Arista Networks, Inc. (ANET): Billionaire Steve Cohen Admires This AI Stock
Arista Networks, Inc. (NYSE:ANET) is a relatively recent addition to the 13F portfolio of Point72 Asset Management.
Insider Monkey Blog
Taiwan Semiconductor Manufacturing (TSM): Billionaire Steve Cohen Likes This Chip Stock
Even though Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) first appeared in the 13F portfolio of Point72 Asset Management back in 2015, it has not been a consistent...
Broadcom Inc. (AVGO): Billionaire Steve Cohen Almost Doubles Stake
Broadcom Inc. (NASDAQ:AVGO) is one of the long-term stock picks of Steve Cohen. His hedge fund has held a stake in the chip firm since the second quarter of 2018.
Credo Technology (CRDO): Billionaire Steve Cohen Continues to Be Bullish
Credo Technology Group Holding Ltd (NASDAQ:CRDO) has been a staple in the 13F portfolio of Point72 Asset Management since the beginning of 2022.
Coherent Corp. (COHR): Billionaire Steve Cohen Trims Holding
Coherent Corp. (NYSE:COHR) has consistently featured in the 13F portfolio of Point72 Asset Management since the second quarter of 2023.
Sea Limited (SE): Billionaire Steve Cohen Is Loading Up on This Stock
Sea Limited (NYSE:SE) is one of the long-term bets of Steve Cohen. His fund has held a stake in the company since the middle of 2018.
ASML Holding N.V. (ASML): Billionaire Steve Cohen Is Buying This Chip Stock
Steve Cohen has long admired ASML Holding N.V. (NASDAQ:ASML) stock. His fund first disclosed a position in the company back in the second quarter of 2014.
Microsoft Corporation (MSFT): Billionaire Steve Cohen Trims Position
Steve Cohen has held a long-term bullish view on Microsoft Corporation (NASDAQ:MSFT). This is reflected in the 13F filings as well.
Amazon.com, Inc. (AMZN): Billionaire Steve Cohen Is Buying This Tech Stock
Amazon.com, Inc. (NASDAQ:AMZN) has consistently featured in the 13F portfolio of Point72 Asset Management for more than a decade.
NVIDIA Corporation (NVDA): Billionaire Steve Cohen Has a Long-Term Bet on This Stock
NVIDIA Corporation (NASDAQ:NVDA) first appeared in the 13F portfolio of Point72 Asset Management back in the second quarter of 2015. This position comprised 2 million shares.
Hedge Fund and Insider Trading News: Warren Buffett, George Soros, Steve Cohen, Ken Griffin, Brevan Howard, Tudor Investment Corp, L.B. Foster (FSTR), Halozyme Therapeutics Inc (HALO), and More
You may be concerned about the recent declines in AI stocks such as NVDA.
10 Best Stocks to Buy According to Billionaire Ken Griffin
Billionaire Ken Griffin is one of Wall Street’s most influential money managers.
5 Best Stocks to Buy According to Billionaire Ken Griffin
In this article, we will list the 5 Best Stocks to Buy According to Ken Griffin.
STMicroelectronics (STM) Expands 800V Portfolio with Nvidia Collaboration
STMicroelectronics (NYSE:STM) is one of the best future stocks to buy for the next 5 years.
Bloom Energy (BE) Appoints Simon Edwards as CFO
Bloom Energy Corporation (NYSE:BE) is one of the best future stocks to buy for the next 5 years.
TKO Group (TKO) Announces $1B Share Repurchase Initiative
TKO Group Holdings Inc. (NYSE:TKO) is one of the best future stocks to buy for the next 5 years.
Alnylam Pharmaceuticals (ALNY) Presents Vutrisiran ATTR-CM Data at ACC.26
Alnylam Pharmaceuticals Inc. (NASDAQ:ALNY) is one of the best future stocks to buy for the next 5 years.
Takeda (TAK) Receives FDA Priority Review for Rusfertide in PV Treatment
Takeda Pharmaceutical Company Limited (NYSE:TAK) is one of the best future stocks to buy for the next 5 years.
Intel (INTC) to Repurchase 49% Interest in Fab 34 JV for $14.2B
Intel Corporation (NASDAQ:INTC) is one of the best future stocks to buy for the next 5 years.
Palantir (PLTR) Announces 5-Year Partnership Expansion with Stellantis
Palantir Technologies Inc. (NASDAQ:PLTR) is one of the best future stocks to buy for the next 5 years.
Eli Lilly (LLY) Receives FDA Approval for Foundayo Weight Management Pill
Eli Lilly and Company (NYSE:LLY) is one of the best future stocks to buy for the next 5 years.
Broadcom (AVGO) and Carahsoft Announce $970M BPA with DISA
Broadcom Inc. (NASDAQ:AVGO) is one of the best future stocks to buy for the next 5 years. On March 24, Broadcom and Carahsoft Technology Corp.
TSMC (TSM) to Launch 3nm Wafer Production at Second Japan Factory in 2028
Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM) is one of the best future stocks to buy for the next 5 years.
5 Stocks Jim Cramer Talked About & Warned About A Weak Market
In this article, we will discuss: 5 Stocks Jim Cramer Talked About & Warned About A Weak Market.
10 Stocks Jim Cramer Talked About & Warned About A Weak Market
In this article, we will discuss: 10 Stocks Jim Cramer Talked About & Warned About A Weak Market.
10 Best Future Stocks to Buy for the Next 5 Years
On March 25, Scott Chronert of Citi joined 'Closing Bell' on CNBC to discuss whether it is time to enter the market and if recent presidential actions have changed the market ...
5 Best Future Stocks to Buy for the Next 5 Years
In this article, we will list the 5 Best Future Stocks to Buy for the Next 5 Years.
Is ASML Holding N.V. (ASML) One of the Best Blue Chip AI Stocks to Buy Now?
ASML Holding N.V. (NASDAQ:ASML) is one of the best blue-chip AI stocks to buy now. On March 26, Bernstein SocGen Group reiterated an Outperform rating on ASML Holding N.V.
Amazon.com, Inc. (AMZN) Advances AI and Satellite Expansion Plans
Amazon.com Inc. (NASDAQ:AMZN) is one of the best blue-chip AI stocks to buy now. On April 2, Reuters reported that Amazon.com Inc.
Truist Securities Touts Arista Networks (ANET)’s AI Networking Theme and Growth Prospects
Arista Networks (NYSE:ANET) is one of the best blue-chip AI stocks to buy now.
Meta Platforms, Inc. (META) Strengthens AI Strategy With New Glasses and Services
Meta Platforms, Inc. (NASDAQ:META) is one of the best blue-chip AI stocks to buy now. On March 31, Meta Platforms, Inc.
Microsoft Corp (MSFT) Partners with Victoria University on Datacenter Community Pledge
Microsoft Corp (NASDAQ: MSFT) is one of the best blue-chip AI stocks to buy now.
Nvidia Corporation (NVDA) Sets Sights on Every Layer of AI Factory With NVIDIA Physical AI Data Factory Blueprint
NVIDIA Corporation (NASDAQ:NVDA) is one of the best blue-chip AI stocks to buy now.
Oracle Corporation (ORCL) Well Protected from AI Disruption on Software: Bernstein
Oracle Corporation (NYSE:ORCL) is one of the best blue-chip AI stocks to buy now.
Taiwan Semiconductor Manufacturing Company Limited (TSM) is a Buy on Strong AI Chip Demand
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the best blue-chip AI stocks to buy now.
11 Stocks in Focus: Jim Cramer on NVIDIA, Callers’ Picks, and Recent AI Data Center Rally
In this article, we will look at stocks recently featured on Mad Money, as Jim Cramer analyzed the broader market impact of the recent AI data center rally.
5 Stocks in Focus: Jim Cramer on NVIDIA, Callers’ Picks, and Recent AI Data Center Rally
In this article, we will look at 5 Stocks in Focus: Jim Cramer on NVIDIA, Callers’ Picks, and Recent AI Data Center Rally.
Barclays Points Out CapEx Concerns for Tesla (TSLA) Stock
Tesla, Inc. (NASDAQ:TSLA) is one of the 10 High Growth Mega Cap Stocks to Buy and Hold for Next 10 Years.
Hedge Fund Investor Letters Q4 2025
We will be sharing Q4 2025 hedge fund investor letters in this article.
Here’s What Hurt Microsoft’s (MSFT) AI Positioning
Magellan Asset Management, an investment management company, released the fourth quarter 2025 investor letter for “Magellan Global Fund”.
Meta Platforms (META) Slid on Mixed Quarterly Results
Magellan Asset Management, an investment management company, released the fourth quarter 2025 investor letter for “Magellan Global Fund”.
Derating and Acquisition Concerns Pressured Netflix (NFLX) in Q4
Magellan Asset Management, an investment management company, released the fourth quarter 2025 investor letter for “Magellan Global Fund”.
Taiwan Semiconductor Manufacturing Co (TSM) Rallied on Continued Robust Demand
Magellan Asset Management, an investment management company, released the fourth quarter 2025 investor letter for “Magellan Global Fund”.
A Combination of Factors Lifted Amazon (AMZN) in Q4
Magellan Asset Management, an investment management company, released the fourth quarter 2025 investor letter for “Magellan Global Fund”.
Alphabet’s (GOOG) Path to AI Leadership with a Full Stack Approach
Magellan Asset Management, an investment management company, released the fourth quarter 2025 investor letter for “Magellan Global Fund”.
Magellan Global Fund’s Q4 2025 Investor Letter
Magellan Asset Management, an investment management company, released the fourth quarter 2025 investor letter for “Magellan Global Fund”.
What Makes Nextpower (NXT) an Investment Bet?
Renaissance Investment Management, an investment management company, released its Q4 2025 “Small Cap Growth Strategy.” A copy of the letter can be downloaded here.
Here’s What Hurt Stride (LRN) in Q4
Renaissance Investment Management, an investment management company, released its Q4 2025 “Small Cap Growth Strategy.” A copy of the letter can be downloaded here.
Renaissance Small Cap Growth Strategy’s Views on Impinj’s (PI) Stock Movement
Renaissance Investment Management, an investment management company, released its Q4 2025 “Small Cap Growth Strategy.” A copy of the letter can be downloaded here.
Renaissance Investment Management – Small Cap Growth Strategy’s Q4 2025 Investor Letter
Renaissance Investment Management, an investment management company, released its Q4 2025 “Small Cap Growth Strategy.” In the fourth quarter, Small Cap Growth stocks posted...
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