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"title": "Tracking Baillie Gifford's 13F Portfolio - Q1 2024 Update",
"description": "Baillie Gifford's 13F portfolio increases to $129B with top holdings in NVIDIA, MercadoLibre, and Amazon. Learn more about the holdings here.",
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"snippet": "JINGXUAN JI\n\nThis article is part of a series that provides an ongoing analysis of the changes made to Baillie Gifford’s 13F portfolio on a quarterly basis. I...",
"url": "https://seekingalpha.com/article/4688300-tracking-baillie-giffords-13f-portfolio-q1-2024-update",
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"highlight": "The top three holdings are at ~19% while the top five holdings are close to ~27% of the 13F assets: <em>NVIDIA</em>, MercadoLibre, Amazon.com, Spotify, and Moderna.",
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"highlight": "Stake Decreases:\n\n<em>NVIDIA</em> <em>Corporation</em> (NVDA): A large stake in NVDA was first purchased in 2016 at prices up to ~$28. The position has seen periodic selling since. Recent activity follows. The six quarters through Q2 2022 saw a ~20% reduction at prices between ~$125 and ~$330.",
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"uuid": "090660d6-7b7f-486f-b616-16d90fa68acb",
"title": "NVIDIA Sets Conference Call for First-Quarter Financial Results",
"description": "CFO Commentary to Be Provided in Writing Ahead of Call...",
"keywords": "Nasdaq:NVDA, NVIDIA CORPORATION, NVIDIA, NVIDIA Investor Relations, NVIDIA quarterly earnings",
"snippet": "SANTA CLARA, Calif., May 01, 2024 (GLOBE NEWSWIRE) -- NVIDIA will host a conference call on Wednesday, May 22, at 2 p.m. PT (5 p.m. ET) to discuss its financial...",
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"highlight": "., May 01, 2024 (GLOBE NEWSWIRE) -- <em>NVIDIA</em> will host a conference call on Wednesday, May 22, at 2 p.m. PT (5 p.m. ET) to discuss its financial results for the first quarter of fiscal year 2025, which ended April 28, 2024.\n\nThe call will be webcast live (in listen-only mode) on investor.nvidia.com .",
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"highlight": "Ahead of the call, <em>NVIDIA</em> will provide written commentary on its first-quarter results from its CFO, Colette Kress. This material will be posted to investor.nvidia.com immediately after the company’s results are publicly announced at approximately 1:20 p.m. PT.",
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"highlight": "About <em>NVIDIA</em>\n\n<em>NVIDIA</em> (NASDAQ: NVDA) is the world leader in accelerated computing.\n\nFor further information, contact: Simona Jankowski Mylene Mangalindan Investor Relations Corporate Communications <em>NVIDIA</em> <em>Corporation</em> <em>NVIDIA</em> <em>Corporation</em> [email protected] [email protected]\n\n© 2024 <em>NVIDIA</em> <em>Corporation</em>. All rights reserved.",
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"highlight": "<em>NVIDIA</em> and the <em>NVIDIA</em> logo are trademarks and/or registered trademarks of <em>NVIDIA</em> <em>Corporation</em> in the U.S. and other countries.",
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"highlight": "<em>NVIDIA</em> Sets Conference Call for First-Quarter Financial Results",
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"uuid": "224b901c-027a-41a1-9dc5-eb76584c4e76",
"title": "AMD Falls On Q1 Earnings, Q2 Guidance: Why '1,000% Growth' From AI Stock Is Not Enough For Investors - Advanced Micro Devices (NASDAQ:AMD)",
"description": "AMD raised its guidance for AI segment growth, but it wasn't enough to send shares higher after Q1 results. Analysts size up the results and guidance.",
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"snippet": "Loading... Loading...\n\nSemiconductor giant Advanced Micro Devices AMD reported first-quarter revenue and earnings Tuesday that beat analyst estimates.\n\nHere is ...",
"url": "https://www.benzinga.com/analyst-ratings/analyst-color/24/05/38558952/amd-falls-on-q1-earnings-q2-guidance-why-1-000-growth-from-ai-stock-is-not-enough-f",
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"published_at": "2024-05-01T16:39:17.000000Z",
"source": "benzinga.com",
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"highlight": "The analyst said the \"2025 and beyond story remains intact\" with artificial intelligence a key opportunity for AMD — the No. 2 merchant AI supplier behind <em>NVIDIA</em> <em>Corporation</em> NVDA.\n\nMizuho On AMD: The outlook for AMD’s artificial intelligence segment is below expectations, said analyst Rakesh.\n\nLoading... Loading...",
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"highlight": "The analyst said there is a concern that aggressive pricing from <em>Nvidia</em> and good lead times could hurt AMD.\n\n\"Overall, we believe AI demand remains strong and AMD provides a strong second-source supplier (with key customers GOOGL, META, ORCL, Corewave, TSLA).\"",
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"highlight": "AMD’s competition with <em>Nvidia</em> in the data center GPU market remains a concern, the analyst said.",
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"highlight": "\"We look forward to learning more from AMD over the coming months and quarters about its long-term product roadmap and how it intends to differentiate vis-à-vis not only <em>Nvidia</em> but also custom compute solutions introduced by many of the cloud hyperscalers.\"",
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"highlight": "Stein has concerns around AMD's position versus <em>Nvidia</em> and new CPU competitors.\n\nRoth MKM On AMD: The semiconductor company saw AI growth offset non-AI headwinds, Desilva said.",
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"uuid": "5eea4ccd-ebf3-4022-816e-6266089a0c60",
"title": "Amazon's Q1 Earnings Beat Shows AI Is Becoming Accretive Quicker Than Bears Thought (AMZN)",
"description": "Amazon.com, Inc.'s first quarter earnings surpassed expectations, driven by successful integration of AI in AWS. Click for my full AMZN Q1 earnings update.",
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"snippet": "400tmax\n\nI don't know if any of us has seen a possibility like this in technology in a really long time, for sure since the cloud, perhaps since the internet.\" ...",
"url": "https://seekingalpha.com/article/4687993-amazon-q1-earnings-beat-ai-becoming-accretive-quicker-than-bears-thought",
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"highlight": "<em>NVIDIA</em> <em>Corporation</em> (NVDA) has only recently eclipsed Amazon's long-term gains among the Tech Titans.\n\nAnd while some had speculated Amazon was falling behind in the AI race, this recent report indicates that the firm, feared to have fallen behind in artificial intelligence, is no slouch after all.",
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"uuid": "0c0150b6-aa19-4446-8e7f-b42c87df84c6",
"title": "Top 20 Tech Companies in Silicon Valley",
"description": "In this piece, we will take a look at the top 20 technology companies in Silicon Valley. If you want to skip our coverage of the world’s technology hub and a region that has changed the world as we know it, then check out 5 Top Tech Companies in Silicon Valley. If there’s one thing […]",
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"snippet": "In this piece, we will take a look at the top 20 technology companies in Silicon Valley. If you want to skip our coverage of the world's technology hub and a re...",
"url": "https://finance.yahoo.com/news/top-20-tech-companies-silicon-143632204.html?.tsrc=rss",
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"published_at": "2024-05-01T14:36:32.000000Z",
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"highlight": "<em>NVIDIA</em> <em>Corporation</em> (NASDAQ:NVDA)\n\nNumber of Employees: 29,600\n\n<em>NVIDIA</em> <em>Corporation</em> (NASDAQ:NVDA) is another semiconductor designer. It primarily designs and sells graphics processing units, which has propelled it right to the top of the AI food chain.",
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"highlight": "The AI boom has also helped <em>NVIDIA</em> financially, as it has beaten analyst EPS estimates in all four of its latest quarters.\n\nNumber of Employees: 29,945\n\nAdobe Inc. (NASDAQ:ADBE) is a software company whose products help engineers, designers, and others manage their daily tasks.",
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"uuid": "078477ef-c4ec-42e0-bbd8-8e55b6e57479",
"title": "Market Clubhouse Morning Memo - May 1st, 2024 (Trade Strategy For SPY, QQQ, AAPL, MSFT, NVDA, GOOGL, META, And TSLA) - Invesco QQQ Trust, Series 1 (NASDAQ:QQQ)",
"description": "Good Morning Traders! In today's Market Clubhouse Morning Memo, we will discuss SPY, QQQ, AAPL, MSFT, NVDA, GOOGL, META, and TSLA.",
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"snippet": "Loading... Loading...\n\nGood Morning Traders! In today's Market Clubhouse Morning Memo, we will discuss SPY, QQQ, AAPL, MSFT, NVDA, GOOGL, META, and TSLA.\n\nOur p...",
"url": "https://www.benzinga.com/markets/24/05/38553582/market-clubhouse-morning-memo-may-1st-2024-trade-strategy-for-spy-qqq-aapl-msft-nvda-googl-meta-and",
"image_url": "https://cdn.benzinga.com/files/market-clubhouse-morning-memo_215.png?width=1200&height=800&fit=crop",
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"published_at": "2024-05-01T14:23:03.000000Z",
"source": "benzinga.com",
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"highlight": "<em>NVIDIA</em> <em>Corporation</em>\n\n<em>NVIDIA</em> NVDA is hovering around 846.80. Bulls are looking to push the price to 852.61 and establish it as a solid support level. If successful, the next targets are 865.62 and 877.25, with a high bull target of 882.97 for the day.\n\nIf <em>NVIDIA</em> cannot maintain 846.80 as support, bears might drive the price down to 842.42.",
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Sentiment
Live response for past 24 hours
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Other details
Exchange
- Buenos Aires Stock Exchange
- equity
- Technology
- ar