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Apple: Quality Vs. Price (NASDAQ:AAPL)
Seeking Alpha· 2025-12-28 14:28
A. B. Goodman is a licensed attorney, securities industry dispute resolutions arbitrator, a writer of articles addressing issues of current interest, and a novelist. He is the author of the forthcoming action-packed Wall Street murder/mystery thriller, "The Bank."He holds a B.A. from Emory University, where he concentrated on history and economics. He also holds a Juris Doctorate degree from the University of California at Los Angeles Law School and is a member of the Bar, licensed to practice law in severa ...
Looking to Supercharge Your Passive Income in 2026? These 3 Stocks Offer Yields as High as 10.3%.
The Motley Fool· 2025-12-28 14:15
These stocks offer monster yields backed by sustainable financial profiles.Most stocks offer pretty pedestrian dividend yields these days. The S&P 500's dividend yield is near rock bottom at around 1.1%, a low it hasn't touched in over a quarter-century. That's making it more difficult to generate passive income from dividend stocks. However, several companies offer big-time yields. Here are three intriguing options with yields as high as 10.3%. Starwood Property TrustStarwood Property Trust (STWD +0.03%) l ...
Mcap of 7 of top-10 most valued firms declines by Rs 35,439 cr; SBI biggest laggard
The Economic Times· 2025-12-28 14:13
SynopsisThe combined market valuation of seven of the top-10 most valued firms declined by Rs 35,439.36 crore in a holiday-shortened last week, with State Bank of India taking the biggest hit, in line with a muted trend in equities. ...
Microsoft: The AI Utility Thesis - Weighing $392 Billion Backlog Against CapEx Depreciation Cliff
Seeking Alpha· 2025-12-28 14:11
微软投资论点 - 投资论点的核心在于公司已从人工智能实验阶段(与OpenAI合作)转向大规模商业化阶段 [1] 财务与业务表现 - 在2026财年第一季度,公司的商业预订量实现了112%的同比增长 [1]
This AI Stock Is Quietly Outperforming Nvidia in 2025
The Motley Fool· 2025-12-28 14:10
英伟达与Alphabet的AI市场表现对比 - 英伟达是过去几年市场关注的领先AI芯片设计商,其股价在过去五年飙升了1300% [1] - 2025年,英伟达营收创纪录且需求旺盛,股价实现两位数增长,但并非年度最大赢家 [2] - Alphabet在2025年股价涨幅预计超过65%,正悄然超越英伟达的表现 [4] Alphabet的核心业务与市场地位 - Alphabet旗下拥有全球市场份额超过90%的谷歌搜索,是公司数十亿美元营收和稳定增长的基础 [5] - 广告业务是Alphabet营收的主要来源,广告商聚集在谷歌平台以触达用户 [5] - Google Cloud是另一个重要且增长的收入来源,提供AI工具和平台 [6] - 在最近一个季度,受AI基础设施和生成式AI服务需求推动,Google Cloud营收增长了34% [6] Alphabet的财务里程碑与增长动力 - 广告业务的实力和Google Cloud的增长,帮助公司在最近一个季度首次实现了单季营收1000亿美元 [8] - 分析师预测AI市场规模可能在几年内达到数万亿美元 [8] - Alphabet通过Google Cloud满足客户多样化的AI需求,处于有利的受益地位 [8] - 公司基于其大型语言模型Gemini为客户提供服务,并利用Gemini改进自身业务(如优化广告体验)[6] 近期利好事件与估值分析 - 9月初,美国联邦法官在一起反垄断案件中排除了拆分谷歌(出售Chrome或Android操作系统)的最坏情况,消除了公司及其投资者的最大风险 [9] - Alphabet基于远期收益预估的市盈率为29倍,相比英伟达估值更为便宜 [10] - 公司不仅提供英伟达系统,还为客户提供多种替代方案,有望在AI市场增长中受益 [11] 投资吸引力与前景展望 - 公司主要的利润引擎——广告业务,无论AI支出环境如何,都可能持续带来营收增长,为投资者提供了安全感 [12] - 其合理的估值可能吸引寻求价格合理AI股票的买家 [11] - 有理由对Alphabet明年的表现持乐观态度,其甚至可能继续跑赢英伟达 [12]
Is Recent IPO Stock Heartflow a Buy After a Director Scooped Up Shares Worth Over $1 Million?
The Motley Fool· 2025-12-28 14:08
AI-powered cardiac diagnostics firm HeartFlow reported a recent insider buy, as disclosed in the latest SEC filing.Jeffrey Lightcap, a member of the Board of Directors of HeartFlow (HTFL 2.00%), acquired 40,000 common shares in an open-market transaction valued at $1,053,680 on Dec. 16, 2025; see SEC Form 4 filing.Transaction summaryMetricValueShares traded40,000Transaction value$1.1 millionPost-transaction shares (direct)40,000Post-transaction shares (indirect)6,697,556Post-transaction value (direct owners ...
$400,000 worth of lobster stolen en route to Costco wholesale stores in US
Sky News· 2025-12-28 14:07
事件概述 - 一批价值40万美元(约合29.5万英镑)的龙虾在运往美国好市多批发商店的途中被盗 [1] - 被盗龙虾为冷冻产品 由Rexing Companies公司负责运输 目的地为伊利诺伊州和明尼苏达州的商店 [1] - 货物在马萨诸塞州汤顿市被提取 但未能抵达目的地 [1] 事件性质与影响 - Rexing公司总裁兼首席执行官认为 此次盗窃是有组织犯罪 并非随机事件 犯罪分子通过伪造合法承运商身份 使用虚假电子邮件和一次性手机等手段 在运输途中劫持高价值货物 [2] - 此次损失对公司而言是“重大的” [2] - 此类盗窃迫使公司做出艰难决策 并最终推高整个供应链的成本 而消费者最终将承担这些上涨的成本 [3] 调查与行业呼吁 - 美国联邦调查局正在对此案进行调查 [3] - 货运经纪人是应对此问题的前线 但行业需要联邦机构配备现代化的执法工具 以跟上有组织犯罪网络的发展步伐 [3] - 在执法工具更新前 此类盗窃将继续扰乱商业活动并影响日常商品价格 [4]
Forget Gen Z and Millennials — the over-50s ‘Silver Spenders' are powering investment opportunities, including these stocks
CNBC· 2025-12-28 14:00
The growing wealth and enhanced spending power of the over-50s is poised to accelerate a range of investment opportunities across multiple sectors in the U.K., according to investors.Market pros say this age group — dubbed the "Grey Pound" or "Silver Spenders" — is gaining greater control over its assets. With greater wealth and more discretionary income, a larger chunk of this demographic is increasingly seen as the new "idle rich."Dan Coatsworth, head of markets at AJ Bell, said that the over-50s were an ...
Comcast Is Cheap. Investors Are Too Pessimistic on Broadband, This Analyst Says.
Barrons· 2025-12-28 14:00
Comcast is among the S&P 500's 10 cheapest stocks based on projected 2026 earnings. ...
Play on or game over? A look back at 2025 for the video game industry
CNBC· 2025-12-28 14:00
This summer, Switch 2 became the fastest-selling console in Nintendo's history, selling 10.36 million units in the first four months of salesGuillaume Payen | Sopa Images | Lightrocket | Getty ImagesIt has been a monumental year for the video game industry, marked by new devices and billion-dollar deals.Further consolidation occurred within the sector when a consortium led by the Public Investment Fund of Saudi Arabia, alongside Jared Kushner's Affinity Partners and Silver Lake, announced plans to take Elec ...