AMD’s AI bets face investor scrutiny as Big Tech switches to custom chips
Investors see ‘customer silicon and Nvidia as the AI chip market going forward
There’s a silver lining for markets as investors recover from a sharp tech sell-off
In commentary this week, Gabelli Funds portfolio Manager John Belton cited an implied drop in computing costs that could also deliver positives for financial, internet, and healthcare stocks.
The Anti-AI Investment: Why This Investor Is Betting Big on Sports
Later on the show, the co-hosts dive into the world of sports investing—from the publicly traded Atlanta Braves, and Knicks’ and Rangers’ parent company Madison Square Garden Sports, to private equity’s new role in the NFL—with Chris Marangi, co-chief investment officer of value at Gabelli Funds.
Can the Mag 7 stay magnificent? This portfolio mgr. thinks so
Gabelli Funds portfolio manager John Belton believes these companies are well-positioned due to their strong fundamentals, expanding margins, and effective capital allocation. Bolton manages the Gabelli Global Growth Fund (GICPX).
Walgreens suspends dividend, breaking 90-plus year streak of shareholder payouts
Gabelli Funds portfolio manager Jeff Jonas said last fall that another dividend cut was likely for Walgreens. “The balance sheet is slowly improving, but that still needs to improve further,” he said.
As Walgreens Looks to Save Cash, Suitor Sycamore Seeks Funding
“It’s clear it just hasn’t worked out,” Jeff Jonas, a portfolio manager at Gabelli Funds, an investor in Walgreens, said of the original VillageMD investment. “With a fair amount of debt and concerns around their balance sheet, they just can’t fund those losses anymore.”
Is Meta a Better Artificial Intelligence (AI) Stock to Buy Than Nvidia After DeepSeek’s Stunning R1 Debut?
Gabelli Funds portfolio manager John Belton also noted that some reports about DeepSeek”s R1 model are ‘misleading.’” For example
Top investors question Diageo’s growth goals
The top 40 investor and Joseph Gabelli, a portfolio manager at Gabelli Funds, with a smaller position in Diageo, still think Diageo”s challenges are down more to temporary economic trends rather than fundamental societal changes. The company remains well positioned to grow, they said.
Big Tech has a big DeepSeek problem
Despite questions over DeepSeek’s spending and distilled models, “there are a few clear breakthroughs which show the industry a path to cheaper means of both training and inference,” John Belton, a portfolio manager and analyst at Gabelli Funds, said in a statement shared with Quartz.
Intel’s CEO search in focus as chipmaker set to post lower revenue
Still, overall ‘expectations are low’”
Everyone’s Talking About DeepSeek: Industry Takes You Might Have Missed
DeepSeek’s achievements are significant but should come with some caveats, suggests John Belton, portfolio manager at asset management firm Gabelli Funds. While the model showcases cheaper training and inference methods, he questions the transparency and accuracy of the data and potential licensing issue.
DeepSeek Is Upending Wall Street’s Big AI Power Trade
“It shows you how fragile these valuations might be,” said Tim Winter, a portfolio manager at Gabelli Funds who specializes in power and utility stocks. “This is really the first speed bump where maybe it’s just not going to be going up in a straight line forever.”