文章核心观点 - 文章重点讨论了人工智能革命及其相关供应链 包括提及Alphabet等公司 [1] - 分析重点在于提供深入的行业研究和可操作的投资观点 特别关注股息增长机会 [1] 服务内容 - 提供的深度研究服务涵盖范围广泛 包括房地产投资信托基金 抵押房地产投资信托基金 优先股 商业发展公司 主有限合伙企业和交易所交易基金等收入型投资替代品 [1] - 服务拥有438份用户评价 其中大部分为五星好评 并提供免费两周试用 [1] 分析师背景 - 分析师专注于与供应链 基础设施和大宗商品相关的主要经济发展 [1] - 分析师是iREIT®+HOYA Capital团队的贡献作者 [1]

So there's a lot to live up to. The valuation's big uh by any metric. The analyst community is expecting a lot whether it's at the high end of expectations or even the whisper numbers above that.So how do you assess it. >> I mean look I I just continue to view it. It's the gold standard when it comes to AI use cases.Look from all of our work 70 to 80% of every AI use case Palunteer is ultimately involved with. And you when you put in like you you're talking about in terms of the AI trade pieces to the puzzl ...

San Francisco, Nov. 03, 2025 (GLOBE NEWSWIRE) -- Exabits, a U.S.–based AI infrastructure and fintech platform, and Freyr Technology AI Pte. Ltd. (Freyr), a Singapore-based provider of full-stack AI and high-performance computing (HPC) infrastructure solutions, today announced a strategic partnership to design and implement a real-world asset (RWA) tokenization solution for Freyr’s expansive data center and GPU computing assets. This collaboration will enable Freyr to convert its cutting-edge AI infrastructu ...

Palantir (NASDAQ: PLTR) is set to release its third-quarter earnings report today, November 3, with investors watching closely given the performance so far this year.Last quarter, the company exceeded Wall Street expectations by a wide margin, delivering $1 billion in revenue, up 48% year-over-year (YoY), and topping consensus estimates by 6.8%. Now, analysts forecast revenue of $1.09 billion (+50.7% YoY).Unsurprisingly, Palantir stock is reacting positively to the optimism, trading at $200 at the time of w ...

市场观点与预测 - 对标准普尔500指数持乐观态度 预计明年将达到7750点 并有冲击9000点的可能性[4] - 市场存在30%的概率在年底前达到30倍市盈率 即9000点目标位[12] - 当前牛市周期中的资本支出是积极信号 因相关公司盈利能力强劲 且资本市场周期刚刚开始[14] 科技巨头与AI革命 - 亚马逊因良好财报大幅高开 其被压抑数月的价值随AI革命展开而被市场重新认识[2] - 科技巨头如苹果和谷歌在财报后股价飙升 表现令人震惊 如同航空母舰在极小空间内转向[3][7] - AI并非唯一推动力 市场内部广度良好 多数股票普遍上涨 不同于1990年代末科技泡沫时期[10] 投资策略与市场行为 - 获取财富的关键策略是逢低买入 但回顾4月份 买入者不足[6][7] - 在市场拒绝下跌时出现好消息 会使不可能的趋势成为常态 例如当前所见的大型科技股走势[4][7] - 活跃投资者应考虑适度获利了结 但长期投资者应忽略短期波动 避免因频繁交易错失重大收益[5][11] 宏观经济背景 - 货币市场基金规模达7万亿美元 提供充足流动性[8] - 失业率处于约4.3%的历史低位 经济有望增长超过1.5%的预期水平[8] - 上行风险包括经济增长可能意外超过2% 且美联储仍可能因通胀持续缓和而降息[15]

Five of the so-called "Magnificent Seven†firms reported earnings this week in a major milestone for 2025's economic narrative. Apple (AAPL), Amazon (AMZN), Microsoft (MSFT), Google (GOOGL), and Meta (META) all shared their earnings, offering some important insights into key tech firms amid the AI revolution. ...

Core Scientific (NasdaqGS:CORZ) Update / Briefing October 30, 2025 11:30 AM ET Speaker0Greetings, and welcome to the Core Scientific Investor Update Call. At this time, all participants are in a listen only mode. A question and answer session will follow the formal presentation. As a reminder, this conference is being recorded. It is now my pleasure to introduce John Charbonneau, Vice President of Investor Relations.Please go ahead.Speaker1Great. Good morning, ladies and gentlemen, and welcome to Core Scien ...

Trane Technologies (NYSE:TT) Q3 2025 Earnings Call October 30, 2025 10:00 AM ET Company ParticipantsSteve Tusa - Managing DirectorChris Kuehn - EVP and CFONigel Coe - Managing DirectorAndy Kaplowitz - Managing DirectorZac Nagle - VP of Investor RelationsAndrew Obin - Managing Director of Equity ResearchScott Davis - Chairman and CEOChris Snyder - Executive DirectorJoe Ritchie - Managing DirectorDave Regnery - Chair and CEOJeff Sprig - Founder and Managing PartnerConference Call ParticipantsAmit Mehrotra - M ...

公司定位与行业趋势 - Navitas Semiconductor公司定位于更广泛AI革命中的下一个主要创新周期的中心 即向800伏数据中心架构的转型 [1]

公司概况 - 公司为全球投资受众提供快速、可获取、信息丰富且可操作的商业和金融新闻内容 [1] - 新闻团队由经验丰富且合格的新闻记者团队独立制作所有内容 [1] - 公司新闻团队覆盖世界主要金融和投资中心 在伦敦、纽约、多伦多、温哥华、悉尼和珀斯设有办事处和演播室 [2] 内容专长 - 公司是中小型股市场的专家 同时也向社区更新蓝筹股公司、大宗商品和更广泛的投资故事 [2] - 团队提供跨市场的新闻和独特见解 包括但不限于生物技术和制药、采矿和自然资源、电池金属、石油和天然气、加密货币以及新兴数字和电动汽车技术 [3] 技术与运营 - 公司始终是一家前瞻性且热情的技术采用者 [4] - 人类内容创作者拥有数十年宝贵的专业知识和经验 [4] - 团队也会使用技术来协助和增强工作流程 [4] - 公司偶尔会使用自动化和软件工具 包括生成式人工智能 [5] - 所有发布的内容均由人类编辑和撰写 遵循内容生产和搜索引擎优化的最佳实践 [5]