WS #14101
Hedge funds show rotation: Viking dissolves Alphabet, cuts MSFT/TSLA/AAPL; Berkshire raises DAL/GOOGL; Appaloosa adds AAPL/CRWV/AAL; Coatue cuts NFLX/META, raises GOOGL/AMZN. PayPal-Stripe/Advent talks, Databricks $5B raise, Reddit S&P 500 inclusion, Paramount-WBD merger clearances, and Cisco's AI-led outlook are key corporate events.
13F Institutional Moves
Hedge funds show rotation: Viking dissolves Alphabet, cuts MSFT/TSLA/AAPL; Berkshire raises DAL/GOOGL; Appaloosa adds AAPL/CRWV/AAL; Coatue cuts NFLX/META, raises GOOGL/AMZN.
PayPal-Stripe/Advent talks, Databricks $5B raise, Reddit S&P 500 inclusion, Paramount-WBD merger clearances, and Cisco's AI-led outlook are key corporate events.