Holdings

Analyst Predicts Continued Growth in AI Sector: Expect Short-Lived Volatility for CrowdStrike Holdings and Adobe

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Analyst Predicts Continued Growth in AI Sector: Expect Short-Lived Volatility for CrowdStrike Holdings and Adobe

Bank of America equity analyst Vivek Arya remains optimistic about Nvidia Corp., even as the chipmaker becomes the largest company in the world, surpassing Microsoft Corp. Arya believes any short-term volatility due to Nvidia’s recent rise will be short-lived, citing the company’s strong fundamentals, attractive valuations, and several growth factors. One key factor is the … Read more

Defense World reports that Los Angeles Capital Management LLC owns $11.45 million in stock holdings of Nutanix, Inc. (NASDAQ:NTNX)

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Los Angeles Capital Management LLC recently disclosed in its latest filing that it holds $11.45 million worth of stock in Nutanix, Inc. (NASDAQ:NTNX). The investment firm’s stake in the cloud computing company indicates a strong belief in the potential growth and value of Nutanix in the market. Nutanix, Inc. is a leading provider of cloud … Read more

Pinebridge Investments L.P. reduces its stock holdings in Hewlett Packard Enterprise (NYSE:HPE)

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Pinebridge Investments L.P. reduces its stock holdings in Hewlett Packard Enterprise (NYSE:HPE)

During the fourth quarter, Pinebridge Investments LP reduced its stake in Hewlett Packard Enterprise by 27.3%, selling 89,123 shares. Other large investors also bought and sold shares, such as Cibc World Markets Corp and Colorado Public Employees Retirement Association. Crossmark Global Holdings Inc, Tower Research Capital LLC TRC, and Blueshift Asset Management LLC also made … Read more

Semiconductor Stocks Broadcom, Arm Holdings, and Lam Research Surge in Today’s Market – MSN

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Semiconductor stocks experienced a rebound today, with companies like Broadcom, Arm Holdings, and Lam Research seeing positive gains. This rise in stock value comes after a period of decline, signaling a potential recovery for the semiconductor industry. Broadcom, a leading semiconductor company known for its diversified product portfolio, saw a significant increase in its stock … Read more

Today’s Rally: Semiconductor Stocks Broadcom, Arm Holdings, and Lam Research Surge | The Motley Fool

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Today’s Rally: Semiconductor Stocks Broadcom, Arm Holdings, and Lam Research Surge | The Motley Fool

Semiconductor stocks are on the rise thanks to positive news about artificial intelligence (AI) and hopes for a soft economic landing. Industry leaders like Broadcom, Arm, and Lam Research saw their shares increase by 5.2%, 5.3%, and 4.6%, respectively. This growth comes after a stall due to positive inflation reports in April. However, today saw … Read more

Semiconductor Stocks Broadcom, Arm Holdings, and Lam Research Experience Rally Today.

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Semiconductor Stocks Broadcom, Arm Holdings, and Lam Research Experience Rally Today.

Semiconductor stocks, including leaders like Broadcom, Arm, and Lam Research, saw a rise in their prices on Wednesday. This growth comes after a recent stall due to positive inflation reports in April. However, positive news about AI continued to drive the market today, along with a weaker-than-expected May jobs report. This report fueled hopes for … Read more

Clearbridge Investments LLC increases their stock holdings in International Business Machines Co. (NYSE:IBM)

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Clearbridge Investments LLC increases their stock holdings in International Business Machines Co. (NYSE:IBM)

Clearbridge Investments LLC increased its stake in International Business Machines Co. (NYSE: IBM) by 32.7% during the fourth quarter, according to a recent filing with the Securities and Exchange Commission. The company now owns 45,653 shares of IBM, valued at $7,467,000. Other institutional investors and hedge funds have also made adjustments to their holdings in … Read more

Janney Montgomery Scott LLC reduces its stock holdings in Hewlett Packard Enterprise (NYSE:HPE)

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Janney Montgomery Scott LLC reduces its stock holdings in Hewlett Packard Enterprise (NYSE:HPE)

In the fourth quarter, Janney Montgomery Scott LLC reduced its stake in Hewlett Packard Enterprise (HPE) by 11%, selling 16,038 shares and owning 129,355 shares worth $2,196,000. Other hedge funds also adjusted their positions in HPE, with 80.78% of the shares owned by institutional investors. Senior vice president Jeremy Cox sold 18,323 shares of HPE … Read more

Billionaire Ray Dalio’s Bridgewater Associates Increases Investment in Nvidia by Selling Off Cisco, HP, and Other Holdings

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Billionaire Ray Dalio’s Bridgewater Associates Increases Investment in Nvidia by Selling Off Cisco, HP, and Other Holdings

Billionaire investor Ray Dalio’s company, Bridgewater Associates, recently revealed its investment strategy in its latest 13F filing. The firm was heavily invested in most of the “magnificent seven” stocks, while also divesting from giants like Cisco Systems and Qualcomm. Despite strong first-quarter results, Bridgewater Associates made moves in its portfolio based on Dalio’s risk parity … Read more

Is ARM Holdings Poised to Supplant Nvidia?

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Is ARM Holdings Poised to Supplant Nvidia?

NVIDIA (NASDAQ: NVDA) has seen incredible growth over the past year due to the high demand for GPUs in the AI industry. GPUs are efficient for AI workloads because of their parallel processing capabilities, making them ideal for training AI models. However, as AI modeling becomes more standard, more energy-efficient designs like those from Arm … Read more