数据中心主题投资退潮 - 文章核心观点认为数据中心及相关主题的投资热潮已经结束 其泡沫在约两个月前已经破裂 仅谷歌例外[4][5] - 数据中心故事失宠导致资金从该领域流出 转向其他增长领域[1][3][4] - 数据中心泡沫破裂的加速因素包括缺乏建设资源以及OpenAI疯狂且不负责任的支出计划[7] 资金轮动至非科技增长领域 - 资金从数据中心及软件即服务类股票流出后 轮动至医疗保健、航空航天、增长型零售商、金融科技以及黄金白银等资源型公司[1][2] - 机构资金在数月前已撤离泡沫类股票 转向各种非科技的增长型投资[9] - 此次市场调整与2000年不同 因有更多资金在场内且大量资金追踪标普500指数 资金未被完全摧毁 从而实现了市场的“广泛化”发展[8][9] 具体受益公司与行业 - 医疗保健行业中存在典型的两位数销售增长的股票群体[1] - 金融科技公司如Block和Lemonade被提及为持续受青睐的增长领域[2] - 梅西百货和强生公司的股价自数据中心泡沫破裂后表现强劲 被作为资金轮动的例证[4] - 当前的可持续增长是人工智能的受益者 而非创造者[10] 当前市场状况与历史对比 - 当前情况被描述为“2025年式”的有序迁移 回归旧的可持续增长 而非2000年的全面崩溃[10] - 与2000年相比 此次有更多散户投资者参与 并在9月开始被淘汰 许多投资者因使用愚蠢的双倍和三倍杠杆ETF而被市场淘汰[7] - “科技七巨头”的泡沫破灭对市场的影响比空头宣称的要小[10]

Joining me now in a CNBC exclusive Service Now CTO and chairman Bill McDermott. Bill, good to see you. Uh, >> good to see you, John.>> You guys announced the close of Move Works today. Are there any other big acquisitions you're ready to share with us. >> I think the most important thing I'd like to share with you is the results of our organic growth machine speak for themselves at Service Now.Since we're the only large enterprise software company that operates above the rule of 50 free cash flow and revenu ...

Joining me now in a CNBC exclusive Service Now CEO and chairman Bill McDermott. Bill, good to see you. Uh, >> good to see you, John.>> You guys announced the close of Move Works today. Are there any other big acquisitions you're ready to share with us. >> I think the most important thing I'd like to share with you is the results of our organic growth machine speak for themselves at Service Now.since we're the only large enterprise software company that operates above the rule of 50 free cash flow and revenu ...

Key Takeaways 2026 quantum investing shifts from pure-play builders to enablers with classical infrastructure & secure IT.AMD is partnering with IBM to link quantum systems with CPUs, GPUs and accelerators for hybrid workflows.Oracle Cloud is hosting post-quantum cryptography solutions aimed at government-grade security needs.Headlines these days highlight pure-play quantum computing startups racing to build fault-tolerant machines. But history suggests that the earliest and most durable value creation in e ...

Modern, well-lit data center facility, representing Vertiv's core business in critical data center infrastructure. Key Points Vertiv Holdings experienced a sharp stock price drop due to analyst downgrade and Oracle-related sympathy selling, despite strong underlying fundamentals. Oracle’s $50 billion CapEx increase signals rising infrastructure demand, directly benefiting Vertiv’s business in cooling and power distribution. Vertiv’s vertical integration strategy and growth metrics—such as a $9.5 billio ...

Key Takeaways PATH stock has surged 51% in three months, reflecting a sharp shift in market sentiment toward the company.PATH is seeing larger deals as agentic AI gains traction, with 450 customers and nearly 1M agent runs logged.PATH holds $1.4B in cash, no debt and strong liquidity, supporting continued investment and long-term growth.UiPath Inc. (PATH) stock has skyrocketed 51% in the past three months, while gaining 29% in the past month, indicating that market sentiment has shifted meaningfully in the ...

Key Takeaways ServiceNow's reported interest in Armis received a negative reaction from investors, who may be concerned about the potential cost of the deal. Often, shares of a company making a big acquisition fall when news of the transaction breaks. In this case, the slide adds to a rough year for ServiceNow shares. Armis is owned by tech-oriented private equity and venture capitalist firm Insight Partners, which bought it in 2020 for $1.1 billion. At the time, Insight Managing Director Jeff Horing said I ...

Magellan Asset Management, an investment management company, released the third quarter 2025 investor letter for “Magellan Global Fund”. A copy of the letter can be downloaded here. The fund focuses on outstanding companies at attractive prices and, at the same time, leverages a deep understanding of the macroeconomic landscape to manage risk. As measured by the MSCI World Index in USD, the global equities rose 7.3% in the September quarter. The portfolio underperformed the index in the quarter due strong p ...

After initiating a recovery process from recent concerns tied to artificial intelligence and a possible bubble brewing in the space, Oracle Corp (NYSE:ORCL) imposed a sharp reality check. Following mixed results for its latest financial disclosure, the enterprise software giant sparked a sector-wide correction among major semiconductors. Still, thanks to the principle of reflexivity, intrepid contrarians may have an opportunity for upside with ORCL stock.For the second quarter, Oracle posted adjusted earnin ...

The past couple of years have been nothing short of euphoric for Palantir (PLTR) shareholders. With shares soaring over 925% in just two years, PLTR quickly became synonymous with artificial intelligence (AI) in the enterprise software space. Palantir’s rally reflects the explosive demand for its AI platform (AIP). That momentum has been visible in the company’s accelerating revenue growth, expanding customer base, and record contract wins as organizations across industries adopt its AIP technology. Mor ...