the billionaire

the letter from the rich investor

Tuesday, August 18, 2026
18 Aug, 2026
Joo will join from Bank of America, while Khan oversees Barclays’ global markets business and is co-head of investment bank.
Recessions can be scary. But you can actually benefit from them with the proper planning.
Fluence Energy GmbH and LEAG Clean Power GmbH have commenced construction on the Heinersbrück GridBattery, a 400 MWh energy storage project in Germany. This installation will co-locate with wind and solar generation assets on regenerated former mining land and is part of efforts to bolster Germany's energy transition. The project aims to enhance the reliability of energy supply and alleviate grid pressure. This development marks the second collaborative project between Fluence and LEAG Clean...
Bill Ackman just made Visa a major new bet after the stock trailed the S&P 500 for five straight years. Whether that lag signals a coiled spring or a structural problem depends on threats most investors are not watching closely enough.
Glassnode said the current stretch represents the longest period of Bitcoin underperformance relative to the S&P 500 in its six-year history of data.
Tom Lee says the ETH/BTC ratio has broken a multiyear downtrend. Ash Crypto says two bullish signals are approaching, last seen before Ethereum’s explosive 2017 ...
Eltek Ltd. (NASDAQ: ELTK), a leading global manufacturer of high-quality printed circuit boards, today announced its financial results for the quarter ended June 30, 2026.
After a historic retreat, are space stocks finally cheap enough to buy again?
If history rhymes, once more, the face of the artificial intelligence (AI) revolution will shed $290 billion in value.
AI has become a powerful tool for Alphabet and Meta to optimize ads to the right viewers.
The Vanguard S&P 500 ETF is a top fund that tracks the overall market and charges minimal fees to do so.
The SEC canceled a planned vote on its Regulation Crypto framework, citing an unforeseen scheduling issue. The proposal could create exemptions for crypto startups raising capital outside traditional securities rules. However, the delay changes nothing legally. No safe harbor has been created, and no new offering regime is currently in ...
Company Recognized for 370% Three-Year Revenue Growth, Earning a Place Among the Nation’s Most Successful Independent BusinessesWEST PALM BEACH, Fla., Aug. 18, 2026 (GLOBE NEWSWIRE) -- Hotelplanner today announced it has been ranked No. 917 on the 2026 Inc. 5000 list, the annual list of the fastest-growing private companies in America. The list is the most prestigious ranking of the nation’s most successful independent and entrepreneurial businesses, recognizing companies that have achieved rema
Investing.com -- Mega-cap technology stocks remain under-owned by active institutional investors relative to their weighting in the S&P 500, and that gap widened in the second quarter, according to Morgan Stanley’s latest large-cap institutional ownership tracker. The analysis covers 28 large-cap technology companies within Morgan Stanley’s U.S. technology equity research coverage.
Nvidia (NasdaqGS:NVDA) is investing US$1.5b in SB Energy to build and power OpenAI's planned 8-GW AI data center in Ohio. The Ohio facility is expected to be the largest single AI data center in the United States and is tied to a 20-year project for OpenAI. Nvidia will be the exclusive compute infrastructure provider and a credit provider for this OpenAI data center project. This move positions Nvidia more deeply in AI data center infrastructure and financing within the expanding U.S. AI...
IonQ and Quantinuum both turned in strong Q2 results.
MSTR stock is down 38% in 2026, but analysts still see a Strong Buy. Three reasons and the charts explain why.
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 to give, and the direction it breaks could be dramatic.
Three platform businesses dominate entirely different corners of the digital economy, yet each carries a specific risk that could unravel the entire thesis before 2030 arrives.
First half 2026 revenue increased by 26% year-over-year to $27 million on a constant currency basis1Second half 2026 constant currency revenue1 growth rate is expected to double to 60-73% year-over-yearEinride to support the electrification of Amazon’s U.S. middle-mile network with a deployment of 75 electric heavy-duty trucks across 5 U.S. locations, as disclosed in April 2026Subsequent to the end of the period, Einride partnered with Tesla to deploy 500 Tesla Semi trucks on the Saga AI platfor
Einride to deploy 500 Tesla Semis on its Saga AI platform for Amazon and other customers, converting signed contracts into revenue-generating freight capacity.The deployments will triple Einride's deployed fleet of electric trucks, and further accelerate the Company’s US expansion, adding to North America's largest electric freight networks. STOCKHOLM, Aug. 18, 2026 (GLOBE NEWSWIRE) -- Einride AB (Nasdaq: ENRD) ("Einride" or the "Company"), a technology company driving the transition to cost-eff
Einride will buy the Tesla Semis, which will be made to Amazon and other customers.
Tesla (TSLA) is back in the spotlight as reports suggest the company could launch its steering wheel free Cybercab robotaxi in Austin this month, putting fresh attention on the stock and its autonomous ambitions. See our latest analysis for Tesla. The Cybercab headlines come after a choppy period for Tesla, with the share price down 10.91% over 30 days and 16.04% over 90 days, even as the 5 year total shareholder return of 44.12% points to stronger longer term gains. If you are looking beyond...
Bitcoin USD trades near $63,500 as of August 18, up roughly +1% on the day after bouncing off an intraday low of $62,751, according to data from CoinGecko. The recovery pushed price above the 78.6% Fibonacci retracement at $63,152 and left BTC near the $65,000 resistance area. The entire crypto ...
Banks bring stability, fintech brings potential upside.
The company has shifted from making van-life builds to custom outfitting vehicles for small businesses, all while the EV landscape in the US changed dramatically.
SpaceX doesn’t waste any time developing rockets, launching satellites, or making big moves to build its AI business. The purchased company is essentially an AI software development tool. A user can tell Cursor to develop, say, a touch screen-based user interface.
ARKW and ARKF purchased a combined 7,115 shares of the 3iQ Solana Staking ETF, consistent with ARK’s recent buying trend of the fund and higher exposure to Solana and staking rewards.
Bitcoin fell slightly as concerns about persistent tensions between the U.S. and Iran dent risk sentiment. President Donald Trump said he is not seeking an extension of the 60-day U.S. ceasefire with Iran, which expired Monday.
Jeonbuk Bank will use Ripple Payments to replace multiday SWIFT-based transfers with near-real-time, 24/7 cross-border settlement. XRP traders hailed the deal as another step toward ...
Fundstrat said rising long-term real yields could eventually help break Bitcoin out of its unusually quiet trading range, while Tom Lee noted easing oil prices as a backdrop for risk assets.
A prolonged delay would have affected Nebius’ ability to bring capacity online for Microsoft on schedule.
S&P Global (NYSE:SPGI) expanded its collaboration with Microsoft to bring AI ready data and analytics into Microsoft 365 Copilot workflows. The integration is designed to give clients access to S&P Global's proprietary intelligence directly inside familiar Microsoft 365 tools. The move aims to streamline financial analysis, company research and benchmarking tasks for enterprise users. This partnership supports S&P Global's focus on AI native experiences and deeper integration of its Market...
Apple (AAPL) just opened an Advanced Manufacturing Center in Houston, adding domestic production capacity for Mac mini and AI servers at a time when supply constraints and product mix decisions are in sharp focus for investors. See our latest analysis for Apple. Apple’s new Houston center and the focus on higher priced iPhone models come as the stock consolidates after recent gains, with the share price down 8.43% over 30 days but still showing a 12.76% year to date share price return and a...
Retail sentiment on Stocktwits remained ‘bullish’ on SPY and moderated to ‘neutral’ on QQQ.
(Updates with additional details in the sixth, seventh, and eighth paragraphs.) Nvidia (NVDA) sai
The phase-out was originally scheduled for February 2027.
ZÜRICH, August 18, 2026--Swiss firms are adopting Microsoft AI and cloud technologies to connect data, AI and business processes while maintaining control over AI, ISG says.
Bitcoin has fallen 21% this year, Ethereum is down 33%, and Solana has dropped 37%, according to Bitwise Chief Investment Officer Matt Hougan’s latest CIO memo. Hyperliquid gained 72% in a single month over the same stretch, a divergence Hougan reads as a preview of what CLARITY Act passage would ...
DXY remains under pressure as Fed pause expectations rise, while EUR/USD and GBP/USD stay supported by comparatively hawkish ECB and BoE outlooks.
Neocloud operators are adding new capacity to meet surging cloud demand, but costs are rising in tandem.
Former Tesla President Jon McNeill said the Roadster may hover using SpaceX-developed cold-gas thrusters.
Tom Lee says the ETH/BTC ratio broke a multi-year downtrend, even as BitMine slowed its weekly Ethereum buying.
Strategy Inc. (NASDAQ:MSTR) Chair Michael Saylor advised investors on Monday to take a long-term approach to Bitcoin (CRYPTO: BTC) and refrain from investing unless they plan to hold it for at least four years. ‘Ideally Hold BTC for 10 Years’ During a Q&A session with Strategy’s shareholders, Saylor said the ongoing bear market has made things a bit “tougher,” but reaffirmed the company’s commitment to continuing its Bitcoin purchases. “If you’re a short-term price predictor, you’re a trader, I
Microsoft and AMD are deepening their relationship.
Fundstrat says bitcoin's calm trading range signals a 30% swing is coming, which could push BTC to $83,200 or $44,800.
The S&P 500 fell as Bitcoin surged past $64,000 ahead of the Fed minutes. Here is what to watch this week.
Jane Street disclosed a $990 million bitcoin ETF stake after a $15 billion loss, but it may not signal bullishness on BTC.
Peter Schiff calls Bitcoin's rally past $64,000 a sell opportunity, but fading Fed hike odds tell another story.
Apple's net income margin sits at 27%, while CoreWeave operates at -24%, a stark profitability divergence that complicates any direct comparison.
On Thursday, Apple Inc. CEO Tim Cook was joined by U.S. Commerce Secretary Howard Lutnick and others at the opening of the new Advanced Manufacturing Center in Houston, Texas, where Cupertino will begin making Mac mini computers later this year....
Bets are mounting on prediction markets that Elon Musk could merge Tesla Inc. (NASDAQ: TSLA) with Space Exploration Technologies Corp. (NASDAQ: SPCX) before 2028. What’s Happening on Kalshi, Polymarket? Polygon (CRYPTO: POL)-based Polymarket currently assigns a 55% chance that the...
SpaceX(SPCX) stock is back trading near $140, up nearly 5% over the past week, as investors find new reasons to bet on Tesla (TSLA) CEO Elon Musk’s newest public-market heavyweight. Also, the latest 13F filings are only adding to the fuel. AI behemoth Nvidia(NVDA) disclosed 122.76 million ...
Elon Musk-led Tesla Inc. (NASDAQ:TSLA) is reportedly preparing to launch its purpose-built Cybercab robotaxi in Austin, Texas, potentially as soon as this month. Tesla Prepares Cybercab for Austin Rollout Tesla has told employees that it could begin rolling out Cybercabs in Austin by first offering rides to its employees on public roads, Reuters reported on Monday (via The Information). The company could then add the vehicles to its robotaxi service in Austin just days later, according to the re
Strong cloud growth and continued record data-center spending from Big Tech are fueling strength in the memory trade.
A number of stocks fell in the afternoon session after Bloomberg reported that Anthropic’s preliminary second-quarter revenue topped $11.5 billion.
A number of stocks fell in the afternoon session after Bloomberg reported that Anthropic’s preliminary second-quarter revenue topped $11.5 billion.
Take-Two Interactive Software, Inc. has reported past first-quarter 2026 results, with sales of US$1,422.8 million, revenue of US$1,533.9 million and a wider net loss of US$34.1 million, while also issuing guidance for a second-quarter net revenue range of US$1,420 million to US$1,470 million and a full-year 2027 outlook that now includes a small net profit. The combination of rising top-line revenue alongside a guided shift from quarterly losses to modest full-year profitability gives...
17 Aug, 2026
Another quiet day on Wall Street led to a rally in chips and energy stocks, but the rest of market languished in the August sun. The Dow Jones Industrial Average fell 272 points, or 0.5%, on Monday. The S&P 500 dropped 0.5%.
Wall Street says 5% Treasury yields won't break stocks, but Bitcoin has fallen 46% as gold surged on the same yields.
JPMorgan Chase has raised its price target on Riot Platforms (Nasdaq: RIOT), a Bitcoin miner increasingly moving into AI infrastructure, to $22 from $20, while keeping its Overweight rating. The bank said in an Aug. 17 research note that Riot is "building momentum," pointing to a ...
Nike stock hit a 12-year low, down 78% since 2021. Bitcoin fell half as far. See what broke the swoosh in this report.
Boeing's growth is flying higher than its rivals, but its stock price is already in the stratosphere. Is the premium justified.
Tesla’s regulatory status for commercial Cybercab service, however, is unclear.
Shares of Tesla are becoming closely linked with shares of SpaceX. One reason is the growing belief on Wall Street the companies will merge.
Tesla has told employees it is gearing up for a public launch ‌of Cybercab, starting with a rollout in ‌Austin, Texas, as soon as this month, the Information reported on ​Monday, citing people with knowledge of the plans. Cybercab, a purpose-built autonomous vehicle without pedals or a steering wheel, is crucial to Tesla's robotaxi ambitions, as ‌the company is planning ⁠to eventually deploy the vehicle for its autonomous ride-hailing service. • Tesla has told staff that it plans to begin the Cybercab rollout by ​offering rides ​to its employees on ​public roads and then ‌incorporate Cybercabs into its robotaxi service in Austin a few days later, according to the report.
Coherent is the best-performing stock in the S&P 500 on Monday. Sandisk, Micron, Marvell, and other AI stocks also rise.
US Secretary of Commerce Howard Lutnick says the Trump administration does not want Apple (AAPL) to purchase memory chips from China. Yahoo Finance Technology Editor Dan Howley explains why this presents issues for Apple.
Tesla grew faster, but BYD still sold more EVs.
Renewed momentum for the memory-chip trade might be boosted by the Trump administration’s rejection of Chinese hardware. Micron shares closed up 4.1% at $1,011,75. American depositary receipts of its South Korean rival SK Hynix rose 3% to $171.38.
The bank sees structurally higher earnings ahead.
Berkshire Hathaway's Dow-heavy equity portfolio has grown even more so of late. That is thanks to Warren Buffett fixing a mistake.
The move could help Meta and other advertisers.
Apple is heading into September with KeyBanc’s latest survey showing spending picking up ahead of its biggest product launch.
Collaborating with tech giants like Nvidia, AMD and Apple, Teradyne stock etches a new buy point as these clues bode well.
A series filings disclose the massive stakes tech giants Nvidia and Alphabet and mega investors Peter Thiel have in SpaceX.
Apple is firing on all cylinders, yet its stock has stumbled. Here’s how to decide if this is a buying opportunity or a warning sign.
Berkshire Hathaway’s second-quarter portfolio moves show Warren Buffett remains a major force behind its investments even as Greg Abel settles in as CEO.
The S&P 500 has delivered roughly 13% annualized returns over the past decade, one of the strongest bull runs in modern history. Berkshire Hathaway (NYSE:BRK-A)(NYSE:BRK-B), long the gold standard for patient capital, has matched that pace with about 13% annually over the same stretch. Impressive numbers for most investors. Yet both look like amateur hour next to the woman still serving out her final term in Congress: Nancy Pelosi.
Apple hasn’t chased peers into the AI race and it could still be coming out on top, according to Rothschild & Co Redburn.
Sandisk stock is on a hot streak and may finally be getting its mojo back. The shares are on a five-day winning streak through Friday, jumping 35% in that time. Sandisk was moving in tandem with other memory stocks, including Western Digital Seagate and Micron Commerce Secretary Howard Lutnick urging Apple not to buy memory chips from China, may be helping matters.
17:37
Yahoo! Finance
AMD Stock Slides After Chipmaker Sets Terms for Massive $4.75 Billion Debt Sale
Autonomy+ is improving, but Tesla still leads.
Ford and General Motors' share-price performance has diverged since Q2 earnings despite stronger results and raised outlooks. Read on to see which has the edge.
BAC invests $1.9 billion for up to a 49.9% stake in Jio Credit, expanding its India presence and exposure to the growing financial-services market.
Warren Buffett's Berkshire and Dan Loeb's Third Point studied the same consumer lender last quarter and walked away with completely opposite convictions. One of them is making a very expensive mistake.
Kratos Defense & Security Solutions (NASDAQ:KTOS) and GE Aerospace (NYSE:GE) have secured a U. S.
Is it a good or bad thing when a stock surpasses resistance at the 20-day simple moving average?
Bank of America, Mettler-Toledo and VSE post strong gains as Zacks' Focus List, ECAP and Top 10 picks outperform.
Alphabet becomes Berkshire's third-largest holding
BofA reiterated its ‘Buy’ rating on Micron and a $1,550 price target, implying an upside potential of about 59% from current levels.
Investing.com -- Bank of America strategist Michael Hartnett told investors in a note on Monday that gold remains his preferred hedge against a weakening dollar, pointing to the biggest inflows into the metal since January.
Engine selected as a second-source propulsion system for the Joint Air-to-Surface Standoff Missile (JASSM), advancing the program to deliver small, low-cost, high-performance engines for missiles and uncrewed platformsSAN DIEGO, Aug. 17, 2026 (GLOBE NEWSWIRE) -- Kratos Defense & Security Solutions, Inc. (NASDAQ: KTOS), a Technology Company in the Defense, National Security and Global Markets, and GE Aerospace (NYSE: GE) today announced that the GEK800 engine, which received the U.S. Military Eng
Earnings results often indicate what direction a company will take in the months ahead. With Q2 behind us, let’s have a look at General Motors (NYSE:GM) and its peers.
Supported by real market data through Q4 2025 and 10-year projections, this study delivers a granular evaluation across metal and polymer part categories (prototypes, tooling, end-use production components) and major consuming end-markets, including aerospace giants (GE Aerospace, SpaceX, BAE Systems), medical leaders (Stryker, Zimmer Biomet, Align Technologies), and automotive/tech pioneers (Tesla, Apple, Nvidia).Dublin, Aug. 17, 2026 (GLOBE NEWSWIRE) -- The "AM Applications Analysis: Parts Pro
An age-old economics tenet posits that excessive government borrowing can leave little room for companies to tap financial markets and drive up their interest rates to punishing levels. It’s called the “crowding out” theory.
DXY comes under pressure as Fed hike expectations fade, while EUR/USD and GBP/USD strengthen on narrowing policy divergence and domestic data.
Tesla Inc. (NASDAQ:TSLA) CEO Elon Musk has backed the automaker’s domestic manufacturing prowess amid President Donald Trump‘s tariffs on the auto industry. Domestic Assembly, Domestic Parts On Saturday, podcast host Katie Miller took to the social media platform X, sharing a screenshot of a Wall Street Journal article outlining Ford Motor Co. (NYSE:F) and General Motors Co.‘s (NYSE:GM) domestic manufacturing push. “Every Tesla sold in the United States is assembled in the United States,” she sa
16 Aug, 2026
Underperforming automotive holdings are forcing investors to re-examine dividend sustainability and executive leadership. On the Mad Money episode aired on August 11, Jim Cramer responded to a caller who purchased Stellantis N.V. (NYSE:STLA) two years ago for its dividend, only to suffer persistent capital depreciation and earnings misses. Cramer commented: Okay, you got to step […]
Investing.com -- Central banks may be encouraging excessive leverage and indirectly lowering government borrowing costs through emergency facilities designed to keep financial markets functioning, the Wall Street Journal reported in an analysis published on Saturday.
15 Aug, 2026
"The bottom line is that the US economy continues to be supported by a growing set of tailwinds."
General Motors Co (NYSE:GM) is abandoning one of the most storied American automobile brands in the world’s largest auto market, and Ford Motor Company (NYSE:F) announced a different kind of pullback. Together, the two moves demonstrate how much American manufacturers have lost their foothold in China. Chevrolet Retires After 21 Years According to a report in […]
04:30
Seeking Alpha
Ultium Cells, the General Motors (NYSE:GM) and LG Energy Solution joint venture, restarted battery production at its Warren, Ohio plant after a seven month shutdown linked to changes in US BEV market conditions and policy. The Warren facility return to operations marks a fresh step in rebuilding GM's domestic EV battery supply chain following the extended pause. The restart follows earlier adjustments to GM's electric vehicle rollout plans in response to evolving US demand for battery...
14 Aug, 2026
The stocks in this article are all trading near their 52-week highs. This strength often reflects positive developments such as new product launches, favorable industry trends, or improved financial performance.
The stock has surged in the past couple of years, and management recently raised its full-year revenue guidance amid booming demand for its power equipment.
Polen Capital Management Llc released its “Polen Focus Growth Strategy” Q2 2026 investor letter. A copy of the letter can be downloaded here. Polen Focus Growth returned 6.33% (net of fees) in the second quarter of 2026, significantly underperforming the Russell 1000 Growth Index’s 16.74% gain, as the market rally remained narrowly focused on AI […]
Softer U.S. inflation strengthens Fed easing expectations as DXY holds key support while EUR/USD and GBP/USD test important resistance levels.
13 Aug, 2026
The Fair Value Estimate for General Electric has shifted from US$350.45 to about US$404.90 per share, which is a meaningful reset in how analysts are framing the stock. Recent research following Q2 results and updated guidance links this higher figure to stronger views on GE Aerospace execution, service demand and the durability of the current order and backlog profile. As you read on, you will see how to track this evolving narrative and what it may mean for your own view on General...
Despite record revenue, GE Aerospace is falling further behind on orders. Spare parts delinquencies, a measure of shipments delayed by material shortages, grew last quarter. This is not a sign of weakness, but of demand so intense the company's industrial base cannot keep pace.
GE's defense momentum continues as rising demand, major contracts and a strong project pipeline lift revenues, orders and profit.
ATI's Q2 earnings surge on strong aerospace and defense demand, record backlog and pricing gains, prompting higher 2026 guidance.
HWM's commercial aerospace revenues jump 28% as air travel, aircraft demand and engine spares drive growth.
Applied Aerospace & Defense fell about 10% on Wednesday after its first earnings report since going public in June.
DXY, EUR/USD and GBP/USD test key levels as traders turn to U.S. PPI after softer CPI and assess the latest UK GDP data.
07:30
Seeking Alpha
Moby summary of BETA Technologies, Inc.'s Q2 2026 earnings call
12 Aug, 2026
BETA Technologies Inc (BETA) reports record Q2 revenue and nearly hits $4B backlog target, while navigating certification progress and significant cash burn.
The American currency is moving higher as traders focus on inflation data.
13:53
Seeking Alpha
GE Vernova’s 25.3% return over the past six months has outpaced the S&P 500 by 14.2%, and its stock price has climbed to $990.50 per share. This performance may have investors wondering how to approach the situation.
DXY, EUR/USD and GBP/USD trade near key technical levels as markets await U.S. CPI for fresh clues on inflation and the Fed’s September policy outlook.
11 Aug, 2026
15:37
Seeking Alpha
Currency markets are testing support areas in early Tuesday trading. At this point, the interest rates in America continue to play a big part.
DXY, EUR/USD and GBP/USD trade near key technical levels as markets await U.S. CPI for fresh clues on inflation and the Fed’s September policy outlook.
10 Aug, 2026
The American currency gains ground, supported by rising Treasury yields.
14:54
Seeking Alpha
The US dollar is trying to turn things around early on Monday.
Weak U.S. payrolls pressure the dollar as markets turn to July CPI for fresh Fed clues, while EUR/USD and GBP/USD test major resistance.
07 Aug, 2026
The American currency is under pressure as traders reduce bets on hawkish Fed.
The U.S. dollar gets hit after a weaker-than-anticipated jobs number.
US Dollar Price Forecast: DXY trades near key support ahead of Friday’s U.S. Nonfarm Payrolls report, while EUR/USD tests resistance and GBP/USD consolidates after recent gains.
05 Aug, 2026
The currency markets have no major announcements to focus on today, so ranges are likely to be watched by most.
The US dollar trades cautiously ahead of Friday’s Nonfarm Payrolls report as investors assess Fed rate expectations, cooling labor market data, and the outlook for EUR/USD, GBP/USD, and the DXY.
04 Aug, 2026
17:35
Seeking Alpha
The U.S. dollar steadies ahead of JOLTS job openings and ISM Services PMI, while EUR/USD and GBP/USD react to key economic data and central bank expectations.
03 Aug, 2026
US Dollar Index, EUR/USD and GBP/USD await NFP, JOLTS, ADP and ISM Services PMI as traders assess the Fed’s next move after last week’s rate hold.
10 Jul, 2026
31 May, 2026
Investing.com -- The Reserve Bank of India (RBI) is expected to maintain interest rates at its June monetary policy meeting while adopting a more hawkish tone, according to a new report by Bank of America (BofA) Global Research.

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