the billionaire

the letter from the rich investor

Wednesday, September 2, 2026
02 Sep, 2026
Why are they so much higher for smaller banks?
Investors are considering higher losses, unchanged guidance, and possible growth from major business partnerships.
The Dow Jones and Nasdaq 100 fell below their 50-day lines as oil prices jumped. Dell, Palo Alto and Credo were earnings movers late.
Nio (NYSE:NIO) has opened its first flagship Nio House in Macau as part of a refreshed retail approach. The company is rolling out multi-brand Sky Stores that bring Nio, Onvo and Firefly together under one roof. This shift comes as older flagship locations elsewhere are closing and the company targets lower tier cities and varied customer groups. This kind of rethink in how carmakers reach customers ties into a wider push toward automation and smarter retail formats, which some investors...
Palo Alto Networks (NasdaqGS:PANW) agreed to acquire AI native platform Console to bring agentic AI capabilities into its Cortex security suite. The deal is aimed at adding AI driven analysis, prioritization, and autonomous actions directly into Cortex for more self directing security operations. The acquisition expands Palo Alto Networks in house AI technology stack, moving beyond earlier partnerships and integrations tied to its autonomous security roadmap. For readers tracking how AI is...
A strong earnings report and a broader tailwind in AI helped lift CoreWeave last month.
Akamai Technologies (NasdaqGS:AKAM) announced a new alliance with Deloitte Canada to support proactive cyber resilience for organizations across North America. The collaboration combines Akamai security products with Deloitte cybersecurity advisory and managed services for enterprise clients. Deloitte, recently recognized as Akamai's North America Services Provider of the Year, plans to use Akamai technology to help simplify client cyber architectures. For readers looking to compare this...
Why Wix.com (NasdaqGS:WIX) Is Back In Focus After Its Gemini Integration Wix.com (NasdaqGS:WIX) is back on investors’ radar after announcing a connected app with Google that brings its Wix Harmony website creation tools directly into the Gemini interface for voice- and text-driven site building. The Gemini integration arrives after a volatile stretch for Wix.com, with a 60.6% 1-month share price return suggesting short-term momentum is rebuilding, even though the total shareholder return over...
Citi revised the target on Adobe to $301 ahead of its Q3 results, implying an upside of more than 5% from its last close.
Nikesh Arora says a $5 trillion AI infrastructure buildout will force companies to build a new security stack.
The last solar figure the company reported was down 59% year over year.
MongoDB Inc (MDB) reports 30% revenue growth, record customer additions, and raises full-year guidance on strong Atlas and AI-driven demand.
05:00
Yahoo! Finance
During a recent episode of The AI Investor Podcast, co-host Eric Bleeker shared his views on Semtech and why he is buying on the idea of them continuing what has been a strong performance as of late. Eric cited Semtech's strong partnership with MediaTek on active copper cables as just one reason to be optimistic, and discussed why Semtech is positioned for major growth well beyond this year. In recent weeks, Eric paired memory with Semtech as an optical hedge, with Semtech data center revenue up 39% and the stock up 178% over the trailing year.
Credo Technology Group Holding Ltd (CRDO) posts record Q1 FY2027 results with 115% year-over-year revenue growth, driven by optical expansion and strong AEC demand.
Though Wall Street analysts expect around 70% earnings growth this year and next, the stock is down 30% from its all-time high in June.
GitLab Inc (GTLB) delivers exceptional Q2 with net ARR up over 40% and raises full-year guidance amid strong AI and consumption-based product traction.
Appian [Nasdaq: APPN] today announced Accenture, Deloitte, Roboyo and Conexxia as the winners of its 2026 Asia Pacific and Japan Partner Awards.
Electronic signature company DocuSign (NASDAQ:DOCU) will be announcing earnings results this Thursday afternoon. Here’s what you need to know.
The adtech company turned in another disastrous earnings report.
GoPro’s Starman Optical merger offers shareholders cash and a stake in the combined business.
Cloud security platform Zscaler (NASDAQ:ZS) will be reporting earnings this Thursday afternoon. Here’s what investors should know.
Tim Cook may have handed Apple Inc.’s (NASDAQ:AAPL) CEO reins to John Ternus, but his new $47 million compensation package signals the longtime chief executive is expected to remain deeply involved in the company as executive chairman. Tim Cook’s $47 Million Apple Pay Package On Tuesday, Apple disclosed the new compensation arrangements in a filing with the U.S. Securities and Exchange Commission as Ternus officially took over as CEO on Sept. 1. Cook will receive a $2 million annual salary and a
IoT solutions provider Samsara (NYSE:IOT) will be reporting earnings this Thursday after market close. Here’s what to expect.
Gary Black said Uber “should win easily” by offering autonomous vehicles from multiple operators on its platform.
Eighteen months after the deal died over control, the two rivals signed something far narrower.
MicroStrategy (NasdaqGS:MSTR) resumed Bitcoin purchases after a 10 week pause, acquiring more than 4,600 BTC and reaffirming its role as the largest publicly traded corporate Bitcoin holder. The company funded the latest purchase with newly issued shares, reflecting continued use of equity to support its Bitcoin centric capital allocation. Executive Chairman Michael Saylor reiterated support for MicroStrategy's Bitcoin focused approach, describing the move as part of the company's long term...
Pantera's Dan Morehead says Bessent's Treasury buyback bluff backfired, fueling Bitcoin's 26% August rally.
Zepp Health (NYSE:ZEPP) reported second-quarter 2026 revenue of $63.5 million, up 6.9% from a year earlier, as new product launches and a higher-priced product mix supported growth. Gross margin improved to 37.4% from 36.2% a year earlier despite higher memory and component costs, according to manag
The AI cloud provider's borrowing rate fell over the past year. The bill got bigger anyway -- and it isn't done growing.
On Tuesday, John Ternus will take over as Apple Inc.’s CEO after spending 25 years focused on the company’s hardware engineering operations. Meanwhile, Tim Cook will continue his relationship with President Donald Trump and the Chinese government. Tim Cook’s Amazon-Style...
The Q4 target implies more than 120,000 deliveries, at least 8% above the top end of its Q3 forecast.
Investors are looking for Oracle to prove that its massive AI infrastructure bet can translate into profitable cloud growth.
MongoDB has delivered a strong 36.4% one year return, yet both its market multiples and intrinsic value checks currently point to an expensive stock that trades at a premium to what its cash flows imply. The stock's 36.4% gain over the past year may already reflect high expectations for MongoDB's growth and execution. Investor focus on the expansion of MongoDB Atlas as a growth driver can support a rich valuation, while limited evidence so far of AI driven spending emerging in reported...
Wix.com stock has fallen sharply over the past few years, yet on current checks it screens as one of the cheaper options in its peer group. The recent rebound in the share price now leaves investors weighing up whether that apparent discount still holds. Over the past 5 years, Wix.com has delivered a total return that is down 61.6%, which means long term holders have taken a heavy hit despite the company remaining a well known website platform. The key upside driver is whether Wix.com can...
AI defense spending is booming, but not every stock reflects that optimism. Two contractors trade at low multiples and may have more upside.
Apple tied 75% of the new CEO’s annual equity target to shareholder return relative to the S&P 500. Neither award is granted until fiscal 2027
GE Aerospace will maintain F414 engines through 2031 while developing a new HyCAT hypersonic test vehicle.
Strategy CEO Phong Le explains why Bitcoin buying decisions come down to capital costs, not price, amid a bull market bet.
Jim Cramer says oil, a hawkish Fed and Iran strikes are whipsawing Wall Street, and Bitcoin isn't escaping the pressure.
Despite a 13% sequential revenue decline, DMG advances its 50-megawatt AI colocation project with key infrastructure milestones and financing exploration.
Indian business shines with new customer programs, while European subsidiary EMOSS faces significant headwinds and potential restructuring.
LOS ANGELES, September 02, 2026--Faraday Future Intelligent Electric Inc. (NASDAQ: FFAI) ("Faraday Future", "FF" or the "Company"), a California-based global Embodied AI (EAI) ecosystem company, today announced that it has entered into Incremental Warrant Termination Agreements with each investor from its March 2025 convertible note financing (the "March 2025 Financing" and each such investor, a "March Investor"). With the support of all participating investors, the Company continues to make pro
Revenue surged 1,970% year over year as enterprise customers nearly doubled.
AT&T (NYSE:T) joins the Lowe's Foundation as a founding corporate partner in the new Building Futures Skilled Trades Coalition. The coalition includes companies such as NVIDIA and General Motors and targets training and certification for 1 million skilled trades workers by 2035. The effort is aimed at addressing the U.S. skilled trade workforce gap that affects infrastructure projects and broader economic resilience. This focus on skilled workers and physical infrastructure links closely...
The ‌U.S. military on Tuesday said it began striking Islamic Revolutionary Guard Corps (IRGC) targets in ⁠Iran.
01 Sep, 2026
The stock closed the day at $4.06, after hitting a fresh 52-week low of $3.99 during Tuesday’s session.
Mark Zuckerberg and Elon Musk told G20 technology ministers Tuesday that AI data center growth requi
Nvidia landed at No. 76 ranking in the Roundtable 100, with an unlikely candidate topping the list.
Go Auto is proud to announce the acquisition of Toyota of Hollywood in Los Angeles, California. Founded in 1957 as the first Toyota dealership in the North America, Toyota of Hollywood holds a unique place in the brand's history. The acquisition brings Go Auto's U.S. network to 8 dealerships, including 3 in California, further strengthening the company's growing U.S. footprint.
Nokia Oyj replaces Volkswagen in Europe’s benchmark stock index.
A new government policy has nothing to do with cars or robots, but could boost Elon Musk’s energy business.
A man became a millionaire overnight after recovering millions of dollars in Bitcoin that he had lost access to 12 years earlier. The Quest for ‘Lost’ Bitcoin U.K. resident Chris lost access to his cryptocurrency wallet, which held roughly £4,000...
In the most recent trading session, GE Aerospace (GE) closed at $331.09, indicating a -1.38% shift from the previous trading day.
It's better to buy assets when they're on sale.
Shares of bitcoin development company Strategy (NASDAQ:MSTR) fell 5.6% in the afternoon session after a sharp jump in benchmark Treasury yields and surging crude oil prices stoked renewed concerns over inflation.
At The B-Word conference in July 2021, Musk confirmed Bitcoin was his largest crypto holding and said he had no plans to sell. Here is what that conviction looks like at $77,000.
Robert Kiyosaki says he owes $1.2 billion. The loans sit on apartments, not on the Bitcoin and gold he promotes.
The bank sees up to 71% upside as both expand across launch, defense, and lunar markets.
Japan's rate shock lifts bond yields to multi-decade highs. A stronger yen could test Bitcoin and the carry trade.
North Korea's Lazarus Group has sold more than $30 million in bitcoin on Hyperliquid over the past three weeks, according to blockchain data reviewed by Arkham. The activity comes just as the Trump administration explores bringing the platform onshore. CoinDesk's Jennifer Sanasie hosts "CoinDesk Daily."
Investing.com -- Bank of America downgraded PG&E Corp. to Neutral from Buy on Tuesday, saying California's latest wildfire legislation failed to provide the durable liability and financing framework needed to support the utility's ambitious investment plans.
Bitcoin has lost ground in eight of the last 13 Septembers. The stock market's had the same problem since 1928. Here's the case for the curse, what broke it last year, and what's coming in the next round.
The actress believes Hollywood faces a choice it can no longer avoid.
Scott Melker discusses North Korea's Lazarus Group exploiting Hyperliquid's lack of controls to launder over $30 million in bitcoin, as Bloomberg reports that Kraken's parent company Payward is trying to bring Hyperliquid products to the US through its CFTC-regulated subsidiary, Bitnomial. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto. Make sure to also check out Yahoo Finance's new crypto hub to find the latest crypto-related news.
Bitcoin lost the $77,000 level after Trump confirmed renewed US airstrikes on Iranian targets near the Strait of Hormuz.
Financial stocks fell in late Tuesday afternoon trading with the NYSE Financial Index declining 0.7%
Bank of America says Affirm’s own guidance is hiding the best parts of its growth.
Imagine IF returns to Nashville on October 5-6 with Cathie Wood, NVIDIA’s Sean James and Senator Hagerty on the speaker bill.
Dan Morehead, founder & managing partner at Pantera Capital joins Scarlet Fu and Tim Stenovec on "Bloomberg Crypto." They discuss US Treasury Secretary Bessent's bond announcement, the future of digital asset treasuries, and crypto trading.
Morgan Stanley has lapped every major bank rival in 2026, but a rate spike just rattled the stock and the one price level that would confirm the bull case remains stubbornly out of reach.
August was a bullish month for commodities, with gains in most sectors except for animal proteins and lumber. Ongoing conflicts in Ukraine and the Middle East continue to affect commodity prices as markets head into fall.
18:01
Seeking Alpha
The Building Futures Skilled Trades Coalition aims to train and develop 1 million skilled trades workers by 2035
GE Vernova's diversified approach is paying off for shareholders.
U.S. Bancorp is broadening its business banking footprint with new markets, bankers and specialized offerings. Can expansion unlock stronger growth?
See how much income Gen Z may need in 2026 to cover living expenses, build savings and achieve greater financial independence.
Unifor and Stellantis met today to begin negotiations on a new contract for more than 9,000 workers at facilities across Canada.
Microsoft, Intel and Bank of America lead this week's stock picks, with AMREP and United Bancorp offering microcap opportunities.
The Lowe's Foundation today launched the Building Futures Skilled Trades Coalition, the largest cross-sector skilled trades coalition in U.S. history, to help train and develop one million people for skilled trades careers by 2035. The national alliance is backed by over 75 American educators, businesses, workforce organizations, industry vendors and stakeholders across the skilled trades ecosystem, including corporate leaders NVIDIA, AT&T, Bank of America, Carrier, General Motors, DEWALT and Du
Lowe's Foundation launched a coalition with Nvidia, General Motors and over 75 partners to train and certify 1 million skilled tradespeople by 2035.
In something of an unexpected consequence, Japanese automakers Toyota and Honda have more to lose than any US automaker from President Trump's threatened tariffs on Canadian-built vehicles.
Abel's new favorite stock may one day unseat Apple as Berkshire Hathaway's largest holding.
Fed hike bets support the dollar as markets await JOLTS, ADP and NFP, while EUR/USD and GBP/USD remain pressured near key technical levels.
Tesla added 38 Cybercabs to its Robotaxi fleet, bringing the Texas DMV-registered total to 45.
A powerful business engine is meeting a historic surge in demand, but a recent stock pullback forces every investor to ask if the price of admission is still too high.
GM's revenue remains roughly three times larger, but Tesla's recent quarters show a narrowing gap that investors should track closely.
A broader shift in positioning may be taking hold
The aerospace leader's stock has pulled back 10%, but how has the ticker historically responded when sell-offs turn into deeper 20% dips.
00:00
Seeking Alpha
31 Aug, 2026
The S&P 500 (^GSPC) is often seen as a benchmark for strong businesses, but that doesn’t mean every stock is worth owning. Some companies face significant challenges, whether it’s stagnating growth, heavy debt, or disruptive new competitors.
Microsoft's AI momentum and Azure expansion support growth, while capacity constraints and competition remain key challenges ahead.
Near-term risk is easing, but valuation remains a problem
GM's C$1B+ Canadian investment boosts production visibility, but tariffs, rising costs and launch pressures cloud the near-term outlook.
Its electric and energy arm is guided to a multibillion-dollar loss, and the launches meant to justify that spending arrive just as a one-off tariff benefit disappears.
Bank of America's NII rises 9% y/y to $31.7B in 1H26, led by loan and deposit growth and asset repricing, with gains expected through the rest of 2026.
MP and NioCorp offer distinct critical-minerals opportunities, but operational maturity and execution risks set them apart.
As GE Aerospace has outpaced the broader Nasdaq Composite over the past year, Wall Street analysts remain strongly optimistic about the stock’s prospects.
Bank of America has had an impressive run over the past six months as its shares have beaten the S&P 500 by 12.8%. The stock now trades at $62.31, marking a 25.1% gain. This was partly thanks to its solid quarterly results, and the performance may have investors wondering how to approach the situation.
Hewlett Packard Enterprise (HPE) faces strong demand but is constrained by supply, with the company
NetApp (NTAP) is experiencing strong demand for storage ahead of its fiscal Q1 earnings results, wit
Unifor will begin contract talks with Stellantis amid fears the automaker may sell the idled Brampton Assembly Plant.
JPMorgan's rally reflects strong NII, IB and trading growth, though rising costs and valuation remain key factors to watch. Is the stock worth buying?
The US dollar got a jolt of energy on Friday. On Monday, we are trying to find out if that was real and sustainable.
12:46
Seeking Alpha
Investing.com -- Bank of America told clients in a note Monday that its market signals have shifted from red to yellow, easing back from bear-market warning territory even as it flagged lingering risks around valuation and credit.
Warsh’s hawkish Jackson Hole remarks revive September Fed hike bets as DXY rebounds while EUR/USD and GBP/USD break key technical support.
The new contracts include assurances that GM plans to invest over $1 billion Canadian dollars into its plants in Canada for new products.
Unifor members at General Motors voted overwhelmingly to ratify contracts that secure new products and investment, while also delivering the wages and benefit improvements in the union's pattern agreement.
30 Aug, 2026
General Motors (NYSE:GM) faces fresh pressure on its long-held US sales lead as Toyota gains market share through hybrids. Toyota’s hybrid focused push in the US is narrowing the sales volume gap with GM and raises the risk that GM could lose its top automaker position. The shift highlights a clash between GM’s emphasis on higher margin trucks and SUVs and Toyota’s volume driven hybrid strategy. Investors are weighing how GM’s approach to electrification and consumer preference shifts may...
29 Aug, 2026
General Electric (NYSE:GE) energy unit GE Vernova appoints Rivian CFO Claire McDonough as its new Chief Financial Officer. McDonough is set to leave electric vehicle maker Rivian to take up the CFO role at GE Vernova. The move marks a key leadership change for GE's recently separated energy focused business. Executive moves like this often reflect how large industrial groups are thinking about growth, capital allocation and technology. It can be useful to compare GE Vernova's direction with...
28 Aug, 2026
In the defense and aerospace sector, commercial scale and rapid tactical innovation represent two distinct pathways to growth. On August 17, Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS) and GE Aerospace (NYSE:GE) announced that their jointly developed GEK800 engine received the U.S. Military Engine Type Designation F143-ZZ-100 and secured a U.S. Air Force Engineering, Manufacturing, […]
HWM's commercial and defense strength, rising estimates and share gains outweigh its premium valuation, making it the better pick over GE.
Growth is a hallmark of all great companies, but the laws of gravity eventually take hold. Those who rode the COVID boom and ensuing tech selloff in 2022 will surely remember that the market’s punishment can be swift and severe when trajectories fall.
Rothschild & Co Asset Management, an investment management company, released its “LongRun Equity Strategy” second-quarter 2026 investor letter. The letter can be downloaded here. The fund focuses on acquiring high-quality franchises for the long term, focusing on companies with strong competitive positions and sustainable business models. The strategy increased 7.6% (in EUR, unhedged) in the […]
14:15
Yahoo! Finance
Rivian’s Claire McDonough will receive a $5 million cash sign-on payment as she steps into GE Vernova’s CFO seat, succeeding Kenneth Parks.
Both companies are benefiting from AI, but between the two stocks, one jumps out as the better investment.
Based on the average brokerage recommendation (ABR), GE (GE) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?
EUR/USD, EUR/JPY and AUD/USD await Jackson Hole, with 1.1580, 185.65 and 0.7175 among the key levels shaping today’s forex outlook.
LEAP engines are arguably the single most important pieces of equipment for the commercial aerospace industry.
The dollar approaches a key breakout level as traders await Warsh, while EUR/USD tests Fibonacci support and GBP/USD loses channel support.
27 Aug, 2026
One trades at a massive valuation premium while burning cash; the other generates billions in free cash flow with established customers.
These days private investors hold nearly twice as much debt as official creditors, potentially spelling more volatility.
The end of the earnings season is always a good time to take a step back and see who shined (and who didn’t). Let’s take a look at how general industrial machinery stocks fared in Q2, starting with GE Aerospace (NYSE:GE).
GE targets stronger margins through cost control and backlog conversion as inflation and growth investments pressure profitability.
Textron (TXT) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
Traders look for hints on policy at Kevin Warsh’s first symposium as chair of the Fed.
EUR/USD targets 1.1600 as USD/JPY and USD/CAD remain bullish on dips, keeping US dollar strength in focus ahead of the Jackson Hole speeches.
Sticky U.S. PCE revives Fed hike risk as DXY rebounds, while traders await Warsh’s Jackson Hole signals and EUR/USD and GBP/USD test support.
19 Aug, 2026
17:31
Seeking Alpha
DXY tests critical support as traders await Fed minutes, while ECB rate expectations and UK inflation shape the outlook for EUR/USD and GBP/USD.
14 Aug, 2026
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
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 Aug, 2026
27 Jul, 2026
10 Jul, 2026

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