Core Insights - Duan Yongping's H&H International Investment reduced its stake in Apple during Q4 2025, mirroring actions taken by Berkshire Hathaway [1][2][4] - The investment firm significantly increased its position in AI-related stocks, particularly Nvidia, and initiated positions in CoreWeave, Credo, and Tempus [1][6][8] Investment Actions - Duan Yongping's firm reduced its holdings in several companies, including Apple, Occidental Petroleum, Alibaba, Disney, and ASML in Q4 2025 [2][4] - The reduction in Apple shares exceeded 7%, amounting to a total of 2.4706 million shares sold [4] - Despite the reduction, Apple remains the largest holding in the portfolio, with a long-term investment history dating back to 2011 [5] Nvidia Investment - The firm increased its Nvidia holdings by 663.93 million shares, marking a staggering 1110.62% increase, bringing total shares to 7.2371 million [6] - The market value of Nvidia shares in the portfolio rose to $1.35 billion, making it the third-largest holding, accounting for 7.72% of the portfolio [6] New AI Investments - New positions were established in CoreWeave (299,900 shares), Credo (141,300 shares), and Tempus (99,000 shares), focusing on key areas of the AI supply chain [8] - CoreWeave specializes in high-performance cloud services tied to Nvidia's GPU capabilities, while Credo focuses on high-speed connectivity solutions for AI data centers, and Tempus is a leader in AI-driven precision medicine [8] Future Outlook - Duan Yongping expressed a strong interest in AI, indicating a commitment to understanding and investing in the technology, suggesting that the next decade could see significant changes driven by AI advancements [9]

Google announced its latest budget handset, the $499 Pixel 10a, just before Apple is expected to unveil the iPhone 17e https://t.co/pb9R3Q7oup ...

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Apple has been sidestepping risks around artificial intelligence in markets. Its decoupling from the Nasdaq 100 Index has been good for the stock. Bloomberg's Ryan Vlastelica explains. -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with ...

本文源自：金融界AI电报 美股开盘集体上涨，道指涨0.2%，纳指涨0.23%，标普500指数涨0.28%。英伟达涨2%，Meta加码英伟 达，未来数年部署数百万颗芯片，首次采用Grace CPU。知情人士称苹果正发力可穿戴领域，2027年智 能眼镜、AI吊坠将陆续登场。 ...

It’s been nearly 20 years since Apple Inc. was this untethered from its tech peers, giving investors an appealing alternative to the artificial intelligence-fueled volatility that has gripped most other corners of the stock market in recent weeks. Apple’s 40-day correlation to the Nasdaq 100 Index tumbled to 0.21 last week, the lowest since 2006, according to data compiled by Bloomberg. Its correlation with the benchmark has been on the decline since May, when it reached 0.92, as Apple’s decision to mostl ...

Equity markets are trying to follow through on yesterday’s intraday rebound. Crude oil, gold, and silver are all nicely higher, while Treasuries and the dollar are flattish. To get your FREE copy of the complete MoneyShow 2026 Top Picks Report, click here. Apple Inc. (AAPL) once took flack for not investing as heavily in AI tech as other Magnificent Seven names. Now, that restraint is helping the stock outperform its peers! While the Nasdaq 100 Index has struggled overall, AAPL’s correlation to it just dro ...

Quick Read IBM Was Tech Leader In The 1980s It Was Left Behind in Smartphones And AI Microsoft and Apple Now Lead The Industry A recent study identified one single habit that doubled Americans’ retirement savings and moved retirement from dream, to reality. Read more here. IBM (NYSE: IBM) ranked No. 1 by market capitalization in the US in 1985, according to a study by Axios. By 1995 and 2005, under legendary CEO Jack Welch (who retired in 2001), GE was the world's largest conglomerate and ranked ...

On CNBC's “Halftime Report Final Trades,” Joshua Brown, co-founder and CEO of Ritholtz Wealth Management, said he remains long on Apple Inc. (NASDAQ:AAPL) .Supporting his view, Wedbush analyst Dan Ives, on Tuesday, reiterated Apple with an Outperform rating and maintained a $350 price target.Jim Lebenthal, partner at Cerity Partners, said AstraZeneca PLC (NYSE:AZN) is a high-quality pharmaceutical stock.On the earnings front, AstraZeneca, on Feb. 10, reported fourth-quarter 2025 sales of $15.50 billion, up ...

Through One Simple Rebalancing Method[Austin Smith | 2 hours ago The SPDR NYSE Technology ETF (NYSEARCA:XNTK) offers something most tech ETFs don't: equal-weighted exposure to the full technology spectrum. While…]## This Mid-Cap Growth ETF Delivers 11.5% Returns Without Betting 40% of Your Portfolio on Seven Tech Stocks[Michael Williams | Jan 17, 2026 at 8:22 AM EST The Magnificent Seven stocks now represent 35% to 40% of the S&P 500, creating historically high concentration risk. SPDR S&P…]## XLC Holds 46% ...