Dell, HPE, Lenovo look to AI in $252 billion server market
Dell, HPE and Lenovo aim for a bigger slice of an AI-server market set to grow 55% in 2025, reaching $252 billion. While ...
What Nvidia's Blowout Earnings And Stubborn Inflation Mean For Your Portfolio
NVIDIA's Q3 earnings were extraordinary, driven by AI and accelerated computing demand. Learn more about the market in general and my strategy for next year.
Casey’s General Stores (CASY) Is Gaining Market Share
Mairs & Power, an investment advisor, released the “Mairs & Power Small Cap” third quarter 2024 investor letter. A copy of ...
RenaissanceRe Holdings Ltd. (RNR) Surged on Solid Quarterly Results
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” ...
Cars.com (CARS) Lowered Its Guidance In Q3 Due To a Cyber Attack
Meridian Funds, managed by ArrowMark Partners, released its “Meridian Contrarian Fund” third quarter 2024 investor letter. A ...
Here’s Why Ave Maria Rising Dividend Fund Decided to Sell SS&C Technologies Holdings (SSNC)
Investment management company Ave Maria recently released its “Ave Maria Rising Dividend Fund” third quarter 2024 investor ...
BJ’s Wholesale Club Holdings (BJ) Slid on Disappointing Earnings Guidance
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” ...
Okta (OKTA) Slid in Q3 Despite Beating Earnings Expectations
Meridian Funds, managed by ArrowMark Partners, released its “Meridian Growth Fund” third quarter 2024 investor letter. A copy ...
Should You Hold Amphenol Corporation (APH)?
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” ...
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Broadcom (AVGO) Bounced Back After Initial Sell Off
Equity markets rose once again ... That’s why Marc’s work appears in every Bloomberg and Reuters terminal on the planet… And ...
ASML Holding NV (ASML) Dropped Amid Concerns Over Further Export Bans On Capital Equipment To China
Columbia Threadneedle Investments, an investment management company released its “Columbia Threadneedle Global Technology ...
Here’s Why Alphabet (GOOG) is on the Bottom Contributors List of the Parnassus Core Equity Fund
Parnassus Investments, an investment management company, released the “Parnassus Core Equity Fund” third quarter 2024 ...