文章核心观点 - 文章于12月29日推荐了三只具有买入评级和强劲增长特征的股票供投资者考虑 [1] Sanmina (SANM) 公司要点 - 公司是一家全球电子合同制造服务提供商 [1] - 公司获Zacks Rank 1（强力买入）评级 [1] - 在过去60天内，市场对其当前年度盈利的一致预期上调了38.9% [1] - 公司的PEG比率为0.64，而行业PEG比率为1.79 [1] - 公司增长评分为A [1] Great Lakes Dredge & Dock (GLDD) 公司要点 - 公司是美国最大的疏浚服务提供商，业务包括维护和加深航道、填海造地以及修复风暴受损的海岸线 [2] - 公司获Zacks Rank 1（强力买入）评级 [2] - 在过去60天内，市场对其当前年度盈利的一致预期上调了6.9% [2] - 公司的PEG比率为1.02，而行业PEG比率为3.09 [2] - 公司增长评分为A [2] Commercial Metals (CMC) 公司要点 - 公司从事钢铁和金属产品的制造、回收和销售，并提供相关材料与服务 [3] - 公司获Zacks Rank 1（强力买入）评级 [3] - 在过去60天内，市场对其当前年度盈利的一致预期上调了21.3% [3]

Key Takeaways WDC gains from AI-led hyperscaler demand, exabyte shipments and multi-year customer agreements.STX is seeing cloud-led growth, with data center revenue up 34% and rising adoption of HAMR drives.WDC trades at a lower forward P/E than STX, while returning ample cash via dividends and buybacks.As global data creation accelerates, driven by AI, cloud computing and cybersecurity, demand for reliable storage continues to grow. Both Seagate Technology Holdings plc (STX) and Western Digital Corporatio ...

Stone Ridge Holdings Group reported $3 billion in 2025 trading profits and a 50% annualized return for founding investors since 2012, according to the company’s annual investor letter. The letter says that Stone Ridge generated $10 billion in total trading profits over the last three years, and original investors have received distributions totaling 32 times their initial capital. In the Sunday letter, CEO Ross Stevens also advocated for Bitcoin as a necessary instrument for protecting human rights and ...

Financials been a standout this year. The group pushing to record highs. The macro backdrop of course uh has been favorable.Continues to evolve though. Joining us now RBC Capital Markets co-head financials research Gerard Cassidy. Gerard, you've been bullish all year.It's been the right call. What are you thinking heading into next year. >> David, thank you and thank you for having me on the program.The outlook remains real positive. uh the trends that we saw develop in 2025 are expected to continue into 20 ...

Key Points Intersect specializes in energy management solutions for data centers. Building an AI data center requires more than just chips and servers -- efficient energy solutions are also needed. As the AI infrastructure era kicks off, investors should expect to see more capital flow toward the energy space. 10 stocks we like better than Alphabet › It's been a busy period for Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG). In mid-November, investors learned that Warren Buffett's investment conglomera ...

Seasonal cooling is said to be finally seeping into the US real estate / property market after an “unseasonably” active fall, according to the latest market report from Zillow (Nasdaq: Z and ZG). Price cuts from sellers dropped back to normal levels from near-record highs; a rare instance of buyers “losing a bit of leverage in a year when many housing trends moved in their favor.”Zillow Senior Economist Kara Ng said:“Affordability is still a hurdle for home buyers, but 2025 brought real progress. Mortgage p ...

NEW YORK (AP) — Find inspiration for achieving your financial resolutions and money goals in 2026 The start of a new year usually brings new motivation to achieve goals like eating healthier or finally cleaning your basement. Many resolutions also focus on financial goals, such as paying off credit card debt, saving for a new house, or simply getting more educated about money. “New Year’s is a really good time to review and realign your financial goals overall,” said Erica Grundza, certified financial p ...

Strategy Inc. has made a fresh Bitcoin purchase, even though Peter Schiff didn’t think that the business intelligence and software firm had enough capital to complete the purchase. The conversation all started after Michael Saylor, the Executive Chairman of the Bitcoin treasury firm, made another “orange dots” post on X. Strategy Boasts of 672,497 BTC in Holding On December 29, the pro-Bitcoin firm Strategy acquired 1,229 BTC at an average price of $88,568 per coin. According to Michael Saylor, the pu ...

Artisan Partners, an investment management company, released its “Artisan Value Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The equity market rally persisted in the third quarter as investors ignored tariffs, buoyed by strong corporate earnings, rising AI investment, and prospects of economic support from US fiscal policy and lower interest rates. Against this backdrop, the fund’s Investor Class ARTLX, Advisor Class APDLX, and Institutional Class APHLX returned 0.8 ...

U.S. stocks traded lower this morning, with the Dow Jones index falling more than 100 points on Monday.Following the market opening Monday, the Dow traded down 0.25% to 48,591.37 while the NASDAQ slipped 0.55% to 23,464.42. The S&P 500 also fell, dropping, 0.34% to 6,906.41.Check This Out: Top 2 Risk Off Stocks That May Collapse In DecemberLeading and Lagging SectorsEnergy shares rose by 0.6% on Monday.In trading on Monday, materials stocks fell by 1.1%.Top HeadlineU.S. pending home sales jumped by 3.3% mon ...