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Julie Morgan

๐Ÿ‘ค Speaker
2377 total appearances

Appearances Over Time

Podcast Appearances

Wall Street Breakfast
Big Tech lights up the premarket

According to newly released portfolio data, by year end, Norges Bank Investment Management, which oversees the fund, had trimmed all of its top four tech holdings, which also included Apple, Microsoft, and Alphabet.

Wall Street Breakfast
Big Tech lights up the premarket

The fund cut its stake in Nvidia to 1.26% from 1.32%, while holdings in Microsoft were slashed to 1.26% from 1.35%.

Wall Street Breakfast
Big Tech lights up the premarket

The two companies still feature among the fund's most valued investments, with Apple retaining the second spot.

Wall Street Breakfast
Big Tech lights up the premarket

Overall, U.S.

Wall Street Breakfast
Big Tech lights up the premarket

investments accounted for 52.9% of the fund's assets at the end of 2025 across equities, bonds, and property,

Wall Street Breakfast
Big Tech lights up the premarket

up from 52.4% six months earlier.

Wall Street Breakfast
Big Tech lights up the premarket

A look at a few other articles that are trending.

Wall Street Breakfast
Big Tech lights up the premarket

Trump and Schumer reportedly discuss a potential deal on DHS funding to avert a shutdown.

Wall Street Breakfast
Big Tech lights up the premarket

Bloomberg is reporting that Bumble, Match, Panera Bread, and Crunchbase have been hit by a cyber attack.

Wall Street Breakfast
Big Tech lights up the premarket

And the CEO of Nvidia says the Chinese government has yet to clear H200 imports.

Wall Street Breakfast
Big Tech lights up the premarket

A few items for your catalyst to watch for the day.

Wall Street Breakfast
Big Tech lights up the premarket

Starbucks will hold a key investor day event.

Wall Street Breakfast
Big Tech lights up the premarket

Shareholders with Kenview and Kimberly-Clark will vote on the proposed $49 billion merger between the companies.

Wall Street Breakfast
Big Tech lights up the premarket

And shareholders with Rev Group and Terex will vote on their planned combination.

Wall Street Breakfast
Big Tech lights up the premarket

On Wall Street, Dow S&P and Nasdaq futures are in the green.

Wall Street Breakfast
Big Tech lights up the premarket

Crude oil is up 2% at $64 a barrel.

Wall Street Breakfast
Big Tech lights up the premarket

Bitcoin is down 1.5% at $87,000.

Wall Street Breakfast
Big Tech lights up the premarket

Gold is up 1.7% at $55.13.

Wall Street Breakfast
Big Tech lights up the premarket

The FTSE 100 is up 0.4% and the DAX is down 0.7%.

Wall Street Breakfast
Big Tech lights up the premarket

Las Vegas Sands is on our list of the biggest movers of the day pre-market.