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Diamond Hill Long-Short Fund Q4 2024 Commentary

GOOGL

Wall Street Breakfast Podcast: Google Revisits AR With Fresh Set Of Eyes

Google nears purchase of AdHawk as part of headset, smart glasses strategy: report. Palantir teases March 13 announcement on X. McDonald's wants to speed up new menu offerings - report...

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TSLA

Intel jumps on talk of foundry joint venture, and other movers

Intel jumps on talk of foundry joint venture, and other movers...

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AAPL MSFT

3 Semiconductor Innovations To Watch In 2025

As the semiconductor industry moves to smaller scales, it must overcome several technical challenges. Read more here...

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AAPL

Expect Robust Semiconductor Demand In 2025, But Not In All Segments

In 2025, we expect 9.5% growth in the global semiconductor market, driven by robust demand for data centre services, including AI. Read more here...

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AMZN

Here Are 5 Companies I’d Aggressively Add To Amid Rising Market Volatility

Despite recent market volatility, now is the time to be aggressive in investing. Check out five stocks I'll be adding to if the market continues to crash...

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AMZN TSLA

Fidelity Select Consumer Discretionary Portfolio Q4 2024 Review

For the quarter, the fund gained 10.33%, slightly underperforming the MSCI U.S. IMI Consumer Discretionary 25/50 Index. Read more here...

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AMZN GOOGL

Fidelity Select Communication Services Portfolio Q4 2024 Review

The communication services sector gained 6.81% for the fourth quarter, according to the MSCI U.S. IMI Communication Services 25/50 (Media Linked) Index. Read more here...

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AAPL

Tracking Renaissance Technologies 13F Portfolio – Q4 2024 Update

Renaissance Technologies' 13F reveals shifts in a $67.6B portfolio with notable changes in Palantir, Novo Nordisk, and NVIDIA. Read a portfolio update here...

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AMZN

ClearBridge Large Cap Value ESG Strategy Q4 2024 Commentary

The ClearBridge Large Cap Value ESG Strategy outperformed its Russell 1000 Value Index benchmark during the fourth quarter. Click here to read the full commentary...

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