格隆汇3月8日｜东方港湾董事长但斌近日在一场访谈中表示，投资是一个需要天赋的行业，并非每个人都适合。但斌以NBA球员作对比：谁都会投篮，但要投出科比、詹姆斯、乔丹那样的水平，需要的是天赋。对于投资来说，洞察力是天赋——同样一家公司，有人一眼就能看到价值，而一般人看不出来，这种差异决定了最终的结果。

Key Points Loan delinquencies are on the rise as overall U.S. household debt becomes crushing, but not every lender is at risk. Constellation Brands has underperformed since Berkshire first bought in, but there’s still a light at the end of the tunnel for this beer brewer. It’s getting tougher to thrive in the healthcare industry, with no end to this headwind in sight. 10 stocks we like better than American Express › He may no longer be Berkshire Hathaway's CEO and resident stock-picker. There's no denying, however, that Warren Buffett's fingerprints are still all over the conglomerate's current portfolio. If you wanted to poach a pick or two from the Oracle of Omaha's selections, there's still time. In fact, here's a couple that you might want to consider buying first -- and one you arguably won't want to. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Buy: American Express Apple is still Berkshire's single-biggest stock holding. Through a combination of growth and attrition, though, credit card outfit American Express (NYSE: AXP) is now the organization's second-biggest trade at just over $47 billion. Anyone keeping tabs on this ticker likely knows it's peeled back nearly 20% from December's record high, largely on worries that economic malaise is dragging down consumer spending, and even crimping their ability to repay their loans. For perspective, the New York Federal Reserve reports U.S. household debt now stands at a record-breaking $18.8 trillion, with delinquencies on this debt at a near-decade high of 4.8%. It doesn't bode well for a lender like Amex. American Express may be better shielded from this trouble than you might think, however. As it serves more than its fair share of affluent borrowers, it's holding up in the midst of this headwind. Indeed, Amex cardholders' luxury spending g...

Key Points Palantir and Micron are popular artificial intelligence trades, but some Wall Street analysts think the stocks are overvalued at current prices. Palantir has a competitive advantage in unique software, but the stock is very expensive compared to forward earnings estimates. Micron has benefited greatly from a memory chip supply shortage, but growth could slow sharply once the cycle has peaked. 10 stocks we like better than Palantir Technologies › In the past year, shares of Palantir Technologies(NASDAQ: PLTR) have nearly doubled, and shares of Micron Technology(NASDAQ: MU) have more than quadrupled. But certain Wall Street analysts think these popular artificial intelligence stocks are wildly overvalued. Brent Thill at Jefferies has set Palantir with a target price of $70 per share. That implies 55% downside from the current share price of $157. has set Palantir with a target price of $70 per share. That implies 55% downside from the current share price of $157. William Kerwin at Morningstar has set Micron with a target price of $225 per diluted share. That implies 40% downside from the current share price of $380. Here's what investors should know about Palantir and Micron. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Palantir Technologies: 55% downside implied by Jefferies' target price Palantir develops analytics and artificial intelligence (AI) software that helps clients in the public and private sectors manage and make sense of complex data. Forrester Research has recognized the company as a leader in AI platforms and AI decisioning software, and the International Data Corporation (IDC) has ranked Palantir as a leader in decision intelligence software. Palantir has differentiated itself with an ontology-based software architecture. In this case, an ontology is a decisioning fram...

Key Points Palantir and Micron are popular artificial intelligence trades, but some Wall Street analysts think the stocks are overvalued at current prices. Palantir has a competitive advantage in unique software, but the stock is very expensive compared to forward earnings estimates. Micron has benefited greatly from a memory chip supply shortage, but growth could slow sharply once the cycle has peaked. 10 stocks we like better than Palantir Technologies › In the past year, shares of Palantir Technologies (NASDAQ: PLTR) have nearly doubled, and shares of Micron Technology (NASDAQ: MU) have more than quadrupled. But certain Wall Street analysts think these popular artificial intelligence stocks are wildly overvalued. Brent Thill at Jefferies has set Palantir with a target price of $70 per share. That implies 55% downside from the current share price of $157. William Kerwin at Morningstar has set Micron with a target price of $225 per diluted share. That implies 40% downside from the current share price of $380. Here's what investors should know about Palantir and Micron. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » A downward-moving red arrow overlaid on U.S. currency. Image source: Getty Images. Palantir Technologies: 55% downside implied by Jefferies' target price Palantir develops analytics and artificial intelligence (AI) software that helps clients in the public and private sectors manage and make sense of complex data. Forrester Research has recognized the company as a leader in AI platforms and AI decisioning software, and the International Data Corporation (IDC) has ranked Palantir as a leader in decision intelligence software. Palantir has differentiated itself with an ontology-based software architecture. In this case, an ontology is a decisioning framework that becomes increasingly ef...

Blair William & Co. IL lifted its position in Micron Technology, Inc. (NASDAQ:MU - Free Report) by 2.0% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 299,892 shares of the semiconductor manufacturer's stock after acquiring an additional 5,934 shares during the quarter. Blair William & Co. IL's holdings in Micron Technology were worth $50,178,000 at the end of the most recent reporting period. A number of other large investors have also recently made changes to their positions in the company. REAP Financial Group LLC purchased a new stake in Micron Technology in the 3rd quarter worth about $25,000. Barnes Dennig Private Wealth Management LLC bought a new stake in Micron Technology in the third quarter worth about $27,000. Howard Hughes Medical Institute purchased a new position in shares of Micron Technology during the second quarter valued at approximately $30,000. AlphaQuest LLC boosted its position in shares of Micron Technology by 13,250.0% during the second quarter. AlphaQuest LLC now owns 267 shares of the semiconductor manufacturer's stock valued at $33,000 after buying an additional 265 shares during the period. Finally, Cullen Frost Bankers Inc. grew its stake in shares of Micron Technology by 79.3% during the third quarter. Cullen Frost Bankers Inc. now owns 199 shares of the semiconductor manufacturer's stock valued at $33,000 after buying an additional 88 shares during the last quarter. 80.84% of the stock is owned by hedge funds and other institutional investors. Get Micron Technology alerts: Sign Up More Micron Technology News Here are the key news stories impacting Micron Technology this week: Micron Technology Trading Down 6.7% Shares of NASDAQ MU opened at $370.30 on Friday. The company has a quick ratio of 1.78, a current ratio of 2.46 and a debt-to-equity ratio of 0.19. The business has a fifty day simple moving average of $379.98 and a two-hundred day simple moving average o...

2025年，对于长视频平台而言，是十分糟糕的一年。准确的说，自从2020年以来的每一年，对于长视频平台而言都很糟糕，但是去年尤其糟糕： 爱奇艺全年的营业收入下滑了7%，扣非净利润下滑了近3/4；会员、广告和内容分发三大业务的全年收入均呈现下滑态势。 腾讯视频的付费会员数已经不再增长，并且落后于腾讯音乐；虽然腾讯视频实现了盈利，但跟爱奇艺一样，是降本增效换来的。 芒果TV，作为“真正的第三大长视频平台”（MAU高于优酷），前三季度收入均呈现下滑态势，全年扣非净利润预告将下滑33-47%。 搞笑的是，如果把B站算作“长视频平台”（注：B站迫不及待想甩掉这个标签），B站反而是2025年这个行业表现最好的一个。不过，哪怕是B站，2025年的用户时长也仅有微弱的上升，而且其扭亏为盈的主要动力是游戏业务。2018-2022年，B站一度在传统的长视频内容方面投入较大，但近年已经悬崖勒马，构成了扭亏的一个原因。 长视频平台的集体挣扎，与国产长剧集行业的衰落，几乎同步发生。众所周知， 长视频平台的命根子是剧集，其次是综艺， 至于电影、直播活动等只是点缀而已。在吸引付费订阅、以及提供用户时长这两方面，剧集的地位是不可替代的。而国产长剧集近年来一直处于漫长的衰退轨道中，2025年的情况尤其萧条： 根据云合数据的统计，2025年上新长剧TOP 20的正片有效播放量为296亿，比2024年缩减了20%。 2025年上新长剧播放量第一名为《藏海传》，仅22.3亿次，比2024年的第一名《庆余年2》下滑一半以上（后者为45.1亿次）。 2025年，没有一部上新长剧的单集平均播放量突破1亿，连突破5000万的都很少，打破了过去多年的势头（上一部单集破亿的还是《庆余年2》）。 比播放量数据更加可怕的是，国产长剧集正在远离大家的“话题中心”，这一点相信很多人感同身受。过去大半年的时间，真正成为社交媒体自发性热议话题（而不仅依靠买热搜维持热度）的，在我印象中，仅有一部《太平年》，加上半部《藏海传》。请注意，许多剧集仍然构成了局部的热议话题，并且获得了一些死忠粉丝；我的意思是，它们不再成为“大众热议话题”。作为一个整体的长剧集行业，在社交舆论场中的地位，比五年前乃至十年前，衰落了不止一点半点。 简而言之，长视频平台的衰落与长剧集行业的衰落互为表里：观众对长剧集缺乏兴趣，自然也就没有理由为长视频平台付费；当...

B. Metzler seel. Sohn & Co. AG lifted its position in Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) by 65.6% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 146,397 shares of the company's stock after purchasing an additional 57,996 shares during the quarter. B. Metzler seel. Sohn & Co. AG's holdings in Palantir Technologies were worth $26,705,000 at the end of the most recent reporting period. Get Palantir Technologies alerts: Sign Up Several other hedge funds and other institutional investors have also recently bought and sold shares of the company. LFA Lugano Financial Advisors SA acquired a new position in shares of Palantir Technologies in the 2nd quarter valued at $27,000. Bare Financial Services Inc boosted its position in shares of Palantir Technologies by 54.5% during the 3rd quarter. Bare Financial Services Inc now owns 156 shares of the company's stock valued at $28,000 after acquiring an additional 55 shares in the last quarter. Delos Wealth Advisors LLC bought a new stake in Palantir Technologies in the second quarter valued at about $29,000. Zeit Capital LLC bought a new stake in Palantir Technologies in the second quarter valued at about $30,000. Finally, Financial Consulate Inc. acquired a new position in Palantir Technologies in the third quarter worth about $30,000. 45.65% of the stock is owned by institutional investors. Palantir Technologies Trading Up 2.9% NASDAQ PLTR opened at $157.16 on Friday. The firm has a market cap of $375.88 billion, a price-to-earnings ratio of 249.46, a PEG ratio of 3.02 and a beta of 1.70. The company has a 50 day moving average of $155.48 and a 200-day moving average of $168.99. Palantir Technologies Inc. has a 1-year low of $66.12 and a 1-year high of $207.52. Palantir Technologies (NASDAQ:PLTR - Get Free Report) last posted its earnings results on Monday, February 2nd. The company reported $0.25 earnings per sh...

Blair William & Co. IL reduced its holdings in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 1.1% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,145,955 shares of the information services provider's stock after selling 34,074 shares during the period. Alphabet makes up 2.0% of Blair William & Co. IL's holdings, making the stock its 5th largest position. Blair William & Co. IL's holdings in Alphabet were worth $766,197,000 as of its most recent SEC filing. Get Alphabet alerts: Sign Up Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. University of Illinois Foundation acquired a new stake in Alphabet in the 2nd quarter worth approximately $31,000. Manning & Napier Advisors LLC acquired a new position in Alphabet during the 3rd quarter valued at approximately $32,000. Horrell Capital Management Inc. increased its stake in Alphabet by 100.0% during the 2nd quarter. Horrell Capital Management Inc. now owns 200 shares of the information services provider's stock valued at $35,000 after purchasing an additional 100 shares in the last quarter. Tripletail Wealth Management LLC purchased a new position in shares of Alphabet in the third quarter worth $40,000. Finally, Decker Retirement Planning Inc. lifted its stake in shares of Alphabet by 60.9% during the second quarter. Decker Retirement Planning Inc. now owns 251 shares of the information services provider's stock worth $45,000 after buying an additional 95 shares during the period. 27.26% of the stock is currently owned by hedge funds and other institutional investors. Alphabet News Summary Here are the key news stories impacting Alphabet this week: Insider Activity In related news, insider John Kent Walker sold 47,574 shares of Alphabet stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $301.45, ...

Convergence Financial LLC trimmed its stake in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 7.4% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 65,682 shares of the computer hardware maker's stock after selling 5,247 shares during the quarter. NVIDIA makes up about 1.8% of Convergence Financial LLC's portfolio, making the stock its 16th biggest holding. Convergence Financial LLC's holdings in NVIDIA were worth $12,255,000 as of its most recent filing with the Securities & Exchange Commission. Other institutional investors have also recently made changes to their positions in the company. Harbor Asset Planning Inc. acquired a new position in NVIDIA during the second quarter worth $28,000. Winnow Wealth LLC bought a new stake in NVIDIA during the second quarter worth $32,000. Longfellow Investment Management Co. LLC lifted its stake in NVIDIA by 47.9% in the second quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker's stock valued at $33,000 after acquiring an additional 67 shares during the last quarter. Spurstone Advisory Services LLC bought a new position in shares of NVIDIA in the 2nd quarter valued at about $40,000. Finally, Sellwood Investment Partners LLC bought a new position in shares of NVIDIA in the 3rd quarter valued at about $50,000. Institutional investors and hedge funds own 65.27% of the company's stock. Get NVIDIA alerts: Sign Up Insider Transactions at NVIDIA In other NVIDIA news, Director Mark A. Stevens sold 222,500 shares of the company's stock in a transaction on Friday, December 19th. The stock was sold at an average price of $180.17, for a total value of $40,087,825.00. Following the transaction, the director directly owned 7,621,453 shares of the company's stock, valued at $1,373,157,187.01. This represents a 2.84% decrease in their position. The sale was disclosed in a filing with the ...

B. Metzler seel. Sohn & Co. AG raised its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 9.9% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 505,588 shares of the semiconductor company's stock after buying an additional 45,673 shares during the period. Taiwan Semiconductor Manufacturing comprises about 1.2% of B. Metzler seel. Sohn & Co. AG's portfolio, making the stock its 20th biggest position. B. Metzler seel. Sohn & Co. AG's holdings in Taiwan Semiconductor Manufacturing were worth $141,206,000 as of its most recent filing with the Securities and Exchange Commission. Get TSM alerts: Sign Up Other institutional investors and hedge funds also recently made changes to their positions in the company. Brown Advisory Inc. raised its position in shares of Taiwan Semiconductor Manufacturing by 43.2% in the 2nd quarter. Brown Advisory Inc. now owns 6,650,983 shares of the semiconductor company's stock worth $1,506,389,000 after acquiring an additional 2,006,745 shares in the last quarter. Arrowstreet Capital Limited Partnership boosted its position in shares of Taiwan Semiconductor Manufacturing by 109.5% during the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 3,526,160 shares of the semiconductor company's stock valued at $798,640,000 after purchasing an additional 1,842,951 shares in the last quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main grew its stake in Taiwan Semiconductor Manufacturing by 268.2% during the second quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 2,499,677 shares of the semiconductor company's stock worth $566,152,000 after purchasing an additional 1,820,852 shares during the period. Alliancebernstein L.P. grew its stake in Taiwan Semiconductor Manufacturing by 18.0% during the second quarter. Alliancebernstein L.P. now owns 10,457,800 shares of the semicond...

Clear Creek Financial Management LLC boosted its stake in Amazon.com, Inc. (NASDAQ:AMZN) by 9.0% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 59,026 shares of the e-commerce giant's stock after acquiring an additional 4,860 shares during the period. Amazon.com accounts for about 1.1% of Clear Creek Financial Management LLC's holdings, making the stock its 15th biggest position. Clear Creek Financial Management LLC's holdings in Amazon.com were worth $12,960,000 as of its most recent filing with the SEC. A number of other institutional investors and hedge funds have also recently modified their holdings of AMZN. Fairway Wealth LLC raised its stake in shares of Amazon.com by 113.2% in the third quarter. Fairway Wealth LLC now owns 113 shares of the e-commerce giant's stock valued at $25,000 after buying an additional 60 shares during the period. Sellwood Investment Partners LLC bought a new position in shares of Amazon.com during the 3rd quarter worth $27,000. Bridge Generations Wealth Management LLC grew its stake in shares of Amazon.com by 2,330.0% during the 3rd quarter. Bridge Generations Wealth Management LLC now owns 243 shares of the e-commerce giant's stock worth $53,000 after acquiring an additional 233 shares during the period. Cooksen Wealth LLC increased its holdings in Amazon.com by 23.5% in the 2nd quarter. Cooksen Wealth LLC now owns 247 shares of the e-commerce giant's stock worth $54,000 after acquiring an additional 47 shares during the last quarter. Finally, PayPay Securities Corp raised its stake in Amazon.com by 62.3% in the 3rd quarter. PayPay Securities Corp now owns 250 shares of the e-commerce giant's stock valued at $55,000 after acquiring an additional 96 shares during the period. 72.20% of the stock is owned by institutional investors. Get Amazon.com alerts: Sign Up Insider Activity In other news, VP Shelley Reynolds sold 2,695 shares of the company's stock in a transaction on M...

China Universal Asset Management Co. Ltd. boosted its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 3.6% during the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 146,073 shares of the software giant's stock after acquiring an additional 5,078 shares during the quarter. Microsoft accounts for about 6.3% of China Universal Asset Management Co. Ltd.'s investment portfolio, making the stock its 2nd largest position. China Universal Asset Management Co. Ltd.'s holdings in Microsoft were worth $75,659,000 as of its most recent SEC filing. Get Microsoft alerts: Sign Up Several other institutional investors and hedge funds have also recently modified their holdings of the business. AlphaQuest LLC boosted its position in Microsoft by 5.9% during the 2nd quarter. AlphaQuest LLC now owns 342 shares of the software giant's stock valued at $170,000 after acquiring an additional 19 shares in the last quarter. BLVD Private Wealth LLC raised its position in shares of Microsoft by 0.6% in the 3rd quarter. BLVD Private Wealth LLC now owns 3,169 shares of the software giant's stock worth $1,641,000 after acquiring an additional 19 shares in the last quarter. Foundation Wealth Management LLC PA lifted its stake in shares of Microsoft by 1.6% in the 2nd quarter. Foundation Wealth Management LLC PA now owns 1,276 shares of the software giant's stock valued at $635,000 after purchasing an additional 20 shares during the period. Longfellow Investment Management Co. LLC lifted its stake in shares of Microsoft by 51.3% in the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock valued at $29,000 after purchasing an additional 20 shares during the period. Finally, Magnolia Capital Management Ltd. boosted its position in shares of Microsoft by 0.3% during the third quarter. Magnolia Capital Management Ltd. now owns 6,509 shares of the software giant's stock va...

Amazon.com, Inc. $AMZN Stock Holdings Lifted by Elefante Mark B MarketBeat

Factory Mutual Insurance Co. reduced its holdings in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 3.2% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 1,767,571 shares of the iPhone maker's stock after selling 57,650 shares during the quarter. Apple makes up approximately 4.4% of Factory Mutual Insurance Co.'s holdings, making the stock its 4th biggest position. Factory Mutual Insurance Co.'s holdings in Apple were worth $450,077,000 at the end of the most recent quarter. Get Apple alerts: Sign Up A number of other hedge funds and other institutional investors also recently made changes to their positions in AAPL. Sellwood Investment Partners LLC grew its position in Apple by 110.9% in the third quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker's stock valued at $34,000 after purchasing an additional 71 shares in the last quarter. ROSS JOHNSON & Associates LLC lifted its position in Apple by 1,800.0% during the 1st quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker's stock worth $42,000 after buying an additional 180 shares in the last quarter. Nexus Investment Management ULC boosted its stake in shares of Apple by 333.3% during the 2nd quarter. Nexus Investment Management ULC now owns 260 shares of the iPhone maker's stock worth $53,000 after buying an additional 200 shares during the last quarter. LSV Asset Management acquired a new position in shares of Apple during the 4th quarter worth about $65,000. Finally, Morgan Dempsey Capital Management LLC grew its holdings in shares of Apple by 41.0% in the 2nd quarter. Morgan Dempsey Capital Management LLC now owns 430 shares of the iPhone maker's stock valued at $88,000 after acquiring an additional 125 shares in the last quarter. 67.73% of the stock is currently owned by institutional investors and hedge funds. Apple Trading Down 1.1% Apple stock opened at $257.46 on F...

Broderick Brian C reduced its position in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 4.6% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 199,785 shares of the computer hardware maker's stock after selling 9,742 shares during the period. NVIDIA comprises about 7.1% of Broderick Brian C's holdings, making the stock its largest holding. Broderick Brian C's holdings in NVIDIA were worth $37,276,000 at the end of the most recent reporting period. Get NVIDIA alerts: Sign Up Other hedge funds and other institutional investors have also modified their holdings of the company. State Street Corp increased its stake in NVIDIA by 1.0% during the second quarter. State Street Corp now owns 978,208,862 shares of the computer hardware maker's stock worth $154,556,803,000 after purchasing an additional 9,554,857 shares during the period. Geode Capital Management LLC boosted its stake in shares of NVIDIA by 1.5% in the second quarter. Geode Capital Management LLC now owns 579,213,497 shares of the computer hardware maker's stock valued at $91,150,170,000 after purchasing an additional 8,521,936 shares during the period. Norges Bank purchased a new position in shares of NVIDIA in the second quarter valued at approximately $51,386,863,000. Legal & General Group Plc grew its holdings in shares of NVIDIA by 1.5% in the second quarter. Legal & General Group Plc now owns 178,593,475 shares of the computer hardware maker's stock valued at $28,215,983,000 after purchasing an additional 2,623,678 shares in the last quarter. Finally, Charles Schwab Investment Management Inc. grew its holdings in shares of NVIDIA by 2.8% in the second quarter. Charles Schwab Investment Management Inc. now owns 155,668,775 shares of the computer hardware maker's stock valued at $24,594,110,000 after purchasing an additional 4,209,423 shares in the last quarter. 65.27% of the stock is currently owned by hedge fu...

China Universal Asset Management Co. Ltd. increased its position in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 9.4% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 462,213 shares of the computer hardware maker's stock after buying an additional 39,539 shares during the period. NVIDIA accounts for approximately 7.1% of China Universal Asset Management Co. Ltd.'s investment portfolio, making the stock its biggest position. China Universal Asset Management Co. Ltd.'s holdings in NVIDIA were worth $86,244,000 at the end of the most recent reporting period. Get NVIDIA alerts: Sign Up Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Harbor Asset Planning Inc. acquired a new position in shares of NVIDIA during the 2nd quarter worth about $28,000. Winnow Wealth LLC acquired a new stake in NVIDIA in the 2nd quarter valued at about $32,000. Longfellow Investment Management Co. LLC lifted its stake in NVIDIA by 47.9% in the 2nd quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker's stock valued at $33,000 after purchasing an additional 67 shares during the last quarter. Spurstone Advisory Services LLC bought a new position in NVIDIA during the second quarter worth about $40,000. Finally, Sellwood Investment Partners LLC bought a new position in NVIDIA during the third quarter worth about $50,000. 65.27% of the stock is owned by institutional investors. NVIDIA Price Performance Shares of NASDAQ NVDA opened at $177.83 on Friday. The firm has a market cap of $4.32 trillion, a P/E ratio of 36.29, a price-to-earnings-growth ratio of 0.60 and a beta of 2.33. The company has a current ratio of 3.91, a quick ratio of 3.24 and a debt-to-equity ratio of 0.05. NVIDIA Corporation has a 1-year low of $86.62 and a 1-year high of $212.19. The business's 50 day moving avera...

Clear Creek Financial Management LLC lifted its stake in Apple Inc. (NASDAQ:AAPL - Free Report) by 4.5% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 71,461 shares of the iPhone maker's stock after acquiring an additional 3,070 shares during the period. Apple makes up 1.6% of Clear Creek Financial Management LLC's portfolio, making the stock its 11th largest holding. Clear Creek Financial Management LLC's holdings in Apple were worth $18,196,000 as of its most recent SEC filing. Get Apple alerts: Sign Up A number of other hedge funds have also recently bought and sold shares of the stock. First National Bank of Hutchinson lifted its stake in shares of Apple by 24.6% in the fourth quarter. First National Bank of Hutchinson now owns 35,319 shares of the iPhone maker's stock valued at $8,845,000 after buying an additional 6,982 shares during the period. Eagle Capital Management LLC increased its stake in Apple by 0.5% during the fourth quarter. Eagle Capital Management LLC now owns 54,085 shares of the iPhone maker's stock valued at $13,544,000 after acquiring an additional 272 shares during the period. Brighton Jones LLC raised its holdings in Apple by 14.8% in the 4th quarter. Brighton Jones LLC now owns 537,314 shares of the iPhone maker's stock valued at $134,554,000 after acquiring an additional 69,207 shares in the last quarter. Revolve Wealth Partners LLC lifted its position in shares of Apple by 4.2% in the 4th quarter. Revolve Wealth Partners LLC now owns 66,857 shares of the iPhone maker's stock worth $16,742,000 after acquiring an additional 2,695 shares during the period. Finally, Highview Capital Management LLC DE lifted its position in shares of Apple by 2.4% in the 4th quarter. Highview Capital Management LLC DE now owns 50,264 shares of the iPhone maker's stock worth $12,587,000 after acquiring an additional 1,155 shares during the period. 67.73% of the sto...

Elefante Mark B boosted its position in Apple Inc. (NASDAQ:AAPL - Free Report) by 11.0% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 33,634 shares of the iPhone maker's stock after buying an additional 3,325 shares during the quarter. Apple makes up about 5.5% of Elefante Mark B's investment portfolio, making the stock its 3rd biggest holding. Elefante Mark B's holdings in Apple were worth $8,564,000 at the end of the most recent reporting period. Get Apple alerts: Sign Up Several other institutional investors and hedge funds have also recently bought and sold shares of AAPL. American Alpha Advisors LLC raised its holdings in Apple by 3.7% during the 3rd quarter. American Alpha Advisors LLC now owns 1,151 shares of the iPhone maker's stock worth $293,000 after buying an additional 41 shares during the period. Capstone Wealth Management LLC boosted its holdings in shares of Apple by 0.5% in the third quarter. Capstone Wealth Management LLC now owns 8,537 shares of the iPhone maker's stock worth $2,174,000 after buying an additional 42 shares during the period. Tacita Capital Inc increased its position in shares of Apple by 0.8% in the third quarter. Tacita Capital Inc now owns 5,718 shares of the iPhone maker's stock worth $1,456,000 after acquiring an additional 44 shares in the last quarter. Aspetuck Financial Management LLC raised its holdings in shares of Apple by 0.3% during the third quarter. Aspetuck Financial Management LLC now owns 17,702 shares of the iPhone maker's stock valued at $4,507,000 after acquiring an additional 46 shares during the period. Finally, Baker Boyer National Bank raised its holdings in shares of Apple by 0.3% during the second quarter. Baker Boyer National Bank now owns 18,011 shares of the iPhone maker's stock valued at $3,695,000 after acquiring an additional 47 shares during the period. Institutional investors and hedge funds own 67.73% of t...

Delaney Dennis R cut its stake in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 5.6% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 67,570 shares of the computer hardware maker's stock after selling 4,005 shares during the period. NVIDIA accounts for approximately 6.3% of Delaney Dennis R's portfolio, making the stock its largest holding. Delaney Dennis R's holdings in NVIDIA were worth $12,607,000 at the end of the most recent reporting period. Get NVIDIA alerts: Sign Up Other institutional investors and hedge funds have also recently modified their holdings of the company. Harbor Asset Planning Inc. purchased a new position in shares of NVIDIA during the 2nd quarter valued at $28,000. Winnow Wealth LLC purchased a new stake in shares of NVIDIA in the second quarter worth $32,000. Longfellow Investment Management Co. LLC raised its position in shares of NVIDIA by 47.9% in the second quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker's stock worth $33,000 after buying an additional 67 shares in the last quarter. Spurstone Advisory Services LLC bought a new stake in NVIDIA during the second quarter valued at $40,000. Finally, Sellwood Investment Partners LLC bought a new stake in NVIDIA during the third quarter valued at $50,000. 65.27% of the stock is owned by hedge funds and other institutional investors. Insider Buying and Selling at NVIDIA In related news, Director Mark A. Stevens sold 222,500 shares of NVIDIA stock in a transaction on Friday, December 19th. The shares were sold at an average price of $180.17, for a total value of $40,087,825.00. Following the transaction, the director owned 7,621,453 shares in the company, valued at $1,373,157,187.01. This trade represents a 2.84% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available...

Factory Mutual Insurance Co. lessened its stake in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 2.7% during the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 2,938,848 shares of the computer hardware maker's stock after selling 80,000 shares during the period. NVIDIA makes up approximately 5.3% of Factory Mutual Insurance Co.'s holdings, making the stock its largest holding. Factory Mutual Insurance Co.'s holdings in NVIDIA were worth $548,330,000 at the end of the most recent reporting period. Get NVIDIA alerts: Sign Up A number of other institutional investors also recently bought and sold shares of NVDA. Norges Bank purchased a new stake in shares of NVIDIA in the second quarter valued at $51,386,863,000. Laurel Wealth Advisors LLC boosted its stake in shares of NVIDIA by 15,496.1% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 21,865,525 shares of the computer hardware maker's stock worth $3,454,534,000 after purchasing an additional 21,725,326 shares during the period. Massachusetts Financial Services Co. MA grew its holdings in NVIDIA by 25.0% during the 3rd quarter. Massachusetts Financial Services Co. MA now owns 71,720,593 shares of the computer hardware maker's stock valued at $13,381,628,000 after purchasing an additional 14,358,048 shares during the last quarter. State Street Corp grew its holdings in NVIDIA by 1.0% during the 2nd quarter. State Street Corp now owns 978,208,862 shares of the computer hardware maker's stock valued at $154,556,803,000 after purchasing an additional 9,554,857 shares during the last quarter. Finally, Geode Capital Management LLC raised its position in NVIDIA by 1.5% in the 2nd quarter. Geode Capital Management LLC now owns 579,213,497 shares of the computer hardware maker's stock worth $91,150,170,000 after purchasing an additional 8,521,936 shares during the period. 65.27% of the stock is currently owned by institutional investors. Trending Headlines about NVID...

Bridgewater Advisors Inc. raised its holdings in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 3.3% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 146,640 shares of the computer hardware maker's stock after acquiring an additional 4,628 shares during the quarter. NVIDIA accounts for about 1.9% of Bridgewater Advisors Inc.'s portfolio, making the stock its 15th biggest holding. Bridgewater Advisors Inc.'s holdings in NVIDIA were worth $27,580,000 as of its most recent SEC filing. Other large investors also recently made changes to their positions in the company. Brighton Jones LLC lifted its stake in NVIDIA by 12.4% during the fourth quarter. Brighton Jones LLC now owns 324,901 shares of the computer hardware maker's stock valued at $43,631,000 after purchasing an additional 35,815 shares during the last quarter. Bank Pictet & Cie Europe AG grew its position in NVIDIA by 1.0% in the fourth quarter. Bank Pictet & Cie Europe AG now owns 2,346,417 shares of the computer hardware maker's stock worth $315,100,000 after buying an additional 22,929 shares during the last quarter. Highview Capital Management LLC DE increased its holdings in shares of NVIDIA by 6.7% in the fourth quarter. Highview Capital Management LLC DE now owns 58,396 shares of the computer hardware maker's stock valued at $7,842,000 after buying an additional 3,653 shares in the last quarter. Hudson Value Partners LLC increased its holdings in shares of NVIDIA by 30.7% in the fourth quarter. Hudson Value Partners LLC now owns 50,658 shares of the computer hardware maker's stock valued at $6,805,000 after buying an additional 11,900 shares in the last quarter. Finally, Wealth Group Ltd. lifted its position in shares of NVIDIA by 15.7% during the 1st quarter. Wealth Group Ltd. now owns 6,598 shares of the computer hardware maker's stock valued at $715,000 after acquiring an additional 896 shares during the last quarter. Institut...

Factory Mutual Insurance Co. reduced its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 1.5% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,050,968 shares of the software giant's stock after selling 16,300 shares during the period. Microsoft accounts for about 5.3% of Factory Mutual Insurance Co.'s investment portfolio, making the stock its 2nd biggest holding. Factory Mutual Insurance Co.'s holdings in Microsoft were worth $544,349,000 as of its most recent filing with the Securities & Exchange Commission. Get Microsoft alerts: Sign Up A number of other institutional investors and hedge funds have also made changes to their positions in the stock. Longfellow Investment Management Co. LLC grew its position in shares of Microsoft by 51.3% during the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock worth $29,000 after acquiring an additional 20 shares during the last quarter. Bayforest Capital Ltd acquired a new stake in shares of Microsoft in the 3rd quarter worth about $38,000. LSV Asset Management bought a new stake in Microsoft in the 4th quarter valued at about $44,000. Sellwood Investment Partners LLC bought a new stake in Microsoft in the 3rd quarter valued at about $49,000. Finally, University of Illinois Foundation acquired a new position in Microsoft during the 2nd quarter valued at about $50,000. 71.13% of the stock is currently owned by institutional investors and hedge funds. Microsoft News Roundup Here are the key news stories impacting Microsoft this week: Analysts Set New Price Targets Several research firms have commented on MSFT. DZ Bank restated a "buy" rating on shares of Microsoft in a research report on Thursday, January 29th. Wells Fargo & Company reduced their price objective on Microsoft from $630.00 to $615.00 and set an "overweight" rating for the company in a research report on Thu...

Elefante Mark B raised its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 13.4% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 15,300 shares of the software giant's stock after purchasing an additional 1,810 shares during the period. Microsoft accounts for 5.1% of Elefante Mark B's holdings, making the stock its 4th biggest holding. Elefante Mark B's holdings in Microsoft were worth $7,925,000 as of its most recent filing with the Securities and Exchange Commission. Get Microsoft alerts: Sign Up Other institutional investors have also recently made changes to their positions in the company. Longfellow Investment Management Co. LLC raised its stake in Microsoft by 51.3% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock worth $29,000 after buying an additional 20 shares during the period. Bayforest Capital Ltd acquired a new stake in Microsoft in the third quarter valued at approximately $38,000. LSV Asset Management acquired a new stake in Microsoft in the fourth quarter valued at approximately $44,000. Sellwood Investment Partners LLC bought a new stake in shares of Microsoft during the third quarter valued at approximately $49,000. Finally, University of Illinois Foundation bought a new stake in shares of Microsoft during the second quarter valued at approximately $50,000. Institutional investors and hedge funds own 71.13% of the company's stock. Insider Buying and Selling at Microsoft In other news, Director John W. Stanton purchased 5,000 shares of the business's stock in a transaction that occurred on Wednesday, February 18th. The shares were acquired at an average cost of $397.35 per share, for a total transaction of $1,986,750.00. Following the completion of the acquisition, the director owned 83,905 shares in the company, valued at $33,339,651.75. This trade represents a 6.34% ...

三星电子工会表示，旗下工会员工本周将开始投票，决定是否为要求加薪而举行为期18天的罢工。 三星电子工会发布的声明称，三个工会将从周一至3月18日就该提案进行投票。若获得通过，罢工将于5月21日至6月7日举行。 声明指出，三星电子工会与全国三星电子工会、东兴工会已与这家电子巨头进行了三个多月的薪资谈判。劳工团体要求加薪7%、取消绩效奖金上限，并提高奖金计算方式的透明度。 责任编辑：陈钰嘉

格隆汇3月8日｜以色列卫生部表示，自伊朗战争开始以来，至少有1929人住院，过去24小时内有157人住院。

格隆汇3月8日｜伊朗红新月会负责人皮尔侯赛因·科利万德表示，近期美以袭击已造成9669处民用设施受损。其中包括7943处住宅和1617处商业设施，对当地民众生活和经济活动造成较大影响。科利万德还表示，袭击致32处医疗和药品机构、65所学校以及13处红新月会设施受损。此外，袭击造成11名医护人员死亡。

Erik Isakson/DigitalVision via Getty Images American Electric Power ( AEP ) is one of the key electricity utility companies in the United States that generates, transmits, and distributes electricity to retail and wholesale customers. I started covering the company in June 2023 with an initial hold rating due to the limited upside potential indicated by dividend discount models. In December 2025, I upgraded the stock to buy from hold , citing secular tailwinds, independence from consumer sentiment, as well as a more attractive valuation based on the dividends. Since my last writing, AEP's stock price grew by as much as 13%, significantly outperforming the broader market ( SPY ). Analysis history (Author) Since the start of my coverage, AEP has performed largely in line with both the S&P 500 and the utility sector. Data by YCharts Since the stock price increased meaningfully since my last writing, the aim of my article today is to take a look at the latest earnings results and assess whether the current price is still attractive to start a new position or to add to an existing one. I will also look at the input parameters to my previous dividend discount model to see if any adjustments are needed. Earnings In the most recent quarter, AEP beat analyst expectations on both the top and bottom lines. Revenue came in at $5.31 billion, representing a year-over-year growth of 13.2% and a surprise of $130 million to the upside. Non-GAAP EPS was $1.19, beating expectations by $0.05. I believe that these results are impressive because the macroeconomic environment is quite challenging right now - especially for firms that rely heavily on consumer spending. This macroeconomic environment makes me bullish on the whole utilities sector, not just on AEP alone. Consumer sentiment improved in the past months slightly, but the readings still remain very low, meaning that people are still concerned about their financial outlook and financial stability and therefore are reluctant to sp...

A thin band of light from Cristian Lucanas’ headlamp pierces the blackness of a Philippine rainforest as he digs through the underbrush before gently scooping up a cockroach with his bare hands. As the Southeast Asian country’s lone expert on the oft-misunderstood insect – and discoverer of 15 species – friends have dubbed the soft-spoken scientist “Ipis Lord”, after the local name for the ubiquitous bug. While fully aware most view cockroaches as disgusting, disease-bearing pests, the 31-year-old University of the Philippines entomologist says they deserve more study – and credit – for their key role in the planet’s ecosystem. Advertisement “I also hated cockroaches when I was a child,” Lucanas said with a grin during an interview in the college town of Los Banos, south of Manila. “Fear of cockroaches is innate,” he conceded, adding he usually tells people “I work in a museum” when asked about his job. Advertisement His girlfriend, also an entomologist, is more understanding, though her work focuses on insects less reviled than the cockroach, of which there are more than 4,600 known species.

Investors who have not looked at Realty Income (NYSE: O) in the last few weeks may be surprised to see it at a 52-week high. Despite a growing, stable revenue stream from high-profile clients, the company suffered from a high-interest-rate environment that has pressured its bottom line. Now, with the prospect of lower interest rates, investors have bid the stock higher by almost 15% since the beginning of July. Still, instead of using this increase as a reason to avoid this stock, investors may want to add shares. Here's why buying Realty Income now could pay off for investors. The state of Realty Income For investors looking for an income stock that is boring, stable, and profitable, Realty Income is likely an excellent choice. The company specializes in net leasing of single-tenant commercial properties, meaning the tenant covers maintenance, insurance, and tax costs. That situation frees Realty Income to profit from rents and property appreciation. Moreover, many businesses have preferred to put their capital to work in other areas besides owning their properties. Thus, the real estate investment trust (REIT) leases to companies as diverse as Walmart, Wynn Resorts, and FedEx. After acquiring just over 2,000 properties from the merger with Spirit Realty, Realty Income's property portfolio has grown to around 15,500 properties. Additionally, with nearly 99% of these properties leased, the company bought 21 properties in the second quarter of 2024 and had an additional 99 under development. Another benefit to Realty Income is its monthly dividend. This pays shareholders $3.16 per share annually and has risen at least once yearly since the payout's inception in 1994. Also, despite the rising stock price, shareholders earn a dividend yield of almost 5.3%, comparable to some CD interest rates in today's market. That indicates that it can still serve as an excellent source of income for dividend investors. Realty Income's financials Furthermore, Realty Income's conditio...

Samsung Electronics Co. ’s unionized workers will begin voting this week on whether to stage an 18-day strike in demand of higher pay. Three unions will vote from Monday through March 18 on the proposal, according to a statement by Samsung Electronics Labor Union. If approved, the walkout will take place from May 21 to June 7. SELU, together with National Samsung Electronics Union and Donghaeng, has been in wage negotiations with the electronics giant for more than three months, the statement said. The labor groups are seeking a 7% pay increase, the removal of the performance bonus cap and greater transparency in how they are calculated. Samsung Electronics didn’t immediately respond to a Bloomberg News request for comment sent outside regular business hours. The unions represent about 89,000 of Samsung’s roughly 130,000 employees, Yonhap News Agency reported on Sunday. If the plan goes ahead, it will mark only the second strike in the company’s history. Workers staged their first walkout in 2024 after pay talks broke down. Samsung said at the time the disruption didn’t affect production or management operations.