Xtrackers S&P 500 ESG ETF

Maripau Wealth Management LLC Increases Stake in Alphabet Inc.

Rollins Financial Advisors LLC reduced holdings in Apple Inc.

Rathbones Group PLC Increases Apple's Shares

Carroll Investors Inc Significantly Reduces Holdings in Walmart

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

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

Meta Cutting Metaverse Spending and Shifting to AI Glasses and Wearables

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

Microsoft to Pay Dividend on December 11, 2025

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.

Google Testing Integration of AI Overviews and AI Mode

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

Visa to lease 300,000 sq ft of office space

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

Google co-founder Sergey Brin donated Alphabet stock worth over $1.1 billion

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

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?

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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

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Will Intel Stock Beat Nvidia In The New Year?

Market Beat

Meta Platforms

Oak Associates Ltd. OH Grows Position in Meta Platforms, Inc. $META

SlateStone Wealth LLC reduced its holdings in Meta Platforms by 20.1% in Q2, selling 1,381 shares. Analysts have adjusted target prices for Meta, with Wells Fargo, JPMorgan, and others lowering their estimates. Insiders sold 41,959 shares worth $26.67 million last quarter. Meta's stock opened at $661.53, with a consensus target price of $819.43 and a "Moderate Buy" rating.

- SlateStone Wealth LLC reduced its holdings in Meta Platforms, Inc. by 20.1% in Q2, owning 5,487 shares valued at $4,050,000 after selling 1,381 shares.  
- Other institutional investors, such as Infusive Asset Management and Sequoia Financial Advisors, also adjusted their positions, with Infusive increasing its stake by 10.7%.  
- Meta reported a strong quarterly performance with $7.25 EPS, exceeding estimates, and declared a dividend of $0.525 per share, reflecting a 0.3% yield.

Meta Platforms, Inc. $META Shares Sold by SlateStone Wealth LLC

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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%.

Alphabet

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

Visa and AWS have partnered to enable AI agents to conduct secure, autonomous transactions. This collaboration combines Visa's payment infrastructure with AWS's AI and cloud capabilities to simplify commerce and foster innovation. They will publish open blueprints to aid developers in creating intelligent workflows for retail, travel, and payments. The initiative involves industry partners like Expedia and Intuit, aiming to enhance consumer and business experiences globally.

- Visa and AWS have partnered to enable AI agents to conduct secure transactions autonomously for users, enhancing commerce and innovation.  
- The collaboration will produce open blueprints for developers to create intelligent workflows in retail, travel, and payment reconciliation, allowing AI agents to manage complex transactions.  
- This initiative aims to establish Visa Intelligent Commerce as a trust layer in the agent economy, supported by industry partners to streamline user experiences.

Zawya

Visa

PRESSR: Visa collaborates with AWS to deliver secure agentic payments

The article ranks Meta Platforms as the second-best 'Magnificent Seven' stock to buy for 2026, highlighting its growth potential and value. Despite being slightly more expensive than the S&P 500, Meta is cheaper than its peers and not priced for perfection. Its earnings are driven by advertising revenue, and it invests heavily in AI and Reality Labs. Meta's strong cash flow allows it to take risks without harming its core business, making it a high-conviction buy for the future.

- The article discusses the performance of the "Magnificent Seven" stocks, highlighting Meta Platforms as the second-best stock to buy for 2026.  
- It emphasizes Meta's growth potential driven by advertising revenue and significant investments in AI, which enhance its competitive edge despite being less expensive than its peers.  
- The author believes Meta's strong cash flow from its Family of Apps positions it well for future growth, even in a recession, making it a compelling investment choice.

Motley Fool

Ranking the Best "Magnificent Seven" Stocks to Buy for 2026. Here's My No. 2 Pick.

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

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Rollins Financial Advisors LLC reduced its stake in Apple Inc. by 8.6% in the 2nd quarter, selling 27,323 shares. Apple remains the firm's 2nd largest holding, comprising 9.5% of its portfolio, valued at $59.7 million. Institutional investors own 67.73% of Apple's stock. Apple's stock opened at $280.70, with a market cap of $4.15 trillion. Analysts have a consensus price target of $278.53, with a "Moderate Buy" rating.

- Rollins Financial Advisors LLC reduced its stake in Apple Inc. by 8.6%, owning 290,767 shares after selling 27,323 shares in the 2nd quarter.  
- Apple represents approximately 9.5% of Rollins' portfolio, valued at $59,657,000, while institutional investors hold 67.73% of the company's stock.  
- Apple reported $1.85 earnings per share for the last quarter, exceeding estimates, with a revenue of $102.47 billion, reflecting an 8.7% year-over-year increase.

Apple

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Apple Inc. $AAPL Holdings Reduced by Rollins Financial Advisors LLC

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

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.

Rathbones Group PLC Increases Holdings in Apple Inc. $AAPL

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