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The Google Pixel Watch 4 has rekindled interest in smartwatches for the reviewer, who previously preferred analog watches or basic fitness bands. The watch features a curved domed Actua 360 display, improved battery life, and rapid charging. While it offers fitness tracking, some features like floor count and workout detection need improvement. The new Material UI design is appealing, and the watch supports voice commands and gesture controls. Despite some limitations, the overall experience with the Pixel Watch 4 is positive, particularly in terms of design and functionality.
The article predicts that Meta Platforms could be the first new $2 trillion company by 2026, driven by AI advancements. Meta's AI-powered growth in ad revenue and user engagement, along with potential monetization of generative AI features, positions it ahead of Tesla and Broadcom. Despite increased AI spending, Meta's attractive valuation and strategic innovations in advertising and AI agents for small businesses are expected to fuel its revenue and earnings growth.
ZWJ Investment Counsel Inc. reduced its stake in Broadcom Inc. by 11.1% in the third quarter, now holding 318,188 shares valued at $104,973,000. Broadcom remains a significant part of their portfolio. Analysts have given Broadcom a strong buy rating, with a consensus target price of $436.33. CEO Hock E. Tan and insider Mark David Brazeal sold significant shares recently. Broadcom's stock opened at $352.13, with a market cap of $1.67 trillion.
NVIDIA is leading the data center transition to an 800V direct current architecture to support the AI computing power demand of 1MW per rack by 2027. Goldman Sachs states that the focus of capital expenditure will be restructured, with liquid cooling and direct current distribution becoming mainstream, leading to a reshuffling of the industry chain. Although it can reduce TCO by about 30% in the long term, the short-term investment threshold is high, and the first round of hardware upgrade cycles has already begun, with a critical point expected around 2027
Nvwm LLC reduced its holdings in Eli Lilly and Company by 32.8% in the 3rd quarter, now owning 3,307 shares worth $2,524,000. Other institutional investors also adjusted their positions in Eli Lilly. The company reported strong quarterly earnings and increased its dividend. Analysts have given positive ratings and raised price targets for Eli Lilly's stock.
