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5 Monster Stocks to Hold for the Next 20 Years
The Motley Fool· 2025-10-10 16:55
Investors should favor companies that have wide moats and can adapt.If you want to buy tech stocks that you can comfortably hold for the next two decades, you need to find companies with wide moats and the ability to adapt.Let's look at five tech leaders who have precisely those attributes.1. NvidiaNvidia (NVDA 1.68%) started out as a chipmaker supporting the video game industry: Its graphics processing units (GPUs) were designed to speed up graphics rendering in video games. However, it also created its CU ...
Google Argues Against Justice Department Proposal to Ban Bundling Apps With AI
PYMNTS.com· 2025-10-09 10:10
反垄断诉讼核心争议 - 公司反对司法部提出的禁止将其YouTube和Google Maps应用程序与Gemini人工智能服务捆绑的方案 [1] - 公司律师在法庭上辩称,尚未有裁决认定公司在AI市场具有垄断地位,或认定Maps和YouTube是垄断产品 [3] - 法官于2024年8月裁定公司的商业行为通过维持和滥用其在搜索及搜索广告市场的垄断权力违反了反垄断法 [4] 法官的裁决与后续程序 - 法官于9月裁定公司不能再向仅使用其搜索、Chrome浏览器或Google Play商店的公司支付费用 [3] - 目前双方正在就法官最终命令的内容进行辩论 [3] - 法官表示不确定是否应允许公司要求想要访问YouTube或Google Maps的设备制造商也必须接受Gemini [4] 案件背景与政府立场 - 案件焦点在于公司广泛而复杂的商业行为,原告方称这些行为扼杀了竞争与创新 [5] - 司法部与11个州于2020年10月提起原始诉讼,指控公司使用反竞争策略维持其在搜索和搜索广告领域的主导地位 [6] - 政府在5月提出,法院针对公司搜索垄断的补救措施应包括限制其推广Gemini的能力,理由是生成式AI是新的搜索入口点 [7]
Client Update September 2025: Reshaping The Investing Landscape
Seeking Alpha· 2025-10-08 09:00
NicoElNino/iStock via Getty Images Greed is a bandage which a higher power sometimes binds across the eyes of reason. - American journalist and author Edwin Lefevre What a tumultuous year it has been. As we enter a new season (to our own amazement, it is September already!), we want to take a moment to zoom out and consider the broader economic and market forces that have been at play this year, and what they mean for the future. For our part, our model of the economic and business environment has funda ...
The Magnificent Seven Stocks Are Roaring Again. Can They Keep Climbing?
Investopedia· 2025-10-04 02:45
板块整体表现 - 由苹果、英伟达、微软、亚马逊、Alphabet、Meta和特斯拉组成的“七巨头”大型科技股在2025年大部分时间表现落后于大盘,但近期出现反弹 [1] - Roundhill七巨头ETF年初至今上涨近20%,超过标普500指数约15%的涨幅,并在第三季度的表现超过基准指数一倍以上 [2] - 在经历了2025年大部分时间的落后之后,“七巨头”近期超越了基准指数,重新夺回领先地位 [9] 近期反弹驱动因素 - 第三季度成长股特别是人工智能相关股票受到强劲盈利、AI驱动增长预期以及利率下降的支持 [2] - 市场预期利率走低和企业利润强劲,为风险较高的资产类别在短期内带来上行空间 [9] - 特斯拉、Alphabet和苹果是近期该板块上涨的最大贡献者,它们在今年大部分时间里均处于负值区间 [6][9] 主要成分股表现 - 英伟达是年内涨幅最大的股票,其股价自4月以来因芯片销售繁荣和贸易政策逆风缓解而稳步上涨 [6] - 特斯拉股价在9月份上涨了三分之一,因市场对首席执行官政治活动和销售下滑的担忧降温,多头将焦点转向其在自动驾驶、机器人技术和人工智能方面的进展 [7] - Alphabet在9月份上涨约15%,主要因联邦法官裁定谷歌无需出售其Chrome浏览器而取得重大法律胜利 [8] - 苹果在9月份上涨近10%,因有迹象显示其最新iPhone 17需求意外强劲,且与特朗普政府关系取得进展 [8] 市场观点与情绪 - 华尔街分析师普遍预期强劲盈利、AI驱动增长和利率下降的趋势将持续 [2] - 尽管存在对人工智能领域泡沫的警惕,甚至有人认为其处于“工业泡沫”中,投资者难以辨别未来的赢家和输家 [3] - 美国银行分析师指出历史上每个泡沫都是由央行紧缩政策刺破的,但过去两个月全球没有央行加息 [4] - 调查显示投资者对股市的乐观情绪有所降温,但即使估值处于高位,他们仍大量投资于成长股 [4]
Alphabet’s AI Strength Fuels Biggest Quarterly Jump Since 2005
MINT· 2025-09-30 23:16
(Bloomberg) -- Alphabet Inc. shares are on track for their biggest quarterly gain in 20 years, the latest reflection of how investors are turning more positive on the Google parent as it strengthens its foothold in artificial intelligence. The stock is up about 38% this quarter, its biggest such gain since mid-2005. The move brings Alphabet’s year-to-date gain to nearly 30%, compared with a 17% rise for the Nasdaq 100 Index. The stock was 1.4% lower on Tuesday. Recent gains followed a long-awaited antitr ...
Ready to Retire Rich? 2 Growth Stocks That Could Soar 100% by 2030
The Motley Fool· 2025-09-27 18:35
These stocks have excellent track records of stock market performance, but they are far from having peaked.Investing in stocks is a great way to save for retirement. With enough time, even modest sums invested regularly can grow significantly and help people become rich -- or at least significantly richer -- by the time they are ready to leave the workforce. However, it's crucial to invest your money in the right stocks, as many will destroy their shareholders' wealth or lag behind the broader market.Two co ...
Prediction: These Supercharged Growth Stocks Will Soar by 2028
The Motley Fool· 2025-09-27 17:20
These three stocks have huge growth opportunities ahead.Growth stocks continue to lead the market higher, and with artificial intelligence (AI) still in its early innings, that looks like the strong growth could continue over the next few years. Even though the market is trading near all-time highs, there are still plenty of stocks with good upside from here.Let's look at three stocks with huge growth opportunities still in front of them that could soar by 2028. 1. BroadcomAs the AI market starts to shift t ...
With Alphabet's Biggest Fear Relieved, Is Its Stock Due for a Big Rally?
The Motley Fool· 2025-09-27 16:14
Alphabet's stock looks relatively cheap compared to the rest of the "Magnificent Seven."Whenever a publicly traded business faces a big risk or unknown, that can weigh on its valuation. For Alphabet (GOOG 0.21%) (GOOGL 0.28%), the tech giant that owns Google and YouTube, the big concern recently was that antitrust lawsuits would result in it being forced to sell off key parts of its business.Although Judge Amit P. Mehta did rule earlier this month that the company has operated a monopoly in search, he did n ...
Alphabet Is ‘Most Valuable Company’ on AI Strength, Moffett Says
MINT· 2025-09-25 20:49
(Bloomberg) -- Alphabet Inc. trails behind a few other megacap technology companies in size, but the Google parent may be destined to overtake them given its strong position in artificial intelligence and other key sectors, according to MoffettNathanson. The “combination of market leadership, diversification, and scale positions Alphabet not only as a winner in the GenAI era but as a company that should rightly be considered for the title of most valuable company in the world,” wrote analyst Michael Natha ...
In just one year, Google turns AI setbacks into dominance
TechXplore· 2025-09-24 16:48
This article has been reviewed according to Science X's editorial process and policies . Editors have highlighted the following attributes while ensuring the content's credibility: Google CEO Sundar Pichai walks to lunch at the Allen & Company Sun Valley Conference on July 9, 2025. Caught off guard by ChatGPT and mocked for early blunders with its own generative artificial intelligence efforts, Google has pulled off a dramatic turnaround in just one year, becoming a major player in consumer-facing AI. "T ...