iShares US Tech Independence Focused ETF

Mirabaud Asset Management Ltd reduces Amazon holding

Rollins Financial Advisors LLC reduced holdings in Apple Inc.

Sound View Wealth Advisors Increases Amazon Stock Holdings

IBM Reaffirms Commitment to EU DORA Compliance and Cooperation

Rathbones Group PLC Increases Apple's Shares

EverSource Wealth Advisors LLC Reduced Holdings in Oracle Corporation

Apple breaks 'no-layoff' tradition, cutting about 600 employees globally across several core departments.

IBM and Bayer 04 Leverkusen Collaborate on Innovative Solutions

Market analysis points to profitability as a key metric for AI stocks, highlighting Palantir's strong performance as an example

Multiple investment firms disclose increased holdings in NVIDIA

Apple's iPhone 16 Leads in Global Smartphone Sales in Q3 2025

Analysis report details the strategic impact of NVIDIA's AI-RAN collaboration with Nokia on 6G.

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

Leader for iPhone 17's Dynamic Island and liquid-repellent glass has reportedly left Apple

Microsoft to Pay Dividend on December 11, 2025

Amazon Pays 180 Million Euros to Settle Italian Tax and Labor Probes

JPMorgan states DeepSeek V3.2's shift to support domestic hardware poses a challenge to Nvidia

SoftBank's Masayoshi Son discusses plans with the White House to build AI infrastructure in the U.S.

Nvidia-backed data security firm Cohesity announces $1 billion investment in India

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

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

NVDA

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Martin Investment Management LLC increased its stake in NVIDIA by 76.2% in Q2, owning 21,675 shares worth $3.42 million. Other hedge funds also adjusted their positions in NVIDIA. Insiders sold 2,949,931 shares worth $531.6 million in the last 90 days. NVIDIA's stock opened at $183.38, with a market cap of $4.46 trillion. The company reported Q3 earnings of $1.30 EPS, beating estimates, and announced a $0.01 quarterly dividend.

- Martin Investment Management LLC increased its stake in NVIDIA Corporation by 76.2% in Q2, owning 21,675 shares valued at $3,424,000.  
- Several hedge funds also adjusted their positions in NVIDIA, with notable increases from Center for Financial Planning Inc. and Atria Investments Inc.  
- NVIDIA reported a strong quarterly performance with $57.01 billion in revenue and a $1.30 EPS, exceeding analysts' expectations, and announced a quarterly dividend of $0.01.

Market Beat

NVIDIA

GraniteShares 2x Long NVDA Daily ETF

XL2CSOPNVDA

XI2CSOPNVDA

YieldMax NVDA Option Income Strategy ETF

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T-Rex 2X Long NVIDIA Daily Target ETF

T-Rex 2X Inverse NVIDIA Daily Target ETF

Martin Investment Management LLC Buys 9,371 Shares of NVIDIA Corporation $NVDA

Salesforce CEO Marc Benioff says he might rename the company 'Agentforce'

businessinsider

Salesforce

Salesforce CEO Marc Benioff says he might rename the company 'Agentforce'

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

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Rathbones Group PLC increased its holdings in Apple Inc. by 2.3% in Q2, owning 2,907,467 shares valued at $596.5 million, making Apple its 7th largest position. Institutional investors own 67.73% of Apple's stock. Apple reported $1.85 EPS for the quarter, beating estimates, with revenue up 8.7% year-over-year. Analysts have mixed ratings on Apple, with price targets ranging from $280 to $325.

- Rathbones Group PLC increased its holdings in Apple Inc. by 2.3% in Q2, owning 2,907,467 shares valued at $596,525,000.  
- Several institutional investors also adjusted their positions in Apple, with notable increases from Financial Futures Ltd and Riverwater Partners LLC.  
- Apple reported a strong quarterly earnings result, with $1.85 EPS and revenue of $102.47 billion, surpassing analyst expectations.

Apple

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Rathbones Group PLC Increases Holdings in Apple Inc. $AAPL

ORCL

Oracle (ORCL) is set to release its Q2 fiscal 2026 results on December 10. Analysts are concerned about Oracle's debt and high valuation, with a P/S ratio of 8x. Despite a 30% year-to-date increase, the stock has fallen 30% after missing Q1 expectations. Analysts have mixed views, with price targets ranging from $280 to $375, reflecting potential upsides of 30.6% to 75%. Oracle's AI partnerships and growth prospects are key factors in its investment outlook.

Tip Ranks

Oracle

Is Oracle Stock (ORCL) a Buy Ahead of Earnings?

EverSource Wealth Advisors LLC reduced its holdings in Oracle Corporation by 16.1% in Q2, selling 2,824 shares. Oracle's stock opened at $214.32, with a market cap of $610.98 billion. Insiders sold 204,254 shares worth $60,227,807 in 90 days. Oracle reported Q2 earnings of $1.47 per share, missing estimates by $0.01, with revenue up 12.2% year-over-year.

EverSource Wealth Advisors LLC Sells 2,824 Shares of Oracle Corporation $ORCL

AMZN

Amazon's Italian Unit Pays $209 Million Compensation to End Probe Into Tax, Labor Practices

marketscreener

Amazon

Amazon's Italian Unit Pays $209 Million Compensation to End Probe Into Tax, Labor Practices

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."