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Archive for the “Stock” Category

Nvidia’s Soaring Stock Has Been Out of Favor Among Hedge Funds

Posted on February 10th, 2020 by daniel

Nvidia Corp.’s (NVDA) stock had a significant rebound over the past year, rising by approximately 70% in comparison to the S&P 500’s gain of about 22.9%.  Nvidia is known for its innovation in artificial intelligence breakthroughs, gaming, and the datacenter.  Its leadership in these vital areas has helped to make the stock a darling among investors in recent years and has resulted in the shares soaring. Now, investors eagerly await the company’s fiscal fourth quarter results on February 13, 2020.

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Investors Have Been Dumping Disney’s Stock

Posted on February 3rd, 2020 by daniel

The Walt Disney Co.’s (DIS) stock is off to a strong start in 2020, after a less than inspiring performance in the third quarter of 2019.  Over the past year, Disney has consistently outperformed the S&P 500, as investors focused on Disney’s new streaming media product, Disney+.

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Hedge Funds Jump on The Salesforce Band Wagon

Posted on January 27th, 2020 by daniel

Salesforce.com Inc.’s (CRM) stock had a strong finish to 2019, and it has continued into 2020. The shares have steadily outperformed the S&P 500 over the past two months, rising by approximately 28% in comparison to the S&P 500’s gain of about 10%. 

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Taiwan Semi See Strong Hedge Fund Interest Ahead of 5G Ramp-Up

Posted on January 21st, 2020 by daniel

Taiwan Semiconductor Manufacturing Co. Ltd.’s (TSM) stock has outperformed the S&P 500 by a wide margin over the past year  Taiwan Semi has risen by approximately 63% during this period, an impressive gain when compared to the S&P 500’s increase of around 27%. 

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Point72 Significantly Increases its Stake in Crowd Strike

Posted on January 13th, 2020 by daniel

The shares of Crowd Strike Holdings, Inc. (CRWD) have plunged by more than 42% from the highs that followed their initial public offering [IPO] in June. However, the steep decline in the stock has caught the attention of the investing firm Point72 Asset Management, L.P., which is run by Steven A. Cohen, the famous hedge fund manager.  According to an SEC filing on January 8, Point72 substantiality increased its stake in the equity, bringing its total ownership to over 5%.