Moors & Cabot Inc. lifted its stake in Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) by 13.4% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 40,734 shares of the semiconductor manufacturer's stock after purchasing an additional 4,812 shares during the quarter. Moors & Cabot Inc.'s holdings in Advanced Micro Devices were w...
Moors & Cabot Inc. lifted its stake in Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) by 13.4% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 40,734 shares of the semiconductor manufacturer's stock after purchasing an additional 4,812 shares during the quarter. Moors & Cabot Inc.'s holdings in Advanced Micro Devices were worth $8,724,000 as of its most recent SEC filing. Get Advanced Micro Devices alerts: Sign Up Several other large investors also recently bought and sold shares of AMD. Jennison Associates LLC lifted its stake in shares of Advanced Micro Devices by 181.6% during the fourth quarter. Jennison Associates LLC now owns 10,910,310 shares of the semiconductor manufacturer's stock worth $2,336,552,000 after buying an additional 7,035,991 shares during the period. Wellington Management Group LLP lifted its position in Advanced Micro Devices by 335.9% during the 3rd quarter. Wellington Management Group LLP now owns 4,847,825 shares of the semiconductor manufacturer's stock worth $784,330,000 after acquiring an additional 3,735,807 shares during the period. Assenagon Asset Management S.A. increased its holdings in shares of Advanced Micro Devices by 104.4% in the fourth quarter. Assenagon Asset Management S.A. now owns 5,991,297 shares of the semiconductor manufacturer's stock valued at $1,283,096,000 after purchasing an additional 3,059,935 shares during the period. Vanguard Group Inc. raised its stake in shares of Advanced Micro Devices by 1.6% in the fourth quarter. Vanguard Group Inc. now owns 158,522,860 shares of the semiconductor manufacturer's stock worth $33,949,256,000 after purchasing an additional 2,525,109 shares during the last quarter. Finally, Rafferty Asset Management LLC lifted its holdings in shares of Advanced Micro Devices by 56.0% during the second quarter. Rafferty Asset Management LLC now owns 6,772,923 shares of the semiconductor manufacturer's stock worth $961...
Pla2na/iStock via Getty Images Thesis Summary Qualcomm ( QCOM ) has quietly become one of the market's newest AI darlings. After going nowhere for months, the stock has rallied sharply as the market has begun to believe Qualcomm could also be an AI winner, specifically when it comes to custom ASIC chips. But the market is getting way ahead of itself. Unlike Micron Technology ( MU ), which sat at a...
Pla2na/iStock via Getty Images Thesis Summary Qualcomm ( QCOM ) has quietly become one of the market's newest AI darlings. After going nowhere for months, the stock has rallied sharply as the market has begun to believe Qualcomm could also be an AI winner, specifically when it comes to custom ASIC chips. But the market is getting way ahead of itself. Unlike Micron Technology ( MU ), which sat at a key bottleneck in a tight and oligopolistic market, Qualcomm's AI opportunity remains speculative and subject to intense competition. Micron became critical infrastructure because AI systems physically could not scale without HBM memory. Qualcomm, meanwhile, is trying to position itself as an optional participant in several emerging AI markets that may take years to meaningfully contribute to earnings. Moreover, the valuation looks far from attractive at this point in time, and the technicals are overextended. If you've been lucky enough to catch this rally, I'd suggest using this time to take profits and move on. ByteDance Deal And Alphawave Don't get me wrong, QCOM has done a lot that investors should look forward to. Qualcomm has confirmed that it will supply millions of custom ASICs to ByteDance's AI infrastructure and AI agent ecosystem. This is a very key milestone for the company as it puts it on the AI map. The transformation is also supported by the $2.3 billion acquisition of Alphawave Semi, which was completed late last year. Through this deal, Qualcomm now has access to critical high-speed connectivity and networking IP used in AI data centers. And it's also important to note that the Alphawave CEO, Tony Pialis, now leads Qualcomm's new data center division. Up until now, much of the company's AI data center story had been theoretical, and yes, that has changed, and it's a good thing, but the market has gone too far. Qualcomm Is Not Micron The way QCOM is moving, you might think it is the next Micron, but nothing could be further from the truth. The recent QCOM...
Pla2na/iStock via Getty Images Thesis Summary Qualcomm ( QCOM ) has quietly become one of the market's newest AI darlings. After going nowhere for months, the stock has rallied sharply as the market has begun to believe Qualcomm could also be an AI winner, specifically when it comes to custom ASIC chips. But the market is getting way ahead of itself. Unlike Micron Technology ( MU ), which sat at a...
Pla2na/iStock via Getty Images Thesis Summary Qualcomm ( QCOM ) has quietly become one of the market's newest AI darlings. After going nowhere for months, the stock has rallied sharply as the market has begun to believe Qualcomm could also be an AI winner, specifically when it comes to custom ASIC chips. But the market is getting way ahead of itself. Unlike Micron Technology ( MU ), which sat at a key bottleneck in a tight and oligopolistic market, Qualcomm's AI opportunity remains speculative and subject to intense competition. Micron became critical infrastructure because AI systems physically could not scale without HBM memory. Qualcomm, meanwhile, is trying to position itself as an optional participant in several emerging AI markets that may take years to meaningfully contribute to earnings. Moreover, the valuation looks far from attractive at this point in time, and the technicals are overextended. If you've been lucky enough to catch this rally, I'd suggest using this time to take profits and move on. ByteDance Deal And Alphawave Don't get me wrong, QCOM has done a lot that investors should look forward to. Qualcomm has confirmed that it will supply millions of custom ASICs to ByteDance's AI infrastructure and AI agent ecosystem. This is a very key milestone for the company as it puts it on the AI map. The transformation is also supported by the $2.3 billion acquisition of Alphawave Semi, which was completed late last year. Through this deal, Qualcomm now has access to critical high-speed connectivity and networking IP used in AI data centers. And it's also important to note that the Alphawave CEO, Tony Pialis, now leads Qualcomm's new data center division. Up until now, much of the company's AI data center story had been theoretical, and yes, that has changed, and it's a good thing, but the market has gone too far. Qualcomm Is Not Micron The way QCOM is moving, you might think it is the next Micron, but nothing could be further from the truth. The recent QCOM...
WHO chief lands in Congo to address rare Ebola outbreak amid distrust and insecurity toggle caption Samy Ntumba Shambuyi/AP KINSHASA, Congo — The head of the World Health Organization arrived in Congo's capital, Kinshasa, late Thursday to witness efforts against an outbreak of a rare type of Ebola virus, as medical personnel struggle with a lack of equipment, a distrustful population and armed gro...
WHO chief lands in Congo to address rare Ebola outbreak amid distrust and insecurity toggle caption Samy Ntumba Shambuyi/AP KINSHASA, Congo — The head of the World Health Organization arrived in Congo's capital, Kinshasa, late Thursday to witness efforts against an outbreak of a rare type of Ebola virus, as medical personnel struggle with a lack of equipment, a distrustful population and armed groups in a volatile region. "To come here is to really show to the community that they're not alone," WHO Director-General Tedros Adhanom Ghebreyesus told reporters at the airport. "Pushing orders from my comfortable office in Geneva is easy, but I'm asking my colleagues to work with the community and I am asking communities to protect themselves," he added. Sponsor Message Medical aid donated by the European Union arrived in Ituri province, the heart of Congo's Ebola outbreak, on Thursday. The United States announced the same day $80 million in additional aid, bringing its total commitment to more than $112 million. Health workers with scant supplies have been struggling to contain an outbreak of the Bundibugyo virus, a kind of Ebola that has no approved treatment or vaccine. In some areas, doctors have resorted to wearing expired medical masks while treating suspected patients. According to WHO, 1,077 suspected cases and 238 suspected deaths have been recorded as of Tuesday, Dangers faced by health workers have been heightened by anger among residents over the stringent medical protocols for dealing with the bodies of victims, which clash with local burial rites. Residents have launched at least three attacks against health centers. Tedros said other challenges are also complicating the containment of the outbreak, including the high number of people displaced by armed conflict in the region, and food insecurity. On Wednesday, he had called for a ceasefire in a region where armed groups have staged violent attacks for decades. "We cannot build community trust or isolate the...
Ilmarinen Mutual Pension Insurance Co lowered its stake in Oracle Corporation (NYSE:ORCL - Free Report) by 7.6% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 362,587 shares of the enterprise software provider's stock after selling 30,000 shares during the period. Oracle makes up approximately 0.6% of Ilmar...
Ilmarinen Mutual Pension Insurance Co lowered its stake in Oracle Corporation (NYSE:ORCL - Free Report) by 7.6% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 362,587 shares of the enterprise software provider's stock after selling 30,000 shares during the period. Oracle makes up approximately 0.6% of Ilmarinen Mutual Pension Insurance Co's holdings, making the stock its 20th largest holding. Ilmarinen Mutual Pension Insurance Co's holdings in Oracle were worth $70,672,000 as of its most recent SEC filing. Get Oracle alerts: Sign Up Other large investors have also recently modified their holdings of the company. FSA Wealth Management LLC purchased a new position in shares of Oracle in the third quarter worth about $28,000. Mpwm Advisory Solutions LLC increased its holdings in shares of Oracle by 76.9% in the third quarter. Mpwm Advisory Solutions LLC now owns 115 shares of the enterprise software provider's stock worth $32,000 after buying an additional 50 shares during the period. Turning Point Benefit Group Inc. purchased a new position in shares of Oracle in the third quarter worth about $35,000. HFM Investment Advisors LLC increased its holdings in shares of Oracle by 290.9% in the fourth quarter. HFM Investment Advisors LLC now owns 129 shares of the enterprise software provider's stock worth $25,000 after buying an additional 96 shares during the period. Finally, Collier Financial purchased a new position in shares of Oracle in the third quarter worth about $38,000. Hedge funds and other institutional investors own 42.44% of the company's stock. Insider Buying and Selling at Oracle In other Oracle news, EVP Stuart Levey sold 15,000 shares of the company's stock in a transaction that occurred on Thursday, April 16th. The stock was sold at an average price of $176.19, for a total transaction of $2,642,850.00. Following the transaction, the executive vice president owned 3...
Merlin Entertainments said it would create a new "enhanced home, with significantly enlarged water space, and natural light" for the London penguins as well as 17 from Birmingham Sealife. The company also said it would stop breeding gentoo penguins at both centres.
Merlin Entertainments said it would create a new "enhanced home, with significantly enlarged water space, and natural light" for the London penguins as well as 17 from Birmingham Sealife. The company also said it would stop breeding gentoo penguins at both centres.
Moors & Cabot Inc. lifted its holdings in Oracle Corporation (NYSE:ORCL - Free Report) by 38.0% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 51,143 shares of the enterprise software provider's stock after purchasing an additional 14,075 shares during the period. Moors & Cabot Inc.'s holdings in Oracle were worth $...
Moors & Cabot Inc. lifted its holdings in Oracle Corporation (NYSE:ORCL - Free Report) by 38.0% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 51,143 shares of the enterprise software provider's stock after purchasing an additional 14,075 shares during the period. Moors & Cabot Inc.'s holdings in Oracle were worth $9,968,000 at the end of the most recent reporting period. Get Oracle alerts: Sign Up Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Xponance Inc. grew its holdings in Oracle by 1.8% during the third quarter. Xponance Inc. now owns 406,544 shares of the enterprise software provider's stock valued at $114,336,000 after purchasing an additional 7,320 shares during the last quarter. DDD Partners LLC acquired a new stake in shares of Oracle in the fourth quarter worth $1,677,000. William Blair Investment Management LLC boosted its holdings in shares of Oracle by 28.6% during the 3rd quarter. William Blair Investment Management LLC now owns 1,107,586 shares of the enterprise software provider's stock worth $311,497,000 after buying an additional 246,243 shares during the period. Meridian Wealth Management LLC grew its stake in Oracle by 6.6% in the 3rd quarter. Meridian Wealth Management LLC now owns 50,712 shares of the enterprise software provider's stock valued at $14,262,000 after buying an additional 3,150 shares during the last quarter. Finally, KADENSA CAPITAL Ltd grew its stake in Oracle by 1,945.8% in the 3rd quarter. KADENSA CAPITAL Ltd now owns 92,736 shares of the enterprise software provider's stock valued at $26,081,000 after buying an additional 88,203 shares during the last quarter. 42.44% of the stock is owned by institutional investors and hedge funds. Oracle News Roundup Here are the key news stories impacting Oracle this week: Insiders Place Their Bets In related news, EVP Stuart Levey sold 15,000 share...
Qi Liang Qi Liang, a veteran of China’s first generation of securities professionals and former president of China Securities Co. Ltd. ( 601066.SH ), was taken away for investigation by authorities on May 20, sources familiar with the matter said. Qi was taken from an office building in Beijing, the sources told Caixin. Two other people linked to Qi were placed under investigation around the same ...
Qi Liang Qi Liang, a veteran of China’s first generation of securities professionals and former president of China Securities Co. Ltd. ( 601066.SH ), was taken away for investigation by authorities on May 20, sources familiar with the matter said. Qi was taken from an office building in Beijing, the sources told Caixin. Two other people linked to Qi were placed under investigation around the same time, including Li Shihua, a former China Securities supervisory board chairman, and Zhao Dawei, an official with the China Securities Regulatory Commission (CSRC), the sources said.
"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops. Today's guests: Seema Shah, Principal Asset Management, Chief Global Strategist; Aditi Venkatram, Jefferies, Equity Capital Markets Man...
"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops. Today's guests: Seema Shah, Principal Asset Management, Chief Global Strategist; Aditi Venkatram, Jefferies, Equity Capital Markets Managing Director; Nate Soares, Machine Intelligence Research Institute, President & Author, ‘If Anyone Builds It, Everyone Dies’ (Source: Bloomberg)
中共玉溪市委书记杨政昆，市委副书记、市长胡江辉，市委副书记、市委宣传部部长王美荣，市委常委、常务副市长谭伟，市委常委、市委秘书长王华等玉溪市领导，以及硅基智能创始人、董事长兼 CEO 司马华鹏，联合创始人、副总裁孙凯，联合创始人、高级副总裁陈莉萍出席启动仪式。玉溪师范学院、玉溪技师学院等高校负责人，华为、腾讯、百度、软通动力等数字经济企业代表，以及OPC创业者代表、高校学生代表出席活动。 杨政昆书...
中共玉溪市委书记杨政昆，市委副书记、市长胡江辉，市委副书记、市委宣传部部长王美荣，市委常委、常务副市长谭伟，市委常委、市委秘书长王华等玉溪市领导，以及硅基智能创始人、董事长兼 CEO 司马华鹏，联合创始人、副总裁孙凯，联合创始人、高级副总裁陈莉萍出席启动仪式。玉溪师范学院、玉溪技师学院等高校负责人，华为、腾讯、百度、软通动力等数字经济企业代表，以及OPC创业者代表、高校学生代表出席活动。 杨政昆书记在致辞中表示，硅基智能落地玉溪，是双方同心同向、共同努力的成果，标志着玉溪人工智能发展站上新的起点。他指出，玉溪地处滇中腹地，拥有六个数据中心、274P算力支撑和每年近万名高校毕业生的人才储备，发展人工智能"大有可为，也必将大有作为"。 杨政昆强调，玉溪将以泛亚OPC总部落地为契机，在夯实算力基础、完善政策体系、引育专业人才、优化营商环境上下功夫，着力构建数据标注、算力支撑、内容创作、数字应用、创意文化协同发展的产业生态，将玉溪建设成为省内领先、国内知名、辐射南亚东南亚的OPC创业创新基地与产业样板区。他期待与硅基智能及更多数字领域企业携手，在数据标注、AIGC、OPC场景应用、产业数字化转型等重点领域开展务实合作，"每年落地一到两个标志性项目"，共建数字生态、共享发展成果。 硅基智能创始人、董事长兼CEO司马华鹏先生在主旨发言中，系统阐述了"硅基范式"——即通过AI技术赋能个人创业者、企业家等"超级个体"，让每个人都能以极低成本实现品牌塑造和内容出海。 司马华鹏表示，硅基智能自2017年创立以来，始终在AI商业化领域保持领先：从AI电话到AI短视频，从AI直播到数字分身，再到DUIX交互引擎，公司已形成覆盖数字人智能体全场景的技术矩阵。2024年，硅基智能率先提出L5级AI发展框架，即以"AI团队"模式实现全自动化运营；2025年，公司重点布局OPC（One Person Company，单人公司）生态建设，旨在用"AI+OPC"模式帮助每个个体和企业实现IP化、品牌化、全球化。 "AI 的真正价值是‘放大’而非替代人，给老虎安上翅膀，才能让老虎变得更强大。"司马华鹏指出，硅基智能过去一年通过AI赋能打造了数千万级粉丝的硅基大司马IP矩阵，验证了"AI+IP"模式的商业爆发力。他表示，以玉溪为中心的泛亚总部将聚焦两大使命：一是用AI+OPC助力品牌塑造，帮助中国制造实现...
Social Security has undergone some significant changes since Congress first passed the Social Security Act in 1935. In fact, the government program evolved significantly in almost every decade from its establishment through the year 2000. But Congress has failed to make any significant changes over the last 26 years. Unfortunately, without major reform, Social Security is on track to deplete its O...
Social Security has undergone some significant changes since Congress first passed the Social Security Act in 1935. In fact, the government program evolved significantly in almost every decade from its establishment through the year 2000. But Congress has failed to make any significant changes over the last 26 years. Unfortunately, without major reform, Social Security is on track to deplete its Old Age and Survivors Insurance trust fund before the end of 2032, according to the most recent estimate from Chief Actuary Karen Glenn. There's precedent for Social Security to borrow from the Disability Insurance trust to pay retirement benefits, but the combined funds would run out by the first quarter of 2034. That makes 2033 an important year for Social Security. If Congress doesn't act before then, Social Security will have to cut retirement benefits. The biggest reason Social Security needs major reforms This isn't the first time Social Security has faced the possibility of depleting its trust fund. The program came within days of forced benefit cuts before Congress amended the Social Security Act in 1983. At the time, the reforms were expected to ensure the program's solvency for the next 75 years. Unfortunately, it became evident that Social Security would need some additional changes much sooner. By the 1990s, the actuaries were estimating Social Security would exhaust its trust fund as soon as 2029. The chief culprit: growing income inequality. And the problem hasn't gotten any better since the 1990s. The reason income inequality is so damaging to the trust fund is that the Social Security tax applies only to wages up to a certain amount. That cap automatically increases each year to account for wage inflation. In 2026, it's $184,500. But if high earners increase their earnings faster than low earners, that means a smaller percentage of total wages paid to American workers are getting taxed. That means less revenue for the trust fund. Combined with baby boomers be...
Key Points Social Security is set to deplete its combined trust fund by early 2034. Congress must act before then to avoid indiscriminate benefit cuts. Reforms will likely involve higher taxes and lower benefits. The $23,760 Social Security bonus most retirees completely overlook › Social Security has undergone some significant changes since Congress first passed the Social Security Act in 1935. I...
Key Points Social Security is set to deplete its combined trust fund by early 2034. Congress must act before then to avoid indiscriminate benefit cuts. Reforms will likely involve higher taxes and lower benefits. The $23,760 Social Security bonus most retirees completely overlook › Social Security has undergone some significant changes since Congress first passed the Social Security Act in 1935. In fact, the government program evolved significantly in almost every decade from its establishment through the year 2000. But Congress has failed to make any significant changes over the last 26 years. Unfortunately, without major reform, Social Security is on track to deplete its Old Age and Survivors Insurance trust fund before the end of 2032, according to the most recent estimate from Chief Actuary Karen Glenn. There's precedent for Social Security to borrow from the Disability Insurance trust to pay retirement benefits, but the combined funds would run out by the first quarter of 2034. 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 » That makes 2033 an important year for Social Security. If Congress doesn't act before then, Social Security will have to cut retirement benefits. The biggest reason Social Security needs major reforms This isn't the first time Social Security has faced the possibility of depleting its trust fund. The program came within days of forced benefit cuts before Congress amended the Social Security Act in 1983. At the time, the reforms were expected to ensure the program's solvency for the next 75 years. Unfortunately, it became evident that Social Security would need some additional changes much sooner. By the 1990s, the actuaries were estimating Social Security would exhaust its trust fund as soon as 2029. The chief culprit: growing income inequality. And the problem hasn't got...