格隆汇2月7日｜据基辅独立报，乌克兰总统泽连斯基表示，美国和俄罗斯可能会在没有基辅参与的情况下达成影响乌克兰的双边协议。泽连斯基称：“鉴于潜在风险，乌克兰代表团表达了这样的立场，即如果俄罗斯和美国之间有任何双边协议，与乌克兰有关的条款不能与乌克兰宪法相抵触。”他似乎指的是领土问题。泽连斯基表示，基辅方面收到信号，华盛顿和莫斯科可能会签署双边文件，包括经济合作方面的文件。他说：“情报显示，俄方向美国提出了所谓的‘德米特里耶夫方案’，总额约为12万亿美元。”他补充道，基辅方面也看到了一些迹象，表明潜在的美俄双边文件可能包含与乌克兰有关的条款。

记者获悉，看好AI算力投资带动液冷技术变革，国内氟化工（884036）和有机硅（884211）产业链上下游厂商竞相卡位浸没式液冷赛道，推出含氟冷却液或硅基冷却液。多家上市公司人士表示，浸没式液冷行业有望实现指数级增长，而且伴随客户对技术自主可控以及供应链安全愈发重视，国内产业链优势有望发挥重要作用。目前，相关上市公司产品研发推广进度不一，尚未披露具体数据。新安股份（600596）、润禾材料（300727）的硅基冷却液产品已形成销售；晨化股份（300610）的硅基冷却液以及永和股份（605020）含氟冷却液产品，尚未形成销售，处于市场推广阶段；新宙邦（300037）深耕已久，含氟冷却液则已形成批量供应。(财联社)

Source: Bloomberg, 0:00

Private Wealth Partners LLC boosted its stake in Alphabet Inc. (NASDAQ:GOOG - Free Report) by 10.9% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 132,337 shares of the information services provider's stock after acquiring an additional 12,956 shares during the period. Alphabet accounts for 2.3% of Private Wealth Partners LLC's portfolio, making the stock its 12th largest position. Private Wealth Partners LLC's holdings in Alphabet were worth $32,231,000 as of its most recent filing with the Securities and Exchange Commission (SEC). Several other hedge funds also recently added to or reduced their stakes in GOOG. Robinson Smith Wealth Advisors LLC raised its stake in Alphabet by 1.8% during the third quarter. Robinson Smith Wealth Advisors LLC now owns 2,070 shares of the information services provider's stock valued at $504,000 after buying an additional 36 shares in the last quarter. Searle & CO. grew its position in shares of Alphabet by 0.6% in the 3rd quarter. Searle & CO. now owns 5,703 shares of the information services provider's stock worth $1,389,000 after acquiring an additional 36 shares in the last quarter. BankPlus Wealth Management LLC increased its holdings in shares of Alphabet by 1.2% in the 3rd quarter. BankPlus Wealth Management LLC now owns 3,143 shares of the information services provider's stock valued at $766,000 after acquiring an additional 37 shares during the last quarter. Activest Wealth Management raised its position in shares of Alphabet by 0.5% during the 3rd quarter. Activest Wealth Management now owns 7,997 shares of the information services provider's stock valued at $1,948,000 after acquiring an additional 38 shares in the last quarter. Finally, Cedar Mountain Advisors LLC lifted its stake in Alphabet by 11.8% during the third quarter. Cedar Mountain Advisors LLC now owns 370 shares of the information services provider's stock ...

Hussman Strategic Advisors Inc. acquired a new stake in Meta Platforms, Inc. (NASDAQ:META - Free Report) during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 4,200 shares of the social networking company's stock, valued at approximately $3,084,000. Meta Platforms accounts for 0.7% of Hussman Strategic Advisors Inc.'s holdings, making the stock its 29th largest holding. A number of other institutional investors have also recently bought and sold shares of META. Norges Bank bought a new position in Meta Platforms during the second quarter worth about $23,155,393,000. Laurel Wealth Advisors LLC raised its position in shares of Meta Platforms by 73,443.1% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 8,417,003 shares of the social networking company's stock valued at $6,212,506,000 after acquiring an additional 8,405,558 shares during the period. State Street Corp boosted its stake in Meta Platforms by 1.9% during the 2nd quarter. State Street Corp now owns 86,925,674 shares of the social networking company's stock worth $64,158,971,000 after acquiring an additional 1,650,435 shares during the last quarter. Vanguard Group Inc. grew its holdings in Meta Platforms by 0.8% during the second quarter. Vanguard Group Inc. now owns 192,591,101 shares of the social networking company's stock valued at $142,149,566,000 after purchasing an additional 1,532,568 shares during the period. Finally, Corient Private Wealth LLC increased its stake in Meta Platforms by 103.5% in the second quarter. Corient Private Wealth LLC now owns 1,998,624 shares of the social networking company's stock valued at $1,475,166,000 after purchasing an additional 1,016,667 shares in the last quarter. Institutional investors and hedge funds own 79.91% of the company's stock. Get Meta Platforms alerts: Sign Up Key Stories Impacting Meta Platforms Here are the key news stories impacting Meta Platforms this wee...

Atlas Private Wealth Advisors decreased its holdings in Alphabet Inc. (NASDAQ:GOOG - Free Report) by 57.3% in the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 8,712 shares of the information services provider's stock after selling 11,683 shares during the quarter. Atlas Private Wealth Advisors' holdings in Alphabet were worth $2,122,000 at the end of the most recent quarter. Get Alphabet alerts: Sign Up Other institutional investors have also recently made changes to their positions in the company. Norges Bank bought a new stake in shares of Alphabet during the 2nd quarter valued at about $4,298,572,000. Vanguard Group Inc. increased its stake in shares of Alphabet by 1.3% in the second quarter. Vanguard Group Inc. now owns 416,753,033 shares of the information services provider's stock worth $73,927,821,000 after purchasing an additional 5,182,111 shares in the last quarter. Assenagon Asset Management S.A. increased its stake in Alphabet by 73.5% in the 3rd quarter. Assenagon Asset Management S.A. now owns 9,808,152 shares of the information services provider's stock worth $2,388,775,000 after buying an additional 4,154,929 shares in the last quarter. Laurel Wealth Advisors LLC grew its position in shares of Alphabet by 17,547.9% during the second quarter. Laurel Wealth Advisors LLC now owns 4,122,727 shares of the information services provider's stock worth $731,331,000 after purchasing an additional 4,099,366 shares in the last quarter. Finally, Arrowstreet Capital Limited Partnership grew its holdings in Alphabet by 330.4% during the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 3,989,463 shares of the information services provider's stock valued at $707,691,000 after buying an additional 3,062,590 shares in the last quarter. Hedge funds and other institutional investors own 27.26% of the company's stock. Alphabet News Roundup Here are the key news stories impacting Alphabet this week: Wall St...

Broadcom may be a household name by the end of 2026. Over the past three years, it's been hard to find a bigger market leader than Nvidia (NVDA +7.87%). Its computing units have helped drive the AI race to new heights, and it has risen to become the world's largest company as a result. However, another company in the top 10 has the potential to do that in 2026. Of the 10 largest companies in the world, Broadcom (AVGO +7.26%) is the most likely to be left off the list. It's not as well-known as its peers, but that could change in 2026 once its AI computing units start to become more popular. Broadcom's products tackle a different niche than Nvidia's Broadcom does a lot of different things as a company. However, the market is focusing on one area in particular to drive the stock higher in 2026 and beyond: Custom AI chips. Nvidia makes broad-purpose computing units that can be deployed in a wide variety of situations. This flexibility was key in the early days of AI, as nobody knew what workloads would look like and how they would evolve. While we're still uncertain of exactly where AI is headed, some form factors have started to take shape. This allows for specialized computing units to be deployed, and that's where Broadcom comes in. Broadcom is partnering directly with AI hyperscalers to design its own AI computing chip, known as an ASIC (application-specific integrated circuit). ASICs have been around for a long time, but Broadcom is the first to adapt them into the AI realm. When a workload is configured to the architecture of the chip, it can outperform broad-purpose computing units like those from Nvidia at a lower price point. The catch is, you're locked into running that workload on that computing unit. Expand NASDAQ : AVGO Broadcom Today's Change ( 7.26 %) $ 22.55 Current Price $ 333.06 Key Data Points Market Cap $1.6T Day's Range $ 316.36 - $ 335.00 52wk Range $ 138.10 - $ 414.61 Volume 1.5M Avg Vol 31M Gross Margin 64.71 % Dividend Yield 0.73 % This special...

Key Points Broadcom's computing units are capturing market share versus Nvidia. Management believes revenue from its custom AI chips will double year over year next quarter. 10 stocks we like better than Broadcom › Over the past three years, it's been hard to find a bigger market leader than Nvidia (NASDAQ: NVDA). Its computing units have helped drive the AI race to new heights, and it has risen to become the world's largest company as a result. However, another company in the top 10 has the potential to do that in 2026. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Of the 10 largest companies in the world, Broadcom (NASDAQ: AVGO) is the most likely to be left off the list. It's not as well-known as its peers, but that could change in 2026 once its AI computing units start to become more popular. Broadcom's products tackle a different niche than Nvidia's Broadcom does a lot of different things as a company. However, the market is focusing on one area in particular to drive the stock higher in 2026 and beyond: Custom AI chips. Nvidia makes broad-purpose computing units that can be deployed in a wide variety of situations. This flexibility was key in the early days of AI, as nobody knew what workloads would look like and how they would evolve. While we're still uncertain of exactly where AI is headed, some form factors have started to take shape. This allows for specialized computing units to be deployed, and that's where Broadcom comes in. Broadcom is partnering directly with AI hyperscalers to design its own AI computing chip, known as an ASIC (application-specific integrated circuit). ASICs have been around for a long time, but Broadcom is the first to adapt them into the AI realm. When a workload is configured to the architecture of the chip, it can outperform broad-purpose computing units like those from Nvidia at a lower price point. The ca...

We recently published 10 Easy Double-Digit Gainers. Corning Incorporated (NYSE:GLW) was one of the best performers last week. Corning grew its share prices by 18.3 percent week-on-week to hit a new all-time high, as investors cheered its stellar earnings performance and new billion-dollar partnership with Meta Platforms Inc. On Friday alone, the stock jumped to an all-time high of $122.56 before trimming a few cents to finish the session just up by 8.31 percent at $122.16 apiece. Photo from Meta Corning Incorporated (NYSE:GLW) announced earlier in the week that it more-than-tripled its net income to $1.596 billion from only $506 million in 2024, while net sales grew by 19 percent to $15.6 billion from $13.1 billion year-on-year. In the fourth quarter alone, net income increased by 26 percent to $540 million from $310 million, while net sales inched up by 3 percent to $4.2 billion from $3.5 billion. Encouraged by the results, Corning Incorporated (NYSE:GLW) raised its net sales growth outlook through 2028 to now be at $11 billion in incremental annualized sales, versus its previous guidance of $8 billion. For this year alone, incremental annualized sales are targeted at $6.5 billion, up from its $6 billion outlook earlier. The targets form part of what the company dubs as “Springboard plan”—a strategic multi-year initiative to drive growth between 2023 and 2028. In other news, the company clinched a $6 billion partnership with Facebook operator Meta for the supply of fiber optic cables for its data centers. The partnership is expected to generate 15 to 20 percent of new jobs under Corning Incorporated (NYSE:GLW). While we acknowledge the potential of GLW as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI s...

Key events 19m ago The teams 44m ago Preamble Show key events only Please turn on JavaScript to use this feature 2m ago 11.42 GMT Michael Carrick speaks to TNT Sports. “Ben [Šeško] is going to be a big player here for a long time … everything about him is really encouraging … it was a huge moment for him last week … I’m sure he’ll have more of those … he’ll come on and make a difference again for us … [Tottenham] are a good team with some really good players … we’ve got to be aware of that … it’s not going to be perfect … if we do it with the right intent, and the supporters feel it, and we bounce off each other, we’ve got a good chance … we want to look good with and without the ball.” Share 13m ago 11.30 GMT Michael Carrick is in an if-it-ain’t-broke frame of mind. His Manchester United are unchanged from the 3-2 win over Fulham. Matthijs de Ligt, Mason Mount and Patrick Dorgu are all injured. Spurs boss Thomas Frank makes three changes to his starting XI following the 2-2 draw with Manchester City. Micky van de Ven, Wilson Odobert and Pape Matar Sarr are in; Randal Kolo Muani, Radu Drăgușin and Yves Bissouma drop to the bench. Share Updated at 11.32 GMT

格隆汇2月7日｜据“浦东发布”微信公众号消息，2月7日下午，蔡司大中华区总部综合园区建设启动仪式在外高桥保税区举行。新园区是蔡司迄今为止在华规模最大的单笔基础设施投资，规划建设用地面积超5万平方米。

格隆汇2月7日｜英国国民西敏寺银行据悉接近以25亿英镑收购财富管理公司Evelyn Partners。

Explore how differences in market coverage, sector focus, and risk profile set these two international ETFs apart for investors. The iShares Core MSCI Total International Stock ETF (IXUS +2.31%) offers broad developed and emerging market exposure at a lower annual cost, while the iShares Core MSCI Emerging Markets ETF (IEMG +2.50%) focuses solely on emerging markets, carries a marginally higher fee, and has seen stronger recent returns. Both IXUS and IEMG target international equities, but their mandates differ: IXUS spans the entire non-U.S. stock universe, while IEMG zeroes in on emerging markets. This comparison explores their costs, recent performance, risk, portfolio composition, and trading characteristics to help investors identify which ETF may appeal depending on international allocation goals. Snapshot (cost & size) Metric IXUS IEMG Issuer IShares IShares Expense ratio 0.07% 0.09% 1-yr return (as of 2026-02-02) 35.9% 41.5% Dividend yield 3.24% 2.75% AUM $51.9 billion $120.0 billion Beta 1.02 0.96 Beta measures price volatility relative to the S&P 500; beta is calculated from five-year weekly returns. The 1-yr return represents total return over the trailing 12 months. IXUS is slightly more affordable with a 0.07% expense ratio compared to IEMG’s 0.09%, and it also pays a higher dividend yield. Expand NASDAQ : IXUS iShares Trust - iShares Core Msci Total International Stock ETF Today's Change ( 2.31 %) $ 2.05 Current Price $ 90.93 Key Data Points Day's Range $ 90.00 - $ 90.98 52wk Range $ 61.75 - $ 91.53 Volume 2.5M Performance & risk comparison Metric IXUS IEMG Max drawdown (5 y) (30.05%) (37.16%) Growth of $1,000 over 5 years $1,305 $1,106 Expand NYSEMKT : IEMG iShares - iShares Core Msci Emerging Markets ETF Today's Change ( 2.50 %) $ 1.80 Current Price $ 73.67 Key Data Points Day's Range $ 72.66 - $ 73.70 52wk Range $ 47.29 - $ 74.70 Volume 13M What's inside IEMG holds 2,725 stocks from emerging economies, emphasizing technology (26%), financial service...

“Hybrid is the ultimate in creative solutions,” says Apollo’s co-head of equity and head of hybrid, Matt Nord, when discussing the firm’s fast-growing hybrid strategy and the types of solutions that may allow it to triple in scale over the coming years. Nord joins Bloomberg Intelligence’s Noel Hebert on the latest episode of Credit Crunch to talk about controlling for downside, the benefits of scale and why the lack of realizations across private equity is creating a need for more tailored fundi

Disney has drastically underperformed the S&P 500 in recent years, but that streak could soon come to an end. Three CEOs have shaped Walt Disney (DIS +3.61%) over its 100-year history. Visionary Walt Disney ran the company from 1923 to 1966. His brother, Roy O. Disney, who was instrumental in managing Disney's finances and making sure Walt's big ideas didn't bankrupt the company, came out of retirement to hold everything together after Walt's passing and fulfill his dream of opening Walt Disney World. The deepest period of uncertainty came between Roy's passing in 1971 and Michael Eisner's stepping in as CEO in 1984, alongside Frank Wells as COO and president. Eisner led Disney until 2005, when Bob Iger took the reins. Iger had his contract extended multiple times before finally passing the torch to his handpicked successor, Bob Chapek, in 2020. But Chapek lasted only until 2022, when Iger stepped back in to stabilize the company after a slew of box office flops, the bloating of Disney+'s budget, and plummeting park profits during the pandemic. With Iger's contract ending this year, Disney announced on Feb. 3 that Josh D'Amaro would become the next CEO, effective March 18. Here's why the move signals a vote of confidence in Disney's cash cow experiences segment, and what D'Amaro needs to do to turn Disney around. From magic to malaise Although Eisner and Iger both served unusually long stints as CEO, both of their performances were far stronger in the first half of their terms. Eisner was instrumental in restoring life to Disney animation, expanding the parks, integrating ABC, and saying no to then-tempting mergers and acquisition opportunities (just look at Time Warner's catastrophic merger with AOL). But Eisner eventually lost the trust of Disney shareholders and the board, which led Roy E. Disney, Walt's nephew and Roy O.'s son, to launch the "Save Disney" campaign in 2003. It eventually resulted in Iger taking over. Iger made brilliant acquisitions: Pixar, Marve...

Philippe TURPIN/Photononstop via Getty Images Honestly, I have no idea what the picture is, but that's how I roll. Company Description Golub Capital ( GBDC or “Golub”) is focused on generating current income and capital appreciation by investing primarily in “one stop loan” (unitranche) and other senior secured loans of U.S. middle-market companies. The fund also invests in second lien and subordinated loans of, and warrants and minority equity securities in U.S. middle-market companies. The company is the sixth largest BDC by market cap at $3.2B and among the largest in terms of total assets ($8.9B as of 12/31/25). Investment Thesis and Recommendation As I stated in my note on Blue Owl ( OBDC ), Golub and other BDCs are predominantly used as an income investment with the possibility of some capital appreciation. Golub invests primarily in first lien senior secured loans to non-investment-grade companies (92% of the portfolio – 87% in unitranche). The majority of these companies are private equity portfolio companies (often called "sponsored companies"). As a result of the income focus, the primary focus of analysis is the portfolio income generated and the quality of the underlying portfolio. To this end: Portfolio quality has declined (albeit modestly) sequentially and year-over-year in terms of non-accrual loans (from 0.9% to 1.30% on a cost basis), Portfolio yield has fallen due mainly to a decline in SOFR as well as some spread compression (10.9% to 9.70% yield), The $0.39 dividend was not covered by net investment income ($0.38), which also resulted in no supplemental dividend. The dividend for this quarter was lowered to $0.33, a reduction of 15%. While Golub has shown itself to be one of the better firms in the private credit space, the dividend cut was really not surprising; it is a matter of economics. While it appeared that the market had priced this in, the shares have dropped over 1.5% since their release at the time of this writing (the day after the r...

格隆汇2月7日｜小米机器人团队近日在具身智能领域取得重要突破，并于 2 月 5 日公布了其最新成果 ——TacRefineNet。 这是一个只依靠触觉、无需视觉、无需物体三维模型，就能实现毫米级位姿微调的通用框架。它的核心特性如下：无需视觉：基于高空间分辨率触觉传感器，不受光照和遮挡影响，实现复杂接触下的可靠感知。 毫米级微调：通过多手指触觉与本体信息多模态信息融合，驱动姿态精准收敛，将抓取误差压降至毫米级。 无需三维模型：摆脱对物体先验几何模型的依赖，将复杂的抓取调整转化为触觉空间内的目标对齐问题。硬件方面，研究团队在灵巧手指尖集成了高空间分辨率触觉传感器，触点间距仅为 1.1 毫米，能够捕捉物体表面的微小形变特征。 目前，小米机器人团队已公开相关技术细节和实验视频，更多后续研究成果将陆续发布。

格隆汇2月7日｜受人工智能和计算机芯片在经济各个领域的广泛应用推动，半导体行业今年的收入将首次达到1万亿美元。据半导体行业协会（SIA）预测，2025年半导体行业总销售额将达到7917亿美元，2026年还将增长26%。SIA首席执行官约翰·纽弗表示，半导体市场突破万亿美元大关的速度远超预期，这对整个商业世界来说都是个好兆头。对新型数据中心计算机的巨大需求为英伟达 、美光科技和其他芯片制造商带来了丰厚的利润。这使得该行业持续超越增长预期。纽弗表示，此前的预测者认为，该行业可能还需要四年时间才能达到万亿美元的规模。

格隆汇2月7日｜据上观新闻，上海市经信委主任汤文侃表示，在人工智能领域，我们的底气来自于产业集群协同、超大城市场景、人才规模供给和产融体系完备4大优势。接下来，上海还将聚焦3个方面持续优化。首先是进一步做强产业链。在上海，好模型不缺算力，好应用不缺语料，好产品不缺芯片。上海拥有全国近10%的算力，运营全国首个语料公共服务平台，推出138款备案大模型，实现多款智算芯片突破。这几年，上海每年发放10亿元算力券、语料券、模型券，持续实施“模速申城、模力聚申、模速智行”，AI4S“百团百项”等一揽子行动。特别是在具身智能领域，上海已有近40款人形机器人从实验室走进日常生活、赋能实体经济，去年上海智元的人形机器人出货量排名全球第一。

格隆汇2月7日｜据路透，自12月以来，在五次有关经济的演讲中，特朗普近20次断言通胀已被击退或正在下降，近30次表示物价正在下降，这些说法与经济数据和选民的日常经验相悖。剩下的大部分时间都花在了抱怨和其他问题上，包括移民、索马里是否是一个国家以及对反对者的攻击。综合来看，这与过去一年接近3%的通胀率和选民支付更多基本生活用品的生活经验之间的矛盾。例如，自特朗普一年前上任以来，碎牛肉的价格上涨了18%，而碎咖啡的价格上涨了29%。

AMD expects 60% annual data center growth, but GPUs aren't the whole story. Shares of Advanced Micro Devices (AMD +8.32%) took a beating on Wednesday as investors digested the chip company's fourth-quarter report. AMD's results and guidance were generally solid, with revenue soaring 34% year over year in the fourth quarter and the company's outlook calling for 32% growth in the first quarter of 2026. One thing that stood out about AMD's outlook was its expectations for the data center segment. This segment houses AMD's EPYC server CPUs and its Instinct data center GPUs, and it grew revenue by 39% in the fourth quarter. AMD CEO Lisa Su expects growth to accelerate dramatically going forward. "...we are well-positioned to grow data center segment revenue by more than 60% annually, over the next three to five years and scale our AI business to tens of billions in annual revenue in 2027," Su said during the earnings call. AMD's AI accelerators will be a big part of the story as the company scales up its MI400 series chips and its Helios rack-scale solutions, but CPUs will play a surprisingly large role as well. As the AI industry has evolved from question-answer style chatbots to complex AI agents, the CPU is making a comeback and will help drive AMD's growth. AI agents are changing the story In a standard AI chatbot, the user asks a question, and the chatbot returns an answer drawn solely from its training data. This process happens entirely on the GPU. Agentic AI is fundamentally different. AI agents run in a loop. The user makes a request, and the agent must decide what to do first. Typically, an agent has a list of tools at its disposal. These tools could handle web searches, file access, data analysis, or running code written by the user or an AI agent. The big thing here is that this tool calling involves the CPU, not the GPU. Here's an example: Imagine an AI agent that produces an infographic of the 7-day weather forecast each day. First, it would make a tool cal...

2月7日，上海市人民政府主题记者会召开。在回答上海发展人工智能（885728）产业生态的问题时，上海市经济和信息化委员会主任汤文侃表示，上海发展人工智能（885728）产业具有产业集群协同、超大城市场景、人才规模供给和产融体系完备四大优势。接下来，将聚焦三个方面持续用力，包括进一步做强产业链、加大创新要素供给以及营造开放活跃的环境。“在上海，好模型不缺算力，好应用不缺语料，好产品不缺芯片。”汤文侃说，上海拥有全国近10%的算力，运营全国首个语料公共服务平台，推出138款备案大模型，实现多款智算芯片突破。这几年，每年发放10亿元算力券、语料券、模型券，持续实施“模速申城、模力聚申、模速智行”，AI4S“百团百项”等一揽子行动。特别是在具身智能领域，上海已经有近40款人形机器人（886069）已从实验室走进日常生活、赋能实体经济。(中新网)

Federated Hermes Inc. boosted its holdings in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 23.6% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 629,470 shares of the social networking company's stock after buying an additional 120,161 shares during the quarter. Meta Platforms makes up approximately 0.8% of Federated Hermes Inc.'s investment portfolio, making the stock its 21st largest position. Federated Hermes Inc.'s holdings in Meta Platforms were worth $462,270,000 at the end of the most recent quarter. A number of other institutional investors have also recently added to or reduced their stakes in META. Goldstone Financial Group LLC increased its position in Meta Platforms by 44.4% during the 3rd quarter. Goldstone Financial Group LLC now owns 3,752 shares of the social networking company's stock valued at $2,756,000 after purchasing an additional 1,153 shares during the period. CW Advisors LLC boosted its stake in shares of Meta Platforms by 27.8% in the 2nd quarter. CW Advisors LLC now owns 176,762 shares of the social networking company's stock valued at $130,467,000 after purchasing an additional 38,432 shares during the last quarter. Sequoia Financial Advisors LLC boosted its stake in shares of Meta Platforms by 11.0% in the 2nd quarter. Sequoia Financial Advisors LLC now owns 210,526 shares of the social networking company's stock valued at $155,387,000 after purchasing an additional 20,912 shares during the last quarter. Stephens Inc. AR increased its position in shares of Meta Platforms by 5.6% during the second quarter. Stephens Inc. AR now owns 84,687 shares of the social networking company's stock worth $62,507,000 after buying an additional 4,473 shares during the period. Finally, Motiv8 Investments LLC raised its stake in Meta Platforms by 11.5% during the second quarter. Motiv8 Investments LLC now owns 2,080 shares of the social networking company...

Federated Hermes Inc. Has $462.27 Million Position in Meta Platforms, Inc. $META MarketBeat

Channing Global Advisors LLC cut its position in Alphabet Inc. (NASDAQ:GOOG - Free Report) by 20.0% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 39,581 shares of the information services provider's stock after selling 9,913 shares during the quarter. Alphabet comprises approximately 6.7% of Channing Global Advisors LLC's holdings, making the stock its 4th biggest position. Channing Global Advisors LLC's holdings in Alphabet were worth $9,640,000 as of its most recent filing with the Securities and Exchange Commission. Several other institutional investors and hedge funds have also recently added to or reduced their stakes in GOOG. Brighton Jones LLC grew its holdings in Alphabet by 5.6% during the fourth quarter. Brighton Jones LLC now owns 120,253 shares of the information services provider's stock worth $22,901,000 after purchasing an additional 6,410 shares during the period. Drake & Associates LLC raised its stake in Alphabet by 25.8% in the second quarter. Drake & Associates LLC now owns 5,028 shares of the information services provider's stock valued at $892,000 after buying an additional 1,032 shares during the period. Bennett Associates Wealth Management acquired a new stake in shares of Alphabet in the second quarter valued at approximately $208,000. Country Club Bank boosted its stake in shares of Alphabet by 5.5% during the 2nd quarter. Country Club Bank now owns 141,910 shares of the information services provider's stock worth $25,298,000 after acquiring an additional 7,412 shares during the period. Finally, MADDEN SECURITIES Corp boosted its stake in shares of Alphabet by 194.2% during the 2nd quarter. MADDEN SECURITIES Corp now owns 9,486 shares of the information services provider's stock worth $1,683,000 after acquiring an additional 6,262 shares during the period. 27.26% of the stock is owned by institutional investors. Get Alphabet alerts: Sign Up More...

Truist Financial Corp lifted its stake in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 4.2% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 980,892 shares of the social networking company's stock after buying an additional 39,593 shares during the period. Meta Platforms makes up 1.0% of Truist Financial Corp's investment portfolio, making the stock its 16th largest holding. Truist Financial Corp's holdings in Meta Platforms were worth $720,347,000 as of its most recent filing with the Securities and Exchange Commission (SEC). A number of other institutional investors and hedge funds have also recently bought and sold shares of META. Goldstone Financial Group LLC boosted its holdings in shares of Meta Platforms by 44.4% in the third quarter. Goldstone Financial Group LLC now owns 3,752 shares of the social networking company's stock valued at $2,756,000 after acquiring an additional 1,153 shares during the period. CW Advisors LLC raised its position in Meta Platforms by 27.8% in the 2nd quarter. CW Advisors LLC now owns 176,762 shares of the social networking company's stock valued at $130,467,000 after purchasing an additional 38,432 shares during the last quarter. Sequoia Financial Advisors LLC raised its position in Meta Platforms by 11.0% in the 2nd quarter. Sequoia Financial Advisors LLC now owns 210,526 shares of the social networking company's stock valued at $155,387,000 after purchasing an additional 20,912 shares during the last quarter. Stephens Inc. AR boosted its stake in Meta Platforms by 5.6% during the 2nd quarter. Stephens Inc. AR now owns 84,687 shares of the social networking company's stock worth $62,507,000 after purchasing an additional 4,473 shares during the period. Finally, Motiv8 Investments LLC grew its position in Meta Platforms by 11.5% during the 2nd quarter. Motiv8 Investments LLC now owns 2,080 shares of the social networking company's stock wort...

Key Points Bitcoin's price keeps falling as crypto jitters spread. Increased institutional investment and improved regulatory clarity bode well for long-term growth. The digital gold narrative is increasingly hard to believe. 10 stocks we like better than Bitcoin › Bitcoin (CRYPTO: BTC) has struggled since October when a wave of liquidations rattled investor confidence. On Feb. 5, it slipped below $63,000 and is down over 30% in the past three months. It has erased all the gains it made since President Donald Trump's election, when pro-crypto optimism ignited a spectacular 2025 rally. This year is a different story. Uncertainty rules in various forms, from crypto regulation to Bitcoin's long-term narrative and the broader economic outlook. If you've been looking for a reasonable entry point, the current climate of fear could represent an opportunity. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Here are two scenarios in which it makes sense to dive in, and one where it would be better to look elsewhere. 1. Buy Bitcoin if you think institutional investment will continue Rising institutional investment was a significant driver behind Bitcoin's last price surge. Following the approval of spot Bitcoin ETFs in 2024, these funds are among the biggest holders of Bitcoin. Even if the government doesn't pass further crypto regulation, legislative shifts have already made cryptocurrency more appealing to institutional investors in both the U.S. and Europe. In addition to spot Bitcoin ETFs, institutional confidence and adoption are growing. Last October, Morgan Stanley told its advisors they could offer crypto to all clients, not just ones that met certain criteria. Bitcoin may also attract more retirement money. A White House executive order last summer and recent comments from the SEC could pave the way for more crypto in 401(k)s and other retirement a...