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Apple Inc. (AAPL): Renaissance Technologies Opens New Position

We just covered the 12 Best Stocks to Invest In According to Jim Simons’ Renaissance Technologies and Apple Inc. (NASDAQ:AAPL) ranks 3rd on this list. Apple Inc. (NASDAQ:AAPL) has featured intermittently in the 13F portfolio of Renaissance Technologies. The fund first disclosed a stake in the company back in the fourth quarter of 2010. This […]

Insider Monkey
The 10-Year Treasury Yield Approaching 5% Could Reshape SCHG’s Next 12 Months

The Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) closed at around $34, capping a roughly 25% gain over the trailing twelve months and a roughly 5% advance in the past month alone. That rally has occurred against an uncomfortable backdrop: the 10-year Treasury yield just touched nearly 4.7%, the highest reading in the past year. For ... The 10-Year Treasury Yield Approaching 5% Could Reshape SCHG’s Next 12 Months

24/7 Wall St.
Bank of America resets Marvell stock price target after earnings

Marvell (MRVL) stock closed the May 28 trading session up 3.09% at $204.03. The upbeat close followed the release of the first-quarter (Q1) fiscal year 2027 earnings report on May 27. The stock has rallied 141% year to date, as of Friday morning, May 29. Meanwhile, the SPDR S&P 500 index (SPY) ...

TheStreet
Claude AI Makes Bullish Case for Reddit (RDDT)

We just covered the Claude Stock Portfolio: Top 10 Stocks to Buy According to AI Chatbot. Reddit Inc (NYSE:RDDT) ranks #5 (see Claude Stock Portfolio: Top 5 Stocks to Buy According to AI Chatbot). Number of Hedge Funds: 82 Claude picked Reddit Inc (NYSE:RDDT) as one of its top stock ideas despite Wall Street worries […]

Insider Monkey
Jim Cramer on Microsoft: “I Think My Nose Got This One Totally Wrong”

Microsoft Corporation (NASDAQ:MSFT) was among the stocks Jim Cramer discussed in this changing market. Cramer highlighted his disappointment with the stock, as he stated: How about, though, when I’m attracted to what looks like value? How about when I own Microsoft for the Charitable Trust, thinking, well, it’s gotta ignite, right? It’s cheap, it’s good, […]

Insider Monkey
Tesla’s Next Act? Wall Street Begins Weighing a SpaceX Combination

Tesla (NASDAQ:TSLA) has staged an impressive recovery since reaching a multi-month low earlier this spring. The electric vehicle maker has climbed more than 30% since early April and is now trading near $440 a share, reclaiming levels that seemed distant only a few weeks ago.

InvestorsHub
Broadcom Deepens AI Infrastructure Role With US$36b Deal And FuriosaAI Pact

Broadcom (NasdaqGS:AVGO) is backing a record US$36b AI infrastructure financing tied to Anthropic and Google, acting as a payment backstop and credit anchor. The financing relates to AI chips and infrastructure, positioning Broadcom as both a technology supplier and a financial supporter of large scale AI deployments. Broadcom has also entered a partnership with FuriosaAI to co-develop next generation rack scale AI inference solutions that draw on its AI networking and advanced packaging...

Simply Wall St.
Is Vistra (VST) The Best AI Energy Stock to Buy Now?

We just covered the Claude Stock Portfolio: Top 10 Stocks to Buy According to AI Chatbot. Vistra Corp (NYSE:VST) ranks #4 (see Claude Stock Portfolio: Top 5 Stocks to Buy According to AI Chatbot). Number of Hedge Funds: 102 Vistra Corp (NYSE:VST) is among the biggest holdings in Claude’s May 2026 portfolio. Its thesis is […]

Insider Monkey
‘Dinosaur’ Tech Stocks Reborn as AI Fuels $1.7 Trillion Rally

(Bloomberg) -- They were all stars of the dot-com era before fading into the background as the bubble burst and a new generation of tech darlings rose to the forefront. But Dell Technologies Inc., Nokia Oyj and Lenovo Group Ltd. are back with a vengeance thanks to the unrelenting artificial intelligence spending boom.Most Read from BloombergAmericans Injured in Iranian Missile Strike on Kuwaiti Air BaseStrait of Hormuz Ship Transits Are Rising Thanks to US HelpCVS Returns Zepbound to Drug Plans

Bloomberg
Jensen Huang’s $40 Trillion Robot Call Echoes the 1913 Moving Assembly Line. The Pattern Says Buy the Picks and Shovels

Although NVIDIA (NASDAQ:NVDA) CEO Jensen Huang rarely lacks for big numbers, his latest one stopped Wall Street cold. Huang has been telling audiences that humanoid robots represent a $40 trillion total addressable market for labor automation, a figure so vast it dwarfs every consumer technology category that came before it. On the Animal Spirits podcast ... Jensen Huang’s $40 Trillion Robot Call Echoes the 1913 Moving Assembly Line. The Pattern Says Buy the Picks and Shovels

24/7 Wall St.
Uber’s CFO Just Said the Quiet Part Out Loud: AI’s Impact on Jobs Will Be Worse Than You Thought

Artificial intelligence has become the biggest technology story since the internet. Companies are pouring hundreds of billions of dollars into AI infrastructure, software, and services, all chasing the same goal: higher productivity and bigger profits. But one lingering question has hung over the entire AI boom. Will the technology actually replace workers, or simply make ... Uber’s CFO Just Said the Quiet Part Out Loud: AI’s Impact on Jobs Will Be Worse Than You Thought

24/7 Wall St.
Jeff Bezos Says Bottom 50% of Americans Should Pay No Tax. The Real Culprit Is Federal Spending

On a recent episode of The Pomp Podcast featuring guest Jordi Visser, host Anthony Pompliano surfaced a notable statement from Amazon (NASDAQ:AMZN) founder Jeff Bezos: the bottom 50% of Americans should pay no federal tax. Pompliano paired that proposal with a data point and a pivot. The data point: that bottom-half cohort currently contributes about ... Jeff Bezos Says Bottom 50% of Americans Should Pay No Tax. The Real Culprit Is Federal Spending

24/7 Wall St.