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Tag: Alphabet Inc

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Investment

Nvidia CEO Jensen Huang revived the AI trade this week. Here’s how the pros are playing it

Recent comments from Nvidia CEO Jensen Huang seemed to revive investment in the turbulent AI sector this week, while leading portfolio managers to...
Investment

Goldman’s top internet picks with second quarter earnings over

As the second-quarter earnings season wraps up, Goldman Sachs has its eyes on a collection of internet stock picks that the Wall Street...
Investment

Third Point’s Dan Loeb says he’s finding stocks outside digital world equally attractive

Third Point's Dan Loeb said he is finding companies outside of the red-hot digital world appealing as he hunts for overlooked opportunities beyond...
Investment

Major hedge funds bailed on some leading AI names

Major hedge funds ditched some of 2024's leading artificial intelligence names ahead of the third-quarter sell-off, according to regulatory filings. The documents released...
Investment

Nvidia, Tesla, Microsoft, Alphabet, Walmart

Here are the biggest calls on Wall Street on Friday: Piper Sandler initiates Couchbase as overweight Piper said in its initiation of Couchbase...
Investment

David Tepper’s Appaloosa cut a major Nvidia stake in second quarter

David Tepper's hedge fund slashed its position in leading AI chipmaker Nvidia during the second quarter and trimmed stakes in some of 2024's...
Investment

Sundheim’s D1 Capital exits Alphabet, buys a new industrial stock

Daniel Sundheim's D1 Capital dumped all its shares of Google parent Alphabet and Instagram owner Meta Platforms in the second quarter after their strong...
Investment

What’s likely to move the market

Traders work on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., August 8, 2024.Brendan McDermid | ReutersStocks...
Investment

Top Wall Street analysts like these 3 stocks for long-term prospects

Earnings season is in full swing, with results from tech giants and sector leaders influencing the market's direction.While these updates provide key insights...
Investment

Spending takes center stage in Meta’s earnings report after the bell Wednesday

This month's pullback in technology stocks puts the pressure on Meta Platforms to wow investors when it reports results, and prove that its...
Investment

AI spending in crosshairs as Big Tech embarks on ‘make-or-break’ week

Key earnings reports from the biggest technology giants this week could set the tone for the market in the near term as Wall...
Investment

hedge fund manager Dan Niles

Hedge fund manager Dan Niles sees this week's tech sell-off as confirmation that the trade is in significant trouble. Niles sees the market's...
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