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Applied Materials, Cava Group, Coinbase, Quantum Computing, And Meta Platforms: Why These 5 Stocks Are On Investors' Radars Today

Benzinga50minutes ago

Steve Ballmer's Missed Call: $1000 Investment Then Worth $289,000 To Apple Investors Today — Why Ex-Microsoft CEO Once Admitted 'Religious Transformation' Came Too Late

Benzinga21:19 ET

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.

wallstreetcn21:05 ET

Glenview Capital's Q1 Moves Include New Stakes in Meta, Disney, Exiting Microsoft

Seeking Alpha19:34 ET

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.

wallstreetcn19:15 ET

Appaloosa Trims AMZN, MSFT, QCOM, and Adds to NRG, GLW, and UNH, Among Other Q1 Moves

Seeking Alpha18:43 ET

U.S. stocks closed: The seven giants collectively cooled down, and the Nasdaq ended its six-day rise, while the S&P rose for the fourth consecutive day.

① The Nasdaq China Golden Dragon Index closed down 2.37%; ② NetEase rose 14.61%, with the closing price nearing its previous high; ③ Meta is reportedly delaying the release of the AI model "Behemoth"; ④ Buffett made large sales of bank stocks in Q1 while maintaining his Hold Positions in Apple.

cls.cn18:15 ET

3G Capital Exits Uber & Broadcom, Raises Stakes in Meta, Amazon in Q1 Moves

Seeking Alpha18:06 ET

Whale Rock Exits Salesforce, Reddit; Adds Impinj, Bloom Energy Among Q1 Moves

Seeking Alpha18:06 ET

Soroban Capital Takes New Stakes in Amazon, Western Digital, Exits Lowe's, Among Other Q1 Moves

Seeking Alpha18:06 ET

Expert Outlook: Microsoft Through The Eyes Of 32 Analysts

Benzinga18:00 ET

Bill Ackman Loads Up On Uber, Dumps Nike In Major Q1 Portfolio Rebalance

Benzinga17:52 ET

Activist Hedge Fund ValueAct Boosts Stakes in Amazon, Meta in Q1 Moves

Seeking Alpha17:50 ET

Paulson & Co Takes New Stake in Honeywell in Q1

Seeking Alpha17:20 ET

Here's How Much $1000 Invested In ServiceNow 10 Years Ago Would Be Worth Today

Benzinga16:30 ET

Meta Platforms Stock Dips On AI Rollout Delay Amid Internal Turmoil: Report

Benzinga16:28 ET

13F Shows Tiger Global Took New Stake Of 1.67 Million Shares In AppLovin Corp, New Stake Of 1.88 Million Shares In Block Inc, New Stake Of 1.06 Million Shares In GE Vernova Inc, New Stake Of 902,643 Shares In Zillow Group Inc

Benzinga15:54 ET

What's Going On With Palantir Stock?

Benzinga15:22 ET

AppLovin (APP) Stock Pulls Back Following Recent 50% Surge: What's Going On?

Benzinga14:15 ET

Ray Dalio's Bridgewater Dumps SPY, Trims Nvidia, Meta, Alphabet — Bearish Vibes?

Benzinga14:03 ET