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Inspire Faithward Mid Cap Momentum ETF
GLRY.US
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Broadcom and Costco's rich valuations leave little room for error as battleground stocks

Jim Cramer discusses the challenges facing Broadcom and Costco due to their high price-to-earnings multiples. Broadcom's AI chip business faces competition and potential delays in Oracle's data center projects for OpenAI. Concerns over profitability and market dynamics impact stock performance. Cramer highlights the complexity of the situation and the need for clarity on AI buildout and chip orders.

CNBC·
US
AVGO
-11.43%
US
COST
0.00%
CNBC·
US
AVGO
-11.43%
US
COST
0.00%

LMR Partners LLP Sells 230,710 Shares of Amphenol Corporation $APH

LMR Partners LLP reduced its stake in Amphenol Corporation by 59.1% in Q2, selling 230,710 shares. Amphenol's stock opened at $129.15, down 7.1%. The company reported Q3 earnings of $0.93 per share, beating estimates, with revenue up 53.4% year-over-year. Amphenol announced a quarterly dividend increase to $0.25 per share. Insider transactions included significant stock sales by CFO Craig A. Lampo and insider Luc Walter.

Market Beat·
US
APH
-7.08%
Market Beat·
US
APH
-7.08%

Broadcom Inc. $AVGO Shares Purchased by FORA Capital LLC

FORA Capital LLC increased its stake in Broadcom Inc. by 38.8% in Q2, making it their largest holding. Broadcom's stock is widely held by institutional investors, with recent insider sales. Analysts have set new price targets, with a consensus "Buy" rating and an average target price of $435.85. Broadcom's stock opened at $359.93, with a market cap of $1.70 trillion.

Market Beat·
US
AVGO
-11.43%
Market Beat·
US
AVGO
-11.43%

Capital Impact Advisors LLC Raises Holdings in AppLovin Corporation $APP

Capital Impact Advisors LLC increased its stake in AppLovin Corporation by 11.7% in Q2, owning 37,759 shares valued at $13.35 million. Other investors also adjusted their holdings. AppLovin's stock performance shows a significant increase, with a market cap of $226.66 billion and a 68.2% revenue growth year-over-year. Analysts have mixed ratings, with some maintaining a 'buy' rating and others downgrading to 'hold.' Insiders sold shares worth $195 million in the last 90 days.

Market Beat·
US
APP
-6.46%
Market Beat·
US
APP
-6.46%

The divergence between AI investment and AI stocks may become the norm, similar to the new energy sector after 2021?

Guotai Junan Securities believes that the divergence between AI investment and AI stock performance will become the norm in the future, similar to the new energy investment and stock performance after 2021. Although US AI tech stocks such as Oracle and Broadcom fell this Friday, the market's concerns about their future performance realization are the core issue. Investors should focus on the macro effects of sectors benefiting from AI investment trends, rather than getting entangled in the AI bubble

Wallstreetcn·
US
ORCL
-4.47%
US
AVGO
-11.43%
Wallstreetcn·
US
ORCL
-4.47%
US
AVGO
-11.43%
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