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2024-05-21 06:53:48 ET Summary Abrams' 13F portfolio value decreased from $3.22B to $3.20B this quarter. The number of holdings in the portfolio decreased from 14 to 12. The top three stakes in the portfolio make up approximately 48% of the total, while the top five holdings m...

2024-05-21 06:45:00 ET The Nasdaq-100 is the 100 largest nonfinancial companies by market cap in the Nasdaq Composite . Exchange-traded funds (ETFs) like the low-cost Invesco QQQ with $248 billion in net assets have helped make the Nasdaq-100 a mainstream way to invest in a dive...

2024-05-20 14:45:00 ET Summary Fed Trader's Chaim Siegel believes that the fundamentals of the market, including earnings and the economy, are good and that the market will continue to be bullish. He sees the Fed's stance on interest rates and inflation as key drivers for the mark...

2024-05-20 14:06:47 ET Summary Fidelity Low Volatility Factor ETF is invested in 125 stocks with relatively low historical volatility of prices and earnings. Since its inception, the FDLO ETF has lagged the S&P 500 index, but outperformed other low-volatility ETFs. FDLO ri...

2024-05-20 11:17:12 ET More on Microsoft Eyes On Nvidia, Microsoft, Wayfair, IBM, And Meme Madness Microsoft: Market Leaders Never Come Cheap - Cloud/AI Remain Growth Drivers Microsoft: At The Forefront Of The AI Revolution Microsoft steps to plate to roll ou...

2024-05-20 09:09:35 ET "The spending on AI is unprecedented across the tech world, and this is just the first phase of the AI Revolution playing out with a major missing piece in this AI puzzle coming from Microsoft and Nadella this week at Build and Apple at WWDC next month," said Wedbush ...

2024-05-20 07:19:47 ET More on Alphabet Google: An Undeniable Leader In AI Baron Fund - Alphabet / Google: Unfairly In The GenAI Loser Bucket Google I/O 2024 Takeaway: Slow On Innovation, Strong On Distribution Google contends AI Overviews promotes more web t...

2024-05-20 06:46:13 ET Summary Baupost Group's 13F portfolio value decreased from $4.59B to $3.65B this quarter. The portfolio is heavily concentrated, with Liberty Global, Alphabet, Willis Towers Watson, Fidelity National Information Services, and Viasat accounting for ~67% of th...

2024-05-20 06:19:03 ET Summary Snowflake's stock has notably underperformed the broader U.S. market since November 2023 after my previous cautious thesis. In the last six quarters, there were four cases of after-earnings selloffs, and three of them resulted in double-digit-single-...

2024-05-19 20:00:00 ET Summary Google has rebounded after initial AI missteps, but it is no longer a deep discount at its current price. The biggest threat to Google is generative AI technology from OpenAI and Microsoft, which could replace valuable searches on Google. Google'...