Carvana Drops 7% With Bulls, Bears Split Over the Business Model
Carvana just posted its best quarter ever, yet the stock keeps sliding while a traditional rival is up over 50% this year. Something about that gap deserves a closer look.
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This Politician on the House Intelligence Committee’s Cyber Panel Just Bought Three Cybersecurity Stocks
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 question the…
Billionaire Joel Greenblatt’s 5 Biggest Moves This Quarter Reveal a Surprising Defensive Shift
Joel Greenblatt built Gotham Asset Management on concentrated value bets, so his latest 13F filing caught analysts off guard with moves that look less like a stock-picker's conviction and more like someone quietly bracing…
The Best AI Trade of 2026 Isn’t a Chip Stock
Everyone chasing AI gains is piling into chip stocks, but a quiet corner of the infrastructure trade just posted 757% server revenue growth and a backlog that stretches for years, and most investors have…
Billionaire Bruce Berkowitz Reveals 76% Of Fairholme Capital Is in Just 1 Stock
Bruce Berkowitz has built his entire Fairholme portfolio around a single Northwest Florida land developer, and the boldness of that bet raises a question every retail investor should answer before following his lead.
There Is Now a Way to Collect 6.25% From Google. It Stops Paying in 2029
Alphabet quietly buried a listed income security inside its record-breaking equity raise, and most GOOGL shareholders have no idea it exists. The catch is that this yield has an expiration date written directly into…
Nvidia Is Cutting Rubin Ultra’s Memory. Is Micron’s HBM Boom in Danger?
Nvidia is quietly testing stripped-down memory configurations for its next flagship AI chip, and the ripple effects could hit Micron shareholders before most of them even see it coming.
4 Famous Billionaire Investors Just Bought This Little Known Semiconductor Stock
Four of Wall Street's most closely watched hedge fund managers quietly built massive stakes in the same obscure semiconductor name, while one legendary contrarian investor just walked away entirely. The disagreement at the top…
Ken Griffin Threatened to Walk Away From NYC Amid a Feud With Mamdani. Citadel Just Committed $4.5 Billion Instead
Ken Griffin went to Oslo, called the New York mayor's video creepy, and threatened to take Citadel's jobs to Miami. Then the demolition crews showed up anyway.
Klarna Craters 19% on Guidance Cut While Affirm, PayPal Shrug It Off
Klarna posted a Q2 beat and raised its profit outlook, yet the stock cratered while rivals shrugged. The reason behind that split tells a very different story than the headline numbers suggest.
Plug Power Falls 5%, Bloom Energy Sinks 8% With the 10-Year Yield Near a 52-Week High
Rising Treasury yields are dragging hydrogen and fuel cell stocks lower Tuesday, but the selling is hitting each company differently, and the pattern reveals something specific about what the market fears most right now.
Bill Ackman is Back in Netflix Stock—Is This the Ultimate Signal That Shares are Too Cheap to Ignore?
Bill Ackman burned himself on Netflix once before, locking in a painful loss, yet Pershing Square just dove back in. Whether this bold second act signals a screaming bargain or a costly repeat mistake…
CoreWeave Sinks 7% as Rising Yields Test the Most Leveraged AI Landlord
While the broader cloud software basket trades higher Tuesday, one AI infrastructure giant is sinking fast, and the culprit has nothing to do with demand for its services.
Price Prediction: One Number Could Decide How High Microsoft Goes in 2027
Azure just crossed $100 billion and Copilot is scaling fast, yet Microsoft shares sit flat on the year. One overlooked number buried in the earnings report could determine whether this stock doubles Wall Street's…
Greg Abel Broke Warren Buffett’s 14-Quarter Selling Streak. Here’s Where the Money Went
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.