Latest news with #StormUru
Yahoo
22-05-2025
- Business
- Yahoo
UK's Liontrust Fund Questions Microsoft Prospects While Goldman Remains Bullish
Microsoft Corporation (NASDAQ:MSFT) is past its glory days and unlikely to generate long-term value. That's the sentiment echoed by UK-based Liontrust fund managers on May 19. The sentiments come on shares of the software giant bouncing back after imploding on the waning artificial intelligence-driven run. The stock is up by about 9% year to date, an outperformance cemented by strong financial results and growth in the cloud unit Azure. An investor intently focused on the stock exchange monitor. Amid the outperformance, Storm Uru and Clare Pleydell-Bouverie, co-managers of Liontrust's Innovation Fund, have shed all their holdings in the stock after 6 years of investment. According to the fund manager, Microsoft's Windows operating system, which has been a key growth driver on the software side, is no longer necessary in the age of software 2.0. The fund managers insist that Microsoft, like other tech giants, is increasingly being squeezed by a faster innovation cycle and new artificial intelligence competitors. Additionally, they point to a collapse in product development timelines driven by advances in software automation. Lion Trust fund managers have also questioned whether Microsoft's significant investment in AI powerhouse OpenAI is enough to safeguard its dominance in software. The remarks starkly contrast the Buy rating by Goldman Sachs analysts, who have also hiked their price target to $550 from $480. Goldman Sachs insists the tech giant is well-positioned for robust growth given its investments and advancements in AI. While we acknowledge the potential of Microsoft Corporation (NASDAQ:MSFT) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than MSFT and that has 100x upside potential, check out our report about the . READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
21-05-2025
- Business
- Yahoo
UK's Liontrust Fund Questions Microsoft Prospects While Goldman Remains Bullish
Microsoft Corporation (NASDAQ:MSFT) is past its glory days and unlikely to generate long-term value. That's the sentiment echoed by UK-based Liontrust fund managers on May 19. The sentiments come on shares of the software giant bouncing back after imploding on the waning artificial intelligence-driven run. The stock is up by about 9% year to date, an outperformance cemented by strong financial results and growth in the cloud unit Azure. An investor intently focused on the stock exchange monitor. Amid the outperformance, Storm Uru and Clare Pleydell-Bouverie, co-managers of Liontrust's Innovation Fund, have shed all their holdings in the stock after 6 years of investment. According to the fund manager, Microsoft's Windows operating system, which has been a key growth driver on the software side, is no longer necessary in the age of software 2.0. The fund managers insist that Microsoft, like other tech giants, is increasingly being squeezed by a faster innovation cycle and new artificial intelligence competitors. Additionally, they point to a collapse in product development timelines driven by advances in software automation. Lion Trust fund managers have also questioned whether Microsoft's significant investment in AI powerhouse OpenAI is enough to safeguard its dominance in software. The remarks starkly contrast the Buy rating by Goldman Sachs analysts, who have also hiked their price target to $550 from $480. Goldman Sachs insists the tech giant is well-positioned for robust growth given its investments and advancements in AI. While we acknowledge the potential of Microsoft Corporation (NASDAQ:MSFT) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than MSFT and that has 100x upside potential, check out our report about the . READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
14-05-2025
- Business
- Yahoo
Jim Cramer Says He's ‘Sick Of' Super Micro Computer (SMCI)- Prefers Dell Instead
We recently published a list of . In this article, we are going to take a look at where Super Micro Computer, Inc. (NASDAQ:SMCI) stands against other top buzzing stocks in May. The latest quarterly results from a couple of major technology companies have soothed concerns about AI demand that prevailed in the market following the launch of DeepSeek. Storm Uru, Manager at Liontrust Global Dividend Fund, said while talking to CNBC that the Satya Nadella-led tech giant's results were 'extraordinary.' '50% of that growth came from AI revenue, and that's an important marker for us going forward. Because after Deepseek about four months ago now, the debate really was around as digital intelligence gets smarter and as it gets cheaper, what is going to be the impact on demand. And what we found out last night was that demand is accelerating,' he said. David Grain, Founder & CEO of Grain Management, also believes AI demand could be strong amid a variety of factors. 'The advent of AI has created this explosion of demand for data centers and compute power, but the drivers of where it makes sense to actually build these data centers has a lot to do with the availability of reliable and high quantity of electricity. So I think there's definitely no slowdown in the demand side of the equation,' he said during an interview with CNBC. READ ALSO: 7 Best Stocks to Buy For Long-Term and 8 Cheap Jim Cramer Stocks to Invest In. For this article, we picked 10 stocks making moves these days. With each stock, we have mentioned the number of hedge fund investors. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here). A team of technicians in a server room, testing and managing the newest server solutions. Number of Hedge Fund Investors: 33 Jim Cramer was recently asked about Super Micro Computer, Inc. (NASDAQ:SMCI). Here is what the CNBC host said: 'I'm sick of Super. It's the not so Super Micro. If you want to be in that space, let's just go by Dell. And I got to tell you, can I just say that if anyone's going to keep on picking an Nvidia, I live right here. Come get me. Okay? And me and Jensen.' Columbia Acorn Fund stated the following regarding Super Micro Computer, Inc. (NASDAQ:SMCI) in its Q3 2024 investor letter: 'Super Micro Computer, Inc. (NASDAQ:SMCI) had a tough quarter due to a confluence of negative events. It declined, but is still up significantly for the year. While demand for the company's AI server racks remains strong, with revenue up over 100%, gross margins have fallen sharply for two straight quarters, implying a price war. In addition, Super Micro was the subject of a short-seller report and a delay in filing its annual report with the SEC. We have been taking profits in the stock all year and have only a small position, which we are maintaining given the strong performance and demand for Super Micro's AI racks and a depressed stock valuation.' Overall, SMCI ranks 8th on our list of top buzzing stocks in May. While we acknowledge the potential of SMCI, our conviction lies in the belief that under the radar AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than SMCI but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
14-05-2025
- Business
- Yahoo
Jim Cramer on Arm Holdings (ARM): Wait for a ‘Bounce' and ‘Don't Sell It Here'
We recently published a list of . In this article, we are going to take a look at where Arm Holdings plc (NASDAQ:ARM) stands against other top buzzing stocks in May. The latest quarterly results from a couple of major technology companies have soothed concerns about AI demand that prevailed in the market following the launch of DeepSeek. Storm Uru, Manager at Liontrust Global Dividend Fund, said while talking to CNBC that the Satya Nadella-led tech giant's results were 'extraordinary.' '50% of that growth came from AI revenue, and that's an important marker for us going forward. Because after Deepseek about four months ago now, the debate really was around as digital intelligence gets smarter and as it gets cheaper, what is going to be the impact on demand. And what we found out last night was that demand is accelerating,' he said. David Grain, Founder & CEO of Grain Management, also believes AI demand could be strong amid a variety of factors. 'The advent of AI has created this explosion of demand for data centers and compute power, but the drivers of where it makes sense to actually build these data centers has a lot to do with the availability of reliable and high quantity of electricity. So I think there's definitely no slowdown in the demand side of the equation,' he said during an interview with CNBC. READ ALSO: 7 Best Stocks to Buy For Long-Term and 8 Cheap Jim Cramer Stocks to Invest In. For this article, we picked 10 stocks making moves these days. With each stock, we have mentioned the number of hedge fund investors. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here). Number of Hedge Fund Investors: 38 A caller recently asked Jim Cramer about Arm Holdings plc (NASDAQ:ARM) during the Lightning Round segment of his program on CNBC. Cramer recommended the stock to hold the stock and 'trim' when it bounces: 'I want you to stay in it, Rene Haas (CEO) is doing a great job. I think that this whole semiconductor group has been oversold. It will bounce, and when it bounces, you want to trim back because it is expensive. That's fine. Do not sell it here.' Overall, ARM ranks 7th on our list of top buzzing stocks in May. While we acknowledge the potential of ARM, our conviction lies in the belief that under the radar AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than ARM but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
14-05-2025
- Business
- Yahoo
Jim Cramer Recommends This Dividend Stock With 5% Yield
We recently published a list of . In this article, we are going to take a look at where BHP Group Limited (NYSE:BHP) stands against other top buzzing stocks in May. The latest quarterly results from a couple of major technology companies have soothed concerns about AI demand that prevailed in the market following the launch of DeepSeek. Storm Uru, Manager at Liontrust Global Dividend Fund, said while talking to CNBC that the Satya Nadella-led tech giant's results were 'extraordinary.' '50% of that growth came from AI revenue, and that's an important marker for us going forward. Because after Deepseek about four months ago now, the debate really was around as digital intelligence gets smarter and as it gets cheaper, what is going to be the impact on demand. And what we found out last night was that demand is accelerating,' he said. David Grain, Founder & CEO of Grain Management, also believes AI demand could be strong amid a variety of factors. 'The advent of AI has created this explosion of demand for data centers and compute power, but the drivers of where it makes sense to actually build these data centers has a lot to do with the availability of reliable and high quantity of electricity. So I think there's definitely no slowdown in the demand side of the equation,' he said during an interview with CNBC. READ ALSO: 7 Best Stocks to Buy For Long-Term and 8 Cheap Jim Cramer Stocks to Invest In. For this article, we picked 10 stocks making moves these days. With each stock, we have mentioned the number of hedge fund investors. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here). Number of Hedge Fund Investors: 22 Jim Cramer was recently asked about mining company BHP Group Limited (NYSE:BHP). He said he likes the stock. 'I like BHP Broken Hill. I remember it was Broken Hill Properties—that's how old I am, holy cow. But I like the story. I like the yield. I think you've got a good situation going there.' Overall, BHP ranks 10th on our list of top buzzing stocks in May. While we acknowledge the potential of BHP, our conviction lies in the belief that under the radar AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than BHP but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
