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Technology "Shrinking Circle"

The team led by Lin Rongxiong from China National Investment Corporation pointed out that the A-share technology sector has gradually focused on clearly defined industrial trends since the second quarter. AI applications and robotics performed poorly in the second quarter, while AI hardware such as storage, PCBs, and optical modules continued to lead the market. In the third quarter, the advantages of optical modules became evident, and the rise of Google's Gemini 3 in November made Google's supply chain superior to NVIDIA. This internal narrowing of the technology sector reflects a surge of funds into high-certainty directions, indicating a decline in risk appetite and a reversal of expectations

Wallstreetcn·
US
GOOGL
-1.01%
US
NVDA
-3.27%
US
GGLS
+1.02%
Wallstreetcn·
US
GOOGL
-1.01%
US
NVDA
-3.27%
US
GGLS
+1.02%

Depressed Oil Prices Can't Stop Oilers XOM, CVX, and COP From Gushing

Despite depressed oil prices, with Brent crude in the low $60s and WTI just under $60, companies like XOM, CVX, and COP continue to perform well. Typically, such price levels lead to investor concerns about margin compression, capex cuts, and dividend stress. However, these companies remain resilient, suggesting strong operational strategies. Investors are encouraged to stay informed with tools like TipRanks Premium for smarter investment decisions.

Tip Ranks·
US
XOM
-0.60%
US
COP
-1.21%
US
CVX
-0.48%
Tip Ranks·
US
XOM
-0.60%
US
COP
-1.21%
US
CVX
-0.48%

‘Not meant to make a big statement’: JPMorgan’s Jamie Dimon on why the bank has shelled out US$4 billion on New York HQ

JPMorgan Chase has opened a new US$4 billion, 60-storey global headquarters in Manhattan, New York, designed as a "workplace of the future." The building features net-zero operational emissions, renewable energy, and advanced amenities for employees. CEO Jamie Dimon emphasized the need for space and security, not a statement, as reasons for the investment. The bank continues to invest in global office expansions, highlighting its commitment to employee well-being and infrastructure.

Businesstimes·
US
JPM
+0.36%
Businesstimes·
US
JPM
+0.36%

Should you forget Sirius XM? This stock has made far more millionaires

Investors shouldn't blindly follow Berkshire Hathaway into its stock picks.

MSN·
US
BRK.B
+0.74%
US
BRK.A
+0.85%
US
SIRI
-1.49%
MSN·
US
BRK.B
+0.74%
US
BRK.A
+0.85%
US
SIRI
-1.49%

MSFT vs. GOOGL vs. NVDA: Which 'Strong Buy' Mega-Cap Stock Has the Highest Upside Potential, According to Analysts?

Analysts used TipRanks' Stock Comparison Tool to compare Microsoft (MSFT), Alphabet (GOOGL), and Nvidia (NVDA) to determine which mega-cap stock has the highest upside potential. These stocks are known for their long-term growth potential and strong market positions.

Tip Ranks·
US
NVDA
-3.27%
US
GOOG
-1.01%
US
GOOGL
-1.01%
Tip Ranks·
US
NVDA
-3.27%
US
GOOG
-1.01%
US
GOOGL
-1.01%
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