Jensen Huang dropped four words at GTC 2026 that could expand NVIDIA's addressable market far beyond AI chips, and the company is already building the product stack to back up that claim.
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…
Uber stock sits near a 52-week low while posting record free cash flow and guiding for up to 35% earnings growth, a contradiction that points to a rare mispricing in one of…
Hertz stock is surging again, and retail traders are going all-in with life savings on the line, but a wall of lawsuits, a stretched balance sheet, and no support from peers raises…
Four of the sharpest institutional investors on the planet converged on the same three stocks in Q1 2026, and one of those picks is down nearly 17% this year. Here is what…
Grab Holdings just posted a massive earnings beat and holds unanimous Buy ratings from 26 analysts, yet the stock sits near a 52-week low while insiders sell. Something about this Southeast Asian…
AI earnings kept futures climbing toward a second straight record close, but one high-profile chip stock dropped hard despite a beat-and-raise quarter, and a surprise in private payrolls is now pulling yields…
Suze Orman walked through a real SpaceX IPO trade that turned $10,000 into roughly $5,600 in seven weeks, and her lesson has nothing to do with rockets or Elon Musk.
Wall Street is obsessed with Uber's robotaxi future, but executives keep pointing investors toward a completely different growth engine hiding in plain sight inside the app that most riders have never even…
Rich Duprey A Saudi prince just bought a $129 million stake in Lucid, sparking a 25% intraday surge that left Tesla and Rivian in the dust. But with a fraud lawsuit, a looming earnings…
Wall Street analysts are still pounding the table on McDonald's, Oracle, and Uber even as all three sink toward 52-week lows, but each stock tells a completely different story about why the…
Uber just cut a chunk of its customer service workforce in the name of AI efficiency, and it is far from alone. The real question is whether these scattered layoffs signal the…
Morgan Stanley just raised its AI spending forecast to a staggering new ceiling, but the firm's own analysts warn that most of those dollars never actually stay in the American economy.
Four of the sharpest hedge fund managers on the planet just stacked their portfolios into the same three stocks, and the reasons behind that rare convergence reveal something unusual about where the…
Appaloosa Management just concentrated its biggest US equity bets across five stocks that together cover every layer of the AI stack, and one of them has nothing to do with chips.
