - 该ETF采用基于规则的投资方法 系统性地纳入符合流动性和市值标准的新上市公司 不依赖个股选择 这使其与IPO前及上市初期的表现趋势紧密相连 [3][4] - 该基金为投资者提供了分散投资于由私有转向公开市场公司的关键工具 通过跨行业和发行人的分散投资来降低特定风险 同时仍能响应IPO市场势头 [4] 近期表现与动态 - 该ETF今年已上涨约40% 管理资产规模约15亿美元 并拥有晨星五星评级 显示出投资者对IPO市场结构化敞口的浓厚兴趣 [2] - 基金近期新增了医疗供应巨头Medline Industries 这是在Medline完成2025年规模最大的IPO之一后 首次有ETF将其纳入 此举也增强了基金在医疗保健行业的敞口 [1][3][6] - 医疗保健行业因其防御性特质和长期增长潜力 在IPO市场复苏周期中往往表现良好 [6] 市场环境与展望 - 当前股权市场趋于稳定 交易渠道重新开放 许多市场参与者预计IPO活动将在2026年复苏 [5] - 纽约银行在近期报告中指出 “当前IPO环境具有建设性 受到积极趋势的支持” [5] - 该ETF的投资方法使其能够适应市场周期 在新上市公司于公开市场成长时捕捉机会 [5]
S&P500 and Nasdaq Index: US Stocks Rally Toward New Highs in Fresh Forecast Analysis
FX Empire· 2025-12-27 00:11
EnglishItalianoEspañolPortuguêsDeutschالعربيةFrançaisImportant DisclaimersFXEmpire is owned and operated by Empire Media Network LTD., Company Registration Number 514641786, registered at 7 Jabotinsky Road, Ramat Gan 5252007, Israel. The content provided on this website includes general news and publications, our personal analysis and opinions, and materials provided by third parties. This content is intended for educational and research purposes only. It does not constitute, and should not be interpreted a ...