ValueAct Holdings, L.P. initiated a position in Amazon.com Inc. in the fourth quarter of 2024, purchasing 536,900 shares worth approximately $122 million, according to a 13F-HR filing with the U.S. Securities and Exchange Commission on Feb. 14.
As Washington doubles down on its trade war with China, and tariffs now going as high as 104%, some leading experts believe that the Middle Kingdom might have an ace up its sleeve, that could hit the United States where it hurts most—Services.
The country’s 40-year path into a debt & deficit spending spiral was not working and had to change dramatically, not gradually, and the process to fix it is scary and uncomfortable.
With spring now in the air, a few large-cap stocks have made recent announcements that they are upping dividends. With extensive uncertainty and turmoil surrounding the stock market recently, positive returns have been hard to come by. The S&P 500 Index has provided a total return of almost -14% in 2025 as of the Apr. 4 close. The Technology Select Sector SPDR Fund (NYSEARCA: XLK) has a return of -21% over that period. However, many dividend-focused funds have performed much better comparatively. Although still in the red, the Schwab US Dividend Equity ETF (NYSEARCA: SCHD) has a total return slightly better than -7% on the year.
SALESFORCE INC was identified as a growth stock that isn't overvalued. NYSE:CRM is excelling in various growth indicators while maintaining a solid financial footing.
Palantir is poised to win a new U.S. Army contract that could eventually deliver annual recurring revenue approaching $100 million, said a William Blair analyst.
The S&P 500 is home to the biggest and most well-known companies in the market, making it a go-to index for investors seeking stability.
But not all large-cap stocks are created equal - some are struggling with slowing growth, declining margins, or increased competition.
Wedbush analyst Daniel Ives highlights AI's growing impact on enterprise spending in 2025. AI now comprises 12% of IT budgets, with many companies increasing investments.
