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Applied Materials, Cava Group, Coinbase, Quantum Computing, And Meta Platforms: Why These 5 Stocks Are On Investors' Radars Today
In the first quarter, David Tepper increased his shareholding in Uber and Meta, completely sold off AMD, and reduced his shareholding in Alibaba and Microsoft.
In the first quarter, Tepper reduced his shareholding in Alibaba and Microsoft, decreasing his stake in Alibaba by 22%. However, Tepper still maintains significant exposure to Chinese Technology companies, with three Chinese concept stocks among his top five Hold Positions, including Alibaba, PDD Holdings, and JD.com.
After the Earnings Reports, the stock price plummeted, and Morgan Stanley stated: The growth logic of Alibaba Cloud has not changed!
After the earnings release, Alibaba's stock price fell by about 8%, significantly underperforming the Large Cap. Morgan Stanley believes that this decline primarily stems from the market's overly high expectations for Alibaba's cloud Business growth. Considering that Industry demand exceeds supply, the synergistic advantages of the Qianwen model, and the continued investment in AI infrastructure, the growth logic of the cloud Business remains solid, with an expected revenue growth of 22% in the next quarter.
Glenview Capital's Q1 Moves Include New Stakes in Meta, Disney, Exiting Microsoft
Meta's stock once dropped over 3% during trading and will delay the release of its flagship AI model Behemoth.
According to media reports, Meta has delayed the release of its flagship AI model Behemoth, initially planned for April, then postponed to June, and the latest estimate may push the release to the fall of 2025 or even later, raising concerns internally about its multi-billion dollar AI investment direction. Meta's predicament highlights the difficulties leading companies face in releasing next-generation AI models, potentially indicating that future advancements in AI models may be much slower and extremely costly.
Appaloosa Trims AMZN, MSFT, QCOM, and Adds to NRG, GLW, and UNH, Among Other Q1 Moves