Microsoft Worm Attack Warning — Act Rapidly And Change Passwords Now
Microsoft has issued an urgent warning about the "Shai-Hulud 2.0 Dune Worm" attacks, urging organizations to rapidly rotate and revoke exposed passwords due to significant cloud-native compromises. The worm compromises accounts, spreads through open-source packages, and exfiltrates credentials to attacker-controlled repositories. This aggressive supply chain attack, attributed to the S1ngularity threat group, has seen over 27,000 new GitHub repositories created to store stolen data and is being refined by attackers.
Constellation Energy (CEG) Stock: Calpine Deal Milestones, Nuclear Restart Momentum, and What to Watch Next Week (Updated Dec. 13, 2025)
Constellation Energy (NASDAQ: CEG) experienced a volatile week ending December 12, 2025, with its stock closing down 7% on Friday, despite a modest weekly decline. The company is navigating significant events including progress on its $16.4 billion Calpine acquisition with DOJ agreement and FERC approval, and continued momentum in the nuclear energy sector bolstered by awards and federal support. Upcoming catalysts include a FERC meeting on data center co-location in PJM and further updates on Calpine deal mechanics, all contributing to a strong narrative but volatile trading environment for CEG.
Akamai Technologies, Inc. $AKAM Shares Sold by GMT Capital Corp
GMT Capital Corp reduced its stake in Akamai Technologies (NASDAQ:AKAM) by 4.0% in Q2 2025, selling 13,800 shares. Despite this, other institutional investors significantly increased their holdings in the company, highlighting mixed sentiment. Akamai reported strong Q3 earnings, surpassing analyst estimates, and provided positive guidance, contributing to its stock performance.
Eschler Asset Management LLP Takes Position in Super Micro Computer, Inc. $SMCI
Eschler Asset Management LLP has acquired a new stake in Super Micro Computer, Inc. (NASDAQ:SMCI), purchasing 38,169 shares valued at approximately $1.87 million, making it their 18th largest holding. This comes as SMCI recently missed Q1 earnings and revenue expectations, leading to a stock dip, yet institutional investors still hold a significant portion of the company's shares. Analysts currently rate SMCI as a "Hold" with an average price target of $48.38, despite a recent CFO stock sale.
Microsoft Corporation $MSFT Holdings Lowered by BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp reduced its position in Microsoft Corporation ($MSFT) by 13.0% in the second quarter, selling 257,267 shares and now owning 1,721,867 shares valued at $856,474,000. Several other institutional investors adjusted their holdings in MSFT during recent quarters. The article also details insider selling activity from CEO Judson Althoff and insider Bradford L. Smith, alongside recent analyst ratings and financial performance data for Microsoft.
Bwcp LP Invests $24.99 Million in Microsoft Corporation $MSFT
Bwcp LP has initiated a new position in Microsoft Corporation, acquiring shares valued at approximately $24.99 million, representing 4.1% of its investment portfolio. This comes as other institutional investors also adjusted their holdings in MSFT, which recently reported strong quarterly earnings and disclosed a quarterly dividend. Analysts maintain a "Moderate Buy" rating for the stock, with an average target price of $632.34.
BI Asset Management Fondsmaeglerselskab A S Raises Holdings in Verizon Communications Inc. $VZ
BI Asset Management Fondsmaeglerselskab A S increased its stake in Verizon Communications Inc. (NYSE:VZ) by 5.8% in the second quarter, owning 1,725,415 shares valued at $74,659,000. Several other hedge funds also adjusted their positions in VZ, with institutional investors collectively owning 62.06% of the company's stock. Verizon Communications announced a quarterly dividend of $0.69, payable on February 2nd, with an annualized dividend of $2.76 and a yield of 6.7%.
BI Asset Management Fondsmaeglerselskab A S Decreases Stake in Fiserv, Inc. $FISV
BI Asset Management Fondsmaeglerselskab A S has reduced its stake in Fiserv, Inc. by 11.3%, holding 259,501 shares valued at $44.74 million. Other institutional investors have also adjusted their positions, and analysts have issued mixed ratings for Fiserv, leading to an average "Hold" consensus. Fiserv's stock performance and recent insider buying activity are also detailed.
Apple Inc. $AAPL is Berkshire Hathaway Inc's Largest Position
Berkshire Hathaway Inc. reduced its stake in Apple Inc. by 6.7% in Q2, but Apple still constitutes 22.3% of Berkshire's holdings, making it their largest position. Apple recently exceeded earnings expectations, reporting an EPS of $1.85 and revenue of $102.47 billion, leading to a "Moderate Buy" analyst rating. Despite insider sales, institutional investors own 67.73% of the company, and its stock shows a market capitalization of $4.11 trillion.
Microsoft Corporation $MSFT is Adage Capital Partners GP L.L.C.'s 2nd Largest Position
Adage Capital Partners GP L.L.C. considerably increased its stake in Microsoft Corporation, making it their second-largest position and holding over 6.8 million shares. This move is part of a broader trend of institutional investors and hedge funds adjusting their Microsoft holdings. The article also provides recent analyst ratings, insider trading activity, and financial performance data for Microsoft.
Key facts: Wipro Launches Gemini Platform; Partners with Microsoft for Cloud
Wipro Ltd has introduced the Gemini Enterprise platform to enhance its 'Client Zero' strategy, enabling employees to analyze data, interact with apps, and create no-code AI agents securely. Additionally, Wipro has partnered with Microsoft in a three-year strategic agreement to boost cloud services and digital transformation initiatives.
ServiceNow (NOW) Stock After the Bell on Dec. 12, 2025: After-Hours Move, Stock Split Countdown, and What to Watch Before the Next Market Open
ServiceNow's (NOW) stock experienced a modest decline after Friday's session on December 12, 2025, with after-hours trading revealing a slight dip amid broader tech sector concerns over "AI bubble" nerves. The primary upcoming event for NOW is a 5-for-1 stock split, with split-adjusted trading expected to commence on December 18, 2025, which will impact price psychology, liquidity, and options mechanics. Investors should also watch for ongoing AI sentiment and interest rate expectations, as well as ServiceNow's integration strategies regarding enterprise AI security, particularly its acquisition of Veza and a new integration with Keeper Security.
Janus Henderson Group PLC Expands Stake in Lexeo Therapeutics Inc
Janus Henderson Group PLC has significantly increased its stake in Lexeo Therapeutics Inc. by acquiring an additional 1,185,907 shares at $9.86 per share, bringing their total holdings to 7,291,434 shares, representing a 9.99% stake in Lexeo. This strategic investment by the London-based firm, known for its focus on technology and healthcare, underscores its confidence in the biotechnology company's long-term growth potential despite Lexeo's current financial challenges and low GF Score. Lexeo Therapeutics Inc, a USA-based gene therapy developer, shows strong cash-to-debt but struggles with profitability, emphasizing the calculated risk taken by Janus Henderson.
Box CFO Smith sells $526k in company stock
Box Inc. (NYSE:BOX) CFO Dylan C. Smith sold 17,000 shares of Class A Common Stock for over $526,000. This transaction occurred on December 10, 2025, under a pre-arranged trading plan. Despite the insider sale, Box maintains strong gross profit margins and is considered undervalued with a low P/E ratio relative to near-term earnings growth, according to InvestingPro.
Magna International (TSE:MG) Reaches New 52-Week High - Should You Buy?
Magna International (TSE:MG) recently hit a new 52-week high of C$71.57, closing at C$71.33. Despite a recent "strong-buy" upgrade from BMO Capital Markets, analysts generally rate the stock as a "Hold" with an average target price below the current share price. The company reported EPS of C$1.33 on C$14.57 billion revenue last quarter and offers a quarterly dividend of $0.485, yielding approximately 2.7%.
U.S. Equity ETF Tracker | Tech stocks drag Nasdaq lower, triple inverse Nasdaq ETF rises nearly 6%; Cannabis stocks rally across the board, MSOS ETF surges 54%; Nuclear energy shares plummet, double inverse OKLO ETF jumps over 30%.
U.S. stock indexes closed lower, with tech stocks weighing heavily on the Nasdaq. Conversely, cannabis stocks experienced a significant rally, driven by news of potential relaxation of marijuana restrictions. Nuclear energy stocks plummeted, causing inverse ETFs tied to the sector to surge.
ServiceNow Agrees To Buy Veza To Govern AI Agent Permissions At Scale
ServiceNow announced its intent to acquire Veza for over $1 billion to enhance identity governance for AI agents at scale. This acquisition, following ServiceNow's $2.85 billion deal for Moveworks, aims to integrate Veza's identity security platform with ServiceNow's AI Control Tower to provide critical governance for non-human identities, especially as enterprise AI adoption accelerates. The move signals ServiceNow's strategy to bolster its competitive position in the rapidly evolving AI landscape, addressing challenges like context-dependent permissions and the growing attack surface created by AI agents.
IBM Stock Today: $11 Billion Confluent Deal, Fresh Price Targets and Valuation Jitters in December 2025
IBM (NYSE: IBM) announced its acquisition of Confluent (NASDAQ: CFLT) for $11 billion, its largest deal since Red Hat, aiming to bolster its AI and hybrid cloud strategy. The news has led to analyst upgrades and new price targets, with IBM shares trading around $311 after a 41% year-to-date rally. However, some analysts and retail investors express concerns about IBM's valuation after the rapid price increase and Confluent's unprofitability.
Marvell Technology (MRVL) Stock News Today: AI Photonics Deal, Analyst Forecasts, and What Investors Are Watching on Dec. 12, 2025
Marvell Technology (MRVL) is experiencing volatility due to competing narratives: strong financial performance and an AI-focused acquisition contrasted with fears of hyperscaler design-loss to rivals. The company's recent acquisition of Celestial AI aims to strengthen its position in AI data center interconnects, while analysts remain divided on long-term forecasts. Investors are closely watching for clarity on hyperscaler partnerships and the integration of Celestial AI milestones.
Why Veritone Stock Was on Fire for the Second Consecutive Week
Veritone's stock surged for the second consecutive week, rising 8% due to the new deployment of its aiWARE platform. The AI software is now available on self-hosted private AWS and Microsoft Azure tenants, providing secure cloud spaces for clients. This move is expected to bolster Veritone's reputation in the AI services sector, especially for public-sector agencies seeking control over their data.
Top Telemedicine Services for Hospitals: Leading Solutions Compared
This article compares leading telemedicine services for hospitals, highlighting solutions like TeleNeurology by TeleSpecialists, Virtual Sitting by Teladoc Health, ePrescribe by SimplePractice, and VSee Messenger. It emphasizes how these technologies improve patient care, streamline workflows, enhance decision-making, and reduce operational costs. The piece also outlines key criteria for choosing telemedicine providers and the overall benefits of adopting such services.
AI Is Reshaping AXP's Risk Approach: Can it Deliver a Real Advantage?
American Express (AXP) is integrating AI into its credit risk management and fraud detection, leveraging its closed-loop network for enhanced data insights. This precision-driven approach allows for earlier risk identification and proactive decisions, leading to potential competitive advantages. While competitors like Mastercard and PayPal are also adopting AI, AXP's strategy aims to transform its risk approach into a lasting advantage in the payments industry.
Amazon's Datacenter Boom: The Next Big Growth Driver for the Stock?
Amazon's unprecedented datacenter expansion, driven by massive AWS infrastructure investments, is positioning the company for sustained growth despite its stock appearing overvalued. Rivals Microsoft and Google are also dedicating substantial capital to datacenter buildouts, reflecting intense competition in the AI infrastructure sector, with Amazon's efforts translating directly into profitability gains.
Microsoft asks Gaines Township to rezone property for data center
Microsoft has requested that Gaines Township rezone a 40.5-acre parcel of land from development-large scale plan to light industrial to facilitate the construction of a new data center. This request follows Microsoft's acquisition of 316 acres from Steelcase in Gaines Township for $45.3 million in 2024, and additional property in Dorr Township. The company aims to connect the vacant property to water and sewer services for its planned data center development.
Salesforce (CRM) Stock News Today (Dec. 12, 2025): ValueAct’s $25M Insider Buy, FY2026 Forecast, and Agentforce Pricing Signals
Salesforce (CRM) is a key focus for investors due to several narratives: a significant insider purchase by ValueAct, an increased FY2026 outlook driven by AI "Agentforce" momentum, and evolving pricing strategies for its AI agents. The article details Salesforce's Q3 FY2026 results, its acquisition of Informatica, and analyst forecasts, highlighting the shift toward AI economics in its valuation. The company's future stock performance hinges on successfully monetizing AI and managing its ecosystem.
Microsoft Worm Attack Warning — Act Rapidly And Change Passwords Now
Microsoft is warning organizations to rapidly change passwords following widespread "Shai-Hulud 2.0 Dune Worm" attacks, which compromise cloud-native ecosystems. This self-replicating worm impacts API keys for major cloud services including AWS, Google Cloud, and Microsoft Azure, and has already created over 27,000 new GitHub repositories to exfiltrate stolen credentials. Microsoft advises immediate credential rotation, review of Key Vault assets, isolation of affected CI/CD agents, and reduced permissions for pipeline identities to mitigate further compromise.
Microsoft asks Gaines Township to rezone property for data center
Microsoft has requested Gaines Township to rezone a 40.5-acre parcel of land from development-large scale plan to light industrial to build a new data center. This property is part of a larger 316-acre acquisition from Steelcase in 2024 for $45.3 million. Microsoft also purchased
Nvidia Corporation (NVDA) Bank of America Maintains Top Pick After Nvidia Meeting, Citing $500B AI Chip Demand Outlook
Bank of America has reiterated Nvidia as its "Top Pick" following an investor meeting, citing Nvidia's expectation of at least $500 billion in combined Blackwell, Rubin, and networking sales across 2025 and 2026. The company also projects its next-generation Blackwell architecture will be a full generation ahead of competitors. Despite some downside risks, analyst sentiment remains overwhelmingly positive with a "Strong Buy" rating and significant upside potential from current levels.
Nvidia employee says Microsoft's cooling system for Blackwell GPUs 'wasteful', company responds
An anonymous Nvidia employee has called Microsoft's cooling system for its new Blackwell GPUs in data centers "wasteful," despite Microsoft using liquid cooling. The concern highlights the significant energy consumption of a building-wide air cooling system that works in conjunction with the liquid cooling. Microsoft has responded by stating its commitment to carbon neutrality and developing zero-water cooling designs for future data centers.
AMD Stock News Today (Dec. 12, 2025): AI “Bubble” Jitters Hit Chipmakers as Analysts Keep a Bullish Tilt on Advanced Micro Devices (NASDAQ: AMD)
Advanced Micro Devices (NASDAQ: AMD) faces AI "bubble" jitters as investors reassess growth following Broadcom's margin warning and Oracle's spending. Despite short-term volatility and market sentiment swings, analysts maintain a bullish outlook due to AMD's strong Q3 2025 results, its significant multi-year partnership with OpenAI, and ambitious data-center revenue targets. The market now demands clearer evidence that AI revenue translates into durable margins and cash generation.
Constellation wins energy award for Microsoft nuclear power deal
Constellation Energy Corporation (NASDAQ: CEG) received the "Energy Deal of the Year" award for its 20-year power purchase agreement with Microsoft. This agreement enabled the restart of the Crane Clean Energy Center, a nuclear facility in Pennsylvania, to provide 835 megawatts of carbon-free energy for Microsoft's data centers. The project is expected to create over 3,000 jobs and contribute significantly to Pennsylvania's GDP and tax revenue.
Tesla Stock News, Forecasts & Analyst Outlook (TSLA) — What to Know on December 12, 2025
Tesla (TSLA) stock is experiencing volatility as investors weigh softening vehicle demand against continued enthusiasm for its autonomy and AI platform. Weak U.S. sales data and global demand pressures are pushing the stock down, while Elon Musk's updates on robotaxi development are providing some bullish support. Wall Street analysts remain sharply divided on Tesla's valuation, reflecting differing assumptions about vehicle sales versus the company's AI and robotics potential.
EPAM Implements Large-Scale Digital Transformation of the State Statistics Service: From Strategy to New AI Portal
EPAM has completed a major digital transformation for Ukraine's State Statistics Service, launching a new portal (stat.gov.ua) with an integrated AI assistant, StatGPT. This initiative, supported by the Ministry of Digital Transformation and the Swiss-Ukrainian EGAP program, aims to modernize state statistics, making data more accessible and aligning it with international IT standards. The transformation involved strategic consulting, internal process restructuring, team formation, and the creation of a new technological infrastructure based on EPAM's QuantHub platform.
Accenture (ACN) Stock Jumps on AI Deals and Fresh Institutional Buying: Latest News, Price Action and 2026 Forecasts
Accenture's stock (ACN) recently jumped due to significant AI partnerships with OpenAI, Snowflake, Google Cloud, and AWS, positioning it as a leading AI transformation partner. Despite a 30% drop from its 52-week high, institutional buying signals confidence, though fiscal 2026 revenue growth guidance remains cautious at 2-5%. The company's robust AI bookings and strategic restructuring highlight a pivotal shift towards AI-centric services.
Occudo Quantitative Strategies LP Cuts Position in Autodesk, Inc. $ADSK
Occudo Quantitative Strategies LP significantly reduced its stake in Autodesk, Inc. (NASDAQ:ADSK) by 44.0% in the second quarter, selling 9,884 shares and ending with 12,593 shares valued at approximately $3.898 million. Despite this, other major institutions like Norges Bank and T. Rowe Price aggressively increased their holdings, leading to institutional investors owning about 90.24% of ADSK. Autodesk recently surpassed quarterly estimates and holds a consensus "Moderate Buy" analyst rating with an average price target of $369.77.
Amazon (NASDAQ: AMZN) Stock Price Prediction in 2030: Bull, Bear, & Baseline Forecasts (Dec 12)
This article provides a comprehensive forecast for Amazon's (NASDAQ: AMZN) stock price in 2030, presenting bull, bear, and baseline scenarios based on detailed analysis of the company's e-commerce, Amazon Web Services (AWS), and advertising segments. It highlights Amazon's historical growth, current market position, and key drivers that will influence its future performance through the end of the decade. The analysis incorporates macroeconomic factors, industry trends, and Amazon's internal growth metrics to project potential stock values, with a baseline prediction of $250 per share.
Quantinno Capital Management LP Has $37.44 Million Stake in Monster Beverage Corporation $MNST
Quantinno Capital Management LP significantly increased its stake in Monster Beverage Corporation by 41.3% during the second quarter, now owning 597,634 shares valued at over $37.4 million. Several other institutional investors also adjusted their holdings in MNST, with Prudential PLC and VestGen Advisors LLC notably increasing their positions, while insider Guy Carling sold a substantial number of shares. Monster Beverage recently reported strong quarterly earnings, beating analyst estimates, and analysts generally maintain a "Moderate Buy" consensus rating for the stock.
ePlus (NASDAQ:PLUS) Director John Callies Sells 560 Shares
ePlus (NASDAQ:PLUS) Director John Callies sold 560 shares of the company's stock on December 8th at an average price of $90.03, totaling $50,416.80. This transaction reduced his stake by 2.55% to 21,428 shares. The sale followed a strong quarter for ePlus, with reported EPS of $1.53 and revenue of $608.8 million, leading to a 2.7% rise in stock price.
Wipro, Microsoft forge three-year partnership to accelerate enterprise AI transformation
Wipro Limited has announced a three-year partnership with Microsoft to accelerate enterprise AI transformation, combining Wipro’s consulting and engineering with Microsoft’s cloud and AI platforms. The collaboration aims to develop sector-focused AI solutions across various industries and expand AI adoption within Wipro's operations, including deploying over 50,000 Microsoft Copilot licenses and upskilling 25,000 employees. A new Microsoft Innovation Hub in Bengaluru will also support co-innovation and rapid prototyping of AI agents built on Microsoft's platforms.
Gartner Identifies the Top Trends Impacting Infrastructure and Operations for 2026
Gartner has identified six key trends that will significantly impact infrastructure and operations (I&O) by 2026, advising I&O leaders to adapt and innovate in response. These trends include hybrid computing, agentic AI, AI governance platforms, energy-efficient computing, disinformation security, and geopatriation. Understanding these emerging trends is crucial for enterprises to implement effective tactics and maximize the value of their I&O operations.
Saviynt Secures $700M at Approximately $3B Valuation in KKR-Led Round to Establish Identity Security as the Foundation for the AI Era
Saviynt, a leading identity security company, has secured $700 million in Series B growth funding at an approximately $3 billion valuation, led by KKR with participation from Sixth Street Growth, TenEleven, and Carrick Capital Partners. This significant investment aims to scale Saviynt’s AI-driven identity security platform across human, machine, and AI-agent identities, recognizing identity management as foundational for organizations deploying AI at scale. The funding will accelerate global expansion, deepen AI capabilities, and enhance integrations, addressing the growing need for robust identity security in the AI era.
Ram Shriram Reports Transfers of Alphabet Shares Through Trust Annuity Payments
Alphabet Inc. Director K. Ram Shriram has reported transfers of Alphabet shares through trust annuity payments on December 9, 2025. These transfers, consisting of Class A and Class C shares, were made from irrevocable trusts to Shriram and his spouse as scheduled annuity payments and are considered changes in the form of beneficial ownership, not sales. Shriram retains indirect interests through other trust structures and partnership entities, with Google Stock Units also detailed in the filing.
Nebula Research & Development LLC Purchases Shares of 48,343 Sonoco Products Company $SON
Nebula Research & Development LLC has acquired a new position in Sonoco Products Company, purchasing 48,343 shares valued at approximately $2.11 million. This move is part of broader institutional interest, with other large funds also increasing their stakes, leading to institutional investors owning 77.69% of the stock. Analyst sentiment remains mixed with a "Hold" consensus, while key fundamentals include a market cap of ~$4.16 billion and a 5.0% dividend yield.
Osterweis Capital Management Inc. Cuts Position in Remitly Global, Inc. $RELY
Osterweis Capital Management Inc. reduced its stake in Remitly Global, Inc. by 32.6% during the second quarter, selling 118,675 shares and now holding 245,075 shares valued at approximately $4.6 million. Despite this, Remitly Global exceeded Q2 earnings expectations with $0.04 EPS and $419.49 million in revenue, leading to a consensus "Moderate Buy" rating and a $25.88 price target from analysts. Insiders have sold shares worth about $1.14 million over the past 90 days, even as other institutional investors significantly increased their positions, bringing institutional ownership to 74.25%.
Wipro forges 3-year strategic partnership with Microsoft
Wipro has announced a three-year strategic partnership with Microsoft to help enterprises accelerate AI adoption and digital transformation through new AI-powered workflows and solutions. This collaboration will leverage Microsoft's cloud and AI platforms, including Azure and Copilot, and includes the launch of a Microsoft Innovation Hub at Wipro's Partner Labs in Bengaluru to foster co-innovation and deliver scalable AI solutions. Wipro is also investing in upskilling its workforce and deploying over 50,000 Microsoft Copilot licenses to enhance productivity and client experience.
Sei Investments Co. Has $84.48 Million Stock Holdings in ARM Holdings PLC Sponsored ADR $ARM
Sei Investments Co. increased its stake in ARM Holdings PLC Sponsored ADR by 2.9% in the second quarter, purchasing an additional 14,809 shares to bring its total holding to 522,313 shares valued at approximately $84.48 million. ARM recently reported strong earnings, exceeding expectations with $0.39 EPS and $1.14 billion in revenue, and has a "Moderate Buy" consensus rating from analysts with an average target price of $179.80. The stock currently trades at a high valuation with a PE ratio of 174.54 and a market cap of $143.8 billion.
Data integration market set for slower growth, says Gartner
Gartner's latest Magic Quadrant report predicts a slowdown in the data integration market's growth, from 9.8% in 2024 to an 8.1% CAGR between 2024 and 2029. This deceleration is attributed to the convergence of standalone data management platforms, reducing the need for numerous point-to-point connectors. Public cloud providers like AWS, Microsoft, and Google are identified as leaders in this evolving market.
Microsoft Corporation (MSFT): Navigating the AI Frontier with Cloud Dominance
Microsoft Corporation (MSFT) continues to demonstrate robust financial performance and technological leadership, primarily driven by its dominant position in cloud computing and aggressive investments in Artificial Intelligence (AI). Under CEO Satya Nadella, Microsoft has strategically shifted to a "cloud-first, mobile-first" approach, rapidly expanding its Azure cloud platform and deeply integrating AI across its products, leading to significant revenue growth and a strong market position. The company faces increased regulatory scrutiny and high AI-related capital expenditures, but its strategic pivots and strong financial health suggest continued long-term growth.
Amazon.com Inc. (AMZN): A Deep Dive into the E-commerce and Cloud Giant’s Future
Amazon.com Inc. remains a global technology powerhouse in 2025, driven by its robust performance in e-commerce, cloud computing (AWS), and significant investments in AI. The company reported strong Q3 2025 results with substantial revenue growth across segments, particularly AWS and advertising. Despite regulatory scrutiny and high capital expenditures, Amazon's strategic focus on AI and operational efficiency positions it for continued growth and market dominance in the coming years.
Natixis Has $1.99 Million Holdings in Qorvo, Inc. $QRVO
Natixis reduced its stake in Qorvo, Inc. (NASDAQ:QRVO) by 62.3% during the 2nd quarter, holding 23,447 shares valued at $1.99 million. Despite this, other institutional investors have increased their positions in Qorvo, and analysts have issued "Hold" ratings with a consensus price target of $102.00. The semiconductor company recently exceeded earnings per share estimates for the last quarter.
