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this veteran strategist is dropping his preference for tech stocks after 15 years","url":"https://stock-news.laohu8.com/highlight/detail?id=2589635137","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2589635137?lang=en_us&edition=fundamental","pubTime":"2025-12-08 22:47","pubTimestamp":1765205220,"startTime":"0","endTime":"0","summary":"More competition is coming for the 'juicy profit margins' of the 'Magnificent Seven,' says Ed Yardeni. Ed Yardeni says he's no longer overweighting tech stocks and sees more opportunities in financials and healthcare.As Wall Street looks ahead to 2026, with many investors hoping technology stocks will keep delivering gains, one veteran Wall Street strategist says he's downshifting on tech for the first time in 15 years.\"It no longer makes sense for us to continue recommending overweighting the information technology and communications services sectors in an S&P 500 portfolio, as we have since 2010,\" Ed Yardeni, the president of Yardeni Research, which offers global investment strategy and asset allocation advice, told clients in Dec. 7 note.Yardeni said one problem is that his original recommendation has worked so well that those two sectors now make up a record 45.2% chunk of the S&P 500's SPX market capitalization.\"We see more competitors coming for the juicy profit margins of the 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Innovations Seeks to Break Free from Amazon's Dominance","url":"https://stock-news.laohu8.com/highlight/detail?id=1141203152","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1141203152?lang=en_us&edition=fundamental","pubTime":"2025-12-08 20:21","pubTimestamp":1765196481,"startTime":"0","endTime":"0","summary":"Anker Innovations Technology Co., Ltd. has long been a benchmark for Chinese consumer electronics companies expanding overseas. 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While the headlines are still obsessed with “AI in space,” he breaks down where the real money is moving – and why the companies supplying the backbone of AI infrastructure may quietly become the biggest winners of this new American revival.","market":"nz","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"investorplace_stock_picks","url":"https://investorplace.com/hypergrowthinvesting/2025/12/as-big-tech-looks-to-the-stars-the-smart-money-looks-underground/","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://investorplace.com/hypergrowthinvesting/2025/12/as-big-tech-looks-to-the-stars-the-smart-money-looks-underground/","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"investorplace_stock_picks","symbols":["IE00BFMHRM44.USD","LU0251132253.USD","LU1074936037.SGD","MSFT","BK4512","LU0690374961.EUR","LU1803068979.SGD","MACW.SI","LU1059921491.USD","LU2750360641.GBP","AMZN","LU1496350171.SGD","LU1035775433.USD","LU2083900584.USD","LU1261432733.SGD","GOOGL","LU2404859667.USD","USAW.SI","LU2471134523.USD","LU2236285917.USD","IE0001KFT4U8.USD","LU1670710661.SGD","LU0661504455.SGD","LU1989771016.USD","LU0061475181.USD","LU2360106780.USD","SG9999002232.USD","LU1839511570.USD","LU0820562030.AUD","LU2237957902.USD","LU0823434583.USD","LU0130518102.USD","LU1582986433.USD","LU1564329115.USD","BK4581","LU1366333091.USD","LU0310799852.SGD","LU1935043023.USD","LU2430703095.HKD","LU0784385170.HKD","IE0034235188.USD","IE00BMPRXN33.USD","LU0094547139.USD","LU2097344357.USD","AI","LU0203345920.USD","AAPL","LU2168564065.EUR","IE00BJLML261.HKD","META"],"gpt_icon":1},{"id":"2589268098","title":"These 10 fast-growing AI stocks may offer the best bang for your buck","url":"https://stock-news.laohu8.com/highlight/detail?id=2589268098","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2589268098?lang=en_us&edition=fundamental","pubTime":"2025-12-06 22:00","pubTimestamp":1765029600,"startTime":"0","endTime":"0","summary":"You can avoid the risk of expensive tech stocks while still staying in the AI trade. Tech companies from Nvidia to DoorDash are growing faster than Wall Street expected, according to Citi.The jury is out on whether the artificial-intelligence trade is now a bubble. But the last few weeks have shown that high valuations are fragile as investors have moved some money out of priciest technology names.Investors looking to reduce portfolio risk but still maintain exposure to the biggest trend in the market might want to pursue a \"growth at a reasonable price\" - or GARP - strategy, according to Drew Pettit, director of U.S. equity strategy at Citi. As the name suggests, the goal of GARP is to identify companies with attractive earnings growth without overpaying.Pettit doesn't believe an AI bubble is imminent, he said. In a note last week, Citi estimated that AI-related stocks make up nearly half of the S&P 500 Index SPX by market capitalization, and AI revenue could compound over 80% 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Here are calls made by Wall Street's best analysts during the week of Dec 1-5. Bernstein reiterates Nvidia as outperformBernstein says Nvidia is...","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"rating","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["CRWV","AAPL","AVGO","CRM","NVDA","SNOW","META","TSLA","AMZN","NFLX"],"gpt_icon":1},{"id":"2589846517","title":"One Man's Mission to Get Back $4 Million of Stolen Skincare Products -- WSJ","url":"https://stock-news.laohu8.com/highlight/detail?id=2589846517","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2589846517?lang=en_us&edition=fundamental","pubTime":"2025-12-06 09:00","pubTimestamp":1764982800,"startTime":"0","endTime":"0","summary":"Max Medroso's nightmare started this summer when his natural skin-care business was waiting for a big shipment ordered for Amazon's Prime Day. At first, he thought, \"Shipments get delayed one week, two weeks all the time.\". This time was different. His $4 million shipment never arrived.Just days after Medroso's shipment went missing, he says goods branded with his company's name -- Sky & Sol -- popped up for sale on Amazon.com at deeply discounted prices. That is what led him to believe his cargo had been stolen.Suddenly the 25-year-old entrepreneur found himself in a maddening monthslong hunt to find the perpetrators. Medroso alternatively played the roles of detective, crusader and plaintiff. In a federal lawsuit, he laid out a group of companies that moved his goods from one seller to another with lightning speed before the goods appeared online.\"Amazon has zero tolerance for the sale of stolen goods, and we work hard to combat this industrywide issue,\" a spokesperson for the 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Market Chatter: Amazon's Italian Unit Pays $209 Million Compensation to End Probe Into Tax, Labor Practices","url":"https://stock-news.laohu8.com/highlight/detail?id=2589899792","media":"MT Newswires Live","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2589899792?lang=en_us&edition=fundamental","pubTime":"2025-12-05 19:20","pubTimestamp":1764933649,"startTime":"0","endTime":"0","summary":"(Updates to add Amazon's comment in the fifth and sixth paragraph)Amazon's (AMZN) Italian unit has paid compensation and scrapped a monitoring system for delivery staff, bringing an end to a probe 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