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Andvari Associates Q1 2025 Letter

For Q1 2025, Andvari is up 7.2% net of fees while the SPDR S&P 500 ETF (SPY) is down 4.3%. Click here to read the full letter...

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AMZN

Billionaire David Tepper Is Selling Amazon and Meta Stocks but Betting on Artificial Intelligence (AI) in a Different Way

David Tepper didn't amass a net worth of $21.3 billion by thinking conventionally. If you look at the top holdings in Tepper's Appaloosa Management portfolio, you'll probably quickly see that the billionaire seems to like artificial intelligence (AI) stocks. Amazon (NASDAQ: AMZN) has been an AI leader for years...

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AAPL AMZN MSFT

‘Worst-Case Scenario’ for Tech Wipes $1.4 Trillion from Nasdaq

(Bloomberg) -- There’s virtually nowhere to hide for many US technology companies under President Donald Trump’s new tariff regime, the harshest in a century.Most Read from BloombergHousing Agency Aims to Relocate Its DC HeadquartersMetro-North Is Faster Than Acela on NYC-New Haven Route After Signal UpdatesLocal Governments Vie for Fired Federal WorkersLondon Clears Final Hurdle for More High-Speed Trains to EuropeWhat Would ‘Transportation Abundance’ Look Like?After Thursday’s slump wiped $1.4...

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AAPL AMZN TSLA

Dow Jones Futures Dive As China Retaliation Vs. Trump Tariffs Raises Recession Fears

Dow Jones Futures Dive As China Retaliation Vs. Trump Tariffs Raises Recession Fears...

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AMZN

China has just announced retaliatory tariffs, and these stocks are getting hit hardest

China has just announced retaliatory tariffs, and these stocks are getting hit hardest...

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AMZN TSLA

Trump Says Stocks Will Boom After Tariffs, That Depends on His Dealmaking—and China. 4 Other Things to Know Today.

Trump Says Stocks Will Boom After Tariffs, That Depends on His Dealmaking—and China. 4 Other Things to Know Today...

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AMZN

Wall Street Breakfast Podcast: Market Gloom Persists

Wall Street's gloom expected to persist, crude oil futures plunge...

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AMZN

Amazon: Enter Now And Accumulate On Dip

Amazon's 20% correction presents a rare entry point. Learn why AMZN stock is a buy below $200, with high-growth potential in AI, AWS, and Advertising...

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AAPL AMZN MSFT

Apple: 6 Reasons To Consider Buying Amid Tariff Uncertainty

Apple has come under pressure amid fears of tariff impacts, which are likely to be less significant than market expectations. See why AAPL stock is a Buy...

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AAPL AMZN GOOGL MSFT TSLA

Apple sheds $300 billion in tariff-fueled sell-off, on track for worst drop since March 2020

The tariff-fueled sell-off has erased $800 billion from Magnificent Seven stocks...

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