Goldman Sachs: Hedge funds continue to bet on AI, but tech giants are no longer interested

According to the Goldman Sachs report, hedge funds reduced their holdings of Google, Amazon, Nvidia, Microsoft, and Meta shares in the first quarter. Among the “Seven Sisters,” only Apple was not reduced; instead, hedge fund holdings were increased.

wallstreetcn26minutes ago

'Just Getting Started:' Nvidia's 'Unparalleled' Results, Guidance Still Shock Wall Street

Seeking Alpha58minutes ago

US stock outlook | NASDAQ futures surged more than 1%, Nvidia's performance “exploded”, and chip stocks were in full swing!

Investment bosses warned that inflation will continue, seriously affecting the returns of US stocks; US Treasury Secretary Yellen said exchange rate intervention should not be used as a conventional method; most popular Chinese securities fell before the market, and NetEase and Xiaopeng Auto fell more than 3%.

Futu News07:34

The convertible bond has been issued by JD! Is Ali going to send it? Is Tencent and Meituan “most likely” to send it?

According to HSBC's analysis, Meituan, Tencent, NetEase, and Pinduoduo are likely to follow suit. Among them, Tencent and Meituan are most likely.

wallstreetcn06:36

Google Acquiring HubSpot For $31B To 'Take Market Share From Microsoft,' Says Expert

Google parent Alphabet Inc. (NASDAQ:GOOGL) is exploring the acquisition of HubSpot Inc. (NYSE:HUBS), a U.S. marketing software maker valued at $31 billion. The acquisition would significantly enhance

Benzinga06:14

For Better or for Worse: AI Is Changing Content Licensing and Writing

Seeking Alpha05:29