Sara Awad from Tech Stock Pros and investing group Tech Contrarians, explains the DeepSeek story and contextualizes Nvidia concerns...
Continue ReadingDow's nearly 125-point rally highlighted by gains in NVIDIA Corp., Cisco stocks...
Continue ReadingBaidu and Alibaba Battle for AI Supremacy. What It Means for the Stocks...
Continue ReadingI 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...
Continue ReadingThe 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...
Continue ReadingThe 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...
Continue ReadingQualcomm faces smartphone market struggles but sees growth in automotive and IoT. See why QCOM stock is rated "Hold" amid growth uncertainties...
Continue ReadingThe 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...
Continue ReadingQualcomm's diversification into AI, IoT, and automotive aims for $22B non-handset revenue by 2029. Read here for my QCOM stock earnings update...
Continue ReadingThe 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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