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AAPL

Apple May Have to Cancel iPhone Models to Deal With Tariffs

Morgan Stanley analyst Erik Woodring thinks Apple should remove low-end iPhone storage options. BofA analyst Wamsi Mohan has a different idea...

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AAPL

Apple: Forget The Narratives, There’s A Bigger Reason Not To Own It Now

Apple Inc.'s market value declines amid tariff controversy. Discover why its valuation remains unattractive and growth prospects limited. Click for my AAPL update...

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AAPL AMZN GOOGL

Alphabet: A Safe Bet In A Stagflation Scenario

GOOGL

Can Alphabet’s New AI and Cloud Launches Push the Stock Higher?

GOOGL unveils Ironwood Tensor Processing Unit, Cloud Wide Area Network, and Gemini 2.5 AI model to power next-generation enterprise AI and quantum breakthroughs...

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AMZN

Will Amazon.com (AMZN) Offer an Attractive Risk-Adjusted Return for a Longer-Term Investment Horizon?

L1 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 […]...

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GOOGL

L1 Capital International Fund Trimmed its Investment in Alphabet (GOOG) in Q1

L1 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 […]...

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AAPL

Apple (AAPL) Gets a Pass on Tariffs – $500 Billion U.S. Investment Could Be Its Saving Grace

We 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 […]...

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TSLA

Bill Ackman Calls Out Triple-Levered ETFs, Zero-Day Options Boom

(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...

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TSLA

China-Europe Détente Could Hurt Tesla, Help BYD

As 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...

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MSFT

Microsoft (MSFT) Flexes AI Spending Power – KeyBanc Likes Its Smart CapEx Strategy

We 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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