Company Encyclopedia
View More
name
iShares Expanded Tech Software Sector ETF
IGV.US
News
View More

Adobe Inc. $ADBE Stake Increased by Epoch Investment Partners Inc.

Epoch Investment Partners Inc. increased its stake in Adobe Inc. by 12.6% in Q2, owning 263,912 shares worth $102.1 million. Other investors also increased their holdings. Analysts have mixed ratings on Adobe, with a consensus "Hold" rating and a target price of $425.85. Adobe's Q2 earnings beat estimates, with a net margin of 30.01% and revenue up 10.7% year-over-year. The stock opened at $328.73, with a market cap of $137.61 billion.

Market Beat·
US
ADBE
+0.60%
Market Beat·
US
ADBE
+0.60%

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

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.

Market Beat·
US
ORCL
+3.18%
Market Beat·
US
ORCL
+3.18%

Can Oracle's stock reverse its decline? Two key points to watch in next week's earnings report

Analysts believe that the financial report may alleviate investor concerns in two key areas. First, the large "Stargate" data center project built in collaboration with Oracle and OpenAI is progressing smoothly and will help the company release capacity to meet a massive backlog of orders. Second, the company's management will provide more details on capital expenditures and financing needs, with actual demand potentially lower than market consensus expectations

Wallstreetcn·
NA
OpenAI
0.00%
US
ORCL
+3.18%
Wallstreetcn·
NA
OpenAI
0.00%
US
ORCL
+3.18%

Beacon Pointe Advisors LLC Increases Stock Holdings in AppLovin Corporation $APP

Beacon Pointe Advisors LLC increased its stake in AppLovin Corporation by 148.8% in Q2, owning 7,000 shares valued at $2,451,000. Other investors also acquired new positions in AppLovin. The stock opened at $683.78, with a market cap of $231.09 billion. AppLovin's Q3 earnings beat estimates, with revenue up 68.2% year-over-year. Analysts have set new price targets, with a consensus rating of "Moderate Buy." CEO and CTO sold shares recently.

Market Beat·
US
APP
+3.26%
Market Beat·
US
APP
+3.26%

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."

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

Wallstreetcn·
NA
OpenAI
0.00%
US
CRWV
+8.05%
US
MSFT
+0.65%
Wallstreetcn·
NA
OpenAI
0.00%
US
CRWV
+8.05%
US
MSFT
+0.65%
Posts
View More

Some names that caught my eye and on homework list. They might not make it to watch list. ABBV ACHR JOBY ADBE ENVX NOC LMT SMR TEM TOST ASTS DLR FAST IGV XLE

Source: Sunrise Trader

$iShares Expanded Tech Software Sector ETF(IGV.US) Are there any triple leveraged products for IGV?

$iShares Expanded Tech Software Sector ETF(IGV.US) is the most representative index in this wave of AI application shift from hardware to software preferences. But it's too expensive, can't bring myse...

  • 0
© 2025 Longbridge｜Disclaimer