Core Alternative ETF

JPMorgan Cuts Long Position in Ganfeng Lithium H Shares

Maripau Wealth Management LLC Increases Stake in Alphabet Inc.

JPMorgan Cuts Stake in Ascena

JPMorgan Increases Stake in Arhaus Inc.

Carroll Investors Inc Significantly Reduces Holdings in Walmart

Microsoft Plans to Increase Xbox Series X|S Production for GTA VI Launch

Microsoft to Pay Dividend on December 11, 2025

Yadong Hospital collaborates with Microsoft and ATGenomix to build precision medical cloud platform

Barclays reiterates 'Overweight' rating on Microsoft following price increase announcement

Alphabet's TPU Chips Drive Stock Price Up

Microsoft denies rumors of reduced AI sales growth target

Microsoft and LG Affiliate Discuss Data Center Business Cooperation

Microsoft Negotiates Data Center Collaboration with LG Subsidiary

Microsoft Achieves Major Internet Connectivity Milestone In Africa, Exceeding 2025 Goal

Serious Bugs Reported in Microsoft's November Optional Update for Windows 11 (KB5070311)

Microsoft begins testing a new 'Run' dialog box in Win11, the first major update since 1995

A live debate is being held on whether the U.S. government should break up Big Tech

Morgan Stanley Fined 101 Million Euros for Dividend Tax Evasion Scheme in the Netherlands

Microsoft Stops Publishing Annual Diversity and Inclusion Report

Google Launches Gemini 3 Deep Thinking Mode for Gemini App Subscribers

SEVEN HILLS RLTY TR COM USD0.001 (S/R 04/12/2025)

SMX Security Matters

Polyrizon

Picard Medical

Synchronoss Tech

PharmaCyte Biotech

Q/C Tech

Rich Sparkle

Hoyne Bancorp

Tradr 2X Long ASTS Daily ETF

America’s biggest retailer is growing quickly in e-commerce, and it might advance more as it moves to Nasdaq.

Walmart

Should Walmart really be trading like a tech company?

GOOGL

GGLS

GGLL

Maripau Wealth Management LLC increased its holdings in Alphabet Inc. by 45.4% in Q2, owning 5,459 shares worth $969,000. Other investors also adjusted their stakes in Alphabet. The stock opened at $317.62, with a market cap of $3.83 trillion. Alphabet reported Q3 earnings of $2.87 per share, beating estimates. A quarterly dividend of $0.21 will be paid on December 15th. Insider sales included CEO Sundar Pichai selling 32,500 shares.

- Maripau Wealth Management LLC increased its holdings in Alphabet Inc. by 45.4% in Q2, owning 5,459 shares valued at $969,000.  
- Other institutional investors also adjusted their stakes, with Brighton Jones LLC growing its holdings by 3.9% and Smart Money Group LLC by 9.4%.  
- Alphabet reported a quarterly EPS of $2.87, exceeding estimates, and announced a dividend of $0.21 per share, with a payout ratio of 8.28%.

Market Beat

Alphabet

Direxion Daily Googl Bear 1x Shares

Direxion Daily GOOGL Bull 2X Shares

Maripau Wealth Management LLC Grows Stock Position in Alphabet Inc. $GOOGL

Morgan Stanley Europe SE disclosed its public opening position regarding Aqua Acquisition Sub LLC, a subsidiary of Qualcomm, and its connection with Alphawave IP Group plc. The disclosure includes interests and short positions in relevant securities, cash-settled derivative transactions, and stock-settled derivatives. The disclosure is made under Rule 8.5 of the Takeover Code.

London Stock Exchange

Morgan Stanley

REG - Morgan StanleyEurope Alphawave IP Group - Form 8.5 (EPT/NON-RI)- Aqua Acquisition Sub LLC

JPMorgan Chase & Co. reduced its holdings in Louisiana-Pacific Corporation by 23.5% in Q2, owning 249,257 shares worth $21.44 million. Other investors like 59 North Capital and Valeo Financial Advisors increased their stakes. Louisiana-Pacific's stock opened at $82.20, with a market cap of $5.72 billion. The company reported Q3 earnings of $0.36 per share, missing estimates, and announced a quarterly dividend of $0.28. Analysts have mixed ratings on the stock.

Louisiana Pacific

JPMorgan Chase

JPMorgan Chase & Co. Has $21.44 Million Holdings in Louisiana-Pacific Corporation $LPX

JPMorgan Chase & Co. reduced its holdings in Assurant, Inc. by 27.5% in Q2, owning 108,605 shares worth $21.45 million. CEO Keith Demmings sold 13,725 shares, decreasing his ownership by 13.95%. Assurant's stock opened at $224.47, with a 1-year range of $174.97-$232.02. Analysts forecast growth, with several rating the stock as a 'buy'. Assurant increased its quarterly dividend to $0.88 per share, yielding 1.6%.

Assurant

Assurant, Inc. $AIZ Shares Sold by JPMorgan Chase & Co.

ARHS

JPMorgan Chase & Co. increased its stake in Arhaus, Inc. by 4% in Q2, owning 1.81% of the company. Arhaus reported Q3 earnings of $0.09 per share, beating estimates. Analysts have mixed ratings, with a consensus "Hold" and target price of $11.11. The stock opened at $10.53, with a market cap of $1.49 billion.

Arhaus

JPMorgan Chase & Co. Increases Position in Arhaus, Inc. $ARHS

ATGE

JPMorgan Chase & Co. reduced its stake in Adtalem Global Education Inc. by 22.2% in Q2, owning 174,425 shares worth $22.19 million. Other institutional investors also adjusted their positions. Adtalem's stock opened at $96.09, with a market cap of $3.49 billion. Analysts have mixed ratings, with a consensus price target of $156.50. Recent insider purchases were disclosed.

Adtalem Global Edu

JPMorgan Chase & Co. Lowers Stock Holdings in Adtalem Global Education Inc. $ATGE

JPMorgan Chase & Co. reduced its stake in Janus Henderson Group by 19.6% in Q2, owning 0.38% worth $22.76 million. Janus Henderson's stock opened at $44.33, with a market cap of $6.85 billion. The company reported Q3 earnings of $1.09 per share, beating estimates, and announced a $0.40 quarterly dividend. Analysts forecast growth, with positive ratings from BMO Capital Markets and Zacks Research.

Janus Henderson

JPMorgan Chase & Co. Has $22.76 Million Stake in Janus Henderson Group plc $JHG

JPMorgan Chase & Co. reduced its holdings in GlobalFoundries Inc. by 11.3% in Q2, selling 76,388 shares. The firm now owns 600,529 shares worth $22.94 million. GlobalFoundries' stock opened at $37.58, with a market cap of $20.78 billion. Analysts have mixed ratings, with an average target price of $40.36. The company reported Q3 earnings of $0.34 per share, missing estimates. GlobalFoundries provides semiconductor fabrication services globally.

GlobalFoundries

JPMorgan Chase & Co. Sells 76,388 Shares of GlobalFoundries Inc. $GFS

MSFT

Microsoft is updating the Run dialog in Windows 11, adding a modern design and dark mode after 30 years. The refreshed Run prompt fits Windows 11 aesthetics and can be toggled on/off in system settings. It functions as before, allowing app shortcuts. Microsoft hasn't officially announced it yet, but it's expected in upcoming builds.

- Microsoft is updating the design of the Run dialog prompt in Windows for the first time in over 30 years, aligning it with Windows 11 aesthetics.  
- The new design, discovered in preview builds, retains the original functionality while offering a modern look, and users can toggle it on and off in system settings.  
- Although not officially announced, the updated Run prompt is expected to appear in upcoming builds, coinciding with the recent launch of Raycast on Windows.

The Verge

Microsoft

Microsoft finally has a better looking Run dialog for Windows 11

Morgan Stanley now expects the Federal Reserve to cut interest rates by 25 basis points in December, revising their previous stance of no rate cut. They also anticipate another 25 bps cut in April 2026, targeting a Fed funds rate range of 3.00% to 3.25%. Currently, traders are pricing in an 86% chance of a December rate cut and 44 bps worth of cuts by April next year.

Investinglive

BTQ Tech

Morgan Stanley joins the bandwagon in expecting the Fed to cut rates in December

Carroll Investors Inc reduced its stake in Walmart Inc. by 85.9% in Q2, owning 2,654 shares worth $258,000. Other investors like Kingstone Capital and Norges Bank increased their positions significantly. Insider sales included SVP David Chojnowski and EVP John D. Rainey. Analysts have given Walmart a "Moderate Buy" rating with a consensus price target of $119.00. Walmart's stock opened at $114.85 with a market cap of $915.68 billion.

- Carroll Investors Inc reduced its Walmart Inc. holdings by 85.9% in Q2, owning 2,654 shares valued at $258,000.  
- Other investors, including Kingstone Capital Partners and Norges Bank, significantly increased their stakes, with Kingstone's ownership rising by 397,264.9%.  
- Walmart's recent earnings report showed a revenue increase of 5.8% year-over-year, with analysts predicting an EPS of 2.55 for the current year.

Carroll Investors Inc Cuts Stock Holdings in Walmart Inc. $WMT

OpenAI

CRWV

According to UBS meeting minutes, the AI industry is in the second year of a decade-long super cycle, with market demand being "insatiable and continuously growing." The core contradiction lies in supply bottlenecks rather than insufficient demand. Leading companies such as AMD and CoreWeave are aggressively expanding to meet future demand with hundreds of billions of dollars in orders and deep collaborations (such as AMD with OpenAI and Nebius with Microsoft). This indicates that the high prosperity of the industry chain will continue for several years

- UBS's latest report indicates that the AI industry is in the second year of a decade-long super cycle, with demand growing relentlessly and supply-side bottlenecks being the main issue.  
- Key companies like AMD, CoreWeave, and Nebius express strong growth expectations, with AMD projecting a market size of $1 trillion by 2030 and CoreWeave reporting a backlog of $55 billion in contracts.  
- The overall consensus is that the challenge lies not in demand but in addressing supply constraints, including power and advanced components, to meet the increasing need for computational resources.

Wallstreetcn

Coreweave

UBS Global Technology and AI Conference: AI demand is "insatiable"! AMD declares that we are only in the "second year of a ten-year super cycle."