From mid-2022 to today, Walmart Inc.'s ( WMT ) stock essentially moved in only one direction. Similar to Costco ( COST ), Walmart has now reached a point where it trades far above whatI aim to invest in companies with perfect qualitative attributes, buy them at an attractive price based on fundamentals, and hold them forever. I hope to publish articles covering such companies approximately 3 times per week, with extensive quarterly follow-ups and constant updates.I manage a concentrated portfolio targeted a ...

NVIDIA Corp. (NASDAQ:NVDA) made a key move on Wednesday to secure its dominance in the AI inference market through a non-exclusive licensing agreement with Groq. NVDA stock is climbing. See the chart and price action here. Analysts at Rosenblatt Securities view the deal as a critical maneuver to counter competition from Alphabet, Inc. (NASDAQ:GOOGL) (NASDAQ:GOOG) Google's tensor processing unit (TPU) and solidify Nvidia’s market leadership as the AI industry shifts focus from training massive models to real ...

Well, we're going to start with the econ outlook for next year as the street debates the path for the Fed following GDP earlier in the week. Let's bring in CNBC senior economics reporter Steve Leeman. Steve, it's great to have you on and let's start right there.The economic outlook for 2026. Uh there's something for the Bulls, there's something for the Bears. We're talking to Tristan Slock from Apollo last hour and he was basically saying the economic uh the economy could be poised to be much stronger than ...

Key Takeaways Sandisk is benefiting from AI-led data center spending as NAND and enterprise SSD demand accelerate.SNDK's data center revenues rose 26% sequentially, driven by hyperscalers and AI training.Sandisk's high bandwidth flash targets AI inference with lower latency and higher bandwidth.Marvell Technology (MRVL) and Sandisk (SNDK) are key players in the technology infrastructure space that are riding the artificial intelligence (AI) wave. While Marvell Technology plays a key role in the custom silic ...

I analyze oil and gas companies like Harbour Energy and related companies in my service, Oil & Gas Value Research, where I look for undervalued names in the oil and gas space. I break down everything you need to know about these companies -- the balance sheet, competitive position and development prospects. This article is an example of what I do. But for Oil & Gas Value Research members, they get it first and they get analysis on some companies that is not published on the free site. Interested? Sign up he ...

行业融资与资本需求 - 超大规模科技公司为支持其人工智能雄心而进行的债务发行是当前市场的首要悬而未决问题[1][2] - 行业正从人工智能炒作阶段进入“证明给我看”阶段 公司需要证明其能产生收入和实际基础设施 这将需要大量资本[3] - 甲骨文公司已明确指出 其利润率将下降 资本要求将增加 资本支出将上升[3] 甲骨文与OpenAI的依存关系 - 甲骨文的成功将直接与OpenAI的财务状况挂钩[3] - 甲骨文对如何实现其人工智能计划并未给出非常清晰的说明 主要基于对OpenAI能力的信心[3] - 由于OpenAI是私营公司 其财务状况不透明 这为依赖它的公司（如甲骨文）的故事带来了不确定性[5][6] OpenAI的市场地位与战略 - 目前人工智能领域的领导者是OpenAI和谷歌的Gemini[3] - OpenAI正从消费者市场更坚决地转向企业市场 这是其明确的迹象[3] - 通过向大型企业销售服务来实现货币化 其企业业务潜力巨大 并可能成为其业务拓展的重要资金渠道[4] - 人工智能行业的赢家通常只有少数几家 历史周期显示 排名第一的供应商可获得60%-70%的市场份额 目前主要是OpenAI、Anthropic和谷歌等[9] OpenAI的团队与执行能力 - 尽管存在担忧 但对OpenAI组建的团队质量感到相对放心[7] - OpenAI近期聘请了Denise Dresser负责企业销售 她曾在Salesforce工作13-14年 是Benioff的得力助手 她的加入增强了市场对OpenAI执行路径的信心[7][8] - OpenAI拥有在人工智能领域获胜的关键要素：资本、用户和数据[9] 企业市场的增长潜力 - 大型企业开始为OpenAI的服务支付大量费用 这可能是2026-2027年的重要故事[9] - OpenAI尚未完全破解企业市场的密码 这意味着其在该领域有巨大的增长潜力[9] 甲骨文的估值与市场预期 - 甲骨文股票目前的交易价格约为其潜在估值的一半[10] - 如果甲骨文能达到其200亿美元盈利目标 并给予20倍市盈率（该倍数并不激进） 其估值可达4000亿美元 而目前市值仅为此预期的一半[10]

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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 ...

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 ...

As we turn the page to 2026, certain dividend stocks can become standout performers. ...