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Dan Loeb's Third Point Slashes Microsoft Stake, Analysts Blame 'Disappointing' Azurebenzinga.com
Dan Loeb's Third Point reduced stake in Microsoft by 3x since Q4 2023. In the past year, Microsoft has declined around 3.5%.
Via Benzinga · March 4, 2025
Billionaire Investor Howard Marks Warns Against AI's 'Powerful' Novelty And FOMO As Nvidia, Other AI-Linked Stocks Tumble In 2025: Says This Enthusiasm 'Sometimes Leads To Bubbles'benzinga.com
Nvidia and other AI-linked stocks have plunged in 2025 as Howard Marks compares the enthusiasm to instances that "sometimes leads to bubbles".
Via Benzinga · March 3, 2025
Billionaire Ray Dalio Says AI Risks 'Totalitarian Control Or Anarchy' As It Could Reshape World In Next 5 Years: Here Are AI-Linked ETFs For Investors To Considerbenzinga.com
Ray Dalio cautioned investors saying that the development of AI could risk totalitarian social control or even anarchy in the coming years.
Via Benzinga · February 26, 2025
Microsoft Stock In Spotlight As Analyst Raises Concerns Over Software Giant’s Long-Term AI Demand: Retail Turns Uneasystocktwits.com
The company has reportedly canceled leases in the U.S. totaling “a couple of hundred megawatts with at least two private data center operators.”
Via Stocktwits · February 24, 2025
RingCentral Stock Dips As Weak Guidance Spooks Investors: Retail Sentiment Flips To Bearishstocktwits.com
RingCentral achieved GAAP operating profitability for the first time in 2024 but forward guidance dented sentiment toward the stock.
Via Stocktwits · February 21, 2025
Microsoft Stock Trends On Stocktwits After CEO Satya Nadella Unveils Majorana 1 Quantum Computing Chip: Retail’s Exuberantstocktwits.com
The company expects the quantum chip to help it develop a “truly meaningful” quantum computer within years.
Via Stocktwits · February 20, 2025
Hidden Gems? AI Engine APART Highlights Automotive, Undervalued AI, Capital Goods As Top Sectorsbenzinga.com
Savart's proprietary AI engine, APART, is identifying promising investment opportunities beyond the expensive and overvalued "AI poster boys"
Via Benzinga · February 17, 2025
Prudent Selling Based On Inflation Or An Overreaction?talkmarkets.com
In this week's video, we'll review the latest charts and data help us answer the question, prudent selling based on inflation fears or an overreaction?
Via Talk Markets · February 7, 2025
Dan Loeb's Third Point Trims Amazon, Microsoft, Meta As Tech Stocks Climbbenzinga.com
Dan Loeb's Third Point LLC reduced stakes in tech, software & other sectors in 2024. Still holds largest share in utility co. PCG. Also cut shares in AMZN & MSFT while raising in 2024. AMZN stock up 40.51% in 2024 while MSFT up 2.4%. PCG reports Q4 results on Feb 13, 2025.
Via Benzinga · February 3, 2025
ETFs To Ride On Apple's Best-Ever Revenuestalkmarkets.com
Apple Inc. recently reported robust first-quarter fiscal 2025 results, beating estimates for revenues and earnings. The iPhone manufacturer achieved record-breaking results. Here is a look at some ETFs that may benefit from the tech titan's earnings.
Via Talk Markets · February 2, 2025
5 ETFs To Watch During Microsoft's Post-Earnings Dropbenzinga.com
Several ETFs heavily weighted in Microsoft have gained attention after its Q2 earnings report. Cloud growth concerns led to a 6% drop in stock.
Via Benzinga · January 31, 2025
Microsoft Slips On Soft Q2 Azure Revenue, Below-Consensus Q3 Guidance: Retail Sees Buying Opportunitystocktwits.com
Microsoft noted that its artificial intelligence revenue surpassed $13 billion in annual run rate in the second quarter.
Via Stocktwits · January 30, 2025
Microsoft Stock Slips Ahead Of Q2 Earnings, But Retail Stays Hopeful With Azure, Capex In Focusstocktwits.com
Wedbush analyst Daniel Ives expects Microsoft to double down on the AI vision/build-out.
Via Stocktwits · January 29, 2025
Analyst Explains Why Microsoft Stands To Gain From DeepSeek's Rise: Retail Buys The Argumentstocktwits.com
Morgan Stanley sees Microsoft’s build-out of enterprise applications using the foundational models as a far greater opportunity.
Via Stocktwits · January 28, 2025
Meta Wants To Leverage TikTok Ban Threat to Promote Instagram On Other Social Media, Offers Cash Dealsbenzinga.com
Meta Platforms Inc is promoting Instagram by exploiting the absence of TikTok download option from Apple and Google stores.
Via Benzinga · January 27, 2025
Is Elon Musk's Mental Health a Cause for Concern? Biographer Thinks Sobenzinga.com
Biographer Seth Abramson, who says he is writing a biography of Elon Musk, has expressed concerns over the mental health of the billionaire entrepreneur.
Via Benzinga · January 12, 2025
3 Digital Infrastructure ETFs In Focus As Trump Reveals Billion-Dollar Data Center Construction Planbenzinga.com
Trump: $20B investment in data centers by DAMAC. Microsoft: $80B investment plan for AI-driven centers. ETFs offer opportunity to invest in digital infrastructure.
Via Benzinga · January 7, 2025
Are Stocks Set Up For A Crash Landing?talkmarkets.com
In this week's video, we'll review the latest charts and data to help us answer the question, are stocks set up for a crash landing?
Via Talk Markets · November 22, 2024
3 Millionaire-Maker Software-as-a-Service (SaaS) Stocksfool.com
Most of these stocks have been growing powerfully, and a few seem reasonably or attractively valued.
Via The Motley Fool · November 4, 2024
More Than A Third Of AI-Based ETFs Were Launched In 2024, Focusing On Nvidia, Microsoft, Apple And Meta, Among Others: Here's How Some Of Them Have Performed This Year So Farbenzinga.com
The total assets of AI ETFs have now reached $4.5 billion, approaching the $5.5 billion held by nuclear power-themed ETFs .
Via Benzinga · October 28, 2024
Will The Election Bring A Stock Market Correction?talkmarkets.com
In this week's video, we'll review the latest charts and data to help us answer the question - will the election bring a sharp correction in stocks?
Via Talk Markets · October 26, 2024
Here's How Investing $50 per Week in This Top ETF Can Generate $65,000 in Annual-Dividend Incomefool.com
Starting early and investing often can be a surefire way to building up a massive portfolio.
Via The Motley Fool · October 13, 2024
Stocks: Are You Missing The Big Picture?talkmarkets.com
In this week's video, we'll review the latest charts to help us answer the question - are you missing the big picture?
Via Talk Markets · September 28, 2024
EXCLUSIVE: Apple's iPhone 16 Launch Will Be 'Disappointment Before The Excitement,' Gene Munster Saysbenzinga.com
Apple stock may not rise much with iPhone 16 launch due to high expectations, but analyst predicts strong growth after earnings with new AI features.
Via Benzinga · September 3, 2024
Apple Beats On Q3 Earnings, Pins Hopes On AI: ETFs To Buytalkmarkets.com
Apple Inc. reported robust third-quarter fiscal 2024 results, wherein it beat both earnings and revenue estimates. The iPhone manufacturer returned to revenue growth and pinned hopes on AI for iPhone upgrades. Here are some ETFs that may benefit.
Via Talk Markets · August 4, 2024