Google-backed Waymo recalled 3,871 robotaxis in the United States after a software glitch sent vehicles into closed freeway construction zones, the second recall in weeks for Alphabet’s autonomous driving unit. That is the figure…
Stanley Druckenmiller sold his entire Alphabet (NASDAQ:GOOG | GOOG Price Prediction) stake in the first quarter of 2026 and rotated the proceeds into SanDisk (NASDAQ:SNDK), Seagate Technology (NASDAQ:STX), Micron Technology (NASDAQ:MU), Broadcom (NASDAQ:AVGO), and Arm Holdings…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) at $208 looks mispriced relative to its growth. The chip powering the AI build-out is on sale relative to its own growth rate and to every other megacap…
Broadcom (NASDAQ:AVGO | AVGO Price Prediction) posted record revenue of $22.19 billion on June 3, 2026, beat consensus on the top and bottom line, raised guidance, and lost roughly a fifth of its market…
Torsten Slok, the Apollo Global Management (NYSE:APO | APO Price Prediction) chief economist who has spent the past year warning that the Fed would have less room to cut than markets wanted, went on…
Four billionaire portfolio managers who almost never end up on the same side of a trade quietly converged on Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction). Chase Coleman’s Tiger Global added 49.38% to…
CNBC’s Emily Wilkins reported last week that House lawmakers have introduced legislation that would prohibit members of Congress, their spouses, and dependent children from placing wagers in prediction markets on political, policy, or election…
Berkshire Hathaway (NYSE:BRK.B) disclosed a brand-new 3.04 million-share stake in Macy’s (NYSE:M | M Price Prediction) in its Q1 2026 13F filing, revealed on May 15, 2026, the first quarterly portfolio reshuffle under Greg Abel’s tenure…
Berkshire Hathaway, now under CEO Greg Abel, disclosed in its Q1 2026 13F filing the acquisition of almost 40 million shares of Delta Air Lines (NYSE:DAL | DAL Price Prediction), a position valued at…
Warren Buffett's Berkshire Hathaway (NYSE:BRK.B) fully exited its UnitedHealth Group (NYSE:UNH) position in Q1 2026 under new CEO Greg Abel, ending a roughly 45% gain on about 5 million shares accumulated near the stock's…
Berkshire Hathaway (NYSE:BRK.B) used its first full quarter under Greg Abel to nearly triple its position in New York Times (NYSE:NYT | NYT Price Prediction), adding roughly 199% to the Class A stake in the same…
Roger Ferguson, the former Federal Reserve Vice Chairman, went on CNBC Thursday to translate what just happened at Kevin Warsh’s debut meeting as Fed Chair. The Fed held the policy rate steady at 3.75%,…
President Donald Trump purchased between $1 million and $5 million in Dell shares on February 10, 2026, nine days before telling a crowd in Rome, Georgia, to “go out and buy a Dell computer”…
Jim Cramer used his Mad Dash segment on June 18, 2026 to flag what he sees as a serious shift in the AI talent war. Noam Shazeer, co-lead of Google’s Gemini effort and co-founder…
Stanley Druckenmiller’s Duquesne Family Office spent the first quarter of 2026 quietly accumulating South American equity exposure, with EWZ representing roughly 4.49% of the portfolio as the fifth-largest holding alongside a new position in…
Berkshire Hathaway (NYSE:BRK.B), now run by CEO Greg Abel with Warren Buffett serving as chairman, disclosed in Q1 2026 13F filings that it nearly tripled its Alphabet stake to roughly 57.8 million shares worth about…
President Trump’s May 2026 OGE Form 278-T disclosure revealed something genuinely unusual in volume, with more than 3,600 individual stock trades in the first quarter of 2026, with heavy concentration in AI infrastructure bought…
Before Michael Burry shut down Scion Asset Management in late 2025 and pivoted to publishing a Substack newsletter warning of an “AI Bubble,” his final 13F filings reportedly disclosed put options against NVIDIA (NASDAQ:NVDA |…
Mark Cabana, Co-Head of Global Rates Research at Bank of America Securities, came on CNBC this morning ahead of the FOMC decision with a thesis that has very little to do with the dot…
In 2012, Meta (NASDAQ:META | META Price Prediction) was still called Facebook, had just crossed a billion users, and was preparing for one of the most hyped IPOs in history. The business looked invincible.…
