Bellwether Advisors LLC reduced its position in Oracle Corporation (NYSE:ORCL - Free Report) by 72.4% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,740 shares of the enterprise software provider's stock after selling 12,455 shares during the period. Bellwether Advisors LLC's holdings in Oracle were wort...
Bellwether Advisors LLC reduced its position in Oracle Corporation (NYSE:ORCL - Free Report) by 72.4% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,740 shares of the enterprise software provider's stock after selling 12,455 shares during the period. Bellwether Advisors LLC's holdings in Oracle were worth $924,000 as of its most recent SEC filing. Get Oracle alerts: Sign Up Several other hedge funds have also recently bought and sold shares of ORCL. Xponance Inc. boosted its holdings in shares of Oracle by 1.8% during the third quarter. Xponance Inc. now owns 406,544 shares of the enterprise software provider's stock worth $114,336,000 after purchasing an additional 7,320 shares during the last quarter. Stonegate Investment Group LLC boosted its holdings in shares of Oracle by 3.2% during the third quarter. Stonegate Investment Group LLC now owns 99,400 shares of the enterprise software provider's stock worth $27,955,000 after purchasing an additional 3,065 shares during the last quarter. DDD Partners LLC acquired a new stake in shares of Oracle during the fourth quarter worth $1,677,000. William Blair Investment Management LLC boosted its holdings in shares of Oracle by 28.6% during the third quarter. William Blair Investment Management LLC now owns 1,107,586 shares of the enterprise software provider's stock worth $311,497,000 after purchasing an additional 246,243 shares during the last quarter. Finally, Meridian Wealth Management LLC boosted its holdings in shares of Oracle by 6.6% during the third quarter. Meridian Wealth Management LLC now owns 50,712 shares of the enterprise software provider's stock worth $14,262,000 after purchasing an additional 3,150 shares during the last quarter. 42.44% of the stock is owned by hedge funds and other institutional investors. Oracle Trading Up 0.2% Shares of ORCL opened at $192.51 on Wednesday. The stock's 50-day moving average ...
Bleakley Financial Group LLC lifted its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) by 17.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 36,293 shares of the semiconductor manufacturer's stock after acquiring an additional 5,454 shares during the period. Bleakley Financial Group LLC'...
Bleakley Financial Group LLC lifted its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) by 17.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 36,293 shares of the semiconductor manufacturer's stock after acquiring an additional 5,454 shares during the period. Bleakley Financial Group LLC's holdings in Advanced Micro Devices were worth $7,773,000 at the end of the most recent reporting period. A number of other hedge funds have also recently made changes to their positions in the business. Impax Asset Management Group plc boosted its stake in Advanced Micro Devices by 326.5% during the third quarter. Impax Asset Management Group plc now owns 52,068 shares of the semiconductor manufacturer's stock valued at $8,424,000 after buying an additional 39,861 shares during the last quarter. Jefferies Financial Group Inc. boosted its stake in Advanced Micro Devices by 6,228.8% during the fourth quarter. Jefferies Financial Group Inc. now owns 308,021 shares of the semiconductor manufacturer's stock valued at $65,966,000 after buying an additional 303,154 shares during the last quarter. Zweig DiMenna Associates LLC boosted its stake in Advanced Micro Devices by 127.6% during the third quarter. Zweig DiMenna Associates LLC now owns 72,602 shares of the semiconductor manufacturer's stock valued at $11,746,000 after buying an additional 40,708 shares during the last quarter. Wedbush Securities Inc. boosted its stake in Advanced Micro Devices by 7.8% during the third quarter. Wedbush Securities Inc. now owns 84,256 shares of the semiconductor manufacturer's stock valued at $13,632,000 after buying an additional 6,095 shares during the last quarter. Finally, WealthPlan Investment Management LLC boosted its stake in Advanced Micro Devices by 338.5% during the fourth quarter. WealthPlan Investment Management LLC now owns 6,157 shares of the semiconductor manufacturer's stock ...
Bellwether Advisors LLC raised its position in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 815.6% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 6,208 shares of the electric vehicle producer's stock after buying an additional 5,530 shares during the quarter. Bellwether Advisors LLC's holdings in Tesla were worth $2,792,000 as of its most recent filing with ...
Bellwether Advisors LLC raised its position in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 815.6% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 6,208 shares of the electric vehicle producer's stock after buying an additional 5,530 shares during the quarter. Bellwether Advisors LLC's holdings in Tesla were worth $2,792,000 as of its most recent filing with the SEC. Get Tesla alerts: Sign Up Other institutional investors also recently bought and sold shares of the company. Brighton Jones LLC grew its stake in shares of Tesla by 11.8% during the 4th quarter. Brighton Jones LLC now owns 87,929 shares of the electric vehicle producer's stock worth $35,509,000 after purchasing an additional 9,293 shares during the period. Revolve Wealth Partners LLC grew its stake in shares of Tesla by 21.2% during the 4th quarter. Revolve Wealth Partners LLC now owns 5,317 shares of the electric vehicle producer's stock worth $2,147,000 after purchasing an additional 931 shares during the period. Bison Wealth LLC grew its stake in shares of Tesla by 52.2% during the 4th quarter. Bison Wealth LLC now owns 10,368 shares of the electric vehicle producer's stock worth $4,187,000 after purchasing an additional 3,558 shares during the period. Sivia Capital Partners LLC grew its stake in shares of Tesla by 9.1% during the 2nd quarter. Sivia Capital Partners LLC now owns 12,135 shares of the electric vehicle producer's stock worth $3,855,000 after purchasing an additional 1,011 shares during the period. Finally, AGP Franklin LLC grew its stake in shares of Tesla by 21.2% during the 2nd quarter. AGP Franklin LLC now owns 4,861 shares of the electric vehicle producer's stock worth $1,544,000 after purchasing an additional 851 shares during the period. 66.20% of the stock is owned by institutional investors and hedge funds. Key Headlines Impacting Tesla Here are the key news stories impacting Tesla this week: Analyst Upgrades and Downgrades A number of rese...
Bleakley Financial Group LLC boosted its stake in shares of Qualcomm Incorporated (NASDAQ:QCOM - Free Report) by 8.6% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 40,118 shares of the wireless technology company's stock after purchasing an additional 3,169 shares during the period. Bleakley Financial Group LL...
Bleakley Financial Group LLC boosted its stake in shares of Qualcomm Incorporated (NASDAQ:QCOM - Free Report) by 8.6% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 40,118 shares of the wireless technology company's stock after purchasing an additional 3,169 shares during the period. Bleakley Financial Group LLC's holdings in Qualcomm were worth $6,862,000 at the end of the most recent reporting period. Get Qualcomm alerts: Sign Up Several other large investors also recently bought and sold shares of the stock. Kestra Investment Management LLC grew its position in Qualcomm by 13.2% during the 4th quarter. Kestra Investment Management LLC now owns 17,713 shares of the wireless technology company's stock worth $3,030,000 after purchasing an additional 2,061 shares during the last quarter. Cary Street Partners Financial LLC grew its position in Qualcomm by 8.5% during the 4th quarter. Cary Street Partners Financial LLC now owns 101,015 shares of the wireless technology company's stock worth $17,279,000 after purchasing an additional 7,893 shares during the last quarter. Allstate Corp grew its position in Qualcomm by 108.1% during the 4th quarter. Allstate Corp now owns 80,950 shares of the wireless technology company's stock worth $13,846,000 after purchasing an additional 42,056 shares during the last quarter. Rooted Wealth Advisors Inc. grew its position in Qualcomm by 10.0% during the 4th quarter. Rooted Wealth Advisors Inc. now owns 1,682 shares of the wireless technology company's stock worth $288,000 after purchasing an additional 153 shares during the last quarter. Finally, Sandy Cove Advisors LLC purchased a new stake in Qualcomm during the 4th quarter worth approximately $456,000. Hedge funds and other institutional investors own 74.35% of the company's stock. Qualcomm Stock Performance Shares of NASDAQ QCOM opened at $248.82 on Wednesday. The company's fifty day moving ave...
We have put together stories from our coverage on electric and new energy vehicles from the past two weeks to help you stay informed. If you would like to see more of our reporting, please consider subscribing. 1. Chinese firm Xpeng builds driverless cabs, challenging Tesla’s FSD software Chinese electric vehicle (EV) maker Xpeng has begun mass production of autonomous cabs powered by its own chip...
We have put together stories from our coverage on electric and new energy vehicles from the past two weeks to help you stay informed. If you would like to see more of our reporting, please consider subscribing. 1. Chinese firm Xpeng builds driverless cabs, challenging Tesla’s FSD software Chinese electric vehicle (EV) maker Xpeng has begun mass production of autonomous cabs powered by its own chips, likely to mount yet another challenge on Tesla as both companies pursue a leading position in...
SNS Insider pvt ltd The U.S. Co-Packaged Optics (CPO) Market size was valued at USD 39.61 million in 2025 and is predicted to attain a value of USD 834.82 million by 2035, growing with a CAGR of 30.25%. This growth is mainly attributed to huge investments in hyperscale artificial intelligence infrastructure in various data centers of leading cloud computing providers like Amazon Web Services, Micr...
SNS Insider pvt ltd The U.S. Co-Packaged Optics (CPO) Market size was valued at USD 39.61 million in 2025 and is predicted to attain a value of USD 834.82 million by 2035, growing with a CAGR of 30.25%. This growth is mainly attributed to huge investments in hyperscale artificial intelligence infrastructure in various data centers of leading cloud computing providers like Amazon Web Services, Microsoft Azure, Google Cloud, Meta, and Oracle in the United States. The Europe co-packaged optics market size, on the other hand, is forecasted to be USD 24.86 million in 2025 and is set to increase to USD 468.24 million by 2035, with a CAGR of 34.15%. Growth in both markets is due to increased usage of silicon photonics technology. Austin, May 27, 2026 (GLOBE NEWSWIRE) -- Co-Packaged Optics Market Size & Growth Outlook: According to the SNS Insider, “The Co-Packaged Optics (CPO) Market Size was valued at USD 91.27 million in 2025 and is expected to reach USD 1,923.64 million by 2035, growing at a CAGR of 35.70% over 2026–2035.” AI Infrastructure Bandwidth Crisis Creating Urgent CPO Adoption Imperative at Hyperscale Data Centres, Drive Market Growth Globally The main factor driving structural growth in the co-packaged optics market is the mathematically certain infrastructure bandwidth bottleneck that will be generated from the exponential scaling up of the scale of AI training clusters, whereby the amount of bandwidth necessary for the all-to-all GPU connectivity model used in the training process scales quadratically with respect to the size of the cluster, thus reaching a point where the power and bandwidth constraints of plug-in transceivers become critical. Co-Packaged Optics Market Size and Growth: Market Size in 2025 : 91.27 million Market Size by 2035 : 1,923.64 million CAGR : 35.70% during 2026–2035 Base Year : 2025 Forecast Period : 2026–2035 Historical Data: 2022–2024 Get a Sample Report of Co-Packaged Optics Market Forecast @ https://www.snsinsider.com/sample-requ...
The Islamic Terrorist Conquest Of West Africa Authored by Lawrence Franklin via The Gatestone Institute, The widened scope and quickened pace of the Islamic State's military operations in the Sahel region -- just below North Africa, roughly from Senegal to Sudan -- threatens to alter the strategic orientation of the African continent. Efforts at countering terrorist operations in the Sahel, such a...
The Islamic Terrorist Conquest Of West Africa Authored by Lawrence Franklin via The Gatestone Institute, The widened scope and quickened pace of the Islamic State's military operations in the Sahel region -- just below North Africa, roughly from Senegal to Sudan -- threatens to alter the strategic orientation of the African continent. Efforts at countering terrorist operations in the Sahel, such as they were, have evidently failed. As all roads to Mali's capital of Bamoko are now blocked , that country might be the first state to "go under." On April 25, during a coordinated attack on several Malian cities, Muslim terrorists killed the country's Minister of Defense. The terrorists then drove the Malian Army and its allied Russian mercenaries out of the country's north. The military juntas ruling Mali, Burkina Faso and Niger have proven themselves as ineffective at combatting Islamic terrorist operations as the democracies that they overthrew. The increasing terrorist assaults across the Sahel and the jihadists's determined effort s to take over Mali, Burkina Faso, and Niger have eroded the sovereignty of these states. The combat successes of the jihadists in the Sahel in March 2022 precipitated their elevation to the status of " Islamic State Sahel Province " within the hierarchy of the IS, and several other factors have facilitated the growth of the jihadist advance in the Sahel. The cooling of the once global counterterrorist crusade — following an apparent shift in focus by the world's great power rivalries, as well as fewer resources directed against the terrorist problem — left a vacuum that was adroitly filled by jihadist groups, which has reduced the pressure on Islamic State and Al Qaeda regional affiliates. Another situation that might have impacted negatively upon the Sahel's overall security is the monumental migratory flow of Africans from sub-Saharan countries who pass through the Sahel to the Mediterranean , and the consequent stress this puts on the S...
What Happened? A number of stocks jumped in the afternoon session after Micron's blowout day signaled that AI-driven chip demand is structurally undersupplied which is bullish news for the equipment makers and foundries that build the capacity. Semiconductor manufacturing equipment (Applied Materials, Lam Research, KLA, ASML) and foundries (TSMC, GlobalFoundries) benefit when chip companies announ...
What Happened? A number of stocks jumped in the afternoon session after Micron's blowout day signaled that AI-driven chip demand is structurally undersupplied which is bullish news for the equipment makers and foundries that build the capacity. Semiconductor manufacturing equipment (Applied Materials, Lam Research, KLA, ASML) and foundries (TSMC, GlobalFoundries) benefit when chip companies announce capacity expansions. Every dollar of additional Micron capex flows to the equipment makers that supply the tools, and every new fab Micron builds is a multi-year revenue stream for the foundries that share processes. UBS estimated Micron will spend $50B+ on capacity over the next 5 years. At industry-average tool intensity, that's billions of equipment orders. The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks. Among others, the following stocks were impacted: Semiconductor Manufacturing company Photronics (NASDAQ:PLAB) jumped 5.6%. Is now the time to buy Photronics? Access our full analysis report here, it’s free. Semiconductor Manufacturing company Lam Research (NASDAQ:LRCX) jumped 5.6%. Is now the time to buy Lam Research? Access our full analysis report here, it’s free. Zooming In On Lam Research (LRCX) Lam Research’s shares are very volatile and have had 29 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business. The previous big move we wrote about was 5 days ago when the stock gained 2.8% on the news that AI chip leader Nvidia reported record sales and income, driven by what its CEO described as 'parabolic' demand for AI infrastructure. The strong results confirmed investors' belief in a sustained AI-driven boom, lifting the entire semiconductor sector. Nvidia's success signals a massive buildout of data centers, which require a vast supply of high-perfor...