Shares of Semiconductor and Chip Stocks Are Trading Lower in Sympathy With Applied Materials, Which Fell After Its Q1 Financial Results.
Druckenmiller made significant adjustments in the third quarter: opened positions in Bank of America and Broadcom, continued to increase holdings in the top position Natera.
Natera's position significantly increased by 80.61% compared to the previous quarter. Druckenmiller also established new positions in Broadcom, banks, and pharmaceutical stocks, while completely liquidating News Corp and telecom company Liberty Global, and reducing shareholding in microsoft.
Broadcom Hits 6-week Low
Morgan Stanley's Q3 holdings in U.S. stocks have been released: Microsoft firmly holds the top position among major holdings, while popular ai chip stocks like AMD have seen shareholding reductions.
According to the disclosure of the Securities and Exchange Commission (SEC) in the USA, Wall Street financial giant JPMorgan has submitted the Form 13F of US stock holdings for the third quarter ending on September 30, 2024.
Nvidia Gets a Price Target Hike. But the Stock Is Slipping. -- Barrons.com
The Age of AI Is Still in the Early Innings. -2-