A Plexo Capital partner who owns Anthropic shares went on CNBC to defend a valuation that dwarfs every profitable public AI company, and the caveat he buried in his own argument may…
A senior member of the House Intelligence Committee's cyber subcommittee just disclosed purchases of three pure-play cybersecurity stocks, and whether that filing reveals anything worth acting on depends entirely on a structural…
Greg Abel just made his boldest move as Berkshire's new CEO, deploying billions into three distinct bets that reveal exactly what he thinks comes next for markets and housing.
Billionaire David Tepper just filed his Q2 13F, and the moves he made inside his AI mega-cap positions tell a more complicated story than the headline holdings suggest.
Berkshire Hathaway just made Alphabet its largest second-quarter purchase by a wide margin, but the same quarter revealed a cash flow figure that would make most investors pause. Here is what the…
Billionaire hedge fund manager David Tepper just filed his latest 13F, and the moves inside reveal a calculated reshuffling of billions across the biggest names in AI infrastructure. One major trim and…
Berkshire Hathaway's new CEO just made the firm's biggest single-quarter bet in years, and the stock he chose reveals exactly how he plans to run the empire differently than Buffett did.
Five of the world's sharpest money minds converged on the same battered mega-cap stock in a single quarter, a coincidence so rare it raises an urgent question for any long-term investor: do…
Warren Buffett just made one of his boldest recent bets on a stock that has cooled significantly from its highs, and the reasoning behind that conviction points to a cloud and AI…
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.
Every August, 13F filings crack open the vaults of the world's biggest money managers, and this quarter two billionaires with almost nothing in common landed on the exact same stock.
After three years of selling more than he bought, new Berkshire CEO Greg Abel just broke the streak in dramatic fashion, pouring billions into a single tech giant that Warren Buffett himself…
Tesla and Alphabet both reported earnings on the same day, both stocks trade near the same price, and both companies are pouring billions into AI. But one of them is burning cash…
Alphabet made a quiet nine-figure bet on a rocket company that Wall Street once dismissed as a billionaire's vanity project, and what happened next rewrites the rulebook on how big tech actually…
One mutual fund launched in the 1930s survived the dot-com bust, a global financial crisis, and a pandemic without closing its doors, and it still manages more money than most countries hold…
