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Treasury yields climbed ahead of the Federal Reserve policy meeting, driven by inflation and crude oil concerns. Despite short-term pressure, analysts remain bullish on the S&P 500, projecting robust…
CNBC's Jim Cramer advised investors to buy the 'Magnificent Seven' tech stocks, arguing valuations have compressed significantly relative to the broader market while their massive AI infrastructure i…
Alphabet shares dropped 7% after the company raised its 2026 capex forecast to $205 billion, indicating increased investment in AI infrastructure. While the market reacted negatively due to free-cash…
JPMorgan notes a market rotation from Magnificent-7 to infrastructure plays like Quanta Services, Cisco, and Eaton, driven by massive AI and data-center demand.
Tesla accelerates its autonomous driving and robotics push with over $25B planned for 2026 AI compute, alongside Nevada approving 5,000 robotaxis. Despite high valuation multiples and recent recalls,…
Berkshire Hathaway, under Greg Abel, is doubling down on AI giant Alphabet while also increasing a small position in retailer Macy's, highlighting a diversified strategy.
US stock futures and major indices opened higher despite rising Treasury yields, as investors focused on strong Q2 corporate earnings (especially in tech) rather than bond market pressures.
Brad Gerstner's Altimeter Capital expanded positions in semiconductors and AI firms like Micron, Cerebras, and SpaceX during Q2. Gerstner views recent chip sector volatility as a healthy consolidatio…
Hedge funds are divided on Meta (META) as soaring AI investment costs clash with strong revenue growth. While some billionaire investors aggressively increased their stakes, others reduced exposure o…
AI demand is driving a surge in convertible bond issuance, with tech giants like Alphabet and Oracle tapping the market for lower borrowing costs. While funds track strong returns, heavy tech exposur…
Billionaire investor Stanley Druckenmiller's Duquesne Family Office expanded AI exposure in Q2, initiating a new $120 million position in Alphabet alongside boosted stakes in Amazon, Taiwan Semicondu…
Amazon doubled bond issuance to $220B for AI/cloud investment. Pershing Square highlights AWS growth surging past 30% and retail volumes up 15%, fastest since 2021, reinforcing bullish long-term thes…
Anthropic investors expect a $2T+ IPO valuation in October, potentially the largest ever, driven by explosive revenue growth to $100-120B annualized, though pricing and export control challenges pers…
Amazon hits all-time high above $287 after strong earnings, driven by AWS's fastest growth in 18 quarters (37%) and AI investment gains. Despite inflated earnings from Anthropic stake, forward P/E of…
Berkshire Hathaway's Q2 2026 earnings rose to $12.98B as new CEO Greg Abel ramped up buybacks and net stock purchases, ending a 14-quarter selling streak. Alphabet entered Berkshire's top five holdin…
Shopify (SHOP) shares surged after Q2 earnings beat estimates, with gross profit up 31% and strong Q3 revenue guidance easing AI investment margin concerns.
Tesla's Q3 revenue rose 26% YoY but automotive margins fell to 16.9%, disappointing investors. BofA cut 2026 EPS estimates by 17% yet maintained a $460 price target, betting on FSD, Robotaxi, and Opt…
Microsoft and Amazon both posted strong earnings driven by cloud growth (Azure up 43%, AWS up 37%). Wall Street analysts overwhelmingly maintain buy ratings, citing AI investments starting to pay off…
Berkshire Hathaway, under new CEO Greg Abel, has aggressively increased its Alphabet stake through 2025-2026, including a $10B private placement, signaling strong institutional confidence in Alphabet…
Warren Buffett’s Berkshire Hathaway has built a massive $30 billion stake in Alphabet (GOOGL), signaling a major vote of confidence in the tech giant's AI and Google Cloud growth.