Microsoft Escalates AI Arms Race With Next Gen Chips Benzinga

At Holdings Channel, we have reviewed the latest batch of the 21 most recent 13F filings for the 09/30/2024 reporting period, and noticed that iShares Trust - iShares Russell 1000 Growth ETF (Symbol: IWF) was held by 10 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good idea to take a closer look. Before we proceed, it is important to point out that 13F filings do not tell the whole story, because these funds are only required to disclose their long positions with the SEC, but are not required to disclose their short positions. A fund making a bearish bet against a stock by shorting calls, for example, might also be long some amount of stock as they trade around their overall bearish position. This long component could show up in a 13F filing and everyone might assume the fund is bullish, but this tells only part of the story because the bearish/short side of the position is not seen. Having given that caveat, we believe that looking at groups of 13F filings can be revealing, especially when comparing one holding period to another. Below, let's take a look at the change in IWF positions, for this latest batch of 13F filers: In terms of shares owned, we count 2 of the above funds having increased existing IWF positions from 06/30/2024 to 09/30/2024, with 4 having decreased their positions and 2 new positions. Looking beyond these particular funds in this one batch of most recent filers, we tallied up the IWF share count in the aggregate among all of the funds which held IWF at the 09/30/2024 reporting period (out of the 1,093 we looked at in total). We then compared that number to the sum total of IWF shares those same funds held back at the 06/30/2024 period, to see how the aggregate share count held by hedge funds has moved for IWF. We found that between these two periods, funds reduced their holdings by 3,218 shares in the aggregate, from 7,272,303 down to 7,269,085 for a share count decline of approximately -0.04%. The over...

Listen to this article Listen to this article 1x China Merchants Bank in Beijing, May 7, 2025. Photo: VCG Chinese banks posted stronger 2025 profits despite sluggish revenue, drawing on reserves and tightening costs to shore up their bottom lines. Preliminary results from eight listed lenders reveal that while net income climbed, revenue growth remained weak. While complete annual reports aren’t due until March, early disclosures underscore the mounting pressure on banks to sustain earnings amid narrowing interest margins.

Meta Platforms (NASDAQ:META) Price Target Lowered to $800.00 at Roth Mkm MarketBeat

is a reporter focusing on film, TV, and pop culture. Before The Verge, he wrote about comic books, labor, race, and more at io9 and Gizmodo for almost five years. Most vertical video microdrama apps have been focused on putting out newly-produced series meant to be watched on your phone. But Tattle TV thinks that people might also be interested in checking out bite-sized pieces of cinematic history. Though Tattle TV — a UK-based streaming platform created by filmmakers Philip McGoldrick and Marina Elderton — features a reality dating series about dog-owners and a modern drama about a female MMA fighter, the company’s latest debut is a vertically-oriented edit of Alfred Hitchcock’s silent film The Lodger: A Story of the London Fog. Similar to other microdrama apps, Tattle TV splits all of its content into short segments that can be purchased individually using an in-app currency (Tattle Coins) that you buy using actual money. The platform also offers monthly and yearly subscriptions for $3.99 and $29.99, respectively, and Reward Coins — which are essentially the same as regular Tattle Coins — can be obtained by “engaging with fun activities” like watching advertisements. Tattle TV / EMC Productions Media Tattle TV’s content library is relatively scant right now, and its vertical spin on The Lodger is only available in the US (where the film is part of the public domain) due to licensing restrictions. But in a recent interview with Deadline, Elderton said that the company has plans to flesh out its catalog by obtaining the rights to other British classics like Monty Python and The Crystal Maze. “Repurposing recognizable shows would be such an interesting introduction to what a vertical is,” Elderton explained. “There is a huge proportion of the British population who don’t know what verticals are and if we can access those audiences as well as verticals fans then that is a bit of a goldmine.” Watching The Lodger on Tattle TV is a rather odd experience because there ar...

is a London-based reporter at The Verge covering all things AI and Senior Tarbell Fellow. Previously, he wrote about health, science and tech for Forbes. Posts from this author will be added to your daily email digest and your homepage feed. Anthropic’s Claude got a bit livelier today thanks to a new extension to MCP, the open-source protocol that allows AI agents to easily access tools and data across the internet. Users will now be able to interact with apps directly inside the Claude chatbot, letting you draft and format Slack messages to colleagues and create presentations for clients in Canva without having to switch tabs. As of today, Anthropic said tools like Asana, Figma, Slack, and Canva will “open as interactive apps right inside of chat.” While users could previously connect tools like Slack and Asana to the AI assistant, doing so meant getting text back. The company says the new in-app integration means users can actually engage with the tool and “see, explore, and refine results visually, not just read about them.” A number of popular tools are already available to use directly in Claude. Anthropic says users can customize Canva decks in real time, format and preview Slack messages, build interactive charts with Hex or Amplitude, and manage projects with Asana or monday.com. There are also integrations for Figma, Clay, and Box, Anthropic said, with Salesforce tools like Data 360, Agentforce, and Customer 360 apps “coming soon.” Previous Next 1 / 3 Interact with charts using Amplitude. Image: Anthropic The interactivity — something of apps-within-an-app — sounds similar to the “mini” apps embedded inside messaging platforms like Telegram and Discord. The integration signals a shift in how AI platforms like ChatGPT and Claude are likely to operate in the future, becoming more like operating systems than individual tools, an “everything app” in the vein of Tencent’s WeChat in China. ChatGPT has already made a step in that direction with the launch of its o...

Claude users will now be able to call up interactive apps within the chatbot interface, thanks to a new feature announced by Anthropic on Monday. In keeping with Anthropic’s enterprise focus, the launch apps are mostly workplace tools, including Slack, Canva, Figma, Box, and Clay, with a Salesforce implementation expected soon. In each case, the app will enable a logged-in instance of the service that’s accessible to Claude, enabling users to send Slack messages, generate charts, or access cloud files, depending on which apps have been enabled. “Analyzing data, designing content, and managing projects all work better with a dedicated visual interface,” Anthropic said in a blog post announcing the feature. “Combined with Claude’s intelligence, you can work and iterate faster than either could offer alone.” The new feature is available to Pro, Max, Team, and Enterprise subscribers, but not free users. Eligible users can activate the tools at claude.ai/directory. The system is similar to OpenAI’s Apps system, which launched in October and also enables interactive third-party tools. Both systems of app integrations are built on the Model Context Protocol, an open standard introduced by Anthropic in 2024. MCP launched support for apps in November, drawing on work from both companies. The new apps will be particularly powerful when integrated with Claude Cowork, an all-purpose agent tool launched by Anthropic last week. Built on top of Claude Code, Cowork lets users assign multi-stage tasks that draw on large and open-ended datasets — tasks that would have previously required terminal commands. Combined with the new apps feature, Cowork could be granted access to cloud files or ongoing work projects. For example, Cowork could update a marketing graphic in Figma or use new data from the company’s Box instance. Apps are not available in Cowork at launch, but Anthropic said the integration would be “coming soon.” Agentic systems can be unpredictable, and Anthropic’s own safe...

Obvious Ventures, the firm co-founded by Twitter’s Evan Williams, has raised a fifth fund, and this one, just like its predecessors, comes with a “fun” number: $360,360,360. “We invest in the frontiers of math and science and physics, and we like to celebrate math in our fund numbers as well,” James Joaquin (pictured far right), the firm’s co-founder and managing director, told TechCrunch. The firm’s first fund was $123,456,789, and the second was $191,919,191 (a palindromic number that reads the same forward and backwards). The third was $271,828,182 (which mathematicians and engineers instantly recognize as e, or Euler’s number), while the fourth fund, announced in mid-2022, continued the tradition as another palindrome at $355,111,553. If you haven’t guessed it by now, the meaning of Obvious Ventures newest fund size is a little less about geeky math and more about the firm’s investing philosophy. Twelve years into its journey, Obvious says the figure represents a full-circle perspective on its three broad focus areas: planetary health, human health, and economic health. “We love the metaphor of taking a 360-degree view in each of those areas,” Joaquin said. “You have to be a student of the past to understand what’s worked and what hasn’t worked.” What’s working for the firm, according to Joaquin, is keeping its fund sizes small enough so that a single investment, if it becomes a durable public company, has the opportunity to return the entire fund. Joaquin likely placed an emphasis on durability in part because Obvious Venture’s initial winners, Beyond Meat, reached a market capitalization of over $14 billion shortly after its 2019 IPO, but had fallen to below a billion by late 2022. Still, Joaquin says the firm has seen meaningful cash distributions to limited partners from all of its core funds, and it boasts several companies with successful public-market exits. In 2015, Obvious Ventures invested in the satellite imagery company Planet Labs, which went public...

Anthropic announced Monday that users can now open and interact with popular business applications directly inside Claude , the company's AI assistant—a significant expansion that transforms the chatbot from a conversational tool into an integrated workspace where employees can build project timelines, draft Slack messages, create presentations, and visualize data without switching browser tabs. The rollout, which goes live today, includes integrations with Amplitude , Asana , Box , Canva , Clay , Figma , Hex , Monday.com , and Slack . Salesforce integration is coming soon. The feature marks a new chapter in Anthropic's aggressive push to dominate enterprise AI, arriving just days after the company's CEO made headlines at Davos with bold predictions about AI replacing white-collar workers. "MCP Apps are an extension to the core MCP protocol and are part of the open source MCP ecosystem," Sean Strong, Anthropic's product manager for MCP Apps, told VentureBeat in an exclusive interview. "Within Claude.ai, connectors require a paid Claude plan — Pro, Max, Team, or Enterprise — but there is no additional charge associated with using connectors." That pricing decision is notable. Rather than monetizing integrations separately or charging partners for distribution, Anthropic is bundling interactive tools into existing subscription tiers — a strategy designed to accelerate adoption and deepen Claude's foothold in corporate environments where the company reportedly already leads OpenAI. Inside MCP Apps, the open-source technology that lets Claude control your favorite work tools The technical foundation is what Anthropic calls " MCP Apps ," a new extension to the Model Context Protocol, the open standard for connecting external tools to AI applications that Anthropic open-sourced last year. MCP Apps allow any MCP server to deliver an interactive user interface within any supporting AI product—meaning the technology isn't limited to Claude. In practice, the integrations allo...

Rocket Lab just landed a historic defense contract, and the next 12 months could determine whether this stock explodes higher or stalls out completely. Rocket Lab (RKLB 7.09%) just landed a massive defense win that could reshape its future. I break down the upside, the valuation risk, and why Neutron could be the deciding factor in 2026. Stock prices used were the market prices of Jan. 19, 2026. The video was published on Jan. 23, 2026.

Los Angeles, CA, Jan. 26, 2026 (GLOBE NEWSWIRE) -- StockArkaLytics, a leader in AI-powered stock analysis, is proud to announce the official launch of StockArkaLytics.com. This innovative web platform is designed to empower individual investors with the tools needed to perform both technical and fundamental stock analysis using data-driven insights. Professional Grade Stock Analytics, Powered By AI. In an era where market noise and media-driven narratives can cloud judgment, StockArkaLytics leverages cutting-edge artificial intelligence to provide clear, objective analytics. The platform aims to reduce reliance on media and influencer-driven narratives, offering users a more reliable foundation for making informed investment decisions. Click here to learn more StockArkaLytics offers a comprehensive suite of features, including detailed metrics, sentiment scores, risk assessments, and unusual options activity. These tools are backed by advanced machine learning algorithms, ensuring that users have access to the most accurate and up-to-date information available. "Our mission is to democratize access to sophisticated investment analysis tools, like Gem Finder, which helps you quickly scan the scores of a ticker by checking confluence signals" said Annie Jain, of StockArkaLytics. "By harnessing the power of AI, we are able to cut through the noise and provide investors with the insights they need to make smarter decisions." The platform is designed to cater to both professional and individual investors, providing a dashboard of financial statistics and trend indicators that are both comprehensive and easy to understand. While the content is geared towards educational purposes, it is not intended as financial advice. StockArkaLytics is committed to continuously enhancing its platform, ensuring that users have access to the latest advancements in AI and stock analysis technology. The launch of StockArkaLytics.com marks a significant milestone in the company's journey to ...

Key Points The market hasn't been thrilled with the progress of Apple Intelligence. iPhone sales typically make up about half of the company's total. 10 stocks we like better than Apple › Apple (NASDAQ: AAPL) has failed to impress investors with its progress in artificial intelligence (AI), but the market is beginning to realize that with Apple, it's not only about AI. The company has a significant edge over the competition in several ways, and revenue continues to rise despite investor worries about Apple Intelligence. Management is due to give its regular quarterly update this week. The conference call with analysts is scheduled for Thursday at 5 p.m. ET. Here's the most important thing to watch. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » It's not all AI The market is sure to take note of progress in AI when Apple reports, but the most important metric to watch is iPhone sales. The iPhone is Apple's most important product, accounting for around half of sales in a typical quarterly report. Whatever else is going on in the company, the popularity of the iPhone is most crucial to its success in the near term. Reports from third-party consumer research companies have pointed to strong sales of the newest iPhone, and iPhones are typically a strong holiday seller. (The holidays were in the quarter being reported on.) This report is probably the most important of the year for investors to see how customers are reacting to the newest release. Early in the season, CEO Tim Cook provided some color on how it was going. He said that iPhone sales were already better than Wall Street was expecting, and that the company couldn't even keep up with demand. Look out for updates about how Apple is planning to keep up the momentum and maintain its edge in the space. Should you buy stock in Apple right now? Before you buy stock in Apple, consider this: The Mot...

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Nvidia Stock (NVDA) Slips despite Launching New AI Tools for Weather Forecasting TipRanks

AMD Ryzen™ AI Software 1.7 Release AMD

Image source: The Motley Fool. Tuesday, August 5, 2025 at 5 p.m. ET CALL PARTICIPANTS Chief Executive Officer — James J. Rhyu Chief Financial Officer — Donna M. Blackman Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Total Revenue -- $2.4 billion, representing an 18% increase. -- $2.4 billion, representing an 18% increase. Adjusted Operating Income -- $466.2 million, up nearly 60%. -- $466.2 million, up nearly 60%. Adjusted EBITDA -- $571 million, growth of 46%. -- $571 million, growth of 46%. Adjusted Earnings per Share (EPS) -- $8.10, rising 48% after excluding stock-based compensation, amortization, and onetime adjustments. -- $8.10, rising 48% after excluding stock-based compensation, amortization, and onetime adjustments. Diluted Net Income per Share -- $5.95, an increase of 27%. -- $5.95, an increase of 27%. Total Students and Families Served -- More than 240,000. -- More than 240,000. Career Learning Revenue -- $876.3 million, up 35%; segment enrollments totaled 96,300, up 33%. -- $876.3 million, up 35%; segment enrollments totaled 96,300, up 33%. General Education Revenue -- $1.45 billion, up 12%; segment enrollments totaled 137,700, up 13%. -- $1.45 billion, up 12%; segment enrollments totaled 137,700, up 13%. Total Revenue per Enrollment -- $9,677, described as "up just slightly" from the prior year, indicating relative flatness. -- $9,677, described as "up just slightly" from the prior year, indicating relative flatness. Gross Margin -- 39.2%, an increase of 180 basis points. -- 39.2%, an increase of 180 basis points. Selling, General, and Administrative Expenses (SG&A) -- $524.3 million, up 2%. -- $524.3 million, up 2%. Stock-Based Compensation -- $36.8 million, up $5.3 million. -- $36.8 million, up $5.3 million. Onetime Noncash Impairment Charge -- $59.5 million related to Galvanize, including $27.3 million for pulled-forward lease expenses and $32.2 million trade name write-down. -- $59.5 million related to Galvanize, includ...

Image source: The Motley Fool. Thursday, October 30, 2025 at 2 p.m. ET CALL PARTICIPANTS President and Chief Executive Officer — Anthony Labozzetta Executive Vice President and Chief Financial Officer — Thomas M. Lyons Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Net Income -- $72 million, or $0.55 per share, matching the prior quarter's level. -- $72 million, or $0.55 per share, matching the prior quarter's level. Return on Average Assets -- 1.16% for the quarter, as reported by both Labozzetta and Lyons. -- 1.16% for the quarter, as reported by both Labozzetta and Lyons. Adjusted Return on Average Tangible Equity -- 16.01% for the quarter, after intangibles amortization adjustment. -- 16.01% for the quarter, after intangibles amortization adjustment. Pretax Pre-Provision Earnings -- $109 million, up 9% sequentially and representing 1.76% of average assets. -- $109 million, up 9% sequentially and representing 1.76% of average assets. Revenue -- $222 million, with record net interest income of $194 million, and noninterest income of $27.4 million. -- $222 million, with record net interest income of $194 million, and noninterest income of $27.4 million. Net Interest Margin (NIM) -- Reported NIM rose 7 basis points from prior quarter to 3.43%; projected range for next quarter is 3.38%-3.45%. -- Reported NIM rose 7 basis points from prior quarter to 3.43%; projected range for next quarter is 3.38%-3.45%. Deposits -- Period-end deposits increased $388 million, or 8% annualized; core deposits up $291 million, or 7.5% annualized. -- Period-end deposits increased $388 million, or 8% annualized; core deposits up $291 million, or 7.5% annualized. Commercial Loan Production -- $742 million closed in the quarter; year-to-date $2.1 billion; commercial portfolio grew at a 5% annualized rate, mainly from C&I. -- $742 million closed in the quarter; year-to-date $2.1 billion; commercial portfolio grew at a 5% annualized rate, mainly from C&I. Loan Pipe...

格隆汇1月27日｜现货白银向上触及117美元/盎司，日内涨13.37%。纽约期银突破117美元/盎司，日内涨15.46%。

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sezer66/iStock via Getty Images Hecla Mining ( HL ) said Monday it agreed to sell the Casa Berardi operation in Quebec to Orezone Gold ( ORZCF ) for as much as $593M in cash and stock, which the company said advances its transformation to focus on its premier silver assets. Under the deal terms, Hecla ( HL ) said it expects to receive $160M in cash upon closing, $80M in deferred cash, equity consideration of ~65.7M Orezone ( ORZCF ) common shares currently valued at ~$112M, and contingent consideration of up to $241M. Earlier, Hecla ( HL ) said FY 2025 silver production reached 17M oz, up more than 5% Y/Y and at the top end of guidance, and gold output totaled 150,509 oz, exceeding both the previous year's 141,923 oz and the top end of guidance. For FY 2026, Hecla ( HL ) guided for consolidated silver production of 15.1M-16.5M oz and gold production of 134K-146K oz, expecting weaker ore grades at key mines. The company said it expects to maintain strong silver margins in 2026, with guidance all-in sustaining costs of $15.00-$16.25/oz, with potential to beat cost guidance if current prices persist as guidance is based off by-product price assumptions below current spot prices. Hecla ( HL ) +1.5%, off earlier highs, as gold extended its rally , powering past $5,100/oz for the first time. More on Hecla Mining Hecla Mining Presents at 29th Annual CIBC Western Institutional Investor Conference - Slideshow Upgrading Hecla After A Big Rally, As Technicals Suggest Silver Has More Room To Run Hecla Mining Presents at Scotiabank's 27th Annual Mining Conference 2025 - Slideshow

Get AMD's 16GB RX 9060 XT for the MSRP price of an 8GB RTX 5060 Ti — Newegg discount code unlocks $20 saving on double the VRAM Tom's Hardware

Key Points Taiwan Semiconductor reported robust growth in 2025. AI was a major growth driver, and it expects that to continue. 10 stocks we like better than Taiwan Semiconductor Manufacturing › Taiwan Semiconductor (NYSE: TSM) has been in the news lately for opening a new plant in the U.S. and signing a deal with the Trump administration to invest $250 billion in further developing its U.S. operations. The company also just released a phenomenal fourth-quarter report that signals even more growth ahead. If you had decided to buy into the company's growth story a year ago, you'd have a lot more money today. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » AI growth is Taiwan Semiconductor growth AI has been a major market driver over the past few years, and it doesn't look like it's slowing down anytime soon. Taiwan Semiconductor supports this growth by manufacturing the semiconductors that make all of this innovation happen, and it reported fabulous growth last year, with a 36% increase in sales and a 51% operating margin. If you'd invested $10,000 a year ago in Taiwan Semiconductor stock, you'd have $15,000 now. Even better, the opportunity is far from over. Management envisions a period of high opportunity coming up, and it's raising its capital expenditures to meet the expected rising demand. Even though you may have missed the past year's gains, you haven't missed the boat, and you can still buy into Taiwan Semiconductor's ongoing story by investing in the stock today. Should you buy stock in Taiwan Semiconductor Manufacturing right now? Before you buy stock in Taiwan Semiconductor Manufacturing, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Taiwan Semiconductor Manufacturing wasn’t one of them. The 10 stocks that made the cut could produce monst...

Key Points Taiwan Semiconductor reported robust growth in 2025. AI was a major growth driver, and it expects that to continue. 10 stocks we like better than Taiwan Semiconductor Manufacturing › Taiwan Semiconductor (NYSE: TSM) has been in the news lately for opening a new plant in the U.S. and signing a deal with the Trump administration to invest $250 billion in further developing its U.S. operations. The company also just released a phenomenal fourth-quarter report that signals even more growth ahead. If you had decided to buy into the company's growth story a year ago, you'd have a lot more money today. Image source: Taiwan Semiconductor. AI growth is Taiwan Semiconductor growth AI has been a major market driver over the past few years, and it doesn't look like it's slowing down anytime soon. Taiwan Semiconductor supports this growth by manufacturing the semiconductors that make all of this innovation happen, and it reported fabulous growth last year, with a 36% increase in sales and a 51% operating margin. If you'd invested $10,000 a year ago in Taiwan Semiconductor stock, you'd have $15,000 now. Even better, the opportunity is far from over. Management envisions a period of high opportunity coming up, and it's raising its capital expenditures to meet the expected rising demand. Even though you may have missed the past year's gains, you haven't missed the boat, and you can still buy into Taiwan Semiconductor's ongoing story by investing in the stock today. Should you buy stock in Taiwan Semiconductor Manufacturing right now? Before you buy stock in Taiwan Semiconductor Manufacturing, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Taiwan Semiconductor Manufacturing wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our...

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2026年伊始，卖出美元以买入新兴市场货币的投资者收获颇丰，顶级银行的策略师预计，此类策略在去年大涨18%之后，仍有向上空间。 根据彭博一项追踪八个新兴市场回报率的指数，套利交易 —— 即借入低息货币以买入高息货币的策略 —— 今年以来已上涨1.3%。随着美国总统唐纳德·特朗普的政策对美元构成沉重压力， 摩根士丹利 、 美国银行 和花旗集团的策略师认为，去年的回报有望延续；去年回报创2009年以来最大。 周一，该指数站上291点，距离2011年创下的历史高点仅差约5%。从南非兰特到哥伦比亚比索，多种货币正徘徊于多年高位。 不过，除了汇率走强外，套利策略还受益于发展中国家处于高位的实际利率。尽管通胀显现放缓迹象，但许多发展中国家的决策者在放宽货币政策方面步伐缓慢。 “对于套利交易，我们关注的是那些货币政策偏紧且央行具备信誉的国家，”摩根士丹利新兴市场策略主管James Lord表示。他今年首选的交易品种是巴西雷亚尔、土耳其里拉和捷克克朗。 聚焦拉美货币的交易表现最为出色。以巴西雷亚尔为例，去年录得23.5%的回报率之后，2026年至今回报率已达4.3%。尽管巴西通胀已向央行目标区间回落，但其利率仍在15%。 花旗策略师同样建议买入雷亚尔兑美元，同时也看好土耳其里拉。 去年表现最差的印度卢比今年跌势延续，以套利回报计算已下跌约2%。印尼盾也令投资者陷入亏损。 彭博指数显示，套利策略回报峰值在2003年，回报率高达25%。但要想获得如此丰厚的回报，投资者所需要的是，美元持续走弱，且新兴市场货币的波动保持平稳。投资者可能会密切关注 摩根大通 的波动率指标，该指标在经历了长时间的平静期后，目前处于三周高点。 美国银行策略师Alex Cohen预计套利交易将继续表现出色，但前提是波动率受到抑制。 “就目前的情况来看，这是一个巨大的变数，”Cohen表示，并提到了地缘政治冲突爆发的可能性。 责任编辑：李桐

Broadcom's backlog and ability to sell both chips and software make it a standout stock. There are a lot of hyperscalers dominating the headlines as of late, but there's one tech company with an AI-driven backlog, multiple revenue streams, and a history of strong execution that could stand out from the rest in the coming years. That company is Broadcom (AVGO +2.28%), and it could be one of the best growth stocks to buy and hold for the next half-decade. Expand NASDAQ : AVGO Broadcom Today's Change ( 2.28 %) $ 7.31 Current Price $ 327.36 Key Data Points Market Cap $1.5T Day's Range $ 317.64 - $ 328.60 52wk Range $ 138.10 - $ 414.61 Volume 501K Avg Vol 30M Gross Margin 64.71 % Dividend Yield 0.76 % A massive AI-related backlog Broadcom, the designer and maker of custom semiconductors and infrastructure software, has built an impressive backlog of about $73 billion for AI-specific projects. Broadcom's entire backlog is $162 billion, according to the company's CEO, Hock Tan. The backlog exceeds all of Broadcom's fiscal year 2025 revenue. Of the $73 billion in AI-related orders, $21 billion is from the AI research company Anthropic. Because Broadcom sells both chips and software solutions, it has diversified revenue streams that give it a competitive moat. Broadcom also has contracts with a few of the biggest and well-funded players in AI, including Alphabet's Google (GOOG +2.14%) (GOOGL +2.17%) and Meta Platforms (META +2.40%). Consider buying the dip There is some concentration risk, as much of Broadcom's revenue comes from a few major customers. The quickly expanding backlog should, for the most part, temper those concerns. Broadcom's stock is down over 7% to start 2026, and while timing the market isn't a sound strategy, if you're ready to buy and hold for the next five years, a small dip now is a good thing. The stock has been trading at a premium for the last several months. Broadcom is a compelling growth stock with a promising trajectory. The trillion-dollar-cap ...

Key Points Broadcom stock rose over 500% in the past five years. Broadcom's AI-specific backlog has increased to $73 billion. 10 stocks we like better than Broadcom › There are a lot of hyperscalers dominating the headlines as of late, but there's one tech company with an AI-driven backlog, multiple revenue streams, and a history of strong execution that could stand out from the rest in the coming years. That company is Broadcom (NASDAQ: AVGO), and it could be one of the best growth stocks to buy and hold for the next half-decade. A massive AI-related backlog Broadcom, the designer and maker of custom semiconductors and infrastructure software, has built an impressive backlog of about $73 billion for AI-specific projects. Broadcom's entire backlog is $162 billion, according to the company's CEO, Hock Tan. The backlog exceeds all of Broadcom's fiscal year 2025 revenue. Of the $73 billion in AI-related orders, $21 billion is from the AI research company Anthropic. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » Because Broadcom sells both chips and software solutions, it has diversified revenue streams that give it a competitive moat. Broadcom also has contracts with a few of the biggest and well-funded players in AI, including Alphabet's Google (NASDAQ: GOOG) (NASDAQ: GOOGL) and Meta Platforms (NASDAQ: META). Consider buying the dip There is some concentration risk, as much of Broadcom's revenue comes from a few major customers. The quickly expanding backlog should, for the most part, temper those concerns. Broadcom's stock is down over 7% to start 2026, and while timing the market isn't a sound strategy, if you're ready to buy and hold for the next five years, a small dip now is a good thing. The stock has been trading at a premium for the last several months. Broadcom is a compelling growth stock with a promising trajectory. The trillion-dollar-cap business is well positioned to ...

对冲基金桥水表示，考虑到政府加大公共支出带来的风险以及人工智能给通胀的影响，该机构更看好股票而非债券。 桥水几位联席首席投资官（CIO）警告称，政府当局为了给“国防和基础设施”筹集资金而增加主权债券销售，可能会挑战市场对债券的容纳上限。 “这取决于买家持债意愿，以及需要什么条件来吸引下一个边际买家，”Bob Princ、Greg Jensen和Karen Karniol-Tambour在简报中写道。虽然没有一个能决定债务或赤字可持续水平的“魔术数字”，但许多发达经济体正“危险地接近”这些极限。 不到一周前，由于日本首相高市早苗推行财政刺激计划，日本债券市场遭遇暴跌。但在全球范围内，通过发债推动扩张性政策的政府远不止日本。 桥水还担心目前被许多投资者排除在威胁之外的通胀将开始加速。联席首席投资官们写道，即使在人工智能上的巨额支出最终被证明具有去通胀作用，但考虑到对芯片、电力、科学家等资源的需求，它在短期内正在增加通胀压力。 Prince、Jensen和Karniol-Tambour认为，虽然良好的增长前景有利于公司利润，但也“存在引发通胀的风险，与融资需求相关的债券发行增加可能会推高收益率”。 “由于中央银行主动降息的空间有限，加之欧洲和日本仍在继续量化紧缩（并产生全球溢出效应），我们认为债券的投资环境具有挑战性，因此更看好股票，”他们写道。 责任编辑：李桐

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