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Starboard takes a stake in Tripadvisor. How the activist may bolster value

CNBC: Investing

There are a few explanations behind this valuation disconnect. Since its spinoff from Expedia in 2011 and up until just a few months ago, Tripadvisor had poor governance: a controlled ownership by Liberty Media Corp, a dual class share structure and weak shareholder protections such as a plurality voting standard.

Media 55
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Buy Nvidia, Broadcom and these other underappreciated AI plays, Goldman Sachs says

CNBC: Investing

" Schneider highlighted that early signs of AI use cases — such as driving corporate headcount reductions and greater sales — have emerged and created a path towards reinvestment into future growth. Nvidia will remain the biggest beneficiary of the ongoing AI infrastructure buildout, Schneider said.

Stock 90
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Who Are the Best M&A Advisors for Tech Companies?

iMerge Advisors

Whether you're a SaaS founder contemplating a strategic sale, a private equity firm seeking a bolt-on acquisition, or a CEO navigating unsolicited interest, choosing the right M&A advisor is a critical decision one that should be informed by more than just brand recognition. Are they aligned with your goals?

M&A 40
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Who are the best M&A advisors for tech companies?

iMerge Advisors

Whether you're a SaaS founder contemplating a strategic sale, a private equity firm seeking a bolt-on acquisition, or a CEO navigating unsolicited interest, choosing the right M&A advisor is a critical decision one that should be informed by more than just brand recognition. Are they aligned with your goals?

M&A 40
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Gabelli Funds highlights the AI stocks to buy as craze continues

CNBC: Investing

Meta Platforms , for example, is already using AI for targeted advertisements, a change that has helped the tech company boost sales. " Some examples include using AI to cut supply chain costs, or to generate revenue across marketing and operations departments. AVGO YTD mountain Broadcom shares year to date.

Funds 121
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A bearish options trade on Apple as the tech giant struggles

CNBC: Investing

This has been compounded by missed opportunities with Apple Intelligence, slowing iPhone sales, and limited developer support for VisionPro. Fundamentals AAPL trades at a considerable premium over its industry despite lagging growth rates, making its valuation hard to justify based solely on profitability.

Trading 65
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JPMorgan's top biotech and pharma picks for the second half

CNBC: Investing

" Valuations are historically depressed, Schott said, which means the sector has already priced in the worst possible outcome. Fundamentals for biopharma stocks have improved in recent years, which should support "a more manageable sales/EPS erosion outlook for most names," he added.

S&P 52