Vanguard Group warns: US technology stocks are seriously overvalued, people are too optimistic about the prospects of AI.
① Chief Economist of Pioneer Group wrote in the report that the market's expectations for artificial intelligence technology seem to be somewhat excessive. ② He warned that Wall Street's optimism about the economic growth and corporate profit increase brought by artificial intelligence technology has led to overvaluation of US technology stocks.
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Expectations of a "soft landing" in the United States are increasing, pushing European stocks towards their biggest weekly gain since May.
European stock markets continue to rise, with the potential to achieve the largest weekly increase since May.
Express News | ASML Holding Shares Are Trading Higher After Third Point LLC Disclosed in a 13F That It Added a New Position With the Company
The fund giant Third Point is heavily betting on AI, with Q2 holdings in Apple (AAPL.US), ASML Holding (ASML.US), and increased holdings in Taiwan Semiconductor (TSM.US).
Third Point submitted their Q2 13F holding report until June 30, 2024.
The net profit in the first half of the year was USD 138 billion! The world's largest sovereign fund slightly reduced shareholding in technology and increased shareholding in energy stocks, warning that the stock market will not rise like in previous year
Norway's sovereign wealth fund had a strong stock investment return in the first half of the year, but warned that the risk of sovereign debt could impact the financial market.
Express News | Third Point LLC Q2 2024 13F Shows New Positions Include 1.95M Apple Shares, 2.8M Amphenol Shares, 2.1M KB Home Shares, 1.37M Live Nation Shares, 275K Micron Shares, 240K Roper Technologies Shares, 150K MSCI Shares, 150K Dynatrace Shares, 80K ASML...
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Norway's sovereign wealth fund: 8.6% ROI in the first half of the year.
Norway's sovereign wealth fund achieved a return on investment of 8.6% in the first half of the year, equivalent to 147.8 billion Norwegian Kroner or 138 billion US dollars. The fund stated that stock investments yielded strong returns in the first half of the year, driven primarily by the technology sector due to increased demand for new artificial intelligence solutions. According to previous reports, the $1.7 trillion Norway sovereign wealth fund reduced its holdings in Meta Platforms Inc., Novo Nordisk A/S, and ASML Holding in the first half of the year. Holdings in Meta were reduced from 20%
The world's largest sovereign fund reduced its shareholding in Meta (META.US) and ASML Holding (ASML.US), and increased its shareholding in three major energy giants including Shell (SHEL.US).
Norway's sovereign wealth fund has released its latest holdings report (Form 13F).
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After a volatile week, Goldman Sachs reevaluates AI stocks: high-quality companies are very attractive.
Goldman Sachs pointed out that even though the market is tired of AI concept stocks, high-quality AI stocks are still attractive as these companies have strong technical foundations, market positions, or growth potential in the AI field. In addition, Nvidia's financial report, which will be released at the end of this month, may have a major impact on the entire AI market.
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