The stock market indexes recently made new all-time highs. A resilient economy, interest rates that should trend down, enthusiasm for an expected corporate-friendly incoming administration, enthusiasm for artificial intelligence (AI), and high-flying tech stocks like Nvidia and Microsoft all play a role in this bull market.Investors should exercise some caution at these levels. Remember that 2021 euphoria quickly turned to dread in 2022. There are pockets of the market that resemble 2021 now. For instance, ...

整体市场情况 - 牛市已持续两年多且情况特殊与通胀危机共存2021年开始的货币压力正在缓解这种宏观经济转变可能使牛市持续更久[1] 股票市场受益情况 - 牛市对股市有广泛影响部分股票受益更多有两家科技公司可能在未来几年获得高于市场的回报[2] 数字广告行业情况 - 牛市中消费者支出行为回归正常对数字广告行业影响巨大之前由于消费者收紧支出品牌广告放缓该行业陷入深度衰退现在随着消费者支出恢复行业领导者有望复苏[3] Criteo公司情况 - Criteo股票较近期高点下跌22%业务在健康经济环境下有望表现良好其解决方案专注于向有购买意向的消费者做广告在品牌商增加营销预算时将受益很大目前该公司股票的市销率为1.1倍预期市盈率为9倍估值较低[4][5] Micron公司情况 - Micron是内存芯片解决方案的领先供应商其业务随人工智能趋势有巨大业绩提升但股票较今年高点下跌约34%[6][7] - Micron在2024财年第四季度（截至8月29日）营收同比增长93%达到77.5亿美元非GAAP（调整后）净利润约为13.4亿美元较上年同期亏损约11.8亿美元有所改善[8] - Micron股票目前估值约为今年预期收益的11倍尽管公司业务具有周期性但目前估值表明投资者对其近期和长期前景过于悲观[9] - 数据中心基础设施支持人工智能应用的支出可能仍处于长期增长轨迹的相对早期阶段市场低估了Micron成为人工智能革命持久受益者的潜力[11]

关于Alphabet公司 - 过去几年Alphabet被美国司法部多次针对 周三晚间司法部决定迫使谷歌出售其Chrome浏览器 [1]

PHILADELPHIA, Nov. 23, 2024 (GLOBE NEWSWIRE) -- Nationally recognized law firm Berger Montague PC informs investors that a lawsuit was filed against Paragon 28, Inc. (“Paragon 28” or the “Company”) (NYSE: FNA) on behalf of purchasers of Paragon 28 securities between May 5, 2023 and September 20, 2024, inclusive (the “Class Period”). Investors that suffered losses from PARAGON 28 (NYSE: FNA) investments can follow the link below for more information regarding the lawsuit: CLICK HERE to learn more about the l ...

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Target. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

It's been a roller-coaster ride for Super Micro Computer's (SMCI 11.62%) stock this year, with a lot of big moves in both directions. After a hot start to the year, the company's shares began to slide following a short report from Hindenburg Research that accused the company of accounting manipulation. That was soon followed by the company delaying the filing of its 10-K annual report.The Wall Street Journal later reported that Supermicro was being investigated by the Department of Justice (DOJ) over potent ...

文章核心观点 - Shopify需要在未来15年达到至少14.3%的复合年增长率（CAGR）才能成为万亿美元市值股票，虽然任务艰巨但有达成的可能 [2] 公司相关 - Shopify由创始人领导，旨在解决企业开设在线店面时面临的设计挑战、缺乏灵活性等痛点，为商家提供一站式服务，其应用商店有数千个应用满足客户特定需求，自2015年IPO以来在创始人领导下的复合年增长率高于未来15年成为万亿美元股票所需的增长率 [3][4] - 有学术文献表明标普500中的创始人领导的公司表现优于其他公司，万亿美元市值公司中的英伟达和Meta仍由联合创始人领导，亚马逊之前也是，微软和苹果在创始人（或联合创始人）担任CEO期间表现良好，Shopify虽不能保证成功但目标成为百年企业且有个好开端 [5][6] - Shopify之前存在缺乏盈利能力的问题，近期出售低利润的物流业务改善了这一情况，第三季度营收同比增长26%达22亿美元，净收入同比增长15%达8.28亿美元，自由现金流利润率为19%较去年同期的16%有所上升且今年逐季上升，股票今年以来大幅上涨 [7][8] - 电子商务行业增长将为Shopify提供强大助力，美国第三季度在线交易仅占零售总额的16.2%，Shopify的应用商店有网络效应，其主要电子商务业务受益于转换成本，公司具备长期提供高于市场回报的特质，有望在15年内成为万亿美元市值股票 [9][10]

RADNOR, Pa., Nov. 23, 2024 /PRNewswire/ -- The law firm of Kessler Topaz Meltzer & Check, LLP (www.ktmc.com) informs investors that a securities class action lawsuit has been filed against Acadia Healthcare Company, Inc. ("Acadia Healthcare") (NASDAQ: ACHC) on behalf of investors who purchased or otherwise acquired Acadia Healthcare securities between February 28, 2020 and October 18, 2024, inclusive (the "Class Period")  The lead plaintiff deadline is December 16, 2024.CONTACT KESSLER TOPAZ MELTZER & CHECK ...

Over the past year, the price of Brent Crude, a key global oil benchmark, has been as low as $70.31 and as high as $93.12. Over the past three years, the swing from peak to trough was even greater, with the low at $69.53 and the high at a whopping $133.18. Talk about a roller-coaster ride! This is why the smartest oil stock for most investors right now will be reliable industry giant Chevron (CVX 0.45%).Some key reasons to like ChevronBefore getting into Chevron's business, it is worth looking at one of the ...

Nvidia (NVDA -3.22%) is firing on all cylinders, and management is forecasting that the good times will continue.*Stock prices used were the afternoon prices of Nov. 20, 2024. The video was published on Nov. 22, 2024. ...