This AI Stock Is Quietly Outperforming Nvidia in 2025

In 2025, Alphabet is outperforming Nvidia in the AI stock market. While Nvidia has seen significant growth, Alphabet's earnings strength, boosted by Google Cloud and a favorable antitrust ruling, has led to a 65% gain compared to Nvidia's 40%. Alphabet's diverse AI offerings and cheaper valuation make it an attractive option for investors, with potential for continued growth.

Motley Fool·
US
GOOG
-0.22%
US
GOOGL
-0.18%
US
GGLS
+0.30%
Motley Fool·
US
GOOG
-0.22%
US
GOOGL
-0.18%
US
GGLS
+0.30%

Ed Yardeni 2026 Outlook: The U.S. will not enter a recession, S&P 7700, U.S. Treasury yields exceed 4%, gold price at 6000 USD

Ed Yardeni stated that we are currently in the "Roaring 2020s," where economic resilience and the leap in AI productivity are expected to drive the S&P 500 to reach 7,700 points by 2026, with a challenge to 10,000 points by the end of this decade. The main investment theme will shift from AI producers to the "493" users that benefit from cost reduction and efficiency improvement. U.S. Treasury yields remain steady above 4%, while gold prices are expected to align with $10,000 in the long term

Wallstreetcn·
US
.SPX
-0.03%
Wallstreetcn·
US
.SPX
-0.03%

The competition in energy storage has actually begun, and the intensity in the future may far exceed that of photovoltaics?

The cutthroat competition in the energy storage industry has already begun and may be more rapid and intense than in the photovoltaic industry. The energy storage industry chain is long, with many buffering links, and the focus is on the midstream battery cells, with a high degree of marketization and extensive global division of labor and cooperation. However, the energy storage industry is still young and has not undergone a complete cycle. The explosive demand in overseas markets is one of the inducements for this competition

Wallstreetcn·
HK
03750
-1.26%
SZ
300750
+0.38%
SZ
300274
+7.86%
Wallstreetcn·
HK
03750
-1.26%
SZ
300750
+0.38%
SZ
300274
+7.86%

New Year's Day heavy schedule: Federal Reserve Chairman may reveal, Buffett retires, "Hong Kong stock GPU first stock" listed

During the New Year's holiday, A-shares, Hong Kong stocks, US stocks, and Japanese and Korean markets will be closed, and the China Financial Futures Exchange and the Shanghai Futures Exchange will also be closed. The PMI data for China and the US will be released. The Federal Reserve will announce the meeting minutes, and Powell's successor may be revealed. Meanwhile, the stock god Buffett will officially step down, with Abel succeeding him as CEO of Berkshire Hathaway. "The first Hong Kong stock in GPU," BIREN TECH, and "the first stock in Physical AI," 51WORLD, are about to be listed. On the industrial side, the "price increase wave" is fierce, with many paper companies raising prices

Wallstreetcn·
HK
06651
0.00%
HK
06082
0.00%
US
BRK.A
-0.57%
Wallstreetcn·
HK
06651
0.00%
HK
06082
0.00%
US
BRK.A
-0.57%

Is AI now at "1998" compared to the internet bubble?

Guotai Junan Securities compares the current AI wave to the late stage of the internet bubble in early 1998, believing that we are currently at the tail end of the "1→N" phase: high revenue growth but slowing margins, with valuation premiums only one-third of the extreme levels seen that year. A moderate correction is expected in mid-2026, followed by a more bubble-like "N→N+" acceleration phase. However, unlike in 1998, this round of tech stocks has stronger profit support

Wallstreetcn·
US
AI
-0.36%
Wallstreetcn·
US
AI
-0.36%

To prioritize power supply for AI data centers, Trump aims to seize control of the U.S. power grid regulation

The Trump administration plans to transfer control of the power grid from the states to the federal government, hoping to accelerate the integration of AI data centers into the grid through unified regulation. This move has sparked strong opposition from state regulatory agencies, which argue that it violates the Federal Power Act and infringes on jurisdiction. Despite facing legal challenges and concerns about rising consumer electricity prices, the White House insists on consolidating power to eliminate energy barriers and ensure the United States maintains its leading position in the technology race

Wallstreetcn·
US
DJT
-3.77%
Wallstreetcn·
US
DJT
-3.77%

Silver soars, Musk bluntly says: This is not good!

Silver prices are approaching $80, and Musk stated that this is "not good for industrial development." Due to global structural deficits, plummeting inventories, and disconnection in paper trading, silver is facing supply pressure. As it is irreplaceable in the fields of photovoltaics and electric vehicles, the supply bottleneck is posing severe challenges to the modern industrial chain

Wallstreetcn·
US
TSLA
-2.10%
Wallstreetcn·
US
TSLA
-2.10%

The grid connection is too slow, "can't wait," data centers are scrambling to purchase "jet engines" for power generation

Data centers can't wait for 7 years for grid access, so tech giants are turning to aircraft engines and diesel generators for "emergency" power supply. GE Vernova's orders surged by one-third, Cummins doubled its production capacity, and even Boom, which manufactures airplanes, is crossing over to sell power turbines—business that Sam Altman personally called to "request." However, the cost of on-site power generation is twice the average industrial power generation cost, with even higher carbon emissions

Wallstreetcn·
US
CMI
+0.29%
US
GEV
-0.58%
Wallstreetcn·
US
CMI
+0.29%
US
GEV
-0.58%

Does Doubao have another friend?

ByteDance, in collaboration with ZTE, launched the "Doubao Phone," sparking industry competition for the next generation of super entry points. Manufacturers such as vivo, Lenovo, and TRANSSION have become targets for collaboration with ByteDance. Lenovo plans to unveil the "AI Super Intelligent Agent" at CES, competing with the Doubao Phone assistant and promoting the Tianxi AI ecosystem. Lenovo maintains close cooperation with ByteDance, but the competition for super entry points in the AI era has just begun

Wallstreetcn·
NA
BYTED
0.00%
SH
688036
-0.77%
SZ
000063
-0.55%
Wallstreetcn·
NA
BYTED
0.00%
SH
688036
-0.77%
SZ
000063
-0.55%

Former Vice President "Fell" Aftershock, Chongqing Rural Commercial Bank Receives a Fine of 8.7 Million

Another executive of a small and medium-sized bank has been subjected to a lifetime ban from the industry. On December 15th, the Chongqing Regulatory Bureau disclosed that Chongqing Rural Commercial Bank had issues with loan "three checks" during its operations

Wallstreetcn·
SH
601077
-1.25%
HK
03618
+0.82%
Wallstreetcn·
SH
601077
-1.25%
HK
03618
+0.82%

How does the central bank purchase and store gold?

Global central bank gold reserves are approaching levels seen during the Bretton Woods system, with changes in purchasing channels and storage strategies. A report by CSC analysts indicates that central bank gold purchases are large in scale and rapid in speed, utilizing both over-the-counter markets and local direct procurement methods. Transactions in the London market are mostly "non-physical movements," while some resource-rich countries choose to procure directly from domestic sources. Gold has become the world's second-largest reserve asset, and the market is paying attention to the details of central bank gold purchases

Wallstreetcn·
SH
601066
-0.45%
HK
06066
+0.85%
Wallstreetcn·
SH
601066
-0.45%
HK
06066
+0.85%

The national automotive team returns to the center of the table

After reaching one million new energy vehicles, we will start again

Wallstreetcn·
US
TSLA
-2.10%
US
BYDDF
+4.25%
US
BYDDY
+4.17%
Wallstreetcn·
US
TSLA
-2.10%
US
BYDDF
+4.25%
US
BYDDY
+4.17%
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