Microsoft Corporation

Apple Inc.

Amazon.com, Inc.

Morningstar analytical agency <a href="https://www.morningstar.com/stocks/10-stocks-best-fund-managers-have-been-selling">studied the</a> portfolios of the best performing funds and named 10 companies whose shares their managers decided to reduce. Some of these stocks already look overvalued, but getting rid of them could be for other reasons as well. Here are which stocks the best portfolio managers chose to sell:

Microsoft, Amazon, Apple: which stocks the best managers are selling

Intel Corporation

Dell Technologies Inc.

Etsy, Inc.

eBay Inc.

Wall Street hit all-time highs amid upward revisions to US GDP and expectations of a Fed rate cut, but investors are cautiously awaiting key inflation data. Meanwhile, Dell shares fell more than 5% after a weak earnings forecast despite a rise in AI server sales. Intel said it received $5.7 billion from the U.S. government in a deal that is raising questions among investors. About these and other topics - in our review of key events by the morning of August 29.

Microsoft is testing an entirely proprietary AI model. This will increase competition with OpenAI

Northrop Grumman Corporation

Lockheed Martin Corporation

OpenAI risks postponing restructuring until next year due to protracted negotiations with Microsoft. The U.S. is discussing the expansion of the role of the state in strategic industries: after receiving a 10% stake in Intel, the authorities are considering the possibility of participation in the capital of defense contractors, including Lockheed Martin. On the commodity markets, the pressure is intensified by the forecast of Goldman Sachs: by the end of 2026, the oil surplus may reach 1.8 million barrels per day, which will bring down the price of Brent. These and other topics are covered in our review of key events for the morning of August 27.

Broadcom Inc.

Chipmaker Broadcom is strengthening partnerships with Meta, Alphabet and China's ByteDance, and their AI capex is growing, explains Citi

The AI boom is not over: Citi recommended buying shares of partner Meta, Google and Apple

Meta Platforms, Inc.

NVIDIA Corporation

Investors are betting on AI, semiconductors and digital ecosystems

Nvidia and Microsoft have taken the $4 trillion bar, who will be next?

Alphabet Inc.

Despite fears of a bubble forming around artificial intelligence, the "AI party" has only just begun, analyst Dan Ives believes

Microsoft, Intel and others: Wedbush named winners and losers at the "AI party"

Entegris, Inc.

Microsoft has become the second largest new position in the renowned investor's portfolio

Betting on chips and banks: how has billionaire Druckenmiller's portfolio changed?

Tesla, Inc.

Private traders willingly buy shares already at 1-2% drawdowns, increasing their appetite for risk 

Goldman Sachs: retail investors are now driving the market. What stocks do they like?

KKR & Co. Inc.

The S&amp;P 500 index has been trading near its highs for almost two months now, with risks and uncertainty in the markets growing. But the top 50 American hedge funds are not running for cover. Igor Klyushnev, co-founder of Freedom Holding, analyzed their portfolios - what is worth paying attention to now and what trends we can expect when the active business season starts in September.

Hedge funds are not running for cover: how they are preparing for the start of the business season

Baidu, Inc.

Alibaba Group Holding Limited

JD.com, Inc.

Hedge fund founder Ray Dalio has championed investments in China for years, but this summer he sold his remaining stake and resigned from the board of directors

Bridgewater exited $1.5 billion in Chinese stocks, selling Alibaba, Baidu and JD.com

Along with Soros, billionaire investors Ray Dalio, David Tepper and Philippe Laffont invested in these stocks in the second quarter

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