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REFILE-HEDGE FLOW-Hedge funds were pausing US AI bets as DeepSeek emerged, says Goldman
Refiles adding word 'low' to chart titleHedge funds reduce tech stock bets amid Chinese AI competitionGoldman Sachs notes hedge funds' reluctance to invest in U.S. tech sectorDeepSeek challenges U.S. AI dominance, raising investor concernsBy Nell Mackenzie LONDON, Jan 27 (Reuters) - H...Reuters
Jan 27, 2025
Big Tech's $100 Billion Ticking Time Bomb
Hyperscalers are spending tens of billions of dollars on Nvidia (NASDAQ: NVDA) graphics processing units (GPUs) to serve artificial intelligence customers. But they may not be accounting for the GPUs correctly on their balance sheets, which will be a problem if chips don't last as long as expected. ...The Motley Fool
Jan 27, 2025
This Underappreciated Retirement Account Should Definitely Be on Your Radar in 2025
One of the biggest retirement decisions you'll have to make in 2025 is where to put your savings. You have probably weighed the pros and cons of IRAs and a 401(k) if you have access to one. But those might not be your only options.Workers with qualifying health insurance plans are eligible to contri...The Motley Fool
Jan 27, 2025
NYSE CONTENT ADVISORY: PRE-MARKET UPDATE FOR JANUARY 27th
NEW YORK, Jan. 27, 2025 /PRNewswire/ -- The New York Stock Exchange (NYSE) is proud to offer a daily pre-market update directly from the NYSE Trading Floor. Access today's NYSE Pre-market update for market insights before trading begins. jwplayer.key="3Fznr2BGJZtpwZmA+81lm048ks6+0NjLX...PR Newswire
Jan 27, 2025
BUZZ-JonesTrading starts coverage on drug developer Sagimet with 'buy' rating
** JonesTrading starts coverage on drug developer Sagimet Biosciences SGMT.O with "buy" rating, sets PT at $42** PT represents 900% upside to stock's last close** Brokerage says co's experimental drug, denifanstat, is "overlooked potential" in treating metabolic dysfunction-a...Reuters
Jan 27, 2025
Why This Beaten-Down Stock Is a Buy in 2025 and Beyond
Last year wasn't a good one for Merck (NYSE: MRK), one of the largest pharmaceutical companies in the world. The healthcare giant is dealing with the fast-approaching patent cliff for its most important product, cancer medicine Keytruda. Further, even beyond Keytruda's upcoming loss of patent exclus...The Motley Fool
Jan 27, 2025
US STOCKS-Wall St set to open sharply lower as China's AI push rattles Big Tech
For a Reuters live blog on U.S., UK and European stock markets, click LIVE/ or type LIVE/ in a news window.Wall Street's 'fear gauge' at its highest since Dec. 20Nvidia falls after China's DeepSeek sparks AI market routAT&T rises on upbeat Q4 wireless subscriber growthFutures sli...Reuters
Jan 27, 2025
MIDEAST STOCKS-Most Gulf markets fall amid US trade concerns
By Ateeq Shariff Jan 27 (Reuters) - Most stock markets in the Gulf ended lower on Monday due to uncertainty surrounding U.S. trade policy, although the Qatari index bucked the trend.U.S. President Donald Trump reaffirmed his commitment to enforcing tariffs, with a recent dispute with Colombia cen...Reuters
Jan 27, 2025
BUZZ-Raymond James cuts Ralph Lauren to 'market perform' on stock rally
** Brokerage Raymond James downgrades luxury apparel brand Ralph Lauren RL.N to "market perform" from "outperform", shares down 2% with low volumes before the bell** Brokerage cites company's stock rally to record highs over the past year** RL had risen 60% in 2024 and is up ~11%...Reuters
Jan 27, 2025
Billionaire Investor Philippe Laffont Sold ASML and Piled Into a Growth Stock Up 6,250% Since Its IPO
There aren't too many investors better versed in technology than Phillipe Laffont. With a $6.5 billion net worth, according to Forbes, Laffont cut his teeth at the well-known hedge fund Tiger Management, the predecessor of Tiger Global Management, which focuses heavily on tech investing.In 1999, Laf...The Motley Fool
Jan 27, 2025
Is NuScale Power Stock a Buy Now?
Breakthroughs in machine learning and artificial intelligence (AI) are transforming industries and redefining what is possible. However, this technological advancement comes with a challenge: soaring energy demands from data centers.Enter nuclear power -- a clean, reliable solution that's coming bac...The Motley Fool
Jan 27, 2025
BUZZ-Guggenheim raises Meta PT on higher AI capex
** Brokerage Guggenheim Securities raises PT for Meta META.O to $750 from $665, citing strength from higher AI capex and advertising** Meta announced on Friday it plans to spend $60 bln to $65 bln in 2025 to expand AI infrastructure** "We anticipate sustained, high-return benefit from pressing t...Reuters
Jan 27, 2025
3 Altcoins to Consider Buying Now
Bitcoin receives the lion's share of attention from crypto investors. Fair enough. Bitcoin accounts for a whopping 57% of the total market cap of the crypto market and is still the market benchmark for where crypto is headed next.But several top altcoins could outperform Bitcoin. Some of these crypt...The Motley Fool
Jan 27, 2025
BUZZ-Allakos falls over 70% after halting development of skin condition drug
** Drug developer Allakos' ALLK.O shares fall 72.7% to 33 cents premarket** Co says its experimental drug, AK006, did not show clinical benefit in an early-stage trial testing it in patients with chronic spontaneous urticaria — a skin condition that causes itching and hives ** As a result, the ...Reuters
Jan 27, 2025
Here's How Much Money Social Security Needs to Avoid Benefit Cuts in 2035
Social Security only has nine years left until it becomes insolvent, and in light of the Social Security Fairness Act's recent passage, that might be too optimistic. The program is staying afloat by draining money from its trust funds, but it can't do that forever.Even in the worst-case scenario, be...The Motley Fool
Jan 27, 2025
BRIEF-Microstrategy Announces Proposed Strike Preferred Stock Offering
Jan 27 (Reuters) - Microstrategy Inc MSTR.O:MICROSTRATEGY ANNOUNCES PROPOSED STRIKE PREFERRED STOCK OFFERING (STRK)MICROSTRATEGY INC - TO OFFER 2.5 MILLION SHARES OF SERIES A PERPETUAL STRIKE PREFERRED STOCKMICROSTRATEGY INC - PROCEEDS TO BE USED FOR GENERAL CORPORATE PURPOSES INCLUDING BITCOIN ACQU...Reuters
Jan 27, 2025
Should You Buy Plug Power Stock While It's Below $3?
Analysts are expecting big things from Plug Power (NASDAQ: PLUG) in 2025. According to Wall Street consensus estimates, the hydrogen fuel specialist should boost sales by roughly 36% in 2025. And just earlier this month, Plug Power received a $1.66 billion loan guarantee from the federal government ...The Motley Fool
Jan 27, 2025
Best Stock to Buy Right Now: Altria vs. Costco
Altria (NYSE: MO) and Costco (NASDAQ: COST) are pretty different companies, but they share a subtle similarity. What is that similarity? Extremely loyal customers. But there are very real issues for investors to consider with each company before buying in. Here's what you need to know.What does Altr...The Motley Fool
Jan 27, 2025
