META Is Facing Multiple AI-Related Challenges
Joelle Pineau, who was the head of Meta's AI Research department for eight years, is leaving the company, CNBC reporter Deirdre Bosa noted today.
Posts Tagged ‘Daily Newsletter’
Jim Cramer’s Lightning Round: 8 Stocks in Focus
Jim Cramer, host of Mad Money, discussed on Monday how investor sentiment surrounding tech stocks has shifted over the past three months.
Jim Cramer Highlighted 12 Stocks and Tariff Panic
“Alright, there's always a bull market somewhere. I end the show with that tagline every night. I say it because it's true.
Citi Reportedly Tells Investors to Buy AMZN Stock on Weakness
Noting that TikTok Shop had generated $9 billion of gross merchandise volume (GMV) in the U.S. in 2024, Citi highlighted the potential synergies between TikTok and AMZN.
Bearish Options Trade on AAPL Unveiled
A Schwab Network commentator unveiled a bearish, short-term option play on Apple (AAPL), while a guest on the same segment expressed bullishness about the stock market's outlook...
Schwab Network Commentators Pile on AAPL Stock
Schwab Network commentators Oliver Renick and Jenny Horne expressed bearishness on Apple (AAPL) stock today.
Declines of Nvidia (NVDA), Taiwan Semi (TSM) Will Prove Overdone in the Long-Term, Analyst Says
Nvidia will remain the leader in AI chips and continue to face "limited competition," while TSM will still be the only company that can produce advanced chips, Bryson said.
Jim Cramer Was Talking About These 10 Stocks Amid Trump’s Trade Wars
Jim Cramer in a latest program on CNBC urged investors to start accepting the reality of the new economic system under President Trump and said the new tariffs will result in ...
Hedge Fund Investor Letters Q1 2025
We will be sharing Q1 2025 hedge fund investor letters in this article.
“No Cracks in Demand” for NVDA, Says Veteran Trader
"Nvidia is so widely held that it bears the brunt of whatever happens in the market," the veteran trader said.
Here’s Why Playa Hotels & Resorts N.V. (PLYA) Rose in Q4
Renaissance Investment Management, an investment management company, released its Q4 2024 “International Small Cap Strategy” investor letter.
Remitly Global, Inc. (RELY): A Bull Case Theory
We came across a bullish thesis on Remitly Global, Inc. (RELY) on Substack by LongTermValue Research. In this article, we will summarize the bulls’ thesis on RELY.
Kelly Services, Inc. (KELYA): A Bull Case Theory
We came across a bullish thesis on Kelly Services, Inc. (KELYA) on Substack by Unemployed Value Degen and Value Don't Lie.
LVS Advisory Sold Icon Plc (ICLR) After Identifying Flaws in its Investment Thesis
LVS Advisory, a New York City-based full-service investment firm, recently released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Alphabet Inc. (GOOGL): A Bull Case Theory
We came across a bullish thesis on Alphabet Inc. (GOOGL) on Substack by LongTermValue Research. In this article, we will summarize the bulls’ thesis on GOOGL.
Here’s What Led LVS Advisory to Sell its Position in Howard Hughes Corp (HHH)
LVS Advisory, a New York City-based full-service investment firm, recently released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
ZipRecruiter, Inc. (ZIP): A Bull Case Theory
We came across a bullish thesis on ZipRecruiter, Inc. (ZIP) on Substack by Unemployed Value Degen and Value Don't Lie.
Moody’s Corporation (MCO): A Bull Case Theory
We came across a bullish thesis on Moody’s Corporation (MCO) on Substack by LongTermValue Research. In this article, we will summarize the bulls’ thesis on MCO.
Flex Ltd. (FLEX): A Bull Case Theory
We came across a bullish thesis on Flex Ltd. (FLEX) on Substack by Easy Trader. In this article, we will summarize the bulls’ thesis on FLEX. Flex Ltd.
Renaissance International Small Cap Strategy Added Atour Lifestyle Holdings Limited (ATAT) to its Portfolio in Q4
Renaissance Investment Management, an investment management company, released its Q4 2024 “International Small Cap Strategy” investor letter.
Vulcan Materials Company (VMC): A Bull Case Theory
We came across a bullish thesis on Vulcan Materials Company (VMC) on Substack by LongTermValue Research. In this article, we will summarize the bulls’ thesis on VMC.
Bank of America Corporation (BAC): A Bull Case Theory
We came across a bullish thesis on Bank of America Corporation (BAC) on Substack by Easy Trader. In this article, we will summarize the bulls’ thesis on BAC.
Ero Copper Corp. (ERO) Fell after a Cut in Copper Production Guidance
Renaissance Investment Management, an investment management company, released its Q4 2024 “International Small Cap Strategy” investor letter.
ResMed Inc. (RMD): A Bull Case Theory
We came across a bullish thesis on ResMed Inc. (RMD) on Substack by LongTermValue Research. In this article, we will summarize the bulls’ thesis on RMD. ResMed Inc.
Joint Stock Company Kaspi.kz (KSPI): A Bull Case Theory
We came across a bullish thesis on Joint Stock Company Kaspi.kz (KSPI) on Substack by Easy Trader. In this article, we will summarize the bulls’ thesis on KSPI.
TransUnion (TRU): A Bull Case Theory
We came across a bullish thesis on TransUnion (TRU) on Substack by LongTermValue Research. In this article, we will summarize the bulls’ thesis on TRU.
Celestica (CLS) is Benefitting from Investments in AI Infrastructure
Renaissance Investment Management, an investment management company, released its Q4 2024 “International Small Cap Strategy” investor letter.
Bearish Options Strategy on META Unveiled by Veteran Trader
Since Meta (META) has outperformed its large-cap peers in recent weeks, it's likely to underperform if the market, including the Nasdaq, sells off, Don Kaufman, a co-founder of...
10 Stocks Everyone is Talking About After Trump’s New Tariffs
Countries are beginning to react to President Donald Trump’s new reciprocal tariffs and analysts believe things might not go according to the White House’s expectations, with...
Top 10 Stocks to Watch as Investors Brace for Potential Recession
President Donald Trump’s new reciprocal tariff announcement is hammering stock markets around the world as countries face a new reality and trade dynamics.
Top 10 Stocks on Jim Cramer’s Radar as Trump Tariffs Wreak Havoc Across Global Markets
Jim Cramer in a latest program on CNBC said that President Donald Trump’s new tariffs were much worse than expected.
MACOM Technology Solutions Holdings (MTSI) Surged in Q4 Amid Robust Growth in Data Center & Defense Sectors
Artisan Partners, an investment management company, released its “Artisan Global Discovery Fund” fourth quarter 2024 investor letter.
Should You be Confident in the Growth Trajectory of Pure Storage (PSTG)?
Artisan Partners, an investment management company, released its “Artisan Global Discovery Fund” fourth quarter 2024 investor letter.
Analyst Says Apple (AAPL) Is Relatively Well-Positioned for Tariffs
Apple (AAPL) is relatively well-positioned to withstand tariffs, as it has "enormous pricing power," Angelo Zino, a Technology Equity Analyst and Senior VP at CFRA Research said...
Artisan Global Opportunities Fund Trimmed Arista Networks Inc (ANET) For Valuation Discipline
Artisan Partners, an investment management company, released its “Artisan Global Opportunities Fund” fourth quarter 2024 investor letter.
Here’re the Reasons Why Artisan Global Opportunities Fund Ended Its Investment Campaigns in Microsoft Corporation (MSFT)
Artisan Partners, an investment management company, released its “Artisan Global Opportunities Fund” fourth quarter 2024 investor letter.
Is Oracle (ORCL) a Fast Growing Business?
Artisan Partners, an investment management company, released its “Artisan Global Opportunities Fund” fourth quarter 2024 investor letter.
Here’s What Strengthens Artisan Global Opportunities Fund’s Conviction in GE Vernova (GEV)
Artisan Partners, an investment management company, released its “Artisan Global Opportunities Fund” fourth quarter 2024 investor letter.
Should You Invest in CBRE Group (CBRE)?
Artisan Partners, an investment management company, released its “Artisan Global Opportunities Fund” fourth quarter 2024 investor letter.
Strong Earnings Results Lifted Shopify (SHOP) in Q4
Artisan Partners, an investment management company, released its “Artisan Global Opportunities Fund” fourth quarter 2024 investor letter.
Is Danaher Corporation (DHR) a Well-Positioned Company Heading into 2025?
Artisan Partners, an investment management company, released its “Artisan Global Opportunities Fund” fourth quarter 2024 investor letter.
Artisan Global Opportunities Fund Trimmed its Position in Novo Nordisk A/S (NVO)
Artisan Partners, an investment management company, released its “Artisan Global Opportunities Fund” fourth quarter 2024 investor letter.
Here’s Why Advanced Micro Devices (AMD) Fell in Q4 and 2024
Artisan Partners, an investment management company, released its “Artisan Global Opportunities Fund” fourth quarter 2024 investor letter.
Top 10 Stocks to Watch as AI Trade Dynamics Change
Aswath Damodaran from NYU Stern School of Business said in a recent program on CNBC that AI “buzzwords” are not boosting the market anymore as investors grow more concerned...
The Top 10 Performing Stocks on Wednesday
Nebius Group rallied for a second day on Wednesday, adding 7.76 percent to close at $24.45 apiece as investors resorted to bargain-hunting amid a 25-percent drop in last month...
Experts Clash on Amazon’s (AMZN) Outlook
Two guests on Schwab Network had very different views of Amazon (AMZN) stock today.
Investor Sells Nvidia (NVDA), Buys Alibaba (BABA)
NVDA "hasn't been acting well since (its) earnings," explained Jackson, adding that he is not impressed by the name's charts.
Snowflake (SNOW) Stock Initiated With a Buy Rating by Japanese Firm
Japanese investment bank Daiwa yesterday started coverage of AI data-infrastructure company Snowflake (SNOW) with a Buy rating and a $210 price target, Schwab Network reported...
Amazon (AMZN) Stock Is “Starting to Look Appealing,” Consumer Expert Says
After Amazon (AMZN) stock pulled back sharply in recent months, the shares "are starting to look appealing," and they are providing investors with a good "buying opportunity", ...
