Tag AAPL
Apple Loses Its Crown in a Key Market. Its China Problem Is Getting Worse...
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UnitedHealth, McDonald's share losses lead Dow's 136-point drop...
Continue ReadingTaiwan Semiconductor Manufacturing has outperformed 2024 expectations by wide margins. Check out 3 reasons to buy TSM stock...
Continue ReadingLast year, we discussed our collective AI exposure; this year we would like to continue to share our evolving thoughts on AI. Click here to read more...
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Meta Platforms, Inc. is the stock to watch as TikTok faces a potential ban, with Instagram Reels poised to benefit from TikTok's demise. Click for my META update...
Continue ReadingFund carefully manages its mega-cap exposure to promote diversification, control risk and promote long-term consistency, making it difficult to keep pace when the index is up 30%...
Continue ReadingThe fund outperformed the benchmark for the last quarter of 2024 primarily due to strong stock selection results, with selection in the United States notably positive. Read more here...
Continue ReadingMorgan Stanley CIO survey says Agentic AI is underappreciated. Wholesale inflation comes cool, but markets are wary. Meta to fire 5% of 'underperformers.'"...
Continue ReadingMeta's valuation is less attractive relative to peers, which offer more growth opportunities and lower risks. Click here to find out why I am neutral on META...
Continue ReadingSeeking Alpha contributors highlight 2025 investment picks. See why this article challenges you to avoid certain investments that may underperform...
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