Kovitz Core Equity ETF(EQTY.US)

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Kovitz Core Equity ETF
EQTY.US
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Wall Street Says Microsoft Is a 'Strong Buy.' Let's Look at Who Owns MSFT Stock?

Wall Street considers Microsoft (MSFT) a 'Strong Buy,' with analysts optimistic about its Azure cloud business and AI productivity tools. MSFT stock rose 15% in 2025, slightly below the S&P 500's 16.4% increase. The company benefits from its partnership with OpenAI, despite concerns over high capital spending. According to TipRanks, public companies and individual investors own 40.54% of Microsoft, while mutual funds, ETFs, and other institutional investors hold 21.83%, 21.53%, and 16.07%, respectively.

Tip Ranks·
US
MSFT
-0.79%
US
MSFL
-1.70%
US
MSFO
-0.45%
Tip Ranks·
US
MSFT
-0.79%
US
MSFL
-1.70%
US
MSFO
-0.45%

Investigating Amazon.com's Standing In Broadline Retail Industry Compared To Competitors

This article evaluates Amazon.com in the Broadline Retail industry, comparing it to major competitors. Amazon leads with 74% retail revenue, but shows a lower revenue growth rate of 13.4% compared to the industry average of 14.41%. Key metrics indicate a low PE ratio of 32.84, suggesting potential undervaluation, while high PB and PS ratios indicate overvaluation concerns. Amazon's strong ROE of 6.02% and EBITDA of $45.5 billion reflect profitability, but a lower debt-to-equity ratio of 0.37 suggests a solid financial position. Overall, Amazon demonstrates strong operational efficiency despite slower growth.

benzinga_article·
US
AMZN
-0.74%
US
AMZU
-1.49%
benzinga_article·
US
AMZN
-0.74%
US
AMZU
-1.49%

Berkshire Is Selling Apple Stock and Buying This Other Magnificent Artificial Intelligence (AI) Stock Instead

Berkshire Hathaway, led by Warren Buffett, is selling its Apple stock, reducing its position by 73% since late 2023, and reallocating funds into Alphabet (Google) stock. This shift comes as the AI sector gains momentum, with Buffett's strategy reflecting a cautious approach to the frothy market. Alphabet has been enhancing its AI capabilities, integrating its LLM, Gemini, and investing in hardware for cloud computing. Notable investors are increasingly backing Alphabet, indicating potential for significant valuation growth in the coming years.

Motley Fool·
US
BRK.B
-0.21%
US
GOOGL
-0.27%
US
GOOG
-0.24%
Motley Fool·
US
BRK.B
-0.21%
US
GOOGL
-0.27%
US
GOOG
-0.24%

Amazon.com, Inc. $AMZN Shares Acquired by World Investment Advisors

World Investment Advisors increased its stake in Amazon.com, Inc. (NASDAQ:AMZN) by 5.4% in Q3, owning 299,303 shares valued at $65.7 million. Other institutional investors also bought shares, with 72.20% of the stock held by hedge funds. Insider trading included sales by Director Jonathan Rubinstein and CEO Andrew R. Jassy. Analysts have a consensus "Moderate Buy" rating for AMZN, with price targets ranging from $250 to $300. Positive sentiment surrounds Amazon ahead of earnings, driven by AWS growth and AI monetization potential.

Market Beat·
US
AMZN
-0.74%
Market Beat·
US
AMZN
-0.74%

SemiAnalysis in-depth report: The U.S. power grid can't keep up, AI data centers are racing against time to "build their own power plants"

In the reality where public grid construction takes at least ten years, leading American AI laboratories such as OpenAI, xAI, and Google collectively bypass the grid and build their own gas power plants to get computing power running as quickly as possible. The underlying logic is that when AI enters the stage of ultra-large-scale deployment, the power issue has upgraded from a "cost issue" to the primary constraint determining whether computing power can go live on schedule

Wallstreetcn·
NA
OpenAI
0.00%
US
GOOG
-0.24%
US
GOOGL
-0.27%
Wallstreetcn·
NA
OpenAI
0.00%
US
GOOG
-0.24%
US
GOOGL
-0.27%
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