Live Updates SanDisk Gross Margins Are Now Higher Than NVIDIA5:51pm ETHere’s a mind-blowing stat! SanDisk reported 78.4% gross margins this quarter. Wall Street expects NVIDIA will report 75.1% gross margins when it reports its…
Live Updates Apple Shares Rise 3.6% - And Gross Margin Guidance Is a Key Reason Shares are Up After-Hours 6:00pm ETApple just provided guidance for next quarter on their conference call. We’ll provide the…
Intel’s (NASDAQ:INTC | INTC Price Prediction) market capitalization has climbed to roughly $476 billion, a record valuation that has Wall Street debating whether the chipmaker has earned its seat at the AI-era table or…
The Procure Space ETF (NYSEARCA:UFO) has delivered over 120% returns in the past year, significantly outpacing the S&P 500’s 18% return. Yet Jack Hough, senior editor at Barron’s, is telling listeners of the Streetwise…
Bill Gurley, the longtime Benchmark Capital partner whose early bets included Uber, Zillow, and GrubHub, has issued one of the most pointed warnings yet about which jobs artificial intelligence will displace first. Speaking on…
On a recent episode of the All-In Podcast, Chamath Palihapitiya laid out a contrarian take that Elon Musk just locked in a bargain with SpaceX’s deal to either acquire AI coding startup Cursor by…
Tesla (NASDAQ:TSLA | TSLA Price Prediction) just delivered a strong quarter with improving margins and accelerating free cash flow. However, investors are increasingly focused on rising spending and whether Tesla’s biggest bets on autonomy…
Palantir Technologies (NASDAQ:PLTR | PLTR Price Prediction) builds enterprise software platforms, including Gotham for defense and intelligence customers and Foundry and AIP for commercial AI deployments. Palantir stock currently trades at $143.09, while the…
Philippe Laffont built Coatue Management by spotting major technology shifts early and betting on them with size. His fund has consistently leaned into the biggest platform changes in tech, from cloud computing to mobile.…
Most asset managers try to track the market. Through ARK Investment, Cathie Wood is trying to get ahead of the market’s best ideas by identifying disruptive innovation early, even when the underlying businesses are…
Howard Marks, co-founder of Oaktree Capital Management, built his reputation by focusing on cycles, capital flows, and where the risk-reward has shifted in his favor. When Oaktree starts adding to positions, it usually reflects a…
At Whale Rock Capital Management, a Boston-based technology-focused hedge fund managing billions in assets, Alex Sacerdote focuses on concentrating capital into a small number of companies at the center of major technology shifts. The…
Berkshire has long been defined by patience and concentration, often holding positions for years or even decades. When it reduces exposure across multiple major holdings in a single quarter, it tends to reflect a…
Joel Greenblatt built his reputation on the “Magic Formula,” a framework that focuses on buying companies with high earnings yield and strong returns on capital. It’s a simple idea, but it has consistently pointed…
Through the Baupost Group, Seth Klarman has built a reputation as one of the most disciplined value investors on Wall Street, often holding cash for long stretches before stepping in when opportunities finally show…
Steve Cohen isn’t known for making slow, passive bets. Through Point72 Asset Management, he runs one of the most aggressive multi-strategy hedge funds in the world, constantly reallocating capital toward where his team sees the…
Billionaire investor Ray Dalio built Bridgewater Associates into one of the most successful hedge funds in history, overseeing roughly $150 billion in assets at its peak. While Bridgewater is best known for its “All…
Billionaire investor Chase Coleman built Tiger Global into one of the most influential technology-focused hedge funds in the world, earning a reputation for identifying high-growth digital businesses before they become Wall Street favorites. While…
Billionaire investor David Tepper has built a reputation as one of Wall Street’s most aggressive opportunistic investors, known for making bold bets when he believes the market is mispricing risk. Through his hedge fund…
Billionaire investor Ken Griffin built Citadel Advisors into one of the most successful hedge funds in modern Wall Street history, generating billions in profits through a data-driven, multi-strategy investing approach that spans equities, fixed…
