Appaloosa Management's three biggest Q2 positions span consumer tech, foundry dominance, and speculative AI infrastructure, but at today's prices Tepper's bets carry very different levels of risk for anyone thinking about following…
Appaloosa's latest 13F reveals David Tepper quietly bet against two of the most beloved stocks in America, including one Warren Buffett refuses to sell. The reason hiding inside the filing changes everything…
While megatech stocks chase AI billions and swing wildly, one tobacco giant quietly delivers the kind of income and stability that most growth investors dismiss until the market turns ugly.
Douglas A. McIntyre Apple just posted its strongest June quarter ever and still watched shares sink 7% in a single day. Something underneath the headline numbers is quietly breaking down, and the October earnings report…
Alex Sirois Wall Street is pricing Alphabet like a company losing the AI race, but a quiet milestone suggests the market may be making a very expensive mistake.
Wall Street kicked off the week with a flurry of bold calls on some of the market's most closely watched names, and at least one stock just scored a target price hike…
Jim Cramer credits Tim Cook with pulling off something no hardware company has managed before, and the financial case he makes reframes why Apple's valuation looks less like a tech stock and…
Joel South Both DIVO and JEPI hand you a monthly paycheck funded by covered calls on blue-chip stocks, but one of them has been quietly compounding your principal while the other trades that growth…
Five monthly paying ETFs are pulling income from covered calls, preferred stock, and junk bond coupons at yields that dwarf the 10-year Treasury, but the engine behind each payout changes everything about…
MSTY promised triple-digit yields and delivered a 68% price collapse instead, but a covered-call fund built on 50 blue chips has been quietly printing gains while sending monthly cash. The structure is…
Vanguard swapped the benchmark powering one of the most popular growth ETFs on the market, and most holders never saw it coming. What looks like a paperwork formality could quietly reshape which…
Apple just posted a monster quarter, yet the stock sits within striking distance of a support level that buyback math alone may not be enough to defend. Something has to break the…
Alex Sirois Apple's Services segment just posted a record June quarter while a newly installed CEO prepares to unveil the company's first foldable iPhone, and the combination is forcing a serious reassessment of where…
Jefferies just slapped a sell rating on Apple right before what could be its most consequential product era in two decades. The case for staying in the stock rests on a consumer…
Joey Frenette Tim Cook chose Houston for his final major act as Apple CEO, standing beside a cabinet secretary while his company quietly evaluated a supplier that same official could move to restrict. The…
AJ Tiarsmith 
