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In a single quarterly filing, D.E. Shaw made a massive bet on a freshly minted space giant while slashing its position in one of the hottest AI chip stocks by more than half. What those two moves reveal about where smart money sees the next big trade is worth a closer look.
The market debut of artificial intelligence start-up Anthropic, a chief rival to OpenAI, could break the record set by SpaceX, US media have reported.Anthropic could then beat OpenAI, the maker of ChatGPT, to market.
Navitas stock is now down 59% from the peak it hit earlier this year.
Target crushed second-quarter estimates, signaling a continued comeback for the retailer.
Palantir, Microsoft, and GitLab all have strong upside from AI.
Opera beat Wall Street's sales target in Q2, but that wasn't enough for investors.
The crypto market is enjoying an incredible rally.
September has a reputation for punishing passive investors, but income seekers who own the right monthly payers can keep collecting checks no matter how ugly the broader market gets. Here are five worth considering before the calendar turns.
The AI capital cycle already has clear winners, and three US-listed companies have locked in structural advantages most investors are still underestimating. Here is what the revenue data actually reveals about who holds the durable position.
Stocks fell this week as Treasury bond buybacks, oil prices, and Walmart earnings weighed on markets, while Bitcoin rallied; MarketBeat analysts cover Moderna, NVIDIA, Meta, RTX, and more.
The AI hyperscalers are spending a ton of money on computing power.
Facing stiffer competition from rivals, Tesla’s updated Model Y relies on its street-savvy software to maintain an edge
The top spot first changed hands in 2024, and the gap now runs to hundreds of billions of dollars. A quarter of the biggest index fund sits in five stocks.
First Dave Cote transformed Honeywell. Then out of retirement he placed a stunning bet on a little known company called Vertiv.
The reduction in delivery volumes from its largest customer makes sense, but the market wants to see ongoing margin expansion before it gives it the thumbs up.
Cash can be attractive in the near term. It usually ends up being a drag on the portfolio in the long term.
AMD and Nvidia are closely linked.
Big Tech is shoveling billions of dollars into the AI buildout, leaving investors spooked and analysts behind. Can they catch up?
Decisions you make about your 401(k) can have a big effect on your financial security.
Tepper's hedge fund has finally liquidated its position in Lyft and just doubled down on Uber.
The search giant lined up another custom silicon partner this summer. It also negotiated something a purchase order never includes: the right to buy its supplier's stock at a fixed price.
A less restrictive regulatory environment would be a boon for the digital trading platform.
The market rally suffered damage last week, though bitcoin and gold shined. Nvidia and CrowdStrike earnings are critical while Fed's Warsh will make a big speech.
Berkshire Hathaway stock has produced a 72.5% total return over the past 5 years, yet current valuation checks suggest the shares may still trade below a conservative estimate of intrinsic value based on the Excess Returns model and earnings multiples. A 72.5% return over 5 years points to solid wealth creation for long term holders, even though shorter term moves have been relatively muted. Fresh capital deployment into holdings such as Alphabet, Delta Air Lines and housing related...
A massive new hardware deal is rewriting the rules for AI silicon suppliers.