"I'm wildly bullish, and I may be dead wrong, but I'm wildly bullish."
Key Points Tepper initiated a significant new position in AI chipmaker AMD. He increased his hedge fund’s stake in Chinese tech giant Baidu. The billionaire also bought more shares of Qualcomm, which is preparing to compete with AMD and Nvidia. 10 stocks we like better …
Key Points Nvidia (NASDAQ: NVDA) has been a winning bet for investors over the past few years, and this is thanks to the company’s leading position in a key industry: artificial intelligence (AI). The AI market, today worth about $300 billion, is expected to reach …
Key Points A regulatory development across the Atlantic Ocean and an analyst’s recommendation downgrade were deciding factors in the decline of Amazon (NASDAQ: AMZN) stock on Tuesday. On those less-than-encouraging pieces of news they sold out of the mighty retail and tech company to leave …
Every AI data center will need it. Few investors are paying attention – yet. Editor’s note: “The Quiet Power Play Wall Street Is Missing in the AI Boom” was previously published in November 2025 with the title, “Before the Battery Boom: The Quiet Opportunity Powering …
Shares of Sypris Solutions, Inc. SYPR have declined 3.3% since the company reported its earnings for the quarter ended Sept. 28, 2025. This compares to the S&P 500 index’s 2% decline over the same time frame. Over the past month, the stock has declined 2.4% …
Netflix NFLX stock price plummeted from around $1,140 on Friday to approximately $111 on Monday morning. The dramatic 90% decline was simply the result of the company’s 10-for-1 stock split that took effect at market open on Nov. 17, 2025, leaving the actual investment value …
Key Points The S&P 500 has declined in November as investors have contemplated worrisome economic data and elevated valuations. The U.S. manufacturing sector has contracted in eight straight months, and consumer sentiment just recorded its second worst reading in history. The S&P 500 recently traded …
Alibaba Group‘s BABA aggressive pivot toward artificial intelligence faces mounting skepticism as investors question whether ambitious technology investments will translate into sustainable profitability. While the company touts AI-powered breakthroughs across its e-commerce ecosystem, mounting costs and execution risks cloud the outlook for meaningful returns. Alibaba.com’s …
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (Symbol: GSLC) where we have detected an approximate $325.1 million dollar outflow — that’s a 2.2% decrease …
Key Points Warren Buffett’s Berkshire Hathaway bought Alphabet stock for the first time in the third quarter. The buy quickly became Berkshire’s 10th-largest position. A key data point in the third quarter likely led to the purchase. 10 stocks we like better than Alphabet › …