Cathie Wood’s recent move just sent a quiet alarm through mega-cap tech. ARK filings filed for December 4 show major cuts to Meta Platforms (META) and Tesla (TSLA) stocks, two "Magnificent 7" stalwarts that played a key role in 2025’s relentless AI-powered rally. For perspective, Meta stock is up 13% year to date at the time of writing, and Tesla stock is up 12.5% year to date (37% in the past six months). For those living under a rock, here’s the Mag 7 roll call with their latest market caps: Nvidia: $ ...

For more on what's next for the company, let's bring in Oenheimer, managing director of Internet Equity Research, Jason Hellstein. He's got an outperform rating, a $70 price target on the name. Jason, great to have you with us.>> Thanks. >> And and you did cut the price target, correct. On the back of that 30% drop on the back of earnings.>> We did. Our price target's 70 now which would still be like 25 26 times next year's cash flow so still rich but um stock is 18 now app 11 which kind of is the darling n ...

Shares of Trade Desk plunged more than 38% Friday, a selloff that suggests investors are reassessing some of their predictions about online advertising and its major players https://t.co/wFgppqHeBZ ...

We're about 2 minutes away from the end of this trading day. Scarlet Fu and Katie Greifeld here to take you through the closing bell. We've got a global simulcast, so let's bring in our friends and radio Carol Massar and Jess Menton Who is in for Tim Stenovec.So it's a ladies this Friday evening bringing together the best of our Bloomberg Television and Bloomberg Radio talent and our YouTube audiences. We want to welcome you worldwide to pass through the most crucial moments of the trading day. I feel like ...

All right, let's uh move on. Shares of online ad tech company Trade Desk are plummeting this morning. The firm is warning about the impact of tariffs on its customers. Julia Borson has those details for us. Julia? Hey, good morning David. Well, shares are now down about 39% despite the company beating its second quarter estimates on the top and bottom line. Analysts pointing to two main issues. the impact of tariffs on the macro environment as well as growing pressure from competition in Amazon in particula ...

Trade Desk analysts are bailing on the one-time market favorite amid growing fears that its advertising technology will get steamrolled by Amazon’s offerings https://t.co/E77AlpMTZR ...

We're about 2 minutes away from the end of the trading day. Scarlet Fu and Katie Greifeld here and here to help you take you through the top. All of us taking you through the closing bell is a global sign.Is it Friday yet. Finally, I think we need it right eve it's Friday issue that is Carol Massar of course a Norah Mulinda who is in for Tim Stenovec. And of course in doing so we bring together our Bloomberg Television, Bloomberg radio crew and our YouTube audiences worldwide to parse through the most cruci ...

2025 年 7 月 15 日 招银国际环球市场 | 市场策略 | 招财日报 每日投资策略 宏观经济及公司点评 2025 年 7 月 15 日 全球市场观察 招银国际研究部 邮件：research@cmbi.com.hk 敬请参阅尾页之免责声明 请到彭博 (搜索代码: RESP CMBR )或 http://www.cmbi.com.hk 下载更多研究报告 1 周一（7 月 14 日）中国股市上涨，机器人板块爆发，医药股强势反弹，公 用事业、能源与材料涨幅居前，地产、金融与通讯服务下跌。大宗商品普涨， 国债期货下跌，人民币走平。 中国 6 月社融存量、信贷与 M1 增速反弹，显示中国经济延续复苏，2 季度 经济数据可能好于预期，3 季度货币政策宽松的可能性下降，降准降息可能 推迟至 4 季度。6 月商品出口同比增长 5.8%好于预期，进口增长 1.1%， Labubu带动玩具出口破百亿，稀土出口创 2009年来最高，铁矿石进口创年 内新高，钢铁二季度出口创纪录。 字节跳动将开发一种轻便型混合现实设备，与 Meta 公司计划 2027 年推出 的一款产品类似。京东健康首个线下医美自营诊所在北京亦庄开业，第二家 ...

Group 1 - Six public funds have split their shares this year, significantly lowering the trading threshold for retail investors [1] - The share split of Huabao's financial technology ETF reduced the trading threshold from approximately 173 yuan to about 86 yuan [1] - Nearly 50% of the 1165 listed companies that released half-year performance forecasts reported positive results, with key growth factors being AI technology and pricing [1] Group 2 - Over 200 merger and acquisition events have been disclosed by listed companies this year, marking a nearly fourfold increase compared to the same period in 2024 [2] - The trend of technology-driven mergers, particularly in AI and green energy, has become a global and domestic market hotspot [2] - Regulatory bodies and market participants are focusing on enhancing regulatory inclusiveness and optimizing review mechanisms to stimulate market vitality [2] Group 3 - In June, China's power battery installation volume reached 58.2 GWh, with a year-on-year growth of 35.9% [3] - The cumulative installation volume of power batteries in the first half of the year was 299.6 GWh, reflecting a year-on-year increase of 47.3% [3] - Global sales of electric and plug-in hybrid vehicles increased by 24% year-on-year in June, reaching 1.8 million units [3] Group 4 - XAI, founded by Elon Musk, has faced privacy concerns after requiring employees to install monitoring software on personal computers [4] - The company adjusted its policy to allow employees to download the software only after receiving company-issued laptops [4] Group 5 - Zhongxin Jiantou expects a net profit increase of 55%-60% for the first half of 2025, driven by growth in proprietary, brokerage, and investment banking businesses [6] - Guohai Securities anticipates a net profit increase of 159.26% for the same period, attributed to stable domestic economic conditions and growth in wealth and investment management [7]

We've got a news alert on an addition to the S&P 500. Pippa Stevens has got the details. Hey Pippa. Hey Mo.Take a look at shares of trade desk surging here 11 a.5% after S&P Dow Jones indices said that it will replace ANCIS in the index effective prior to the opening bell this coming Friday July 18th. This of course comes after synopsis got that approval to buy ANCIS and trade web here up nearly now 12% on the news. ...