Brad Gerstner’s Altimeter Capital fully exited its entire 519,290-share Alphabet (NASDAQ:GOOGL) position in Q1 2026, according to the firm’s 13F filed May 15, 2026 (SEC CIK 0001541617). In its place, Gerstner opened…
SpaceX just rewrote the IPO record book. The company sold more than 555 million shares at $135 each, raising $75 billion and landing a valuation of nearly $1.8 trillion. According to CNBC’s…
When 13F filings for Q1 2026 hit in May, the smart-money positioning on Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) split clean down the middle. On the sell side, Stanley Druckenmiller exited his…
The pitch behind the Dan Ives Wedbush AI Revolution ETF (NASDAQ:IVES) was simple when it launched. Wall Street’s loudest AI bull would put his name on a basket of the companies he…
Shares of Adobe (NASDAQ:ADBE | ADBE Price Prediction) are down 5% in Thursday midday trading, slipping to roughly $222.60 and pressing against a 52-week low of $220.17. The latest leg lower extends…
Live Updates Oracle Falls 1:46pm ETOracle (NYSE:ORCL | ORCL Price Prediction) is taking a hard hit, shedding more than 11% after laying out plans to raise approximately $40 billion through a combination…
Although Wall Street has rewarded every hyperscaler willing to pledge more silicon, more concrete, and more megawatts over the past 24 months, the math behind the AI data center boom is finally…
Peter Boockvar, Chief Investment Officer at One Point BFG Wealth Partners, told CNBC on June 10 that the technical setup under the AI trade has gotten silly. “Stocks in the AI trade…
The Defiance Large Cap ex-Mag 7 ETF (NASDAQ:XMAG) and the Roundhill Magnificent Seven ETF (NASDAQ:MAGS) are photographic negatives of one another. MAGS holds only the seven mega-caps driving the AI cycle, while…
Wall Street has never met an acronym it didn’t like. FAANG gave way to the Magnificent 7, and now a fresh label is making the rounds among investors trying to capture the…
Shares of Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) are down 13% to $35 and change in mid-morning trading Wednesday, while Dell Technologies (NYSE:DELL) stock is moving in the opposite direction,…
Alphabet (NASDAQ:GOOG | GOOG Price Prediction, NASDAQ:GOOGL) recently raised $85 billion with Berkshire Hathaway’s stamp of approval, and Meta Platforms (NASDAQ:META) seems to be heading in the same direction. The difference is that Google…
Apple (NASDAQ:AAPL | AAPL Price Prediction), the most vertically integrated company in tech, is turning to Nvidia and Google Cloud to power its most advanced AI workloads. According to CNBC’s MacKenzie Sigalos,…
The Invesco AI and Next Gen Software ETF (NASDAQ:IGPT) has had the kind of stretch that turns a niche thematic fund into a portfolio anchor: shares are around $100, up roughly 68%…
Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) is positioned as a multi-decade compounder because it pairs a near-monopoly cash engine in Google Search with a compounding cloud and AI franchise at a valuation…
Alex Sirois 
