Morgan Stanley analyst Erik Woodring thinks Apple should remove low-end iPhone storage options. BofA analyst Wamsi Mohan has a different idea...
Continue ReadingApple Inc.'s market value declines amid tariff controversy. Discover why its valuation remains unattractive and growth prospects limited. Click for my AAPL update...
Continue ReadingGOOGL unveils Ironwood Tensor Processing Unit, Cloud Wide Area Network, and Gemini 2.5 AI model to power next-generation enterprise AI and quantum breakthroughs...
Continue ReadingL1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) first quarter 2025 investor letter. A copy of the letter can be downloaded here. The fund returned 0.1% (net of fees) in the March quarter surpassing the benchmark return by 2.6% (all in Australian dollars). The Australian dollar appreciated 1.0% against the […]...
Continue ReadingL1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) first quarter 2025 investor letter. A copy of the letter can be downloaded here. The fund returned 0.1% (net of fees) in the March quarter surpassing the benchmark return by 2.6% (all in Australian dollars). The Australian dollar appreciated 1.0% against the […]...
Continue ReadingWe recently published a list of 10 AI Stocks to Watch Now. In this article, we are going to take a look at where Apple Inc. (NASDAQ:AAPL) stands against other AI stocks to watch now. The trade war between two of the world’s biggest economies, China and the US, is deepening even further. In a […]...
Continue Reading(Bloomberg) -- Bill Ackman is taking aim at two booming markets beloved by day traders: Highly-leveraged exchange-traded funds and zero-day stock contracts that have become one of the hottest options strategies on Wall Street.Most Read from BloombergThe Secret Formula for Faster TrainsMidtown Office Building Evacuated on Concerns of Wall CollapseIn Chicago, a Former Steel Mill Looks to Make a Quantum LeapNYC Tourist Helicopter Crashes in Hudson River, Killing SixInside the Quiet, Extravagant Exp...
Continue ReadingAs tariffs spiral between the U.S. and China, between China and Europe they are showing early signs of falling, potentially helping BYD and hurting Tesla. The European Commission in Brussels, which handles trade on behalf of the European Union, confirmed Friday it is in talks with Beijing about an alternative to its current tariffs on Chinese EVs. In a conversation Tuesday, EU trade commissioner, Maroš Šefčovič, and Chinese Commerce Minister Wang Wentao discussed the idea of price undertakings, whereby manufacturers agree to minimum prices, a spokesman said...
Continue ReadingWe recently published a list of 10 AI Stocks to Watch Now. In this article, we are going to take a look at where Microsoft Corporation (NASDAQ:MSFT) stands against other AI stocks to watch now. The trade war between two of the world’s biggest economies, China and the US, is deepening even further. In a […]...
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