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Tag AAPL

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DeepSeek Isn’t New, Nvidia Concerns, Downgrading AMD + 3 Semi Caps

Sara Awad from Tech Stock Pros and investing group Tech Contrarians, explains the DeepSeek story and contextualizes Nvidia concerns...

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AAPL

Dow’s nearly 125-point rally highlighted by gains in NVIDIA Corp., Cisco stocks

Dow's nearly 125-point rally highlighted by gains in NVIDIA Corp., Cisco stocks...

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AAPL

Baidu and Alibaba Battle for AI Supremacy. What It Means for the Stocks.

Baidu and Alibaba Battle for AI Supremacy. What It Means for the Stocks...

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AAPL

Alibaba: Don’t End Up Being The Greater Fool (Rating Downgrade)

I missed the 60% Alibaba rally as I dithered, while hanging on to Pinduoduo stock, and lessons were learned. Check out my latest thesis on BABA stock here...

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AAPL AMZN GOOGL MSFT

Janus Henderson Concentrated Growth Managed Account Q4 2024 Commentary

The Janus Henderson Concentrated Growth Managed Account Portfolio returned 2.44% (gross) and the Russell 1000® Growth Index returned 7.07%. Click here to read the full commentary...

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AAPL AMZN GOOGL MSFT

Janus Henderson Concentrated All Cap Growth Managed Account Q4 2024 Commentary

The Janus Henderson Concentrated All Cap Growth Managed Account Portfolio returned 3.34% (gross) and the Russell 3000® Growth Index returned 6.82%. Click here to read more...

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AAPL

Qualcomm Likely To Lose Apple’s Modem Revenue As Smartphone Market Weakens

Qualcomm faces smartphone market struggles but sees growth in automotive and IoT. See why QCOM stock is rated "Hold" amid growth uncertainties...

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Janus Henderson Global Technology And Innovation Fund Q4 2024 Commentary

The Janus Henderson Global Technology And Innovation Fund returned 3.20% and the S&P 500® Index returned 2.41%. Click here to read the full commentary...

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AAPL

Qualcomm: Moving Beyond Apple

Qualcomm's diversification into AI, IoT, and automotive aims for $22B non-handset revenue by 2029. Read here for my QCOM stock earnings update...

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AAPL AMZN GOOGL MSFT

Janus Henderson Balanced Fund Q4 2024 Commentary

The Fund returned 0.07% and the S&P 500® Index returned 2.41%. The Bloomberg U.S. Aggregate Bond Index returned -3.06%. The Balanced Index returned 0.21%...

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