Macquarie Asset Management, an investment management company, released its “Macquarie Core Equity Fund” investor letter for the second quarter of 2025. A copy of the letter can be downloaded here. The US large-cap equity market surged in Q2 2025, with the S&P 500® Index rising 10.94%. The equity market’s strength was due to reduced concerns over the possibility of President Trump quickly imposing harsh tariffs. Later, the administration put a pause on the tariff implementation. In this environment, the Macq ...

NVIDIA Corporation (NASDAQ:NVDA) is among the high growth mega cap stocks you can buy and hold for the next 3 years. According to the latest disclosure with the SEC, Silicon Valley Capital Partners increased its stake in NVIDIA Corporation (NASDAQ:NVDA) by 23.9% in the first quarter, making the stock its seventh largest position. Following the purchase of 61,476 shares, the investment advisor now owns 318,354 shares of the company’s stock worth $34,914,000. AI hyperscaler CoreWeave (NASDAQ:CRWV) has annou ...

公司财务表现 - 第三财季收入91亿美元 同比增长19% 按固定汇率计算增长18% [2] - 年度化收入运行率(ARR)达31亿美元 同比增长77% 按固定汇率计算增长75% [2] - 自由现金流增长1.21亿美元至7.9亿美元 [3] - 向普通股东返还资本1.71亿美元 以股息形式发放 [3] 分析师评级与目标价 - 摩根大通分析师Samik Chatterjee维持买入评级 [1] - 设定目标股价30美元 [1] 业务概况 - 全球边缘到云公司 提供开放智能的技术即服务解决方案 [3] - 业务涵盖计算、云服务、智能边缘、高性能计算与人工智能、软件及存储 [3] - 运营部门包括服务器、混合云、智能边缘、金融服务以及公司投资与其他部门 [4] 投资定位 - 被列为50美元以下最佳成长股之一 [1] - 在人工智能股票中具有投资潜力 但部分AI股票可能提供更大上涨空间和更低下行风险 [4]

Brown Advisory, an investment management company, released its “Brown Advisory Large-Cap Growth Strategy” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The Brown Advisory Large-Cap Growth strategy has shown resilience this year amid heightened volatility, protecting investor capital during market declines and participating in the strong rebound since early April. The strategy returned 16% during the second quarter, slightly underperforming the benchmark, the Russell 1000® ...