格隆汇5月22日｜国海证券研报指出，完美世界新品《异环》开启新周期，关注长线表现。2025年公司实现营业收入66.60亿元，yoy+19.55%；归母净利润7.31亿元，yoy+156.76%；扣非归母净利润5.64亿元，yoy+143.00%。2025年扭亏，积极分红回报股东。公司游戏业务经典品类与潮流品类双轨并进，其中，原创超自然都市开放世界RPG游戏《异环》国服版于4月23日上线、海外版4月29日登陆超180个国家地区，游戏全球首日流水突破1亿元人民币，首日新增、国内留存（次日/3日/7日）等核心指标均显著优于公司此前旗舰产品《幻塔》的同期水平，表明产品吸量能力、游戏品质、玩家粘性等有大幅提升。电竞业务立体化赛事体系与精细化产品运营，影视业务长剧深耕与短剧精作协同发力。认为公司存量产品保持稳健，《异环》全平台公测有望开启新品周期，预计公司2026-2028年营业收入为84.93/96.04/103.96亿元，归母净利润为15.22/21.10/22.95亿元，PE为19.53/14.08/12.95x，维持“买入”评级。

澳大利亚周四公布的疲弱就业报告引发收益率曲线陡峭化交易激增，原因是投资者正押注澳洲联储接近结束其加息周期。 周四，9月澳大利亚银行票据期货交易量较前一交易日攀升了2.5倍，而6月合约的交易量则翻了一番。这些期货用于交易对收益率曲线的看法，让投资者可以押注短期与长期利率之间的利差是扩大还是收窄。截至周四收盘，市场对澳洲联储6月与8月会议之间的加息定价已缩窄至11.5个基点，而当天早些时候为15个基点。 澳大利亚统计局周四公布的数据显示，4月份净就业人数较3月份减少了18600人，远不及市场预期的15000人增幅；全职工作岗位在经历了上月的大幅增长后，4月份减少了10700个；失业率攀升至4.5%，为2021年11月以来的最高水平，而分析师预计失业率将稳定在4.3%。澳洲联储此前曾预计，4.5%的失业率要到明年下半年才会出现。 就业市场走弱导致市场对澳洲联储加息预期出现降温。野村国际驻伦敦澳大利亚利率交易员Bevan Harris表示：“随着市场认为澳洲联储短期内进一步收紧政策的可能性下降，中段收益率曲线陡峭化交易明显增加，同时整个收益率曲线上的久期配置也有所上升。”增加久期配置——即买入更长期限债券——通常意味着投资者预期利率将下降，因为随着收益率回落，这类债券价格往往会上涨。 交易员表示，对冲基金也减少了与今年澳洲联储进一步加息相关的掉期曲线前端敞口。美国银行表示，随着投资者在后续会议上接收固定利率、支付浮动利率，澳洲联储未来几次会议之间的利差正在收窄。美银驻悉尼澳大利亚及新西兰固定收益交易主管Mark Elworthy表示：“数据公布后，我们看到对冲基金降低了对6月加息的押注风险，同时也减少了前端多次澳洲联储会议日期之间的利差交易。” 失业率意外上升强化了部分策略师对于澳洲联储加息周期可能已经结束的预期。Barrenjoey Markets Pty Ltd首席利率策略师Andrew Lilley表示，澳洲联储“不会再加息”。美银则预计，澳洲联储将在今年剩余时间内维持利率不变。 不过，掉期市场仍然定价年底前还有一次25个基点的加息，这表明市场对通胀的担忧依然存在。澳大利亚联邦银行驻悉尼全球短期利率交易主管Hansraj Mishra表示：“通胀阴影依然挥之不去。” 澳洲联储在本月初连续第三次上调关键利率，将现金利率从4.1%上调至4.35%。澳洲联储主席米歇尔·布洛...

Bailard Inc. lowered its stake in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 25.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 61,095 shares of the social networking company's stock after selling 21,266 shares during the period. Meta Platforms accounts for 0.9% of Bailard Inc.'s holdings, making the stock its 24th biggest position. Bailard Inc.'s holdings in Meta Platforms were worth $40,328,000 as of its most recent filing with the Securities and Exchange Commission. A number of other hedge funds and other institutional investors have also made changes to their positions in META. Vanguard Group Inc. raised its holdings in shares of Meta Platforms by 3.8% in the fourth quarter. Vanguard Group Inc. now owns 199,995,630 shares of the social networking company's stock worth $132,015,115,000 after buying an additional 7,269,279 shares during the last quarter. State Street Corp raised its holdings in shares of Meta Platforms by 1.9% during the second quarter. State Street Corp now owns 86,925,674 shares of the social networking company's stock worth $64,158,971,000 after purchasing an additional 1,650,435 shares during the last quarter. Danske Bank A S purchased a new position in shares of Meta Platforms during the third quarter worth $1,191,175,000. PFA Pension Forsikringsaktieselskab purchased a new position in shares of Meta Platforms during the fourth quarter worth $813,994,000. Finally, Concentrum Wealth Management raised its holdings in shares of Meta Platforms by 948.7% during the third quarter. Concentrum Wealth Management now owns 1,243,577 shares of the social networking company's stock worth $913,000 after purchasing an additional 1,124,998 shares during the last quarter. Hedge funds and other institutional investors 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 im...

B. Metzler seel. Sohn & Co. AG cut its holdings in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 21.8% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 2,149,049 shares of the iPhone maker's stock after selling 600,087 shares during the quarter. Apple accounts for about 5.1% of B. Metzler seel. Sohn & Co. AG's investment portfolio, making the stock its 5th largest holding. B. Metzler seel. Sohn & Co. AG's holdings in Apple were worth $584,662,000 as of its most recent SEC filing. A number of other hedge funds and other institutional investors also recently made changes to their positions in the company. Aureum Wealth Management LLC purchased a new stake in shares of Apple during the 4th quarter worth about $1,266,000. Fairway Wealth LLC raised its stake in shares of Apple by 29.4% during the 4th quarter. Fairway Wealth LLC now owns 2,986 shares of the iPhone maker's stock worth $812,000 after purchasing an additional 678 shares in the last quarter. Manuka Financial LLC raised its stake in shares of Apple by 26.4% during the 4th quarter. Manuka Financial LLC now owns 3,490 shares of the iPhone maker's stock worth $949,000 after purchasing an additional 730 shares in the last quarter. Milestone Asset Management LLC raised its stake in shares of Apple by 78.2% during the 4th quarter. Milestone Asset Management LLC now owns 78,787 shares of the iPhone maker's stock worth $21,419,000 after purchasing an additional 34,584 shares in the last quarter. Finally, Juno Financial Group LLC purchased a new stake in shares of Apple during the 4th quarter worth about $1,898,000. 67.73% of the stock is owned by hedge funds and other institutional investors. Get Apple alerts: Sign Up Apple News Summary Here are the key news stories impacting Apple this week: Apple Stock Up 0.9% AAPL opened at $304.99 on Friday. Apple Inc. has a 1-year low of $193.46 and a 1-year high of $305.54. The company has a current rati...

外交部发言人郭嘉昆主持5月22日例行记者会。会上有外媒记者提问称：美国代理海军部长高雄21日表示，美国暂时停止一项对台湾地区的军售，是为确保在伊朗战事中拥有所需弹药。台湾方面22日称没有任何信息表明美国打算对此次军售做出任何调整。外交部对此有何评论？郭嘉昆对此表示，中方坚决反对美国向中国台湾地区出售武器的立场一贯、明确、坚定。(环球网)

Thu Lan Nguyen, FX and commodity research head at Commerzbank, discusses the outlook for energy prices in light of ongoing tension in the Middle East. "If we go into the summer with closed Strait of Hormuz, I would expect oil prices, crude oil prices, to rise towards the highs that we've seen lately or even beyond that," she tells Bloomberg Television. (Source: Bloomberg)

The European Union has made little progress in talks with Anthropic PBC to get its banks and companies tested for digital vulnerabilities that the new Mythos AI model uncovers, Spain’s economy minister said. “Unfortunately, there has been limited progress in this area and we will raise the issue again at today’s meeting,” Carlos Cuerpo said Friday ahead of a meeting of EU finance chiefs in Nicosia. “It is undoubtedly one of the most important elements not only in the medium and long term, but also in the short term.” Cuerpo’s comments come several weeks after EU Economy Commissioner Valdis Dombrovskis said the bloc was discussing the issue with Anthropic. Mythos, an artificial intelligence tool that can identify unknown flaws in IT systems, has triggered anxiety across Europe as Anthropic restricts access to the technology. Officials say they need more information to prepare Europe’s financial system for cyberattacks if malicious actors repurpose Mythos-discovered vulnerabilities. “Financial stability is global,” Cuerpo said. “The impact that a disruptive model such as Mythos, or others that will follow, may have on banks in the UK, Canada and Europe can also spread to the US through an interconnected system.” The EU’s push for more details on how Mythos operates comes after Anthropic began working with US companies to identify potential risks. “This is not something that affects only one country,” Cuerpo said. European authorities, the Group of 20 countries and the Financial Stability Board should also be involved, he said.

格隆汇5月22日｜富国银行将亚德诺的目标价从470美元上调至515美元，维持“增持”评级。(格隆汇)

Wells Fargo analyst Michael Turrin maintained a Buy rating on Microsoft yesterday and set a price target of $625.00. The company’s shares closed yesterday at $421.06. Start a conversation with TipRanks’ trusted, data-backed investment intelligence Ask Samuel about stocks, your portfolio, or the market and get instant, personalized insights in seconds According to TipRanks, Turrin is an analyst with an average return of -4.4% and a 41.85% success rate. Turrin covers the Technology sector, focusing on stocks such as Oracle, Microsoft, and Palo Alto Networks. The word on The Street in general, suggests a Strong Buy analyst consensus rating for Microsoft with a $559.98 average price target, implying a 32.99% upside from current levels. In a report released on May 14, TD Cowen also maintained a Buy rating on the stock with a $540.00 price target. Based on Microsoft’s latest earnings release for the quarter ending March 31, the company reported a quarterly revenue of $82.89 billion and a net profit of $31.78 billion. In comparison, last year the company earned a revenue of $70.07 billion and had a net profit of $25.82 billion Based on the recent corporate insider activity of 81 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of MSFT in relation to earlier this year. Most recently, in March 2026, Kathleen Hogan, the EVP, Strategy of MSFT sold 12,320.00 shares for a total of $5,045,286.40.

英国科技投资人James Anderson警示，美国头部软件与互联网股长达二十年的高速增长周期已然落幕。各大科技企业大举投入人工智能领域，现金流大幅承压，而英伟达等芯片厂商将长期从中获益。 Anderson向媒体表示， 谷歌 、Meta、 亚马逊 、 微软 等企业掀起数万亿美元人工智能投资热潮，绝大部分收益将流向英伟达、 台积电 、阿斯麦等少数顶尖硬件供应商。 Anderson预测，当前人工智能芯片供应紧张的局面，持续时长将远超半导体行业投资者过往认知。 Anderson与搭档共同管理规模 16 亿美元的灵戈托创新策略基金，他在致投资者年度信函中写道：“科技平台二十年高速扩张的确定性优势已然不复存在。” 信函中提及， 苹果 、微软、亚马逊、谷歌、Meta、英伟达、 特斯拉 组成的美股七大科技巨头格局，受硅谷企业重金角逐人工智能主导权影响，整体发展态势利弊皆变。 “科技平台企业基本面大幅下滑，再也难以回归低资本开支、高现金流的经营模式。” 摩根士丹利 分析师测算，2024 至 2027 年间，大型科技云厂商将投入约 2 万亿美元资金，扩建数据中心，用以训练和部署人工智能系统。 人工智能投资热潮已然重塑科技股市场格局。近几周，传统软件企业股价承压，芯片及其上下游供应商股价却大幅上涨。费城半导体指数近一个月涨幅达 18%，年内累计涨幅 57%。 Anderson透露，隶属于阿涅利家族旗下埃克索集团、同时吸纳外部资金的灵戈托创新策略基金，目前重仓英伟达，小幅持有特斯拉股票。 Anderson去年 10 月就曾警示，人工智能初创企业私募估值异常飙升，显现互联网泡沫时期特征。他此番称，不排除在今年相关企业上市时申购安索普公司股票。 “从企业理念风格来看，现阶段投资安索普的可能性远高于开放人工智能公司。人工智能研发必须高度重视企业文化底蕴，并非仅依靠短期发展势头。” 他认为，人工智能企业竞争格局分散，但硬件供应端高度垄断，外界依旧低估全球对台积电的依赖程度。 “行业垄断壁垒极难突破。埃隆・马斯克计划数年之内实现芯片自研自产， 英特尔 也谋求重振发展，但这需要顶尖技术、持续投入、雄厚资金以及核心知识产权多重支撑。” 部分投资者担忧，一旦人工智能研发热潮降温，当下芯片供不应求的局面会迅速转变为产能过剩。 Anderson表示：“半导体行业必然存在周期波动，但本轮周期波动烈度或许会低于...

da-kuk/E+ via Getty Images Key Takeaways • Markets: Growth stocks sold off sharply in the first quarter as geopolitical conflict in the Middle East, rising bond yields and heightened scrutiny of AI-related returns pressured higher multiple equities. The Russell 1000 Growth Index declined 9.8%, significantly underperforming value. • Contributors: Linde ( LIN ), Eaton ( ETN ), Netflix ( NFLX ). Overweights to industrials, materials. • Detractors: Intuit ( INTU ), Fair Isaac ( FICO ). Stock selection in industrials, health care. • Outlook: Some early signs of positive early-cycle momentum in industrials have eroded somewhat due to the conflict, yet we remain optimistic that pent-up activity in the manufacturing economy can be supportive of portfolio results. Performance Review • Growth stocks were pressured as investors more pointedly questioned the return on investment from massive capital spending on AI buildouts as well as the viability of application software business models amid new generative AI tools introduced during the quarter. Rising bond yields resulting from the inflationary pressures of higher oil prices due to the U. S. and Israeli conflict with Iran also weighed on higher-multiple growth stocks. • The Fund outperformed the benchmark (gross of fees) as we saw increased market dispersion away from the technology sector and momentum stocks that led the market in 2025. • Materials was the largest contributor to relative performance in the quarter as industrial gases provider Linde and paint and coatings maker Sherwin-Williams ( SHW ) were solid performers in an environment that has begun to reward companies with quality fundamentals. • The Fund also saw contributions from a diversified mix of industrials names, led by Eaton, a key provider of equipment to enable electrical connectivity; W. W. Grainger ( GWW ), a distributor of industrial supplies; and RTX ( RTX ), a defense contractor. • We were also encouraged by the rebound in Netflix after the streaming ...

AMD Plans $10 Billion Taiwan AI Chip Push GuruFocus

e.l.f. Beauty NASDAQ: ELF has headwinds in 2026, but they’ve been priced into the market. e.l.f. Beauty Today ELF e.l.f. Beauty $52.99 +2.27 (+4.47%) 52-Week Range $49.72 ▼ $150.99 P/E Ratio 115.19 Price Target $88.38 Add to Watchlist Down nearly 65% from the late 2025 highs, this market is trading at deep-value levels, with catalysts in play. While the guidance for fiscal 2027 was tepid, it reflects intentional price markdowns, aimed at driving volume. Initial test results were favorable, with a 22% price reduction in a flagship product resulting in more than 35% volume growth across retailers. The likely outcome is that e.l.f.’s tepid guidance will be overshadowed, reinvigorating market appetite for the stock and catalyzing a rebound that could add a high-double-digit amount to the stock price. Get e.l.f. Beauty alerts: Sign Up e.l.f.’s Downside is Limited in 2026 e.l.f. Beauty is not out of the weeds; its stock price may continue to trend lower and even set a new long-term low. However, the downside appears to be limited due to technical, analyst, and institutional factors. Technically, the market is trading just above a critical support target set last year. The indicators are bearish, but suggest bulls are regaining control, with the stochastic deeply oversold and MACD diverging. The MACD divergence is the operational factor, as it indicates a shift in market dynamics and potential for a rebound. The potential for a rebound is reflected in analyst sentiment trends. Analysts lowered their price targets over the trailing 12 months, but the market outran the trend, falling well below the consensus figure. As it stands, e.l.f.’s low-end target aligns with the critical support target, strengthening the market floor, and the consensus forecasts 70% upside for this Moderate Buy-rated stock. Institutional activity has been mixed on a trailing 12-month basis, with the balance relatively flat despite quarter-to-quarter shifts in the dynamic. The critical detail is that t...

The Green party’s candidate for the Makerfield byelection has withdrawn from the ballot less than 12 hours after being announced. Chris Kennedy was announced to be running in the seat for the Greens on Thursday morning, but nine hours later the party said he had dropped out, citing “personal and family reasons”. The Times reported it had approached Kennedy about a series of social media posts he had shared about an attack on Jewish ambulances in north London in April. An Instagram video shared by Kennedy described the arrests of two men over the incident as “total bullshit to keep the false flag flying”, the paper reported. He also reportedly shared a post by a user named Hugh Anthony, a self-described “proud ethno-nationalist”, which said the response to the Golders Green arson attack in March made “no sense”. A Green party spokesperson said: “These posts don’t reflect the views of the Green party. We have spoken to Chris about these posts, and he has now deleted them. He apologises for the offence caused.”Kennedy was chosen by local party members. According to the Times, the frontrunner had been Hayley Pierce, a portrait artist, but her prospects seemed to have been damaged by social media posts which the newspaper published. Later on Thursday, the Green party said Kennedy, a nurse and children’s safeguarding specialist, had withdrawn for family reasons. “We wish Chris the best and understand that family has to come first,” the Greens said. “As a party, we are reopening nominations now because we believe people in Makerfield deserve a real choice at this byelection, and the Green party will be standing to offer exactly that. “Across the country, more and more voters are turning away from the old parties and looking for politicians who will genuinely stand up for their communities. We will also be redoubling our efforts on campaigning to expose the risk of Reform, a party who seeks to divide our communities. “This election has to be about how to make the super-rich...

中国股票型ETF正迈向连续第八周的资金流出，国家队减持可能仍是原因之一。而据彭博行业研究(BI)的预测，国家队资金的撤退或已进入最后阶段

当AI开始帮投资机构“面试”企业、帮合作伙伴“背调”公司时，你的数据还在沉睡吗？艾迪普用22年经验告诉我们：AI时代的第一场战役，是数据治理战。 现在投资方、银行甚至客户都在用AI智能体“打听”你的企业——如果你的数据没有被主动整理、标注、推向市场，就等于在AI的“筛选网”里隐身。艾迪普推出元典大模型+企业数字资产专区，80%的整理工作可由AI完成，但安全底线不能丢——拒绝大厂直接索要工程文件，坚持在可信容器内训练。从品牌营销到内部Agent训练，数据只有封装、流转、使用，才能真正入表、增值。 以下为艾迪普创始人兼董事长 唐兴波 演讲内容，经36氪整理编辑： 唐兴波丨艾迪普创始人兼董事长 非常感谢大家能给我这个机会跟大家一起分享交流AI+数字资产的内容，我将围绕行业现状、破局路径、价值释放、愿景展望及公司概况展开分享。 分享主题之前，我想跟大家分享两件事： 一个是在上周，中国音乐学院的专家到访我们公司进行交流，一起探讨如何把中国音乐学院的资产，转化为高质量数据集，实现资产与价值变现的路径。他跟我表示，在来之前，他们已经通过豆包、DeepSeek、千问等大模型提前了解了艾迪普，还从这些模型上，获取了如何与艾迪普技术结合的可行方案，模型给出的建议和答案他们觉得非常满意。 另一个是今年315晚会，曝光的一些相关的数据安全问题。 从这两件事就能反映出，在数字化飞速发展的今天，尤其是AI的出现，让我们很多企业都面临“想用好数据、不会用数据、不知道怎么管”的困境。企业应该如何把我们的数据释放出它们的更大价值，在这里跟大家分享一下。 就像我刚才举的例子，合作方会在网络上通过豆包、DeepSeek、千问，了解我们公司详细的情况。包括我自己，我自己也会问。我相信在座很多企业家，甚至很多的投资机构、银行、合作伙伴，都是利用AI的智能体来检索企业信息，来询问如何跟这家公司合作，我如何在这个行业发展，如何进行创新。这就意味着，如何做好企业自己的数据管理，如何把我们的数据有效推到市场上，如何把它给变成品牌价值，如何创造更好的机会，是一个非常重要的事情。如果在这个方面，我们企业不能主动地把数据释放到市场中，我们没有建立一个品牌，如果我们的数据不能经过整理，我们也很难进行价值转化，对于企业目前来说就像沉睡的数据金矿。 我们艾迪普已经是一家成立22年的企业，经过多年深度服务大量企业后，我们发现，很...

NervGen Pharma ( NGEN ) has announced pricing of a public offering of 24M common shares, priced at $2.50 each, along with warrants to purchase the same number of shares at an exercise price of US$3.68. The offering is available in all Canadian provinces and territories except Quebec, with expected gross proceeds of around US$60 million before expenses. The warrants are immediately exercisable and will expire five years after issuance. All of the securities are being offered by NervGen. The offering is set to close on May 26, 2026, pending certain conditions. NervGen plans to use the funds to advance their clinical studies and support general corporate expenses. More on NervGen Pharma NervGen Pharma: I See Promise, But The Clock Is Ticking (Rating Downgrade) NervGen launches underwritten public offering of shares and warrants Seeking Alpha’s Quant Rating on NervGen Pharma Historical earnings data for NervGen Pharma Financial information for NervGen Pharma

Arlington Trust Co LLC reduced its position in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 69.5% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 15,848 shares of the computer hardware maker's stock after selling 36,094 shares during the quarter. NVIDIA accounts for approximately 0.3% of Arlington Trust Co LLC's investment portfolio, making the stock its 18th biggest holding. Arlington Trust Co LLC's holdings in NVIDIA were worth $2,956,000 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. Longfellow Investment Management Co. LLC raised its position in NVIDIA by 47.9% during the second quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker's stock worth $33,000 after acquiring an additional 67 shares in the last quarter. Spurstone Advisory Services LLC bought a new stake in NVIDIA during the second quarter worth $40,000. Sellwood Investment Partners LLC bought a new stake in NVIDIA during the third quarter worth $50,000. Networth Advisors LLC bought a new stake in NVIDIA during the fourth quarter worth $51,000. Finally, EDENTREE ASSET MANAGEMENT Ltd bought a new stake in NVIDIA during the second quarter worth $54,000. 65.27% of the stock is owned by institutional investors. Wall Street Analysts Forecast Growth NVDA has been the topic of several research analyst reports. Weiss Ratings reissued a "buy (b)" rating on shares of NVIDIA in a research report on Friday, April 10th. Benchmark reissued a "buy" rating and issued a $335.00 price objective (up from $250.00) on shares of NVIDIA in a research report on Thursday. Stifel Nicolaus set a $282.00 price objective on shares of NVIDIA and gave the company a "buy" rating in a research report on Thursday. DA Davidson increased the...

Axxcess Wealth Management LLC raised its holdings in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 870.0% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 671,452 shares of the enterprise software provider's stock after purchasing an additional 602,230 shares during the period. Axxcess Wealth Management LLC's holdings in Oracle were worth $128,012,000 as of its most recent SEC filing. A number of other institutional investors and hedge funds have also made changes to their positions in ORCL. Jennison Associates LLC increased its stake in shares of Oracle by 2,062.4% during the third quarter. Jennison Associates LLC now owns 9,227,252 shares of the enterprise software provider's stock valued at $2,595,072,000 after purchasing an additional 8,800,546 shares in the last quarter. Vanguard Group Inc. grew its holdings in shares of Oracle by 3.5% during the fourth quarter. Vanguard Group Inc. now owns 174,802,084 shares of the enterprise software provider's stock valued at $34,070,674,000 after buying an additional 5,841,584 shares during the last quarter. American Century Companies Inc. grew its holdings in shares of Oracle by 333.7% during the third quarter. American Century Companies Inc. now owns 5,238,006 shares of the enterprise software provider's stock valued at $1,473,137,000 after buying an additional 4,030,382 shares during the last quarter. Amundi grew its holdings in shares of Oracle by 32.9% during the third quarter. Amundi now owns 9,636,090 shares of the enterprise software provider's stock valued at $2,809,609,000 after buying an additional 2,385,556 shares during the last quarter. Finally, SG Americas Securities LLC grew its holdings in shares of Oracle by 921.6% during the fourth quarter. SG Americas Securities LLC now owns 2,311,815 shares of the enterprise software provider's stock valued at $450,596,000 after buying an additional 2,085,514 shares during the last quarter. In...

Ares Financial Consulting LLC acquired a new stake in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor acquired 9,628 shares of the computer hardware maker's stock, valued at approximately $1,796,000. NVIDIA makes up approximately 1.6% of Ares Financial Consulting LLC's portfolio, making the stock its 13th largest holding. Get NVIDIA alerts: Sign Up Several other large investors also recently bought and sold shares of the business. Joule Financial LLC grew its stake in NVIDIA by 2.2% during the 3rd quarter. Joule Financial LLC now owns 2,308 shares of the computer hardware maker's stock valued at $431,000 after acquiring an additional 50 shares in the last quarter. Presidio Capital Management LLC boosted its holdings in NVIDIA by 0.4% in the 4th quarter. Presidio Capital Management LLC now owns 15,137 shares of the computer hardware maker's stock valued at $2,823,000 after purchasing an additional 53 shares during the last quarter. Vision Financial Markets LLC boosted its holdings in NVIDIA by 1.2% in the 3rd quarter. Vision Financial Markets LLC now owns 4,640 shares of the computer hardware maker's stock valued at $866,000 after purchasing an additional 53 shares during the last quarter. IMG Wealth Management Inc. boosted its holdings in NVIDIA by 1.4% in the 3rd quarter. IMG Wealth Management Inc. now owns 3,820 shares of the computer hardware maker's stock valued at $713,000 after purchasing an additional 54 shares during the last quarter. Finally, Cyr Financial Inc. boosted its holdings in NVIDIA by 0.7% in the 3rd quarter. Cyr Financial Inc. now owns 7,737 shares of the computer hardware maker's stock valued at $1,444,000 after purchasing an additional 54 shares during the last quarter. Hedge funds and other institutional investors own 65.27% of the company's stock. Insider Transactions at NVIDIA In other news, Director Mark A. Stevens so...

American Capital Advisory LLC lifted its holdings in Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 27.2% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 10,280 shares of the e-commerce giant's stock after acquiring an additional 2,199 shares during the period. Amazon.com makes up approximately 1.0% of American Capital Advisory LLC's portfolio, making the stock its 21st biggest position. American Capital Advisory LLC's holdings in Amazon.com were worth $2,373,000 at the end of the most recent quarter. Other hedge funds have also recently made changes to their positions in the company. Compagnie Lombard Odier SCmA bought a new position in Amazon.com during the 3rd quarter valued at about $451,642,000. Weaver Capital Management LLC grew its holdings in Amazon.com by 13.6% during the 4th quarter. Weaver Capital Management LLC now owns 39,264 shares of the e-commerce giant's stock valued at $9,063,000 after purchasing an additional 4,713 shares during the last quarter. Ethos Financial Group LLC grew its holdings in Amazon.com by 9.6% during the 4th quarter. Ethos Financial Group LLC now owns 36,485 shares of the e-commerce giant's stock valued at $8,421,000 after purchasing an additional 3,196 shares during the last quarter. Baltimore Washington Financial Advisors Inc. grew its holdings in Amazon.com by 1.9% during the 3rd quarter. Baltimore Washington Financial Advisors Inc. now owns 239,862 shares of the e-commerce giant's stock valued at $52,667,000 after purchasing an additional 4,558 shares during the last quarter. Finally, Culbertson A N & Co. Inc. grew its holdings in Amazon.com by 8.6% during the 4th quarter. Culbertson A N & Co. Inc. now owns 30,444 shares of the e-commerce giant's stock valued at $7,027,000 after purchasing an additional 2,412 shares during the last quarter. 72.20% of the stock is owned by institutional investors. Get Amazon.com alerts: Sign U...

Argos Wealth Advisors LLC purchased a new stake in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) in the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm purchased 7,840 shares of the information services provider's stock, valued at approximately $2,460,000. Alphabet comprises about 0.7% of Argos Wealth Advisors LLC's investment portfolio, making the stock its 18th biggest position. Get Alphabet alerts: Sign Up Other hedge funds have also added to or reduced their stakes in the company. Ring Mountain Capital LLC increased its position in Alphabet by 0.9% during the 4th quarter. Ring Mountain Capital LLC now owns 3,554 shares of the information services provider's stock worth $1,174,000 after buying an additional 30 shares during the period. Cannon Financial Strategists Inc. increased its position in Alphabet by 1.9% during the 4th quarter. Cannon Financial Strategists Inc. now owns 1,589 shares of the information services provider's stock worth $499,000 after buying an additional 30 shares during the period. HRC Wealth Management LLC increased its position in Alphabet by 1.0% during the 4th quarter. HRC Wealth Management LLC now owns 3,231 shares of the information services provider's stock worth $1,014,000 after buying an additional 31 shares during the period. Certior Financial Group LLC increased its position in Alphabet by 3.5% during the 4th quarter. Certior Financial Group LLC now owns 919 shares of the information services provider's stock worth $288,000 after buying an additional 31 shares during the period. Finally, Avaii Wealth Management LLC increased its position in Alphabet by 2.3% during the 4th quarter. Avaii Wealth Management LLC now owns 1,437 shares of the information services provider's stock worth $451,000 after buying an additional 32 shares during the period. Institutional investors and hedge funds own 27.26% of the company's stock. Key Stories Impacting Alphabet Here are the key news stories impac...

Atlantic Union Bankshares Corp lowered its position in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 1.1% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 350,721 shares of the information services provider's stock after selling 3,808 shares during the quarter. Alphabet accounts for approximately 2.1% of Atlantic Union Bankshares Corp's investment portfolio, making the stock its 7th largest position. Atlantic Union Bankshares Corp's holdings in Alphabet were worth $110,056,000 at the end of the most recent quarter. Get Alphabet alerts: Sign Up Other large investors have also bought and sold shares of the company. Nvest Wealth Strategies Inc. bought a new position in Alphabet during the fourth quarter valued at about $38,000. Imprint Wealth LLC bought a new position in Alphabet during the third quarter valued at about $31,000. Towne Trust Company N.A boosted its stake in Alphabet by 34.0% during the fourth quarter. Towne Trust Company N.A now owns 134 shares of the information services provider's stock valued at $42,000 after buying an additional 34 shares in the last quarter. Creative Capital Management Investments LLC boosted its stake in Alphabet by 1,438.5% during the fourth quarter. Creative Capital Management Investments LLC now owns 200 shares of the information services provider's stock valued at $63,000 after buying an additional 187 shares in the last quarter. Finally, Optima Capital LLC acquired a new position in shares of Alphabet in the 4th quarter valued at $79,000. Institutional investors own 27.26% of the company's stock. Alphabet News Summary Here are the key news stories impacting Alphabet this week: Positive Sentiment: Google I/O 2026 highlighted new AI products, smarter Search, Gemini upgrades, AI ad tools, and agentic features that could boost Alphabet’s monetization across ads, cloud, and consumer services. Google I/O 2026 highlighted new AI products,...

Axxcess Wealth Management LLC boosted its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 724.3% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 204,835 shares of the semiconductor company's stock after buying an additional 179,986 shares during the quarter. Axxcess Wealth Management LLC's holdings in Taiwan Semiconductor Manufacturing were worth $61,159,000 as of its most recent SEC filing. Several other large investors have also recently bought and sold shares of the company. Fisher Asset Management LLC lifted its stake in shares of Taiwan Semiconductor Manufacturing by 1.0% in the 3rd quarter. Fisher Asset Management LLC now owns 17,833,127 shares of the semiconductor company's stock valued at $4,980,614,000 after purchasing an additional 168,171 shares during the period. Bank of America Corp DE lifted its stake in shares of Taiwan Semiconductor Manufacturing by 0.9% in the 3rd quarter. Bank of America Corp DE now owns 14,935,893 shares of the semiconductor company's stock valued at $4,171,445,000 after purchasing an additional 130,173 shares during the period. Jennison Associates LLC lifted its stake in shares of Taiwan Semiconductor Manufacturing by 6.4% in the 4th quarter. Jennison Associates LLC now owns 13,394,299 shares of the semiconductor company's stock valued at $4,070,393,000 after purchasing an additional 802,757 shares during the period. Alliancebernstein L.P. lifted its stake in shares of Taiwan Semiconductor Manufacturing by 2.2% in the 3rd quarter. Alliancebernstein L.P. now owns 10,687,037 shares of the semiconductor company's stock valued at $2,984,783,000 after purchasing an additional 229,237 shares during the period. Finally, WCM Investment Management LLC lifted its stake in shares of Taiwan Semiconductor Manufacturing by 0.3% in the 3rd quarter. WCM Investment Management LLC now owns 10,090,519 shares of the semiconduct...

Aureum Wealth Management LLC purchased a new stake in shares of Apple Inc. (NASDAQ:AAPL - Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 4,656 shares of the iPhone maker's stock, valued at approximately $1,266,000. Apple accounts for approximately 1.2% of Aureum Wealth Management LLC's investment portfolio, making the stock its 26th largest holding. Get Apple alerts: Sign Up A number of other large investors also recently modified their holdings of AAPL. Isthmus Partners LLC grew its holdings in Apple by 6.4% during the third quarter. Isthmus Partners LLC now owns 97,177 shares of the iPhone maker's stock worth $25,000 after acquiring an additional 5,808 shares during the period. Sellwood Investment Partners LLC grew its holdings in Apple by 110.9% during the third quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker's stock worth $34,000 after acquiring an additional 71 shares during the period. ROSS JOHNSON & Associates LLC grew its holdings in Apple by 1,800.0% during the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker's stock worth $42,000 after acquiring an additional 180 shares during the period. LSV Asset Management acquired a new position in Apple during the fourth quarter worth about $65,000. Finally, 49 Wealth Management LLC grew its holdings in Apple by 15.7% during the third quarter. 49 Wealth Management LLC now owns 298,920 shares of the iPhone maker's stock worth $76,000 after acquiring an additional 40,543 shares during the period. 67.73% of the stock is owned by institutional investors and hedge funds. Insiders Place Their Bets In other Apple news, insider Ben Borders sold 1,274 shares of the firm's stock in a transaction dated Friday, May 8th. The stock was sold at an average price of $290.00, for a total transaction of $369,460.00. Following the completion of the sale, the insi...

Axxcess Wealth Management LLC raised its holdings in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) by 1,324.1% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 924,013 shares of the electric vehicle producer's stock after purchasing an additional 859,130 shares during the period. Tesla comprises about 1.5% of Axxcess Wealth Management LLC's portfolio, making the stock its 13th largest holding. Axxcess Wealth Management LLC's holdings in Tesla were worth $400,074,000 as of its most recent SEC filing. Several other institutional investors have also recently added to or reduced their stakes in the business. Vanguard Group Inc. boosted its holdings in shares of Tesla by 2.6% during the fourth quarter. Vanguard Group Inc. now owns 258,925,024 shares of the electric vehicle producer's stock valued at $116,443,762,000 after acquiring an additional 6,538,720 shares during the period. State Street Corp boosted its holdings in shares of Tesla by 0.3% during the third quarter. State Street Corp now owns 113,762,849 shares of the electric vehicle producer's stock valued at $50,592,614,000 after acquiring an additional 344,162 shares during the period. Capital World Investors boosted its holdings in shares of Tesla by 5.8% during the third quarter. Capital World Investors now owns 44,035,949 shares of the electric vehicle producer's stock valued at $19,583,547,000 after acquiring an additional 2,403,019 shares during the period. Jennison Associates LLC boosted its holdings in shares of Tesla by 38.3% during the third quarter. Jennison Associates LLC now owns 10,909,666 shares of the electric vehicle producer's stock valued at $4,851,747,000 after acquiring an additional 3,021,550 shares during the period. Finally, Franklin Resources Inc. boosted its holdings in shares of Tesla by 5.8% during the third quarter. Franklin Resources Inc. now owns 6,737,089 shares of the electric vehicle p...

Argos Wealth Advisors LLC bought a new stake in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund bought 3,870 shares of the social networking company's stock, valued at approximately $2,555,000. Meta Platforms comprises about 0.7% of Argos Wealth Advisors LLC's investment portfolio, making the stock its 17th largest holding. Get Meta Platforms alerts: Sign Up Other institutional investors have also recently added to or reduced their stakes in the company. Westchester Capital Management Inc. bought a new stake in Meta Platforms during the third quarter valued at $26,000. Strategic Wealth Advisors LLC bought a new stake in Meta Platforms during the fourth quarter valued at $29,000. Key Capital Management INC bought a new stake in Meta Platforms during the fourth quarter valued at $48,000. Fairway Wealth LLC increased its stake in Meta Platforms by 36.8% during the fourth quarter. Fairway Wealth LLC now owns 78 shares of the social networking company's stock valued at $51,000 after purchasing an additional 21 shares during the last quarter. Finally, Merrithew & Thorsten Inc bought a new stake in Meta Platforms during the fourth quarter valued at $52,000. Institutional investors own 79.91% of the company's stock. Insider Activity at Meta Platforms In other Meta Platforms news, CTO Andrew Bosworth sold 7,847 shares of the company's stock in a transaction dated Monday, May 18th. The shares were sold at an average price of $607.83, for a total value of $4,769,642.01. Following the completion of the sale, the chief technology officer directly owned 414 shares of the company's stock, valued at approximately $251,641.62. This represents a 94.99% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arra...

Axxcess Wealth Management LLC increased its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) by 727.0% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 250,325 shares of the semiconductor manufacturer's stock after purchasing an additional 220,055 shares during the period. Axxcess Wealth Management LLC's holdings in Advanced Micro Devices were worth $53,610,000 as of its most recent filing with the Securities & Exchange Commission. Several other hedge funds have also recently modified their holdings of the stock. Impax Asset Management Group plc grew its stake in shares of Advanced Micro Devices by 326.5% in the 3rd 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 period. Zweig DiMenna Associates LLC grew its stake in shares of Advanced Micro Devices by 127.6% in the 3rd 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 period. Wedbush Securities Inc. grew its stake in shares of Advanced Micro Devices by 7.8% in the 3rd 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 period. WealthPlan Investment Management LLC grew its stake in shares of Advanced Micro Devices by 338.5% in the 4th quarter. WealthPlan Investment Management LLC now owns 6,157 shares of the semiconductor manufacturer's stock valued at $1,319,000 after buying an additional 4,753 shares during the period. Finally, Highline Wealth Partners LLC grew its stake in shares of Advanced Micro Devices by 4,891.6% in the 4th quarter. Highline Wealth Partners LLC now owns 8,286 shares of the semiconductor manufacturer's stock valued at ...