Tag MSFT
Despite headwinds, Adobeâs strong revenue growth and massive user base offer a foundation for pivoting into AI. Read more about ADBE stock here...
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Nvidia Corporation's margins dip amid Blackwell ramp costs, with customer concentration and geopolitical risks in focus. Read more about NVDA stock update...
Continue ReadingDiscover Scott Bessent's insights on re-shoring plans, market impacts, and AI-driven strategies and how they affect Nvidia Corporation. Click for my NVDA update...
Continue ReadingFew companies have capitalized on a globalized economy better than Apple. So the end of the globalized economy has painful implications for the iPhone maker. That helps explain why Apple’s stock price has fared the worst among megacap techs since President Trump’s announcement last week of shockingly high tariffs...
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Microsoft's short-term spending flexibility may ease concerns over AI capex cuts, KeyBanc says in investor note...
Continue ReadingWell, it's official: The Nasdaq Composite has entered bear territory. A bear market occurs when a major index drops over 20% from recent highs, and that's precisely what has happened with the Nasdaq Composite, which is down around 24% from its Dec. 16 high. The new tariffs, which affect imports from around 180 countries, will raise costs on lots of goods, including key products from countries that top companies in the tech-heavy Nasdaq Composite rely on...
Continue Reading(Bloomberg) -- Short sellers, or traders who wager on share price declines, are up $159 billion in paper profits over just six trading days after an escalating trade war sent the US stock market plummeting down more than 10%. The biggest market drawdown since 2022 on President Donald Trump’s pronouncement of sweeping worldwide tariffs made bets against an exchange traded fund tracking the S&P 500 Index, known as SPY, the most profitable short bet in that timeframe, according to data from S3 Part...
Continue ReadingJGRW is a low-volatility, tech-focused large-cap ETF with strong ROE criteria. Is it the right investment for your portfolio? Read more about the ETF here...
Continue ReadingBillionaire backers of President Donald Trump are watching their fortunes tumble as tariffs take a toll on Big Tech...
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