Israel Englander is the CEO of Millennium Management, the second most profitable hedge fund in history as measured by net gains since inception, according to LCH Investment. In total, Millennium owns more than 6,000 stocks, index funds, and options, but Englander downsized one of his largest positions in the third quarter.Specifically, he sold 11.5 million shares of Apple (AAPL -2.14%), reducing his stake by 90%. Apple had been one of his hedge fund's top 10 holdings, but it no longer ranks in top 75. Meanw ...

What do Apple (AAPL -2.14%) and Vertex Pharmaceuticals (VRTX -4.63%) have in common? At first glance, not much. The former is a consumer tech leader while the latter operates in the biotech industry.One thing they do share, though, is that they've made their long-term shareholders happy. Apple and Vertex Pharmaceuticals have outperformed the market over the past decade, and even longer. Further, there are good reasons to believe they can continue delivering outsized returns for the next 10 years and beyond. ...

American stock exchanges currently host eight American technology companies with valuations of $1 trillion or more, but only three have graduated into the $3 trillion club so far:Apple: $3.7 trillionNvidia: $3.3 trillionMicrosoft: $3.3 trillionAmazon (AMZN -4.60%) is the world's fourth-largest company, at this writing, with a market capitalization of $2.4 trillion. Its stock has soared by more than 50% this year and trades at an all-time high. The company's strong cloud growth, soaring profits, and leadersh ...

Providing alpha-generating investment ideas. I am an independent investor managing my family's portfolio, primarily via a Self Managed Super Fund. You can expect my articles to deliver a clearly structured, evidence-based thesis. But first and foremost, I encourage readers to judge me on my performance.I have a generalist approach as I explore, analyze and invest in any sector so long there is perceived alpha potential vs the S&P500. The typical holding period ranges between a few quarters to multiple years ...

核心观点 - 公司已停止开发iPhone硬件订阅计划，该计划原计划于2022年推出，后推迟至2023年，最终被取消[1][2] 硬件订阅计划 - 公司原计划推出一项服务，消费者每月支付费用即可获得一部iPhone，并每年更换新机型[2] - 在开发过程中，该计划遇到了软件漏洞和潜在监管审查的担忧[2] - 该硬件订阅服务由公司的Apple Pay团队开发，该团队在今年早些时候因更严格的监管规定关闭了其“先买后付”(BNPL)服务Pay Later[3] “先买后付”服务 - 公司现在推广由Affirm和Klarna提供的第三方BNPL计划[4] - 公司于6月关闭了Pay Later服务，该服务在宣布后近两年才在全国范围内推出，并在八个月后关闭[4] - 在关闭Pay Later服务的一周前，公司宣布Apple Pay用户在美国可以通过Affirm在结账时申请BNPL贷款[4] 新产品计划 - 公司计划明年推出一款新iPhone，该机型将比当前型号更薄，采用简化摄像头以降低成本，并设计为面向那些想要外观时尚且不介意缺少Pro机型所有功能的消费者[5] - 公司还在计划推出两款折叠设备，包括一款可作为笔记本电脑使用的折叠设备和一款较小的折叠手机，这两款设备已经开发多年[6]

Shares of Apple are so expensive, Treasuries may be a better buy.Apple (AAPL -0.17%) has been one of the most iconic companies this century, but it is no longer growing, and new products have fallen flat. In this video, Travis Hoium shows why Treasuries may be a better buy than Apple stock today.*Stock prices used were end-of-day prices of Dec. 16, 2024. The video was published on Dec. 17, 2024. ...

Despite the undeniable strength of the 2024 stock market – with many individual stocks reaching new all-time highs (ATH), and the benchmark S&P 500 index itself at unprecedented peaks above 6,000 – few expected this year to feature the world’s first $4 trillion company.Seemingly against all odds, Apple’s (NASDAQ: AAPL) recent rally has opened up the possibility that this could happen before the New Year as the technology behemoth boasts a market capitalization of $3.831 trillion at press time on December 18 ...

2024 has been very one-sided so far, with the S&P 500's ( SPY ) strong performance being driven by only one-third of its holdings , in particular, mega cap technology stocks ( QQQ ). Despite the overall AI boom thatIf you want access to our Portfolios that have crushed the market since inception and all our current Top Picks, join us for a 2-week free trial at High Yield Investor.We are the fastest growing high yield-seeking investment service on Seeking Alpha, with a perfect 5/5 rating from 180 reviews.Our ...

As of the close of trading on Dec. 13, nine companies boasted market capitalizations of more than $1 trillion. In order of largest to smallest, those companies are:Apple: $3.7 trillionNvidia: $3.3 trillionMicrosoft: $3.3 trillionAmazon: $2.4 trillionAlphabet: $2.4 trillionMeta Platforms: $1.6 trillionTesla: $1.4 trillionBroadcom: $1.1 trillionTaiwan Semiconductor Manufacturing: $1 trillionThe common thread stitching each of these companies together is artificial intelligence (AI). In areas including softwar ...

文章核心观点 - 人工智能（AI）行业虽然处于早期阶段，但其创造价值的潜力巨大 自2023年初以来，Nvidia的市值从3600亿美元增长到3.3万亿美元，主要得益于其AI数据中心芯片销售的飙升 选择长期赢家和输家并不容易，因此购买包含多个AI股票的ETF可能是最佳策略 [1] 行业和公司研究 行业概况 - 人工智能行业正在快速发展，许多大型科技公司都在积极开发AI技术 [4] - 人工智能技术的广泛应用，如云计算、企业软件和AI，推动了科技行业的加速增长 [10] 公司研究 iShares Expanded Tech Sector ETF (IGM) - iShares ETF持有276只股票，虽然不是专门的AI基金，但其投资范围包括科技、通信服务和消费者非必需品行业，许多大型公司都在这些领域专注于AI开发 [4] - ETF的前三大持仓占其总价值的25.3%，分别是Meta Platforms（8.73%）、Nvidia（8.33%）和Apple（8.24%） [5] - ETF自2001年成立以来，复合年回报率为10.9%，过去10年的复合年回报率为20.1% [10] Meta Platforms (META) - Meta创建了全球最受欢迎的开源大型语言模型（LLM）Llama，下载量超过6亿次 该模型不仅用于Facebook和Instagram的AI功能开发，还为企业和开发者提供了成本效益高的AI软件创建方式 [5] - Meta计划明年推出Llama 4，CEO Mark Zuckerberg称其可能是AI行业中最先进的LLM [6] Nvidia - Nvidia的数据中心GPU是行业中最先进的AI开发工具 公司刚刚开始发货新的Blackwell芯片，性能比旗舰H100有显著提升，销售预计将快速增长 [7] - Nvidia可能是明年科技行业中表现最好的股票之一 [7] Apple - Apple最近推出了Apple Intelligence软件，为最新iPhone、iPad和Mac电脑引入了多项新AI功能，如强大的写作工具、图像生成、通知优先级和Siri语音助手的新功能 [8] - Apple全球有超过22亿台活跃设备，可能成为全球最大的消费者AI接入点 [9] 投资策略 - 通过iShares ETF，投资者可以以多元化方式接触AI创造的价值，如果某些公司失败，可以减少严重损失 [2] - 即使iShares ETF的年回报率回归到长期平均的10.9%，每月投资500美元，30年后也可能达到100万美元 如果AI的潜力得到充分发挥，未来几年的回报可能会更高 [12] - 投资者应将iShares ETF作为平衡投资组合的一部分，包括其他基金和个股 [13]