Nvidia Rides Fierce Blackwell Demand Toward Stock Record Again
Belton views Nvidia as a core holding and sees AI offering “a steady drumbeat of demand” for years. “It’s not an undiscovered stock, but the valuation is still reasonable if it can deliver the numbers that are expected.”
Monza ownership change on the horizon: Gabelli prepares bid as Fininvest negotiates sale
Mario Gabelli is reportedly nearing a deal to acquire Monza football club from the Berlusconi family’s Fininvest holding company.
Monza sale, ongoing negotiation with Fininvest: Gabelli prepares the offer, figures and timing of the change of ownership
Mario Gabelli is approaching the acquisition of Monza, currently owned by the Berlusconi family, through Fininvest.
Mario Gabelli in Talks to Acquire Majority Stake in Monza Calcio
The Italian-American billionaire Mario Gabelli is reportedly negotiating the purchase of the majority of Monza Calcio from the Berlusconi family’s Fininvest.
Monza Calcio, the Italian-American entrepreneur Mario Gabelli deals with Fininvest: here”s who he is
Gabelli is in talks to buy a stake in the Brianza-based company, with the possibility of expanding his stake in the future. Although the discussions are still in a preliminary stage, this interest underlines the attractiveness of foreign capital for Italian football.
There’s ‘hidden value’ in Wells Fargo: Portfolio manager
As big banks are set to report their third quarter earnings, Gabelli Funds portfolio manager Macrae Sykes joins Catalysts to discuss his top picks in the sector.
Boeing strike likely to be a ‘near-term blip’: Portfolio manager
Gabelli Funds portfolio manager Tony Bancroft joins Morning Brief to discuss how the International Association of Machinists and Aerospace Workers (IAM) union strike is weighing on the aerospace giant.
Tech Stocks Look Cheap Going Into Earnings. That’s Not Enough to Get Wall Street Excited.
“I would characterize the market as becoming a little bit more fatigued on the AI theme and I think that’s evidenced by the underperformance in semiconductors and a lot of AI stock performance during the quarter,” John Belton, portfolio manager at Gabelli Funds, wrote on Tuesday.
Mario Gabelli Bids for Berlusconi Family’s Monza Soccer Team
Alec Boccanfuso, an analyst at Gabelli, said the firm is always interested in sports and live entertainment businesses, including Italian soccer, without specifically confirming the Monza bid.
Berkshire Hathaway nets $10 bln from BofA share-sale spree
When one of America”s foremost investors is selling.
MarketWatch: Third-quarter earnings are upon us. So are worries of slower growth.
“The discipline companies have been showing over the last few years, and the kind of religion these companies have gotten on costs, is here to stay,” said John Belton, managing director for growth portfolios at Gabelli Funds. “And I think that technology is going to continue to be a big enabler of margin expansion profitability […]
The 3 biggest themes investors are watching for as earnings season kicks off
There”s almost like a prisoner”s dilemma in the market right now.