Earnings Week Ahead: BABA, XYZ, BIDU, WMT, RIVN and More

Seeking AlphaFeb 16 21:00

CITIC SEC: DeepSeek, currently an investment catalyst in the AI Industry Chain.

CITIC SEC: Bullish on the growth of domestic computing power demand, the continuous expansion of AI+ application scenarios, and the ongoing increase in the popularity of edge AI and other related investment opportunities.

CITIC SEC ResearchFeb 15 16:37

Top Institutions' Q4 holdings in US stocks are disclosed! The "seven giants" have experienced varying degrees of Shareholding reduction, while stocks like Applovin and Tempus AI have surfaced.

Berkshire did not further reduce its Shareholding in Apple in Q4. The attitudes of Bridgewater, ARK Invest, and other major players towards Technology giants have shown divergence. Additionally, Bridgewater and ARK Invest have increased their positions in application stocks Applovin and Tempus AI. What signals are hidden behind the actions of these capital giants?

Futu NewsFeb 15 11:41

Whale Rock Takes New Stakes in Reddit, Exits News Corp, Others

Seeking AlphaFeb 15 05:26

Datadog Shares Are Trading Lower After Wells Fargo Downgraded the Stock From Overweight to Equal-Weight and Multiple Firms Cut Their Respective Price Targets on the Stock.

BenzingaFeb 15 04:21

Tiger Global's Top Q4 Moves Include Adding New PDD Stake, Exiting Toast, Among Others

Seeking AlphaFeb 15 03:47