the billionaire

the letter from the rich investor

Friday, September 4, 2026
04 Sep, 2026
TSMC is a key partner for every member of the "Magnificent Seven."
Asian shares were mostly higher in early Friday trading, as regional market sentiment got a boost from the rally on Wall Street, mostly from big technology stocks. Japan's benchmark Nikkei 225 rose 0.6% in morning trading to 64,622.33. Hong Kong's Hang Seng jumped 2.1% to 25,751.26, while the Shanghai Composite added 0.8% to 3,973.27.
The stock market jumped above key levels Thursday, buoyed by Snowflake and dovish Fed comments. Tesla Cybercabs are now live in Austin robotaxi app. The jobs report is on tap.
On Friday, markets will watch August’s nonfarm payrolls data for more cues on the U.S. economy and the potential interest rate trajectory.
Wall Street's new price targets lean on a diversification story. The company's own filings mostly back it up.
Microsoft’s latest disclosure reveals how much is riding on AI
Tesla opened Cybercab fleet registrations, with Chamath Palihapitiya saying he had signed up to build a “huge fleet.”
It could be business as usual for Bitcoin, no matter which party wins the midterms.
Prediction markets are gearing up for their next leg of growth.
Shares of electric vehicle pioneer Tesla (NASDAQ:TSLA) jumped 6.7% in the afternoon session after sentiment improved ahead of a highly anticipated post-market launch event at Gigafactory Texas, where the automaker plans to host the first public riders for its steering-wheel-free Cybercab robotaxi.
Investors dealing with fear, uncertainty, and doubt are wondering what the stock market will do next.
NVIDIA Corporation (NASDAQ:NVDA) has agreed to acquire Hugging Face for approximately $12.93 billion, making it one of Nvidia’s largest acquisitions. The deal gives Nvidia a much stronger position in open-source/open-weight AI, an area gaining traction because developers can customize models and potentially deploy them at lower costs than proprietary alternatives. Hugging Face has more than […]
CME FedWatch odds for a September Fed rate hike fell to 50/50 Friday as Bitcoin extended its rally toward $82,000.
One custom chipmaker keeps landing on analyst buy lists, and the price targets are telling.
Years of buying and holding a single chip maker turned one Oregon couple's brokerage account into their largest asset by far, bigger than their home and their 401ks combined. But sitting ten years from retirement with that much riding on one ticker creates a risk most concentrated holders refuse to look at directly.
The round came together after the data center developer reportedly secured a $13 billion contract with Jane Street.
Nvidia's server CPU business is going to multiply over the next couple of years.
The AI lab’s IPO may top that of SpaceX.
Lululemon's results keep getting worse. Is a new CEO the answer?
Bitcoin sits ahead of Elon Musk’s Tesla in the Roundtable 100.
Coke is still better than RC Cola, and SpaceX is still better than Rocket Lab.
Intuit (INTU) stock trades at about $342.94, down 47.6% over the trailing twelve months. The options market has now priced how far it can travel from here, and the band is wide: a floor near $210 and a ceiling near $705.1, a little over a year out.
The courtroom win preserves a corner of the ad empire that was already in decline. What exactly did the company protect?
03 Sep, 2026
Crusoe, a cloud-computing provider and data center developer doing business with OpenAI, Microsoft a
Tesla said on its website on Thursday that interested customers can now hail the cybercab for errands, commuting, or more, through its robotaxi app in limited areas of Austin, Texas.
23:41
Yahoo! Finance
Its latest quarterly earnings were not greeted warmly by Mr. Market.
23:41
Yahoo! Finance
In a best-case scenario, Bitcoin could hit a price of $1 million or higher by 2030.
Tesla stock rose as the electric-vehicle maker prepared to host a Cybercab event in Austin, Texas, on Thursday.
Tesla's Cybercab event positions the company for robotaxi growth.
23:20
Yahoo! Finance
Investors appreciate transparency.
An analyst upgraded his recommendation on the auto marketplace company.
Nvidia just committed serious money to train plumbers and electricians, and the retailer that sells to those exact tradespeople responded by printing a 52-week low. Something in that equation does not add up.
Landing your first full-time job is a milestone. Figuring out whether the paycheck is enough to live on can be a little harder.
Elon Musk promised a billion humanoid robots will outproduce all of humanity within a decade, then turned around and pledged tens of thousands of new human jobs in Austin to build them. The contradiction at the center of Tesla's strategy deserves a hard look.
Nothing is more important to Tesla than its ambitious plan for self-driving “robotaxis.” But even as it hosts an event for its Cybercab service Thursday, it still has a long way to catch up to the competition in an industry where few have made any money at all.
A trader just put $10 million on the line betting Elon Musk's rocket company can reclaim a price it has not touched in months, and the options tape shows this may not be the first time someone made this exact move.
Federal Reserve Governor Christopher Waller advocated leaving rates unchanged, provided inflation showed signs of cooling off.
Snowflake stock surged 16% in Thursday's trading session after the cloud-data leader crushed its Q2 expectations yesterday evening and raised its full-year outlook.
The company published a form on its website Thursday soliciting info from people who are interested in "Cybercab fleet vehicle purchasing."
Yorkville Ives’ Partner and Senior Managing Director, Dan Ives, expects Apple Inc.‘s new CEO John Ternus to usher in mergers and acquisitions, the crucial “missing piece” for the tech giant to compete in the accelerating artificial intelligence arms race. Moving...
Tesla is holding a private event to showcase its new robotaxi-specific Cybercab model on Thursday. Shares jumped in the regular session.
In the closing of the recent trading day, GE Vernova (GEV) stood at $941.84, denoting a +2.16% move from the preceding trading day.
Bitcoin clawed back above $80,000 on a wave of forced buybacks and easing Iran tensions, but the same combination lifted the price in late August before it collapsed within three days. One jobs report and a Senate procedural vote now stand between Bitcoin and its next move.
General Motors (GM) closed at $87.22 in the latest trading session, marking a +2.77% move from the prior day.
Bitcoin has crossed a historic threshold, more people worldwide now own it than hold gold or the S&P 500, according to analyst Willy Woo.
A sudden rate shift just changed crypto's near-term setup
The disclosure exposes Azure's real scale while making future market-share changes impossible to hide behind percentages.
A flashy Austin event cannot replace permits, fleet scale or commercially proven autonomous economics
The projected revenue requires two contract extensions, while an option for more computing capacity could bring the total above $3 billion.
Tesla Stock Jumps as Cybercab Debut Nears: Can Musk Deliver on Robotaxi Promise?
On Sept. 3, 2026, Fed Governor Waller said he may support holding rates steady, boosting crypto prices.
A small specification change could strengthen Tesla's biggest seller
A beaten-down stock may be seeing an important shift
Fed Rate-Hike Fears Fade, Igniting $80K Bitcoin and Crypto Stock Frenzy
SpaceX surpassed a $2 trillion market valuation for the first time in nearly two months, driven by strong analyst forecasts, integration with Tesla's upcoming Cybercab, and a broader surge in major technology stocks.
Crypto-linked stocks surge as part of the broader crypto market rally.
Tesla (TSLA) trades at about $357, and most of the argument around it is about what the company will build next. A plainer number gets less attention, and it is how much of each sales dollar the company keeps. Its operating margin over the past twelve months was 4.6%. That is the figure a holder should weigh before anything else.
Qualcomm (QCOM) is down 32% over the past three months, and the cause is not a mystery. The smartphone market has contracted as memory prices climbed, and Apple is exiting faster than the company had guided. Management has a credible plan to replace that revenue. The harder question is what the replacement earns.
Robinhood’s stock led the S&P 500 higher Thursday. Several Wall Street analysts say they’ve been growing more bullish on the stock lately.
Stock futures fall, Broadcom beat forecasts for AI Chip sales growth, Micron and China chip makers fight for market share.
HIVE stock surges nearly 14% on a broader crypto rally.
Initially dropping after a mixed earnings report, Apple stock charges toward a breakout as it gets ready to "Surprise and shine."
RESEARCH TRIANGLE PARK, N.C., September 03, 2026--IQVIA (NYSE:IQV), a leading global provider of clinical research services, commercial insights and healthcare intelligence, today announced IQVIA Predictive Clinical Development, an AI-powered approach designed to help life sciences sponsors reduce avoidable delays and bring new therapies to patients up to two years faster.
Amazon's revenue growth may be slower, but it's accelerating quickly.
Federal Reserve Gov. Christopher Waller sparked a crypto rally Thursday with his interest rate game plan. Several stocks or ETFs surged above key levels.
The software firm remains on track to break even next year, CEO Sridhar Ramaswamy told Barron’s on Wednesday.
Financial stocks were advancing in late Thursday afternoon trading, with the NYSE Financial Index ri
Microsoft CEO Satya Nadella sold over $43 million worth of company stock under a pre-arranged trading plan, marking his first sale of the year. A Form 4 filed with the Securities and Exchange Commission shows Nadella unloaded 86,525 shares across eight separate transactions on Sept. 1 at prices ranging from $497.69 to $505.76 each. The transactions were conducted under a 105b-1 trading plan, which is triggered when pre-determined conditions such as stock price or date are met.
The video platform that defined an era now trades at a fraction of the market's price, forcing investors to decide if the markdown is a miscalculation or a final verdict.
Dell Technologies stock is pushing new record highs following another exceptional earnings report, driven largely by the AI boom.
GE Aerospace (GE) stock trades at about $329.50, about 14% below the $381.22 high it set inside the past year, and most of the decline is recent. It has fallen 12.7% over the past month. In July the company raised its 2026 guidance across the board.
Shares of Apple Inc. (NASDAQ:AAPL) have performed well so far this year. As of September 2, the stock has gained nearly 20% year-to-date, compared with an 11.78% rise in the broader S&P 500 Index. However, analysts remain divided on the company’s outlook. App Store Weakness Raises Concerns On September 2, Evercore ISI reiterated its Outperform […]
Boeing (BA) trades at $208.87, down 12.0% over the past twelve months while the S&P 500 returned 20.5%. The complaint behind it is simple: the company still loses money building airplanes. What complicates it is how fast that loss is shrinking.
Apple faces a £2 billion ($2.7 billion) lawsuit brought by UK app developers who accused Thursday the US tech giant of giving its own advertising services an unfair advantage by imposing tougher privacy rules on third parties.The claimants argue that the system was "designed and implemented unfairly and without proper consultation, imposing stricter requirements on third-party app developers than on its own services."
SYK's FDA-cleared SportSuite Vision brings Apple Vision Pro into hip arthroscopy, strengthening its digital surgery push and Sports Medicine portfolio.
Stocks rallied during Thursday's session, nearing record levels, with some help from the Magnificent Seven. The Roundhill Magnificent Seven ETF was up 2.7% to $70.58, just a stone's throw from its record closing price of $70.94. The Nasdaq was up 1.4% while the S&P 500 rose 1%.
The rally has outlasted every warning, but Wall Street’s positioning gauge just hit an extreme
A key premium strategy may have just lost momentum
Wall Street analysts have Apple pinned at fair value with a flat consensus target, but nine consecutive earnings beats and a reimagined Siri AI suggest they are underwriting the wrong risks. Here is the math behind a path that the Street is not modeling.
F recalls nearly 149K Mustang vehicles over an electrical wiring defect that could cause loss of drive power or disrupt key functions.
Apple's dividend yield sits near the bottom of the S&P 500, yet the payout itself may be one of the most bulletproof in mega-cap tech. Here is what the numbers behind the tiny percentage actually reveal.
EUR/USD is approaching 1.1640, where signs of exhaustion could offer a short-term selling opportunity, while USD/CAD and USD/CHF are being watched for potential bounces. All three setups remain short-term ahead of Non-Farm Payrolls.
The bigger risk is further pressure on Apple's control of its app platform.
The Fathom, set for production in early 2027, would be the first non-Tesla EV to reach that sales milestone in the U.S.
MINNEAPOLIS, September 03, 2026--Jamf, the standard in managing and securing Apple at work, today announced it has been named a Customers’ Choice in the 2026 Gartner® Peer Insights™ "Voice of the Customer" for Endpoint Management Tools. Based on 58 verified reviews as of April 30, 2026, Jamf received an overall rating of 4.6 out of 5.0, with 99% of reviewers willing to recommend Jamf.
Stellantis is the last of the Detroit Three to start contract talks with Unifor, following pattern deals with Ford and General Motors.
SCOTTSDALE, Ariz., September 03, 2026--StandardAero (NYSE: SARO), a leading independent pure-play provider of aerospace engine aftermarket services, including engine maintenance, repair and overhaul (MRO) and engine component repair, today celebrated the grand opening of its new 70,000 sq. ft. expansion at one of the Company’s facilities in Winnipeg, MB. The additional footprint increases the company’s capacity to serve airline and military aircraft operators in North America and across the glob
Wall Street has set ambitious price targets for the stocks in this article. While this suggests attractive upside potential, it’s important to remain skeptical because analysts face institutional pressures that can sometimes lead to overly optimistic forecasts.
For this aerospace-focused conglomerate, spinoff plans are not necessarily a silver bullet.
GE Vernova could become much larger and more profitable during the next decade.
MX.0 Media, the manufacturer-led community behind some of the US' fastest-growing Industry 4.0 events, is crossing the Atlantic to launch its first-ever UK event. The content-led conference will be hosted across Sheffield's historic Cutlers' Hall and the cutting-edge Advanced Manufacturing Research Centre (AMRC).
Wall Street tempered its optimism on Credo as several firms lowered targets, while Rosenblatt took a more constructive view.
Soft ADP hiring data challenge Fed hike expectations as DXY weakens, while traders turn to Friday’s NFP for the next major dollar catalyst.
NATO members last year pledged to spend 5% of GDP on defense by 2035, or roughly $3 trillion a year, up from the previous 2% target.
US energy firms on Wednesday signed a raft of multi-billion-dollar deals with Venezuela, days after the South American country agreed to grant the United States control of a huge chunk of its vast oil reserves.US Energy Secretary Chris Wright traveled to Caracas to oversee the signing of deals worth "tens of billions of dollars of investment," seen as a quid pro quo for Washington winning majority control of 65 billion barrels of Venezuelan oil reserves.
The Goldman Sachs Group, Inc. (NYSE:GS) and Bank of America Corporation (NYSE:BAC) are among 21 financial institutions planning to launch a U.S. dollar-backed stablecoin in the first half of 2027. The banks are expected to create a joint company to issue the stablecoin, with plans to eventually expand into other G7 currencies, including the euro. […]
A powerful cloud trend is reshaping Microsoft’s investment case.
02 Sep, 2026
On Sept. 2, 2026, the automaker's stock climbed despite an eighth straight monthly sales decline, as investors assessed pickup production strength.
The weak Chinese car market is too much for electric vehicle maker NIO to overcome. JPMorgan’s Nick Lai downgraded shares to Hold from Buy and lowered his price target to $4.50 from $7. Citi’s Jeff Chung kept his Buy rating, but cut his sales estimates and price target to $7.10 from $8.20.
The bank-led consortium wants a U.S. dollar token live by the first half of 2027, with a euro version queued up next.
Miners like Southern Copper and Newmont lead this screen of stocks to watch in or near buy range alongside UBS, Garmin and more.
Investing.com -- Goldman Sachs believes the largest U.S. banks are likely to moderate capital deployment as regulatory buffers rise for a third consecutive year and excess capital levels shrink.
GE Aerospace's commercial engines unit is riding on strong orders, rising deliveries and 27% revenue growth, with 2026 sales expected to climb about 20%.
The Federal Reserve is increasingly expected to raise interest rates in September, but signs of labor-market softness are putting new focus on Friday’s jobs report.
15:54
Yahoo! Finance
LONDON, September 02, 2026-- As Agent Bank, please be advised of the following rate determined on: 9/2/2026Issue
Bank of America dropped a fresh price target on Affirm just as yields began to ease, and the combination sent buy-now-pay-later stocks racing ahead of a sleepy broad market. Whether the rally holds depends on a credit question Levchin himself flagged on live television.
The S&P 500 has risen about 2.6% since late June despite a global bond market selloff that pushed 10-year Treasury yields to a high of 4.815%.
The Range Rover Electric, which starts at around $138,000 in the US, arrives as American demand for high-end EVs remains soft.
The institutions that crypto was built to destroy are now racing to control its most important financial primitive. What happens to the rebellion when the banks become the infrastructure?
Artisan Partners, an investment management company, released its second-quarter 2026 investor commentary for the “Artisan Global Opportunities Strategy”. The letter can be downloaded here. Global equities rebounded sharply during the quarter, with the MSCI ACWI Index returning 15.3% as resilient economic growth, strong corporate earnings, and continued enthusiasm around artificial intelligence supported markets despite persistent […]
The forex markets continue to watch the ten-year yield in the United States, while the jobs data on Friday could be a big mover if we get an unexpected number.
JPM's Kinexys is gaining traction as blockchain settlement speeds fund transfers and supports deeper client ties and Payments growth.
Bank of America stock has delivered a strong 3 year run, yet current valuation checks suggest there may still be a gap between the market price and what an Excess Returns intrinsic value estimate implies. For investors, the key issue is how much weight to place on that potential discount when recent share price moves have been relatively modest. Bank of America is up 131.3% over the past 3 years, which puts recent short term moves into context as part of a much longer strong period for the...
Investing.com -- Bank of America said the ongoing search for income is reshaping credit markets, lifting demand for high-quality bonds while changing the tools investors use to manage risk.
New Canada tariffs are landing as a direct bill to two of America's biggest automakers, and the ripple effects stretch well beyond car lots into the housing market and household budgets.
DXY strengthens as Iran escalation lifts inflation risks and Fed hike bets, while EUR/USD and GBP/USD extend their bearish breakdowns.
GE Aerospace will maintain F414 engines through 2031 while developing a new HyCAT hypersonic test vehicle.
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...
01 Sep, 2026
In the most recent trading session, GE Aerospace (GE) closed at $331.09, indicating a -1.38% shift from the previous trading day.
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.
Unifor and Stellantis met today to begin negotiations on a new contract for more than 9,000 workers at facilities across Canada.
Lowe's Foundation launched a coalition with Nvidia, General Motors and over 75 partners to train and certify 1 million skilled tradespeople by 2035.
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
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.
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.
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.
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.
As GE Aerospace has outpaced the broader Nasdaq Composite over the past year, Wall Street analysts remain strongly optimistic about the stock’s prospects.
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
Warsh’s hawkish Jackson Hole remarks revive September Fed hike bets as DXY rebounds while EUR/USD and GBP/USD break key technical support.
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, […]
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.
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
These days private investors hold nearly twice as much debt as official creditors, potentially spelling more volatility.
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.
20 Aug, 2026
DXY remains under pressure as Treasury buybacks push long-term yields lower, while EUR/USD and GBP/USD extend gains amid shifting rate expectations.
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.
07 Aug, 2026
27 Jul, 2026
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.
30 Apr, 2026
The iShares MSCI Indonesia ETF (NYSEARCA:EIDO) gives U.S. investors a single-ticker route into Southeast Asia’s largest economy, but the trip has been bumpy. Shares trade around $15 after sliding roughly 20% year to date and about 9% over the past year. The ten-year chart is no kinder: the fund is down about 18% over the ... This Indonesian ETF Has A High Yield But Has Notable Risks

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