WednesdayMay 07, 2025 1:25 pm

TrillionDollarBreaks – Meta Platforms Inc. (NASDAQ: META) Launches Edits App to Empower Creators

Meta Platforms (NASDAQ: META) is considered undervalued following its recent earnings report, with Morningstar assigning a 4-star rating and maintaining a fair value estimate of $770 per share. The company's strong performance, driven by robust advertising revenue and advancements in artificial intelligence, has led to increased confidence among analysts. Despite potential macroeconomic and regulatory challenges, Meta's focus on AI and its core advertising business positions it well for long-term growth. As of 2:37 PM ET on May 7, 2025, Meta's stock is trading at $595.17, up 1.34% from the previous close. The stock has experienced an intraday high of $596.33…

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WednesdayMay 07, 2025 1:15 pm

TrillionDollarBreaks – Alphabet Inc. (NASDAQ: GOOGL) (NASDAQ: GOOG) Gains Momentum as Tariff Clarity Lifts Growth Stock Sentiment

Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG) saw its stock decline following reports that Apple is in discussions to integrate OpenAI's artificial intelligence technology into its Safari browser, a move that could challenge Google's dominance in web search. Apple is reportedly exploring the incorporation of AI search features in the upcoming iOS 18, and while talks with Google continue regarding its Gemini AI, a potential shift to OpenAI’s technology could disrupt the long-standing partnership that currently makes Google the default search engine on Apple devices. Investors are reacting to the possibility that Apple may diversify or even reduce its reliance on Google’s…

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WednesdayMay 07, 2025 1:05 pm

TrillionDollarBreaks – Tesla Inc. (NASDAQ: TSLA) Faces Pension Fund Divestment Amid Political and Financial Concerns

Tesla (NASDAQ: TSLA) is under scrutiny as Lehigh County, Pennsylvania's pension board becomes the first known U.S. pension fund to halt new investments in the company. The board, overseeing $500 million in assets, voted 4-2 to cease purchasing Tesla stock, citing CEO Elon Musk's political involvement and the company's declining performance. The decision follows a 71% drop in Tesla's earnings and a 20% decrease in automotive revenue. The board has also directed its investment manager to explore options for divesting existing passive holdings. This move aligns with broader national and international pressures, including calls from New York legislators and labor…

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WednesdayMay 07, 2025 12:55 pm

TrillionDollarBreaks – Apple Inc. (NASDAQ: AAPL) Slips After Buyback Cut, but Analysts See Long-Term Strength

Apple (NASDAQ: AAPL) shares pulled back following news that the company reduced its share repurchase activity in the March quarter, triggering concern among short-term investors. While Apple still authorized a record $110 billion in future buybacks, the actual spending in the most recent quarter was lower than prior periods. Analysts argue that the stock reaction may be shortsighted, as the company continues to generate substantial cash flow and remains focused on long-term capital return strategies. The pullback also comes as Apple prepares to unveil new AI features and potentially reshape its search partnerships, further boosting its strategic positioning. As of…

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TuesdayApr 22, 2025 3:12 pm

TrillionDollarBreaks – NVIDIA Corp. (NASDAQ: NVDA) Rises as Market Rebounds and Analysts Maintain Optimism 

NVIDIA (NASDAQ: NVDA) shares are climbing today, buoyed by a broader market recovery and continued analyst support. After a sharp decline on Monday, prompted by President Donald Trump's criticism of Federal Reserve Chair Jerome Powell and concerns over interest rate policies, the market is rebounding. Nvidia, having dropped approximately 4.8% in the previous session due to reports of potential delays in upcoming chip releases, is now benefiting from renewed investor confidence. Analysts at Barclays and Bank of America have both lowered their price targets for Nvidia but maintained buy-equivalent ratings, citing the company's strong earnings potential despite geopolitical challenges. ​  …

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TuesdayApr 22, 2025 3:03 pm

TrillionDollarBreaks – Amazon.com Inc. (NASDAQ: AMZN) Downgraded by Raymond James Amid Tariff Concerns and Earnings Pressure 

Amazon.com (NASDAQ: AMZN) has been downgraded by Raymond James from "strong buy" to "outperform," with the price target reduced nearly 30% to $195. The downgrade reflects concerns over rising U.S.-China trade tensions and Amazon's $15 billion investment in rural U.S. logistics infrastructure, which analysts believe may pressure earnings before interest and taxes (EBIT). Approximately 30% of Amazon's gross merchandise value is linked to Chinese products, making the company vulnerable to potential tariff impacts. Despite these challenges, Bank of America Securities maintains a "buy" rating with a $225 price target, acknowledging the risks but remaining optimistic about Amazon's long-term prospects.  As…

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TuesdayApr 22, 2025 1:40 pm

TrillionDollarBreaks – Berkshire Hathaway Inc. (NYSE: BRK.A) (NYSE: BRK.B) Reaffirms Confidence in VeriSign (NASDAQ: VRSN) Despite Market Skepticism

Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) continues to hold VeriSign Inc. (NASDAQ: VRSN) as a core position, citing the company’s durable competitive moat and mission-critical role in global internet infrastructure. VeriSign’s exclusive control over the .com and .net registries generates stable, recurring cash flows—hallmarks of the type of business Berkshire favors. While some analysts have flagged the stock’s premium valuation and modest growth outlook, Berkshire remains focused on VeriSign’s long-term ability to protect and grow capital without the need for constant reinvention. As of early afternoon trading on April 22, 2025, VeriSign shares are trading at $241.34, down $5.33 or…

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MondayApr 14, 2025 2:44 pm

TrillionDollarBreaks – Tesla Inc. (NASDAQ: TSLA) General Motors (NYSE: GM), and Rivian (NASDAQ: RIVN) Face Mounting Pressure From China’s Critical Mineral Curbs 

Tesla (NASDAQ: TSLA) General Motors Co. (NYSE: GM), and Rivian Automotive Inc. (NASDAQ: RIVN) are among the U.S. automakers most exposed to China’s tightening grip on critical mineral exports, particularly gallium and graphite—materials essential to EV batteries and power electronics. Industry analysts warn that while other sectors might adapt, EV makers remain acutely vulnerable given their dependence on Chinese refining and processing. China currently controls 90% of global gallium and 60% of natural graphite output, and new export licensing requirements are expected to disrupt supply chains and spike prices, threatening profit margins and production targets.  As of the latest trading…

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MondayApr 14, 2025 2:30 pm

TrillionDollarBreaks – Apple Inc. (NASDAQ: AAPL) and Dell (NYSE: DELL) Rally as U.S. Grants Tariff Exemptions on Key Tech Imports 

Apple (NASDAQ: AAPL), Dell Technologies Inc. (NYSE: DELL) and other major hardware manufacturers surged after the U.S. government reinstated tariff exemptions on hundreds of Chinese imports, including semiconductors, computer components, and critical manufacturing tools. The move eases cost pressures for electronics firms reliant on Chinese supply chains, particularly those producing servers, smartphones, and data infrastructure. Analysts say the decision offers near-term relief to tech hardware margins and could help stabilize pricing volatility tied to geopolitical risk.  Apple shares are currently trading at $176.25, up 2.9%, while Dell has risen to $120.86, gaining 3.4% on the day. Broader tech indices also…

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MondayApr 14, 2025 1:15 pm

TrillionDollarBreaks – Meta Platforms Inc. (NASDAQ: META) Faces FTC Antitrust Trial Over Social Media Dominance

Meta Platforms (NASDAQ: META) began its high-stakes antitrust battle with the Federal Trade Commission (FTC) as the trial opened in federal court Monday. The FTC accuses Meta of illegally maintaining a social media monopoly through acquisitions of Instagram and WhatsApp, which the agency argues were strategic moves to suppress competition. The outcome could reshape how tech giants operate and acquire competitors, with potential ripple effects across the digital advertising landscape. Meta contends the acquisitions were legal and enhanced consumer choice, setting up a closely watched legal showdown. Meta shares are trading at $488.47, down 0.6% as the trial’s implications weigh…

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