ABT Stock Benefits From First Patient Procedures With TAVI System
ZACKS· 2024-11-27 23:06
Abbott Laboratories, Inc. (ABT) recently announced the first patient procedures with its investigational transcatheter aortic valve implantation (TAVI) balloon-expandable system for treating symptomatic severe aortic stenosis. The system is designed to build a foundation for artificial intelligence (AI) guided procedures.The investigational TAVI system will complement Abbott's Navitor TAVI system for aortic stenosis. The latest investigational TAVI system is aimed at expanding Abbott's structural heart port ...
Bullish On Disney, But Average-In On Price-Decline Days
Seeking Alpha· 2024-11-27 23:05
I have previously written articles for The Motley Fool, TheStreet, and AOLs BloggingStocks.I also write fiction. I have stories published at Nikki Finke's Hollywood Dementia site, including "The Streaming Service," "The Screenwriterman," "Mygalomorph" and "Spielberg's Last Film."Here is a link to my YA book, "Abner Wilcox Thornberry and The Witch of Wall Street."This is a collection of short horror stories: Tales From Salem, Mass.Analyst’s Disclosure: I/we have a beneficial long position in the shares of CM ...
AutoScheduler.AI Hosts Free LinkedIn Live Event with Industry Analyst Bob Ferrari
GlobeNewswire News Room· 2024-11-27 23:03
AUSTIN, Texas, Nov. 27, 2024 (GLOBE NEWSWIRE) -- AutoScheduler.AI, an innovative Warehouse Orchestration Platform and WMS accelerator, announces hosting a LinkedIn Live event with Supply Chain Industry Analyst, Bob Ferrari. The insightful LinkedIn Live event, “Supply Chain 2025: What to Expect (and What Not to) in a Volatile World,” explores predictions for the year ahead in the supply chain. “Some predictions align with emerging trends, while others challenge the market’s conventional wisdom,” says Keith M ...
Nvidia: I Am Buying The Drop (Technical Analysis) (Rating Upgrade)
Seeking Alpha· 2024-11-27 23:01
When I last covered NVIDIA Corporation (NASDAQ: NVDA ) on October 1st, 2024, with my article " Nvidia: Bull Flag Aftermath ," the stock was in the process of consolidating at lower levels after posting what were (at theAnalyst’s Disclosure: I/we have a beneficial long position in the shares of NVDA, GOOG, MSFT either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I ...
Is Vertex Stock Worth Buying Despite Its 105% Year-to-Date Rally?
ZACKS· 2024-11-27 23:01
Shares of Vertex, Inc. (VERX) , a leader in tax compliance and automation software, have skyrocketed 105% year to date (YTD). This impressive rally has placed Vertex among the top performers in the broader technology sector, vastly outperforming both the Zacks Internet - Software industry and The Technology Select Sector SPDR Fund (XLK) ETF, which posted gains of 32.6% and 22%, respectively.YTD Price Return PerformanceImage Source: Zacks Investment ResearchWhile such a rally raises questions about the stock ...
Reasons to Add Avangrid Stock to Your Portfolio Right Now
ZACKS· 2024-11-27 23:01
Avangrid Inc.’s (AGR) strategic capital expenditure plans should further assist in upgrading its infrastructure and facilities. The company is expanding its clean energy generation capacity, which should boost its performance. Given its growth opportunities, AGR makes for a solid investment option in the utility sector.Let’s focus on the factors that make this currently Zacks Rank #2 (Buy) company a strong investment pick at the moment.AGR’s Growth Projections & Surprise HistoryThe Zacks Consensus Estimate ...
OneSpaWorld Stock Rises 11% in a Month: Buy, Sell or Hold?
ZACKS· 2024-11-27 23:01
OneSpaWorld Holdings Limited (OSW) stock has witnessed a decent run in the past month, outperforming the S&P 500 and the industry. In the same time frame, OSW has gained 10.9% compared with the industry and the S&P 500’s 9.1% and 2.9% growth, respectively.As of Monday, the stock closed at $19.30, marginally below its 52-week high of $19.69 but well above its 52-week low of $11.59. In the same time frame, other stocks like Carnival Corporation & plc (CCL) , Norwegian Cruise Line Holdings Ltd. (NCLH) and Roya ...
ExxonMobil Downplays Major Drilling Boosts, Stresses Discipline
ZACKS· 2024-11-27 23:01
Exxon Mobil Corporation (XOM) has signaled that U.S. oil and gas producers are unlikely to significantly ramp up production despite potential policy shifts under a future Trump administration. Speaking at the Energy Intelligence Forum in London, Liam Mallon, head of ExxonMobil's upstream division, emphasized that the industry remains focused on economic sustainability over aggressive drilling."We're not going to see anybody in 'drill, baby, drill' mode," Mallon stated. He highlighted that radical production ...
【国信金工】基金经理观点独立性与投资业绩
量化藏经阁· 2024-11-27 23:00
报 告 摘 要 一、卖方分析师与基金经理的互动 卖方分析师发布的研报信息是基金经理能以较低成本获取,并能利用和共享的重要 信息。然而, 同样面对来自分析师的公共信息,不同基金经理对其的使用程度却有 所分别 :部分基金经理对公共信息的依赖较高,其投资决策会跟随卖方分析师观点 进行变动,而部分基金经理主要依赖于自身的研究和信息挖掘能力,保持了较为独 立的投资观点。 二、卖方分析师和基金经理观点的刻画 卖方分析师观点刻画: 我们对于卖方分析师观点的定量刻画主要源于他们外发研报 的内容。基于卖方分析师发布的研报,我们采用了分析师对于股票滚动未来一年的 一致预期净利润数据,来作为我们对于全市场卖方分析师观点的代理变量。 基金经理观点刻画: 基金经理在基金运作分析中鲜有提及个股观点,因而我们对于 基金经理观点的刻画源于他们实际的持仓行为。基于基金半年报和年报的全部持 仓,并经过股票区间涨跌幅调整后,我们可以计算对应样本期基金经理的主动净增 减仓比例,以此来衡量基金经理对股票的观点变化。 三、基金经理观点独立性因子 | --- | --- | |--------------------------------------- ...
Warren Buffett's AI Bets: 23.8% of Berkshire Hathaway's $298 Billion Stock Portfolio Is Held in These 2 Artificial Intelligence (AI) Growth Stocks
The Motley Fool· 2024-11-27 23:00
文章核心观点 - 文章探讨了沃伦·巴菲特的伯克希尔·哈撒韦公司如何参与人工智能(AI)趋势,特别是通过其持有的苹果和亚马逊股票 [2][3][9] 伯克希尔·哈撒韦的投资策略 - 伯克希尔·哈撒韦在2016年第一季度首次投资苹果,并逐渐增加持股,使其成为公司最大的投资,占其总股票投资组合的23.1% [3] - 尽管苹果在AI领域有强大的优势和增长潜力,伯克希尔·哈撒韦在过去一年中已减持约70%的苹果股票,转而增加现金储备 [6] - 伯克希尔·哈撒韦目前持有创纪录的3252亿美元现金和短期债券投资,表明公司对股票市场持谨慎态度,可能认为苹果和整体市场的估值过高 [7] 苹果在AI领域的角色 - 苹果作为伯克希尔·哈撒韦最大的持股,自然成为其在AI领域的主要投资 [4] - 苹果的iPhone在全球市场占据主导地位,其行业领先的移动平台将从多方面受益于AI整合 [4] - 苹果正在逐步将AI融入其高利润的软件和服务业务,并可能在可穿戴设备、智能家居等领域进一步扩大AI的应用 [5] 亚马逊在AI领域的角色 - 伯克希尔·哈撒韦持有亚马逊1000万股,占其总股票投资组合的0.7% [9] - 亚马逊的AWS(亚马逊网络服务)已成为其增长最快的业务之一,占公司总运营收入的60%以上,并在AI技术的推动下进一步加速发展 [10] - 亚马逊在AI领域推出了多种服务,包括完全可定制的解决方案、半定制解决方案和即插即用解决方案,以满足不同客户的需求 [12] - AI技术加速了AWS云服务的采用,新客户加入AWS的速度显著加快,第三季度AWS销售额增长了19% [13] - 亚马逊管理层认为AI是一个巨大的机会,AWS已经成为一个数十亿美元的业务,并有望在未来继续增长 [14]