Gates Foundation's $35B portfolio: BRK.A is 28% ($9.8B), MSFT is 10.5%. BRK.A sales fund giving.
Nvidia restarts H200 chip sales to China, boosting revenue potential. U.S. takes 25% cut.
Wholesale inflation heats up! PPI jumps 3.4% in Feb, biggest rise in a year. Watch those margins!
Software stocks down 24.7%, but PAYC's slow growth & high P/S ratio raise flags. MNDY & GTLB show promise.
Dow futures climb pre-Fed decision; Brent crude stays above $100, signaling inflation risks.
Consumer internet stocks shed 30.3% as EBAY, W, CHGG show weak growth & margins. Tread carefully.
LRCX surges 79.9% on strong sales & margins, but trades at 35.8x forward P/E. Is it still a buy?
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