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Tag GOOGL

AAPL AMZN GOOGL MSFT

Janus Henderson Forty Fund Q4 2024 Commentary

The Fund returned 2.18% and the Russell 1000® Growth Index returned 7.07%. Stock selection in the industrials and consumer staples sectors contributed to relative performance...

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AMZN GOOGL INTL MSFT

Nvidia Stock: Competitive Threats Are Too Big To Ignore

Nvidia Corporation's stock has dropped from its highs due to competition from China's DeepSeek and rising US-China trade tensions. Read more here...

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AAPL AMZN GOOGL MSFT TSLA

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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AMZN GOOGL MSFT

Microsoft: Altman Becoming A Headache Rather Than A Companion For Nadella

Microsoft faces a strong USD and OpenAI concerns, with Altman becoming more of a burden than a partner for Nadella. See why MSFT stock is a hold...

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AMZN GOOGL MSFT

Reddit: A Chance To Load Up On The Dramatic Nosedive

Reddit’s DAUq miss was tied to a Google algorithm change. Read why RDDT stock is undervalued and positioned for growth in ad revenue and international users...

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GOOGL

New Data Show Strong Chip Demand. Nvidia Stock Rises.

New Data Show Strong Chip Demand. Nvidia Stock Rises...

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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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GOOGL

Tracking Tweedy Browne Portfolio – Q4 2024 Update

Tweedy Browne’s 13F portfolio value decreased from $2.10B to $1.48B. Click here to read more about the trades and holdings of the portfolio...

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AAPL AMZN GOOGL MSFT

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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