On Jan. 4, 2023, GE HealthCare Technologies (No. 219 on the Fortune 500) debuted as a standalone public company on the Nasdaq exchange. Since then, its stock is up almost 50%. It was the first of three businesses to be spun off in the breakup of General Electric, the conglomerate founded on the inventions of Thomas Edison that went public in 1892 and became one of the original 12 components of the Dow Jones Industrial Average four years later. (GE Vernova, No. 130, and GE Aerospace, No. 118, each went publi ...

The retiring investor says a lot with his actions during times of market froth.Berkshire Hathaway (BRK.B 0.56%) has more cash than the market caps of many large, well-known companies. With an estimated cash pile pushing $400 billion, the conglomerate run by the retiring Warren Buffett is hoarding a safe haven asset in U.S. Treasuries while the rest of the investing world chases the artificial intelligence (AI) trade.What is Buffett trying to tell investors? If we look at his long history as an investor in s ...

Wolfgang Münchau is a columnist for DL News. He is co-founder and director of Eurointelligence, and writes a column on European affairs for UnHerd. Opinions are his own. Some of the folklore from boomer-era finance, the pre-crypto world of financial markets, does not apply to cryptocurrencies. But a lot of it does. If you cut it down to its bones, finance consists of three activities: lending, investing and insurance. All financial products fall into one or more of these categories. For most of history ...

If you have $2 million in retirement savings, congratulations. That’s well above the $1.26 million that Americans, according to Northwestern Mutual, believe is needed to retire comfortably. (1) At this point, you have probably overcome the challenge of saving enough. Now, your next mission is wealth preservation. Higher taxes and the wrong lifestyle choices can quickly erode what seems like a huge treasure trove. Shifting your perspective from building wealth to protecting it isn’t easy. But the journey ...

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Cardano (CRYPTO: ADA) founder Charles Hoskinson has denied selling ADA at $3 after being accused of dumping holdings and refusing to buy back at $0.36 as the token trades down 58% year-to-date. Hoskinson Pushes Back On Dump Accusations Hoskinson posted on X on Dec. 25 to wish followers a Merry Christmas. He reflected on 2025 as a “long, hard year” while encouraging investors not to let the “fire go out” an ...

摩根士丹利2026年精选股票观点 - 摩根士丹利筛选出一组认为在迈向2026年时处于最佳位置的股票 这些股票具有强劲的基本面 有利的行业趋势和多个近期催化剂[1] - 核心投资主题涵盖人工智能 网络安全 数据存储和数字媒体领域[1] 英伟达 (NVDA) - 公司被视为摩根士丹利在人工智能主题上的核心标的 是AI交易的关键 其增长动力源于加速的收入增长和持续超过供给的需求[2] - 公司业绩持续超越自身指引 季度收入环比增加数十亿美元 同时AI基础设施支出的长期前景广阔 支撑其建设性展望[2] Spotify (SPOT) - 公司因兼具增长和盈利能力改善而受到关注 其人工智能的应用被视为竞争优势而非威胁 市场对音乐厂牌干扰的担忧已反映在估值中[3] - 预计公司将通过定价能力 用户平均收入提升和运营杠杆来抵消2026年更高的内容成本 从而支持利润率扩张[4] - 公司股价在2025年迄今上涨约30% 反映出市场对其商业模式的信心日益增强[4] Palo Alto Networks (PANW) - 公司被定位为网络安全领域平台化和AI采用的主要受益者 摩根士丹利近期上调了其目标价 理由是估值水平具有吸引力且增长前景稳固[6] - 对公司即将收购CyberArk持乐观态度 预计这将增强其产品供应和长期盈利能力[7] - 尽管2025年股价仅上涨约3.6% 但预计随着收购整合完成以及AI在2026年前成为更强的需求驱动力 股价将有显著上行空间[7] 西部数据 (WDC) - 公司作为与云资本支出增长相关的首选股入选 其驱动力包括硬盘市场需求改善 定价能力以及对公共云支出的强劲敞口[9] - 预计未来有几个催化剂可能进一步支撑股价 包括投资者活动和财报发布[10] - 公司是2025年表现突出的股票之一 股价上涨超过300% 但基本面依然支持其进入下一年的看涨前景[10]

If you like to see more ideas, please subscribe to the premium service "Value in Corporate Events" here and try the free trial. In this service we cover major earnings events, M&A, IPOs, and other significant corporate events with actionable ideas. Furthermore, we provide coverage of situations and names on request!In the spring of 2023, I concluded that it was time for Pinterest ( PINS ) to start executing. Calling it an interesting social media platform, I saw potential emerging, but the business faced di ...

亚马逊无人机配送业务调整 - 公司决定不再推进在意大利的无人机送货计划 [1] - 尽管公司在航空航天监管方面取得了良好进展，但更广泛的商业监管问题不支持该项目 [1]

全球股票市场年初至今表现 - 在年初持有美国股票的投资者获得了良好的收益 [1] - 在年初持有外国股票的投资者获得了比持有美国股票更好的收益 [1]

文章核心观点 - 伯克希尔哈撒韦投资组合中的两只人工智能股票亚马逊和Alphabet是当前值得投资的标的 预计在2026年有巨大上涨潜力 [1][2] 伯克希尔哈撒韦的投资布局 - 伯克希尔哈撒韦投资组合中包含亚马逊和Alphabet两只人工智能股票 [1][2] - Alphabet是伯克希尔哈撒韦最近的投资 约占其总投资组合的1.7% [5] - 亚马逊是伯克希尔哈撒韦更早期的持仓 自2019年起持有 约占其投资组合的0.7% [5] - 这些投资可能由投资经理Todd Combs或Ted Weschler主导 但得到了巴菲特的认可 [4][5] - 伯克希尔哈撒韦目前没有迹象显示会减持这两只股票 [6] Alphabet (GOOGL) 投资分析 - Alphabet股价在2025年表现优异 上涨约60% [6] - 公司市值达到3.8万亿美元 当前股价为313.47美元 [8] - 市场年初对Alphabet的担忧未成现实 包括反垄断拆分风险、生成式AI技术落后以及谷歌搜索被替代的风险 [7] - 公司在生成式AI领域已从落后转为领先 这为2026年开辟了新的收入来源 [8] - Alphabet可能首次在公开市场销售其定制AI芯片Tensor Processing Unit (TPU) 作为GPU的替代品 [9] - 2026年可能成为Alphabet表现强劲的一年 [9] 亚马逊 (AMZN) 投资分析 - 亚马逊股价在2025年表现平淡 仅上涨3% [6] - 公司市值达到2.5万亿美元 当前股价为232.52美元 [13] - 公司业务增长强劲 第三季度收入增长13% [10] - 亚马逊网络服务 (AWS) 是公司关键业务 尽管仅贡献18%的收入 却占运营收入的66% [10] - AWS刚刚公布了多年来增长最快的季度 [11] - 市场在2025年忽视了亚马逊的表现 这为其2026年的成功奠定了基础 [11] - 公司在云计算领域的主导地位以及电子商务业务的内容实力 支持其成为2026年的“回归”股票 [13]