Breakfast News: 4 CEOs Playing the Long Game

SEPTEMBER 12, 2026 What separates a capable CEO from a great one? It’s not just vision or great timing. When you look closely at the architects of some of the biggest businesses, distinct patterns of greatness begin to emerge. Four Fools — two from Team …

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Notable ETF Outflow Detected – PWV, T, PEP, F

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Invesco Large Cap Value ETF (Symbol: PWV) where we have detected an approximate $451.7 million dollar outflow — that’s a 19.3% decrease week over week …

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Alibaba Is No Longer the Same Company That Investors Have Known. Here's Why.

Key Points For years, Alibaba (NYSE: BABA) was synonymous with Chinese e-commerce. Its Taobao and Tmall operations were the crown jewels of its tech empire. The cloud was a promising side business. And investors largely viewed the company through the lens of China’s consumer economy. …

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Michael Burry Is Staying Short Nvidia, Palantir, and Tesla, Warning of a Possible "1987-Type Fall" for AI Stocks. Should Investors Take the Bet Seriously?

Key Points Burry’s concerns about leverage are valid. Investors have been happily ramping up their margins, while leveraged ETFs add additional debt to the market. His bearishness on AI stocks doesn’t make as much sense. Strong fundamentals, multiyear tailwinds, and rising profit margins do not …

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What the Panama Canal Can Teach Us About Investing With Elon Musk

One of history’s biggest construction projects reveals where Luke is looking for profits as Musk builds his own empire. Listen to the audio version of this article (generated by AI). Editor’s Note: Elon Musk certainly doesn’t have much trouble raising money. But as my InvestorPlace …

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Crypto Market Update: Revised Clarity Act Unveiled Ahead of Vote

Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Here’s a quick recap of the crypto landscape for Friday (September 11) as of 10:00 a.m. UTC. Bitcoin price update Bitcoin (BTC) was priced at US$77,020.85, trading 0.5 …

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Apple, Microsoft, and Nvidia Top the List of Largest Companies by Market Cap. Here's the One I'm Buying Now.

Key Points At the time of this writing, the three largest companies in the world are Nvidia (NASDAQ: NVDA) at a $5.4 trillion market cap, Apple (NASDAQ: AAPL) at $4.6 trillion, and Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) at $4 trillion. There’s still a decent gap …

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Is ORCL a Buy Following 121% IaaS Growth in Q1 Earnings?

Oracle Corporation ORCL is giving cloud behemoths Microsoft Corporation MSFT and Amazon.com Inc. AMZN a run for their money, delivering strong revenues and earnings growth in its latest quarter on the back of continued cloud infrastructure strength. With momentum building, is now the right time for investors to …

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MRVL Rides on the AI Capex Wave: What's Ahead for Investors?

Marvell Technology MRVL is benefiting from several AI infrastructure growth engines, including custom silicon, interconnect, optics and Ethernet switching. Custom silicon has more than 20 multi-generational socket wins, supporting a broader pipeline beyond individual product cycles. MRVL expects custom revenues to grow more than 20% …

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1 Big Reason Vertiv's New Acquisition Could Supercharge Its AI Dominance

Key Points Vertiv has become a major player in the AI data center build-out by providing essential power and thermal management systems. Vertiv’s $1.45 billion acquisition of Utility Innovation Holdings allows it to expand into microgrid solutions and upstream power architecture. The company stands to …

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