Japan's Bold Push for Semiconductors
Duan Yongping and Buffett have a "soul resonance" in their third-quarter operations, and Li Lu re-enters an oil & gas stock.
For nvidia, Bridgewater, Jinglin, Baillie Gifford, and "Cathie Wood" are all reducing their shareholding, and everyone is quietly united in missing the opportunity of nvidia reaching the top of the market cap.
Shares of Semiconductor and Chip Stocks Are Trading Lower in Sympathy With Applied Materials, Which Fell After Its Q1 Financial Results.
Applied Materials Stock Drops, Chip-Equipment Rivals Fall -- WSJ
Applied Materials Slips as Wall Street Likes Execution, Sees '25 Uncertainties
The top institutions have disclosed their Q3 US stock hold positions! They are still heavily invested in technology stocks, but some signs are emerging.
Recently, the 13F reports of institutional investors in the US stock market have been released one after another, becoming an important channel for outsiders to understand the investment trends on Wall Street.