Invesco Large Cap Growth ETF

Maripau Wealth Management LLC Increases Stake in Alphabet Inc.

Mirabaud Asset Management Ltd reduces Amazon holding

Sound View Wealth Advisors Increases Amazon Stock Holdings

Carroll Investors Inc Significantly Reduces Holdings in Walmart

Carroll Investors Inc Reduces Holdings in AMD

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

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

Reports suggest that after memory and graphics cards, AMD Ryzen processors may soon face price increases.

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

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

AMD CEO Lisa Su Says Fears of an AI Bubble Are 'Somewhat Overblown'

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

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

NVIDIA awards $60,000 scholarships to doctoral students

Morningstar analyst believes NVIDIA stock is still undervalued and presents a buying opportunity

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?

INTC

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Intel's stock has surged 95% since December 2024, outperforming Nvidia's 28% increase. The analysis suggests Intel's geopolitical advantages and innovative technology could make it a viable investment despite Nvidia's strong market position. The shift from AI model training to inference may impact Nvidia's margins, while Intel's 18A node offers potential value. The strategic asset allocation approach is recommended for future investments.

- The article analyzes the performance of Nvidia and Intel stocks, highlighting Nvidia's 28% increase and Intel's 95% surge over the past year.  
- It discusses the potential for Intel to capitalize on geopolitical advantages and the evolving semiconductor landscape, particularly as AI transitions from training to inference.  
- The conclusion suggests that while Nvidia is highly valued, Intel's lower valuation presents an opportunity for significant upside, especially if it can demonstrate the viability of its new technology.

Forbes

Intel

NVIDIA

GraniteShares 2x Long NVDA Daily ETF

XL2CSOPNVDA

XI2CSOPNVDA

YieldMax NVDA Option Income Strategy ETF

Direxion Daily NVDA Bear 1X ETF

T-Rex 2X Long NVIDIA Daily Target ETF

T-Rex 2X Inverse NVIDIA Daily Target ETF

Will Intel Stock Beat Nvidia In The New Year?

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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

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Mirabaud Asset Management Ltd reduced its stake in Amazon.com by 16.9% in Q2, now holding 54,418 shares worth $12,152,000. Despite this, Amazon remains its 5th largest position. Other investors slightly increased their holdings. Insiders sold 82,234 shares worth $19,076,767. Analysts maintain a 'Moderate Buy' rating with a $296.11 average price target. Amazon's stock opened at $229.11, with a 52-week range of $161.38 to $233.00.

- Mirabaud Asset Management Ltd reduced its stake in Amazon.com, Inc. by 16.9%, owning 54,418 shares valued at $12,152,000 after selling 11,088 shares in Q2.  
- Other investors, including Barlow Wealth Partners and Ridgecrest Wealth Partners, also adjusted their positions in Amazon, with institutional investors holding 72.20% of the stock.  
- Amazon reported a strong quarterly performance with $1.95 EPS, exceeding estimates, and analysts maintain a "Moderate Buy" rating with an average price target of $296.11.

Amazon

Direxion Daily AMZN Bull 2X Shares

Mirabaud Asset Management Ltd Lowers Stock Holdings in Amazon.com, Inc. $AMZN

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.

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

Sound View Wealth Advisors Group LLC increased its holdings in Amazon.com by 2.8% in Q2, owning 89,856 shares worth $19.7M. Other firms like Kingstone Capital and Goldman Sachs also adjusted their positions. Analysts have given Amazon a "Moderate Buy" rating with a consensus target price of $296.11. Amazon's Q3 earnings exceeded expectations with $1.95 EPS and $180.17B revenue.

- Sound View Wealth Advisors Group LLC increased its Amazon.com holdings by 2.8% in Q2, owning 89,856 shares valued at $19.7 million.  
- Other hedge funds also adjusted their positions, with Kingstone Capital Partners raising its stake by over 542,000%, now holding 132.6 million shares worth $29.1 billion.  
- Amazon reported Q3 earnings of $1.95 per share, exceeding estimates, with revenue of $180.17 billion, reflecting a 13.4% year-over-year increase.

Amazon.com, Inc. $AMZN Shares Purchased by Sound View Wealth Advisors Group LLC

COST

Asahi Group Holdings (TSE:2502) postponed its FY2025 financial results release due to a cyberattack disrupting systems and audits. This incident raises concerns about operational resilience and cybersecurity, impacting investor confidence in risk management. The delay may affect the company's investment narrative, focusing on internal controls and capital return timetables. Despite the setback, Asahi's shares might still be overvalued, with varying fair value estimates from investors. The situation highlights the importance of cybersecurity in assessing consumer staples companies' risk profiles.

Simplywall

Target

Costco Wholesale

Kroger

Should Asahi’s Cyberattack‑Driven FY2025 Earnings Delay Require Action From Asahi Group Holdings (TSE:2502) Investors?

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

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

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

marketscreener

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

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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."