Nvidia $500B Financing | Is Broadcom In Trouble?

TTWONeutralLow ConvictionSignal-backedSecondary

Take-Two Interactive's shares are climbing in anticipation of the GTA 6 release, with expectations it could become the best-selling video game of all time.

ICLNeutralMedium ConvictionSignal-backedSecondary

Waymo's autonomous vehicle service is expanding significantly across California, including the entire SF Bay Area, Los Angeles, Sacramento, and San Diego.

ORCLNeutralMedium ConvictionSignal-backedSecondary

Oracle is expanding its database offering across clouds, including AWS, Azure, and Google, which is a key growth area for the company.

MSFTNeutralLow ConvictionResearch Only

Microsoft, like other video game makers, has been suffering over the last year.

NFLXBullishMedium ConvictionSignal-backedPrimary

Netflix shares are showing signs of life, up nearly 5% as Bill Ackman invested, and the company is strategically managing its video game division and retaining content like Seinfeld.

AMZNBullishHigh ConvictionSignal-backedPrimary

Despite a recent stock slide, Amazon is an 'absolute must own' due to AWS's expanding role as a platform for AI and software providers.

AAPLNeutralLow ConvictionSignal-backedSecondary

Apple's stock was flat this week as they propose a 15% commission on linked app purchases, potentially a reasonable fee for smaller businesses.

METABullishMedium ConvictionSignal-backedPrimary

Meta Platforms is down 1.5% for the week, but with Mark Zuckerberg's AI manifesto and the open-sourcing of Muse Spark models, patient investors are likely to be rewarded.

TSLANeutralLow ConvictionResearch Only

Tesla is launching a Roadster with a rocket, and the discussion will cover its implications and market appeal.

AVGONeutralMedium ConvictionSignal-backedSecondary

Broadcom shares were down 6% due to news about Google potentially cutting back on TPUs and a VMware software vulnerability, raising concerns for shareholders.