David Tepper’s Appaloosa Management trimmed NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) by roughly 13% of shares and cut AMD (NASDAQ:AMD) by roughly 32% of shares while nearly doubling its Amazon position, adding about 2.14…
CEO Mary Barra dropped a number on General Motors (NYSE:GM | GM Price Prediction) Q1 2026 earnings call that should make every investor in the autonomous vehicle race pay attention. “Today, nearly 90% of…
Apple’s next chief executive has tipped his hand on artificial intelligence, and the message is the opposite of what is coming out of Redmond, Mountain View and Menlo Park. John Ternus, who becomes CEO…
Jensen Huang is taking a hard stance. At GTC 2026 and on the All-In Podcast on March 16, the CEO of NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) took direct aim at the loudest narrative…
For two decades, Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) was an advertising company that happened to own a cloud business. On the Q1 2026 earnings call, CEO Sundar Pichai reframed the story in one…
Mark Zuckerberg opened Meta Platforms (NASDAQ:META | META Price Prediction)‘s Q1 2026 earnings call with a sentence that would sound deranged coming from almost any other CEO: “We’re on track to deliver personal superintelligence…
Elon Musk spent much of Tesla’s Q1 2026 earnings call doing something he rarely does: lowering expectations. The CEO of Tesla (NASDAQ:TSLA | TSLA Price Prediction) repeatedly invoked manufacturing physics rather than moonshot timelines,…
JPMorgan Chase (NYSE:JPM | JPM Price Prediction) reported Q1 2026 net income of $16.5 billion, with EPS of $5.94, up 17% from a year earlier. Revenue hit $49.836 billion. Markets revenue set a record…
Satya Nadella did something unusual on June 14. The CEO of a roughly $2.93 trillion company bypassed the earnings stage and the conference circuit, and posted to his personal blog, “sn scratchpad,” with a…
June is a natural moment for mid-year reflection. Short-term traders are squaring quarterly books, but long-term investors should be doing something different: stepping back to ask which businesses have already produced multi-decade compounding, and…
Jim Cramer used his June 16 Mad Money Mad Dash segment to make the case that CoreWeave’s contracted revenue pipeline could be even larger than what the Street currently models. “It’s got the best…
Amazon CEO Andy Jassy used the Q1 2026 earnings call to declare AI’s adoption speed has no precedent. “We’ve never seen a technology grow as rapidly as AI. In the first three years of…
In his first letter to shareholders as chief executive, Greg Abel did something Warren Buffett rarely did in his roughly six decades running Berkshire Hathaway (NYSE:BRK-B | BRK-B Price Prediction). He drew a hard…
Mid-June is when income-focused investors typically run a quiet portfolio audit: are the dividend checks still landing, is the yield still competitive and does each name hold up if the market wobbles into year-end?…
The AI infrastructure trade has broadened. NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) still owns the headline, but the second-derivative names that supply connectivity, power, and custom silicon to hyperscalers are where the cleaner setups…
Figma (NYSE:FIG) co-founder and CEO Dylan Field offered a candid look at why some of the most powerful people in tech spend weekends tinkering with AI like teenagers in a garage, speaking at the…
Jim Cramer told Mad Money viewers on June 16 that Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) is the AI hardware name he is tracking most closely, after NVIDIA (NASDAQ:NVDA) CEO Jensen Huang publicly…
The Berkshire Hathaway annual meeting is in the rearview mirror, and investors are now parsing Greg Abel’s early portfolio moves as CEO. The Q1 2026 13F told a clear story: Abel is willing to…
The Magnificent Seven stocks dominate AI headlines, but the most interesting institutional positioning is happening one rung down the supply chain. The companies actually building, wiring, and connecting the AI factories trade at a…
The spring volatility that rattled mega-cap AI names has created an opening. Three of the largest AI franchises in the market are trading meaningfully below their 52-week highs, yet the operating data underneath them…
