Nvidia stock (NASDAQ: NVDA) climbed on Wednesday after Reuters reported that the semiconductor giant has asked Taiwan Semiconductor Manufacturing to ramp up production of its H200 artificial intellige... ...

Remitly Director Joshua Hug made this sale of 40,776 shares close to the stock's 52-week low of about $12. The timing is particularly noteworthy given Remitly's challenging year. The stock has declined roughly 39% over the past 12 months, and shares were trading in the lower half of their 52-week range when Hug executed this transaction. When directors sell during a prolonged slump, it raises questions about their confidence in a near-term recovery.Remitly operates at scale in the digital remittance sector, ...

全球债务与货币体系脆弱性 - 全球金融体系、纸币及膨胀的市场因前所未有的、不可持续的债务而变得极其脆弱，如同寻找挡风玻璃的虫子[4] - 通过鼠标点击数万亿美元来货币化债务意味着缓慢但持续的货币贬值[8] - 美国债务水平高达38万亿美元（1971年为2500亿美元），债务与GDP比率达124%（1971年为38%）[15] 美元霸权衰落与去美元化趋势 - 2025年4月美国尝试“解放日”关税时市场暴跌，更重要的是无人出席美国国债拍卖购买其不受欢迎的借据[17] - 由于数十年的债务成瘾、输出通胀以及2022年将美元武器化的致命短视行为，美国被迫接受“我们的货币现在是我们的问题”这一业报现实[18] - 2025年，随着DXY和美元暴跌，“除美国外任何地方”（ABUSA）交易开始启动，本已公开去美元化的金砖国家+浪潮，加上英国、日本和新兴市场蓬勃发展的股市，表现均超过美国综合指数[21] - 中国外汇储备中美国国债比例曾为40%，到2025年已降至不足1%[32] 美国市场与人工智能泡沫风险 - 人工智能（其价格远超收入）贡献了2025年美国市场80%的涨幅[23] - 英伟达处于循环融资泡沫中心，集中化的科技公司投资超过3500亿美元建设AI数据中心，并预估了尚未实现的2万亿美元年收入[23] - 2025年股票回购规模达1.3万亿美元，内部人士（以苹果和谷歌为首）购买自家股票以人为推高股价，并通过减少流通股数量“粉饰”每股收益数据[28] 信贷市场风险 - 危险的AI支出/泡沫主要通过私人信贷资金池和其他特殊目的实体的表外债务提供资金，其规模预示着巨大的信贷风险[24] - 私人信贷市场向大量未知的、主要是次级借款人提供不良贷款，这些贷款在对冲基金、私募股权海盗和风险投资超人之间流转，预示着违约风险[24] - 全球影子银行系统是一个250万亿美元的泡沫，在一个已经病态但至少“准受监管”的银行体系之外，提供着违约率越来越高的信贷[26] 美联储政策与国债市场压力 - 美联储的真实使命是债券市场稳定，而非通胀或就业[31] - 2025年，美国70%的借据是短期债券，需要很快偿还，除非美联储启动大规模印钞并成为其债务的永久买家，否则进入2026年这将完全不可持续[35] - 美联储在2025年12月宣布的“临时量化宽松”如同其2022年宣布的“暂时性通胀”一样是个笑话，可以合理预期这将在2026年变为结构性量化宽松，美联储资产负债表将大幅扩张[35][36] 黄金与白银的长期前景 - 无论2026年美元相对于其他货币的强弱如何，所有纸币相对于真实货币（即黄金）的购买力都在绝对贬值[39] - 2025年，黄金和白银创下的历史新高比特朗普日常推文数量还多[39] - 自1971年美国取消金本位制以来，所有主要货币相对于黄金的购买力已损失超过95%[42] - 全球深陷超过300万亿美元的债务，正自然地从劣币（纸币）转向良币（黄金/白银）作为优越的战略储备资产和价值储存手段[44] - 中央银行和商业银行都在试图获取尽可能多的黄金，为系统即将面临的历史性清算做准备[47]

Key Takeaways ONEOK's 2026 sales are projected to rise 17.97% vs. Energy Transfer's stronger 26.64% forecasted growth.OKE posts a higher ROE of 15.12%, topping ET's 10.71% and outperforming the industry average of 13.28%.OKE outperformed ET in recent price action, gaining 2.7% in three months while ET declined 0.7%.The companies operating in the Zacks Oil and Gas – Production Pipeline MLB play a vital role in meeting rising global energy demand by supplying crude oil and natural gas that fuel transportation ...

强生公司分析师评级概况 - 强生目前的平均经纪商推荐评级为1.85，介于强力买入与买入之间，该评级基于26家经纪公司的实际推荐计算得出[2] - 在构成当前评级的26份推荐中，有14份为强力买入，2份为买入，分别占总推荐数的53.9%和7.7%[2] 经纪商推荐评级的局限性 - 研究表明，经纪商推荐在引导投资者选择最具升值潜力股票方面成功率很低[5] - 由于经纪公司对所覆盖股票存在既得利益，其分析师倾向于给出强烈的正面偏见评级，研究显示经纪公司每给出1个“强力卖出”推荐，就会给出5个“强力买入”推荐[6] - 经纪商的利益与散户投资者并不总是一致，其推荐很少能准确指示股价的实际走向[7] Zacks评级与ABR的差异 - Zacks评级与ABR虽然都采用1至5的等级，但两者是完全不同的衡量标准[9] - ABR完全基于经纪商推荐计算，通常以小数显示；而Zacks评级是一个利用盈利预测修正力量的量化模型，以整数1至5显示[10] - Zacks评级能及时反映未来价格走势，因为分析师会不断修正盈利预测以反映公司业务趋势变化，这些行动会迅速体现在Zacks评级中；而ABR在查看时未必是最新的[13] 强生公司的投资前景 - 就强生的盈利预测修正而言，本年度Zacks共识预期在过去一个月内上涨0%至10.87美元[14] - 分析师对公司盈利前景日益乐观，表现为他们在上调每股收益预期方面高度一致，这可能是该股近期上涨的合理原因[14] - 基于近期共识预期的变化幅度及其他三个与盈利预测相关的因素，强生获得了Zacks评级第2级[15] - 因此，强生相当于买入的ABR评级可能对投资者具有指导作用[15]

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though?Let's take a look at what these Wall Street heavyweights have to say about Brinker International (EAT) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.Brinker International ...

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?Let's take a look at what these Wall Street heavyweights have to say about Itron (ITRI) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.Itron currently has an average brokerage recommendation (ABR) of 1 ...

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about TXO Partners LP (TXO) .TXO Partners LP currently has an average brokerage ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though?Let's take a look at what these Wall Street heavyweights have to say about Consolidated Water (CWCO) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.Consolidated Water curr ...