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Fidelity Magellan ETF
FMAG.US
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Next year's capital expenditure for data centers is expected to grow by over 50%! JP Morgan: Earnings expectations for AI-related stocks are underestimated

JP Morgan expects that the growth rate of capital expenditure for data centers will exceed 50% in 2026, a significant increase from the previous expectation of 30%. This means that there will be an additional expenditure of over $150 billion next year, while Wall Street's forecasts have not yet accounted for the upward potential of AI revenue brought by capital expenditure

Wallstreetcn·
US
NVDA
-3.81%
Wallstreetcn·
US
NVDA
-3.81%

Wall Street comments on Micron's financial report: Performance guidance is too "explosive," but the market is concerned about a pullback in HBM prices next year

Micron's financial report and guidance "exploded," with revenue and gross margin significantly exceeding expectations. Morgan Stanley stated that, apart from NVIDIA, this could be the largest revenue and net profit guidance upgrade in the history of the U.S. semiconductor industry. Although AI demand will keep supply and demand tight until 2026, Wall Street is concerned that next year's competitor capacity release may trigger a pullback in HBM prices

Wallstreetcn·
US
MU
-3.01%
US
NVDA
-3.81%
Wallstreetcn·
US
MU
-3.01%
US
NVDA
-3.81%

NVDA Insider Trade Alert! Nvidia Director Sells $44M in Stock — Should Investors Pay Attention?

Nvidia director Harvey Jones sold $44 million in stock, a move seen as long-term profit-taking rather than a lack of confidence. Despite the sale, Jones remains a major insider with over 7 million shares. Nvidia's stock has risen 27% this year, and demand for its AI chips remains strong. TipRanks rates NVDA as a Strong Buy, with a 51.50% upside potential.

Tip Ranks·
US
NVDA
-3.81%
US
NVDL
-7.38%
HK
07788
-5.96%
Tip Ranks·
US
NVDA
-3.81%
US
NVDL
-7.38%
HK
07788
-5.96%

Broadcom Has Beaten the Market for 6 Straight Years. Can It Continue to Outperform in 2026?

Broadcom has consistently outperformed the S&P 500 for six years, with a 47% rally in 2025. Its success is driven by strong AI semiconductor demand, but concerns about high valuation and potential AI spending slowdown exist. Despite recent stock decline, Broadcom's future performance hinges on investor sentiment and AI market conditions. While past success doesn't guarantee future gains, Broadcom's involvement in AI could lead to continued outperformance if conditions remain favorable.

Motley Fool·
US
AVGO
-4.48%
US
SOXL
-11.06%
Motley Fool·
US
AVGO
-4.48%
US
SOXL
-11.06%

Meta Chose Revenue Over Policing Chinese Scam Ads, Documents Show

Meta prioritized revenue over policing fraudulent ads from China, according to a Reuters investigation. Internal documents revealed that Meta tolerated scam ads to protect billions in revenue, with China being a major source of these ads. Despite initial efforts to reduce scams, Meta disbanded its anti-fraud team, leading to a resurgence of fraudulent ads. Meta disputes some findings but acknowledges revenue concerns influenced enforcement decisions.

Talkmarkets·
US
META
-1.16%
Talkmarkets·
US
META
-1.16%
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