With just one and a half months of trading left in 2024, Wall Street is likely to repeat its impressive rally of 2023. Last year, the three major stock indexes — the Dow, the S&P 500 and the Nasdaq Composite — were up 13.7%, 23.9% and 43.4%, respectively. Year to date, the Dow, the S&P 500 and the Nasdaq Composite – have advanced 17.4%, 26.5% and 30.7%, respectively.During the astonishing rally of the past 22 months, several stocks, especially corporate bigwigs have skyrocketed. Despite this phenomenal grow ...

Amazon (NASDAQ: AMZN) is aiming to challenge Nvidia’s (NASDAQ: NVDA) dominance in the artificial intelligence space by planning to launch its custom-made chips.Reports indicate that Amazon’s Annapurna Labs is ramping up AI chip production as part of the company’s push to reduce reliance on Nvidia. The chip, dubbed Trainium 2, is nearing market launch, having undergone testing with other key industry players, such as Anthropic and Databricks.If successful, Trainium 2 is expected to help Amazon cut AI costs—a ...

There’s an AI chip battle brewing among the major cloud vendors. Google’s Trillium, a custom chip for training and running AI models, recently entered preview, and Microsoft’s Maia is expected to follow in short order. Not to be outdone, Amazon Web Services has AI chips, too: Trainium, Inferentia, and Graviton. In an effort to draw attention to Trainium in particular, the company is launching a new grant program for AI research. Called Build on Trainium, the new program will award $110 million total to ins ...

Since my Amazon (NASDAQ: AMZN ) Q3 earnings preview , the stock has already gained 12.8% in price at the time of this writing. The company is now overvalued, so I downgrade my rating to a Hold for thisOliver Rodzianko is an investment analyst specializing in the technology sector, grounded in timeless value principles. His expertise spans AI, semiconductors, software, and renewable energy, with a focus on companies that demonstrate resilient management and lasting competitive advantages. A trusted voice in ...

标普500指数走势相关 - 2024年选举结果后标普500指数呈强劲上升趋势且势头渐强 有望再涨20%达到7400点 该目标由多个预测得出[1] - 从新冠疫情泡沫角度 标普500指数曾因恐惧驱动价格大幅修正后迎来买入机会和反弹 一年内价值增长超100% 当时的刺激支出和货币政策至今仍影响经济[1] - 从新冠疫情后股市修正角度 市场下跌近30%建立支撑位 在5500点形成重要交易区间底部 该区间价值1300点 若突破6100点关键目标 市场可能再涨1300点达到7400点[8][9] 经济健康与股市关系 - 尽管近月经济有所放缓 美国经济仍在增长并推动标普500指数盈利增长 劳动力市场虽有降温但相对新冠疫情前仍健康 与可持续经济增长相符 健康的劳动力市场因每月数十亿退休账户储蓄投资为股市提供支撑[3] - 特朗普重返白宫可能使劳动力市场改善 加速GDP增长和标普500指数盈利前景 各行业标普500指数盈利前景稳固 预计第四季度增长加速至两位数并在2025年维持该速度[4] 大型科技公司与股市关系 - 2024年和2025年股市走势除技术指标和劳动力市场外 主要受大型科技公司和人工智能持续优势推动 2025年可能更强劲 标普500指数中六家最大公司占指数价值超30% 预计明年两位数增长[5] - 英伟达、亚马逊和元平台等公司较11月初价格点预计将上涨35% 未来一年预测可能上升 这些公司数据中心、云和人工智能投资已获回报且季度投资在增加[6] 资本回报与股市关系 - 资本回报和资本回报增长支撑股市上涨 2024年标普500指数资本回报以中个位数速度增长 预计2025年持续增长 高盛预测总资本回报将超1万亿美元并继续增长 随着逆风减弱顺风形成 2025年底标普500指数可能加速资本回报增长[7] 标普500 ETF信托相关 - 标普500 ETF信托当前价格为598.72美元 较前一交易日上涨0.53美元 涨幅0.09% 52周范围在438.42美元到600.17美元之间 股息率1.17% 资产管理规模6320.1亿美元[3] - 目前分析师对标普500 ETF信托评级为持有 分析师推荐其他五只股票认为是更好的买入选择[10][11]

These companies are spending a fortune on artificial intelligence (AI), and it could strengthen their competitive advantage.The major market indexes continue to surge to new highs, with the S&P 500 and Nasdaq Composite up 26% and 28%, respectively, year to date as of Nov. 11. Much of that growth is coming from a select number of highly profitable companies that dominate their respective markets. Investing in these unstoppable companies helps improve your odds of protecting and growing your savings.If you ar ...

Amazon stock could hit $300 in the next two years.Amazon (AMZN -0.64%) has been a staple in Berkshire Hathaway's portfolio since 2019. While it might have been chosen by one of Warren Buffett's investing lieutenants who oversee a portion of Berkshire's portfolio, Amazon has all the hallmarks of a solid business that would appeal to Buffett.Amazon benefits from massive scale, with $620 billion in trailing revenue. It has millions of loyal Prime members, and Amazon is also the No. 1 cloud services provider. T ...

肯·格里芬的交易行为 - 肯·格里芬是城堡投资（Citadel）的创始人兼首席执行官，城堡投资是历史上盈利最高的对冲基金，投资者可通过其向美国证券交易委员会（SEC）季度提交的13F表格跟踪其股票买卖情况，他在2024年上半年一直在卖出英伟达股票并买入亚马逊股票[1] - 2024年第一季度，格里芬卖出240万股英伟达股票，减持68%，同时买入352453股亚马逊股票，增持6%；第二季度，卖出920万股英伟达股票，减持79%，买入110万股亚马逊股票，增持17%[3] - 截至6月30日，不包括期权合约和指数基金，亚马逊是城堡投资投资组合中最大的头寸，可见格里芬对亚马逊充满信心[4] 英伟达公司情况 - 英伟达的图形处理单元（GPU）是数据中心加速器的黄金标准，尤其在人工智能（AI）领域，2006年推出的CUDA编程模型构建了其强大的生态系统，包括400多个代码库和600多个预训练模型，近期还将CUDA集成到订阅软件和云服务中[5][6][7] - 在2024年7月结束的2025财年第二季度，英伟达销售额增长122%至300亿美元，非GAAP净收入增长152%至每股0.68美元，下一代Blackwell GPU已在本季度开始生产且已预售12个月[8] - 华尔街预计到2026年1月结束的2026财年，英伟达调整后收益将以每年51%的速度增长，当前66.5倍的调整后收益估值合理但不便宜，长期投资者可考虑买入[9] 亚马逊公司情况 - 亚马逊在电子商务、数字广告和公共云服务方面有三个重要增长引擎，利用人工智能提高不同业务的收入和效率，其广告收入增长快于行业领导者Alphabet和Meta Platforms，是全球第三大广告技术公司[10][11] - 亚马逊网络服务（AWS）是最大的公共云，上季度占云基础设施和平台服务支出的31%，接近微软和Alphabet的总和，且在人工智能推动云计算发展的趋势下有望获得更多市场份额[12] - 亚马逊第三季度财报表现良好，营收增长11%至1590亿美元，运营利润率提高超3个百分点，GAAP净收入增长52%至每股1.43美元[13] - 华尔街预计到2025年亚马逊的收益将以每年24%的速度增长，当前44.5倍的收益估值可以接受，长期投资者可考虑买入少量股票，若股价下跌20%可能是买入机会[14]

Dublin, Nov. 12, 2024 (GLOBE NEWSWIRE) -- The "Online Book Sales in the US - Market Research Report (2014-2029)" report has been added to ResearchAndMarkets.com's offering.This report covers the scope, size, disposition and growth of the industry including the key sensitivities and success factors. Also included are five year industry forecasts, growth rates and an analysis of the industry key players and their market shares.Online book sellers sell books online, including e-books and audiobooks. The indus ...

Amazon.com, Inc. (NASDAQ: AMZN ) stock has recently made all-time highs, but is the stock ready to continue to surge higher? From my technical analysis below, I determine that the short term is the strongest for Amazon, as theI'm a technically-oriented Canadian investor with a focus on U.S. markets, particularly in tech and financials. I graduated with a Bachelor of Commerce Degree with Distinction, with a major in Finance. I'm also a proud lifetime member of the Beta Gamma Sigma International Business Hono ...