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…
Joel South Wall Street analysts are piling into Reddit with some of the highest price targets in social media, yet the stock keeps sliding even as the company posts explosive revenue growth. Something has…
Alex Sirois A child safety trial opening Tuesday in federal court is hammering Meta Platforms stock and pulling Pinterest and Snap down with it, even though neither faces the bench, as potential damages the…
David Moadel Two of the most powerful CEOs in tech are running surprisingly similar playbooks, but the numbers reveal a clear winner on every major performance metric, at least for now.
Danielle Liverance 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 A federal appeals court just stripped away the legal shield that social media platforms have relied on for decades, and Snap is absorbing the first blow with thousands of lawsuits now cleared…
David Moadel 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…
Vandita Jadeja Chase Coleman's Tiger Global just dumped Nvidia and Alphabet to load up on AMD, a move that either signals a major shift in AI investing logic or a costly bet on a…
Vandita Jadeja AMD and Palantir both anchor the AI trade, but one stock sits in a constructive setup heading into 2027 while the other carries a valuation that has already priced in two years…
Vandita Jadeja A federal trial opening in Oakland could force Meta to delete the very data powering its AI ambitions, and attorneys general warn Wall Street is drastically underestimating how badly a verdict could…
AJ Tiarsmith Amazon and Meta both burned through tens of billions on AI infrastructure last quarter, but one of them is doing it without a paying tenant to recover the bill. The math behind…
Alex Sirois Four seemingly unrelated headlines dropped over two weeks, and when you line them up in sequence, they point to a partnership that could reshape who controls the next trillion dollars of AI…
Eric Bleeker Half a trillion dollars in AI infrastructure spending looks like a Wall Street windfall, but the hidden costs are landing somewhere else entirely, and most Americans have no idea they are already…
Joel South Reddit just scored S&P 500 membership, but the pop is already fading and the stock sits down 24% for the year. The path back to $200 depends on forces that index inclusion…
David Moadel Bill Ackman once torched $400 million exiting Netflix, then swore off the stock entirely. Now he's building a new position while his fund trails the market badly, and his reasoning this time…
