Workflow
Lagging 401(k) Balances Give Gen Xers Retirement FOMO
Yahoo Finance· 2025-12-28 13:01
Today, just 14% of private-sector US workers have access to a defined-benefit pension plan, according to the Bureau of Labor Statistics , compared with roughly 40% in 1979. On the upside, 70% have access to a defined-contribution plan, typically a 401(k) or its equivalent.Employers, always looking to cut costs, were eager to pivot from the then-predominant defined-benefit pension plans and offer 401(k) programs instead. Workers, meanwhile, saw a worthy tradeoff: Pension plans made it difficult to job-hop an ...
Prediction: 1 Artificial Intelligence Stock Will Lead the Next Bull Market
The Motley Fool· 2025-12-28 13:00
人工智能投资趋势演变 - 人工智能是近几十年来最佳的投资机会之一 结合了互联网泡沫时期的热情与真实的收入增长 [2] - 人工智能芯片定义了第一轮人工智能股票涨势 但下一轮趋势可能规模更大 能源将成为新的瓶颈 [1][3][4] - 解决人工智能瓶颈可带来数十亿美元的年收入并创造巨大前景 英伟达市值突破5万亿美元即是例证 [6] 能源成为人工智能新瓶颈 - 人工智能应用需要大量能源 导致出现能源短缺 传统数据中心基础设施无法满足人工智能软件的复杂工作负载 [8] - 科技巨头正转向能够提供充足能源的人工智能数据中心提供商 并愿意投入大量资本 例如Alphabet以47.5亿美元收购Intersect [9] - 英伟达的芯片解决了人工智能瓶颈的关键部分 而能源是下一个亟待解决的瓶颈 [8] IREN公司概况与市场定位 - IREN被视为下一轮人工智能涨势中极具吸引力的公司 其当前股价为40.30美元 市值130亿美元 当日下跌4.00% [3][7] - 公司毛利率为31.17% 52周股价区间为5.13美元至76.87美元 [7] - 公司主要收入目前来自加密货币挖矿 但人工智能基础设施是其未来发展方向 [12] IREN的核心业务与合同 - IREN与微软签订了一项为期五年的关键合同 提供200兆瓦的关键IT负载 合同总价值达97亿美元 相当于每年近20亿美元的经常性收入 [9] - 公司获得了该合同20%的预付款 这将有助于其为额外的人工智能数据中心提供资金 [9] - 每个类似微软的人工智能数据中心合同都能提供数十亿美元的年度经常性收入 使公司能够快速扩大收入规模 [11] IREN的增长潜力与未来展望 - IREN拥有数千兆瓦的管道容量 可以支持更多交易 预计将在2026年获得额外的千兆瓦合同并建设更多站点 [10] - 公司联合首席执行官表示 其满足需求的速度不够快 这表明未来将宣布更多站点 [10] - 公司目标是到2026年底实现34亿美元的人工智能云年化运营率收入 相比2025财年1640万美元的人工智能云收入是巨大飞跃 [12][13] - 2026财年第一季度(截至9月30日)人工智能云收入为750万美元 到2026年底跃升至超过30亿美元的年度经常性收入 预示着2027年及以后仍可能保持高增长率 [13]
NMZ: I Like This Muni Fund For The New Year (Rating Upgrade) (NYSE:NMZ)
Seeking Alpha· 2025-12-28 12:58
The purpose of this article is to evaluate the Nuveen Municipal High Income Opportunity Fund ( NMZ ) as an investment option at its current market price. It is a closed-end fund withI've worked in Financial Services since 2008 and that is essentially when I started my investment journey. The first half of my career was spent in New York, working professionally after college (BS - Finance and D1 Men's Tennis), but I have since relocated to North Carolina, obtaining my MBA and then working in the Banking sect ...
CD Projekt: Strong Q3, But Valuation Leaves No Room For Error
Seeking Alpha· 2025-12-28 12:46
分析师背景与覆盖领域 - 分析师专注于文化、科技与估值交汇的未来导向型行业 [1] - 覆盖领域包括重塑全球金融与娱乐的数字资产(如XRP、比特币、以太坊)和游戏发行商(如任天堂、卡普空、史克威尔艾尼克斯)[1] - 同时覆盖部分消费类公司(如怪兽饮料、Sprouts、梅西百货),其长期价值由品牌与消费者行为驱动 [1] 分析方法论 - 分析方法结合了贴现现金流模型、相对估值法以及宏观与叙事背景 [1] - 旨在帮助读者识别在引领下一轮增长周期的公司与资产中早期布局的机会 [1]
Coupang founder Kim Bom apologises for data leak, pledges compensation
Reuters· 2025-12-28 12:36
Coupang chairman and founder Kim Bom said he "sincerely apologises" for the data leak of customer information and pledged to unveil a compensation plan as soon as possible, according to a statement po... ...
MLPX: Higher Dividends And Better Comps Make This Midstream ETF A Buy (Rating Upgrade)
Seeking Alpha· 2025-12-28 12:28
服务概述 - CEF/ETF收入实验室提供管理服务 其管理的封闭式基金和交易所交易基金投资组合目标收益率约为8% [1] - 该服务旨在为各类经验水平的主动和被动投资者简化收益投资 [2] - 服务组合中的绝大多数持仓为月度派息产品 旨在加速复利增长并提供稳定现金流 [2] 服务特点 - 服务特点包括提供全天候聊天支持和交易提醒 [2] - 服务由Stanford Chemist领导 Juan de la Hoz作为贡献者参与 [2] 分析师背景 - 分析师Juan de la Hoz曾担任固定收益交易员、金融分析师、运营分析师及经济学教授 [2] - 其经验涵盖跨市场和跨货币分析、交易和谈判固定收益证券 包括债券、货币市场和银行间贸易融资 [2] - 其研究重点为股息、债券和收益基金 并特别专注于交易所交易基金 [2]
Would You Buy the SpaceX IPO?
The Motley Fool· 2025-12-28 12:15
Bloomberg and Reuters are now both reporting that SpaceX plans to go public in 2026 at a valuation that could reach $1.5 trillion, making it the biggest IPO of all time.In this podcast, Motley Fool analysts Rick Munarriz, Karl Thiel, and Tim Beyers:Talk about the possible SpaceX IPO.Debate the company's status as a Rule Breaker.Make a call on whether they'd buy the SpaceX IPO.To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center. When you're ready to invest, check out t ...
IXUS: Portfolio Diversification Via International Stocks (NASDAQ:IXUS)
Seeking Alpha· 2025-12-28 12:13
国际股票与ETF - 国际股票历来是有效的多元化投资工具 并且今年已证明其价值 [1] - iShares Core MSCI Total International Stock ETF (IXUS) 是一只投资于国际股票的基金 [1] 分析机构背景 - Binary Tree Analytics (BTA) 拥有投资银行现金及衍生品交易背景 [1] - 该机构旨在为资本市场工具和交易提供透明度与分析 专注于封闭式基金(CEFs)、交易所交易基金(ETFs)和特殊状况投资 [1] - 其投资目标是实现低波动性下的高年化回报 [1] - 核心团队拥有超过20年的投资经验 并毕业于顶尖大学的金融专业 [1]
Astera Labs Plans To Be Indispendable No Matter How AI Systems Evolve
Seeking Alpha· 2025-12-28 12:02
公司定位与市场地位 - Astera Labs 正崛起成为AI数据中心领域的连接控制点 这一关键但被低估的市场地位支撑了其强劲的买入评级 [1] - 公司于纳斯达克上市 股票代码为ALAB [1] 投资视角与背景 - 分析视角遵循GARP投资风格 倾向于投资那些具有积极增长前景 并能在1-2年内实现高盈利的公司 [1] - 该投资理念强调长期纪律 持续的超额收益以及对风险的审慎态度 [1]
Bernie Sanders Calls Out Trump's Threefold Wealth Increase During Presidency, Alleges Crypto Ventures Funded By Foreign Governments
Benzinga· 2025-12-28 11:57
Sen. Bernie Sanders (I-Vt) has accused President Donald Trump of significantly increasing his wealth during his presidency, allegedly through crypto ventures financed by foreign governments.Sanders Targets Trump Wealth SurgeOn Saturday, Sanders took to X to highlight Trump's burgeoning wealth, citing Forbes data, which reportedly shows it has surged by 273% to $6.3 billion since he took office.He wrote, “Donald Trump’s wealth has nearly TRIPLED since he became president.”According to Sanders, Trump's wealth ...