Latest News & Earnings

A decade in bonds returned 16%, less than half the 39% rise in US inflation, while NVIDIA compounded past 11,000%.

Last 10 Years... NVIDIA $NVDA: +11,159% Bitcoin $BTC: +10,587% $AMD: +6,745% Tesla $TSLA: +2,720% Apple $AAPL: +1,269% Microsoft $MSFT: +918% Google $GOOGL: +636% Amazon $AMZN: +588% Meta $META: +410% S&P $SPY: +313% Gold $GLD: +199% US Inflation: +39% US Bonds $AGG: +16%
  • Replies10
  • Reposts8
  • Likes27

More than half of Intel's value has evaporated in a single quarter, putting the foundry turnaround story on trial for anyone still holding chip exposure.

JUST IN: Intel is the worst S&P 500 stock in Q4, down 57%
  • Replies16
  • Reposts8
  • Likes103

A beaten-down doughnut chain is beating the AI bellwether, a sign that 2026's leadership has rotated away from the megacap trade.

JUST IN: Krispy Kreme stock has outgained Nvidia this year
  • Replies13
  • Reposts4
  • Likes69

Sponsored

A 6% dip in the S&P 500 hid a full-blown bear market in chip equipment names, with Lam Research down 58% from its high at Thursday's low. Dip buyers are picking from very different discount racks.

% Below All-Time High (@ Nov 5 Correction Low) S&P 500: -6% Nasdaq 100: -15% Nvidia $NVDA: -26% Taiwan Semi $TSM: -28% SK Hynix $SKHY: -39% AMD $AMD: -39% Broadcom $AVGO: -41% Micron $MU: -48% Applied Materials $AMAT: -57% Lam $LRCX: -58% Intel $INTC: -64% Sandisk $SNDK: -66%
  • Replies20
  • Reposts2
  • Likes24

A games app and a sports site turned into the profit engine behind a doubling of operating income, which is why the bundle is the number to track at the Times.

The New York Times' operating income has now doubled since they acquired Wordle and The Athletic in 2022. $NYT https://t.co/CHAmx2P6Tn
  • Replies0
  • Reposts0
  • Likes0

After years of hoarding cash rather than chasing acquisitions, Berkshire's record $9.6 billion of Q3 repurchases says management sees its own shares as the best thing on the menu.

RT @WOLF_Financial: BERKSHIRE JUST MADE ITS BIGGEST BUYBACK EVER Berkshire spent $9.6 billion buying back its own stock in Q3, topping its…
  • Replies0
  • Reposts3
  • Likes0

After nearly 22 months of sitting out, Berkshire is signaling its own shares are the best value it can find, even as operating profit declined.

BREAKING: Berkshire Hathaway more than doubled its stock buybacks in Q3 2026, repurchasing $9.6 billion of its own shares. This brings total buybacks in 2026 to $14.4 billion, marking a sharp reversal after the company paused repurchases for nearly 22 months. Berkshire also
  • Replies28
  • Reposts23
  • Likes240

Airbnb is putting its own AI trip planner more than a year out, while Expedia, Booking and Google already ship agentic travel tools, leaving a long window where bookings can drift to whoever owns the planning step.

JUST IN: Airbnb announces plans to launch its own AI travel agent in the first half of 2027, offering personalized trip-planning experiences.
  • Replies25
  • Reposts11
  • Likes112

Sponsored

Owning Alphabet now means owning a near pure-play bet on SpaceX's private mark, and any IPO repricing flows straight through to that disclosed portfolio.

JUST IN: Google’s SpaceX stake is about 95% of its disclosed stock portfolio
  • Replies1
  • Reposts0
  • Likes2