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…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) CEO Jensen Huang recently appeared on the Dwarkesh Podcast and made one of his most direct competitive claims yet: “NVIDIA’s computing stack is the best performance…
Anthropic’s Claude Mythos Preview demonstrated that AI can now surpass all but the most skilled humans at finding and exploiting software flaws. The response was Project Glasswing, a defensive coalition including CrowdStrike,…
Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) stock just got a vote of confidence from BMO Capital Markets, which raised its price target to $410 from $400 while maintaining an Outperform rating. The…
David Moadel Live Updates Intraday High2:27pm ETToday’s gains have sent the Nasdaq Composite to a fresh intraday high, rising as much as 1.4% to 24,613. President Trump’s extension of the ceasefire with Iran as…
The Nasdaq Composite (^IXIC) is higher out of the gate on Wednesday, with geopolitical relief lifting risk appetite. The S&P 500, Dow, and Nasdaq all declined roughly 0.6% on Tuesday amid uncertainty…
The S&P 500 (^GSPC) is pointing higher Wednesday morning, with index futures extending gains session high of 0.7% as markets embrace optimism following President Trump’s decision to extend the ceasefire with Iran.…
Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) stock just earned a strong endorsement from UBS, which raised its price target on the stock to $375 from $348 while keeping a Neutral rating. The move…
David Moadel In 20 years of investing, I can’t recall an IPO generating this level of strategic noise across so many asset classes at once. SpaceX’s valuation has ramped from roughly $350 billion in…
Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) continues to present a compelling case for those watching the stock. The company’s data keeps drawing investors back in and if I had to buy only…
Scott Galloway has made a pointed case against the SpaceX IPO. His core argument deserves a fair hearing before I explain why I think he lands wrong. Galloway’s Case, Fairly Stated SpaceX’s…
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…
Oracle (NASDAQ: ORCL | ORCL Price Prediction) surged 29.4% in a single week, fueled by AI infrastructure announcements and a massive remaining performance obligation backlog. But the weekly pop masks structural risks…
Dividend growth investing rewards patience like few other strategies. The income stream compounds year after year, and the companies behind those dividends tend to be high-quality and structurally durable. With the Fed…
A shoe company just announced it was transforming to an AI firm and the stock jumped 630%. If that sentence makes you uneasy, you’re paying attention. Allbirds, the struggling footwear brand, rebranded…
