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Ex-OpenAI researcher Leopold Aschenbrenner's fund, Situational Awareness, has purchased hundreds of millions of dollars in AMD call options. The aggressive, leveraged wager targets AI infrastructure …
Leopold Aschenbrenner's Situational Awareness hedge fund reportedly re-entered public markets, acquiring options tied to AMD, Bloom Energy, and CoreWeave following its July portfolio liquidation. It …
AI hedge fund Situational Awareness, founded by Leopold Aschenbrenner, has resumed trading by purchasing hundreds of millions of dollars in call options across tech stocks, including AMD, following h…
BakerAvenue named Broadcom a top pick ahead of its Q3 earnings, citing massive projected revenue growth and structural advantages in AI inference and custom ASICs as spending shifts away from pure mo…
Stock futures traded lower following hotter-than-expected July PCE inflation data. Investors remain cautious ahead of Nvidia's critical after-bell earnings report, which could dictate the direction o…
Nvidia faces heightened post-earnings risks as extremely high market expectations have led to average next-day stock declines of 2.8% over the past four quarters, despite consistent beat-and-raise pe…
Ark Invest sold $3.6 million worth of AMD shares from its ARKW fund, continuing recent trims. Despite Ark's divestment, AMD gained 4.91%, buoyed by a Raymond James Strong Buy upgrade and projected CP…
Nvidia faces high expectations ahead of its upcoming earnings report. Despite strong fundamental AI growth and long-term upside in open-source AI, the stock has dropped post-earnings in six of the la…
AMD traded 0.5% lower in premarket action, tracking broader market declines rather than fundamental weakness. While near-term moving averages indicate pressure, long-term technicals remain bullish, M…
Cathie Wood’s ARK Invest is aggressively accumulating Nvidia across five ETFs as part of an AI infrastructure rotation. ARK views Nvidia as a core holding to capitalize on multi-year data-center buil…
Nvidia dipped premarket amid broader semiconductor pressure from rising bond yields. However, Cathie Wood's ARK Invest bought 93,833 Nvidia shares ahead of earnings while trimming its stake in AMD, s…
NVIDIA shares rose 2.81%, indicating positive market sentiment and potential buying interest.
Intraday price snapshot: Tesla jumps 3.62% while Nvidia is essentially flat (-0.04%). Two other stocks, CTVA and DRI, show modest declines.