the billionaire

the letter from the rich investor

24 Apr, 2026
10:42
Seeking Alpha
Palantir's success over the past few years is undeniable, but this one's not for me.
Stocks fell on Iran news, ServiceNow and Tesla. AI plays Intel and Comfort Systems reported earnings late.
The most-talked-about stocks in the Reddit subforum Wallstreetbets were mostly higher hours before F
Despite falling 74% from its peak, Bitcoin continues to see notable innovation happening around it.
Oracle reportedly canceled a major contract with Super Micro Computer involving hundreds of Nvidia powered server racks, with more than $1b in potential sales at stake. The move follows the indictment of a company co founder on allegations of illegal technology exports to China. The situation raises questions about Super Micro Computer's ability to secure and retain large AI infrastructure customers. Super Micro Computer, NasdaqGS:SMCI, is facing fresh scrutiny just as its AI server story...
Elon Musk is touting SpaceX as humanity's ticket to Mars. The difference is in how the companies fund ‌the spending. While Alphabet and Microsoft have deep operating cash flows, SpaceX is bankrolling its push with revenue from rockets and satellites, leaving it with a cash-burn profile ‌closer to a late-stage startup than a trillion-dollar incumbent.
On Thursday, SK Hynix reported blowout first-quarter results, saying demand tied to artificial intelligence helped push quarterly revenue past KRW 50 trillion ($33.7 billion) for the first time. The memory maker also laid out plans for new DRAM and NAND products to dominate the memory market. SK Hynix Q1 Results Nvidia-supplier SK Hynix recorded KRW 52.58 trillion ($35.57 billion) in revenue, up 60% from the fourth quarter and 198% from the year-ago quarter. This is the first time the company ha
Intel shares were up sharply in premarket trading Friday after the chip maker reported strong first-quarter results.
Stocks looked set to rise on Friday as solid tech earnings helped reassure investors who were questioning whether the market could keep its recent rally going. The three major indexes all fell on Thursday as tensions flared up in the Strait of Hormuz and International Business Machines and ServiceNow both reported unspectacular earnings, sparking another selloff in software stocks. Oil prices were barely moving on Friday as President Donald Trump said the cease-fire between Israel and Lebanon would extend another three weeks.
Gross merchandise value (GMV) fell 9% to £1.17bn while revenue was down 14% to £1.11bn.
Demand for Intel's central processors from firms offering AI services was so strong in the first quarter that it sold even chips ‌it had originally written off, a remarkable turnaround that sent the company's shares soaring on Friday. Rival AMD and Arm also gained 7% each on growing conviction that inference - the process by which artificial intelligence answers user queries - could restore central processing units to the heart of the industry after years of being eclipsed by graphics chips ‌used in AI training. Nvidia, the graphics chip ⁠giant that has dominated the AI boom, has also sensed the shift and braced for greater competition.
This up to $850 billion addressable market isn't the slam-dunk investment it's made out to be.
No one can say for certain what Congress will do to shore up the Social Security trust fund, but here are a few educated guesses.
Young adults with median earnings can build sizable portfolios by retirement by regularly purchasing shares of the Vanguard S&P 500 Growth ETF.
Palantir's government business is expanding beyond its roots with defense and intelligence agencies.
(Bloomberg) -- Tesla Inc. has started manufacturing its Cybercab robotaxi, Chief Executive Officer Elon Musk said Friday in a post on his social media site X, fulfilling a long-promised launch at a time when the company’s global sales have slumped.Most Read from BloombergUS Reduces Marijuana Restrictions in Lift to Ailing IndustryMeta Tells Staff It Will Cut 10% of Jobs in Push for EfficiencyAnthropic’s Mythos Model Is Being Accessed by Unauthorized UsersInside Alex Cooper’s Unwell: Tears, Screa
The story remains thrilling, but the stock seems to have separated itself from the company's actual past and projected results.
Tesla's much-touted autonomous "robotaxi", called the Cybercab, has started production, CEO Elon Musk said on Friday, the same week that the carmaker reported first-quarter profits that beat expectations.Tesla said on Wednesday it was on track to commence "volume production" of both its Cybercab and Tesla Semi this year, after reporting first-quarter profits of $477 million.
The AI boom has a hidden dependency no one priced in, and it just got disrupted in a way that could ripple through the entire market for years.
Facebook and Instagram owner Meta said it plans to cut around 8,000 jobs, or 10% of its workforce, to help boost efficiency.
Pony AI (PONY) expects the total cost of its 2027 Robotaxi in China to drop below 230,000 Chinese re
Oil prices extended gains Friday and stocks struggled as investors worried about a lack of progress in ending the Middle East crisis, with Tehran keeping the Strait of Hormuz closed and the US maintaining a blockade of Iranian ports.With the Strait of Hormuz effectively closed, the International Energy Agency warned liquefied natural gas (LNG) supplies were likely to remain strained through the end of 2027.
This investment directly boosted Apple's earnings per share, but has absolutely nothing to do with innovation.
This stock is part of a duopoly in its industry.
Tesla has selected Intel’s next generation 14A manufacturing process for its Terafab project, with SpaceX also planning to use the technology. The decision represents Intel’s first major external foundry win on an advanced node with a high profile customer. This agreement positions Intel as a key supplier in the build out of AI and autonomous hardware infrastructure. Intel, NasdaqGS:INTC, enters this deal with Tesla and SpaceX as its share price sits at $66.78. The stock has seen a 51.6%...
Shares of server solutions provider Super Micro (NASDAQ:SMCI) fell 6.8% in the afternoon session after reports surfaced that the company lost a significant contract with Oracle, valued at between $1.1 billion and $1.4 billion. According to research from Bluefin, Oracle canceled an order for 300 to 400 Nvidia GB300 NVL72 server racks.
Tesla (NasdaqGS:TSLA) outlined a plan to focus heavily on AI and robotics, with capital investments projected to reach more than US$25b in 2026. The company disclosed a major partnership to use Intel's new 14A chip process at its Terafab fab as part of its push into custom semiconductor manufacturing. Management signaled renewed caution on robotaxi and humanoid robot timelines, with broader commercial rollout now discussed in the context of 2027 and beyond. Tesla is best known for its...
Two of the world's biggest tech companies are shrinking their headcounts — Meta through layoffs, Microsoft through buyouts — as the AI spending race heats up.View on euronews
Notably, DeepSeek looks to have turned primarily to China’s Huawei Technologies for the hardware behind its latest release. Huawei said in a WeChat post that its entire Ascend AI chip line now offers full-stack support for DeepSeek V4 models, although DeepSeek said it validated one of V4’s key efficiency techniques on both Nvidia graphics-processing units and Huawei’s chips. Nvidia has been hampered in China by tensions between Washington and Beijing.
Falling same-store sales and a declining share price don't support the market's confidence.
(Bloomberg) -- DoubleLine Capital and Van Eck Associates Corp. are among investors seeing renewed appeal in a currency strategy that’s revving up as the Middle East ceasefire helps steady markets and reignite risk appetite.Most Read from BloombergUS Reduces Marijuana Restrictions in Lift to Ailing IndustryMeta Tells Staff It Will Cut 10% of Jobs in Push for EfficiencyAnthropic’s Mythos Model Is Being Accessed by Unauthorized UsersInside Alex Cooper’s Unwell: Tears, Screaming and Employees Lookin
Berkshire Hathaway stock is in the midst of one of its worst periods of underperformance relative to the S&P 500, since Warren Buffett took control in 1965.
Caocao Inc, the ride-hailing arm of Chinese automaker Geely Holding Group, plans to deploy thousands of robotaxis globally next year, its CEO said on ‌Friday, setting up a potential rivalry with Tesla's Cybercab. Large-scale delivery and deployment of the Geely-made ‌purpose-built robotaxi Eva Cab is expected in 2028 before the fleet expands to 100,000 by 2030, Caocao CEO Gong Xin ​told Reuters during the Beijing auto show. The Eva Cab will initially be put on the roads of Abu Dhabi, Hong Kong and five mainland Chinese cities next year, he said, adding that production, delivery and deployment would be almost simultaneous.
The coffee giant has been making progress in its comeback, and AI could help it reach new customers.
Moody's (NYSE:MCO) reported what CEO Rob Fauber called a “strong start to the year” in the first quarter of 2026, citing revenue growth across both major segments, margin expansion, and continued demand for ratings and analytics products despite geopolitical volatility. First-quarter performance an
In our latest Big Money poll, professional investors sees meager gains for the S&P 500 this year. Here’s where they’re putting money to work.
Microsoft and Meta, the company behind Instagram and WhatsApp, are planning to make significant cuts to their respective workforces as spending on artificial intelligence (AI) finds a new high gear. Meta said it was laying off about 8,000 workers, or about 10% of its workforce, in a bid to make efficiency savings as it ramps up investment. Meta had previously told investors that spending would top $160bn during 2026 - up from just shy of $120bn last year.
SpaceX should be a publicly traded company by early June. The IPO is a massive event for capital markets.
Bank of America recently initiated coverage of The New York Times Company with a Neutral rating, highlighting its subscription-driven, multi-product digital platform built around the All-Access bundle across news and lifestyle offerings. The report underscores how New York Times’ strong recurring digital revenue sits alongside emerging risks from AI-related traffic shifts that could reshape how readers reach its content. Next, we’ll examine how Bank of America’s cautious stance on AI-related...
Check out the companies making headlines yesterday:
High oil prices are reshaping the global economy.
STORY: The rollout of Tesla’s robotaxi business looks to be going slower than expected.That was the verdict from several Wall Street analysts Thursday (April 23), following an unusually downbeat update from Elon Musk the day before.Over the past year, the billionaire has outlined bullish expansion plans for the service.But in a call with analysts this week he sounded more measured.Musk said he hoped to have robotaxis and driverless vehicles in a “dozen or so states” by the end of the year.He said Tesla was taking a “cautious approach” to avoid injuries or fatalities.That’s all a big change from last summer, when he had said robotaxis would be available to half the population of the U.S. by the end of 2025.He had said growth would increase at a “hyper-exponential” rate.Now analysts say Tesla is likely confronting the difficulties of operating robotaxis.One said Musk’s call was untypically “low energy”, and was marked by unusual reserve and caution.Having once said robotaxis would generate significant revenue by the middle of this year, he now says that won’t happen until some time in 2027.Investors will be watching very carefully, with much of Tesla’s $1.5 trillion value tied to Musk’s big promises on the new service.Critics note that he has a long history of unfulfilled promises on driverless vehicles stretching back a decade. 
The stocks featured in this article have all approached their 52-week highs. When these price levels hit, it typically signals strong business execution, positive market sentiment, or significant industry tailwinds.
Elon Musk has made some surprising comments on hydrogen power in the past.
Xiaomi, a well-known maker of ‌smart consumer electronics in China, ‌said on Friday that it had ​delivered 26,000 units of its upgraded SU7 series, which launched in March. Xiaomi CEO Lei ‌Jun told ⁠media at an event at the Beijing Autoshow ⁠that the company had received 60,000 locked orders as of ​April 23 ​for ​the new generation ‌SU7 sedans and planned to launch its YU7 GT series at the end of May. With a huge following in China, ‌the Chinese electronic ​giant is taking ​on ​Tesla and pursuing premium ‌strategy in the ​EV market.
Cloud titans are turning to the next-gen data center builder for their AI infrastructure needs.
Tesla and GM stock may be on investors' radars as potential buy-the-dip targets as the Q1 earnings season heats up, but which is the better investment?
Microsoft, ticker NasdaqGS:MSFT, has announced an $18b investment in Australia to expand Azure AI and cloud infrastructure. The plan includes funding for cybersecurity initiatives to support national defenses. Microsoft also aims to provide AI-related skills training to 3 million Australians by 2028. This is Microsoft’s largest committed investment in Australia to date. For investors watching NasdaqGS:MSFT, this move adds fresh context to a company that has seen a 39.6% return over 3 years...
Analysts have kept Smith Douglas Homes’ fair value estimate steady at $13.13, while some individual price targets have shifted, including cuts to $12 from $19 and to $11.50 from $14. These adjustments align with a more cautious tone around softer orders, a weaker Q1 guide, and questions about how recent results translate into future earnings power. As you read on, you will see how to track these evolving calls and what to watch as the story develops. Stay updated as the Fair Value for Smith...
Investor Gary Black of The Future Fund LLC has said he expects Tesla Inc.‘s value to decline in the coming days, following a slowdown in its self-driving progress. Tesla To Decline In Value? In a post on the social media platform X on Wednesday, the investor said he expects full-year 2026 earnings projections for Tesla to be raised to approximately $2.00 per share from earlier projections of $1.90 per share. However, Black said that Tesla’s valuation could take a hit, sharing that the automaker’
While Apple (AAPL) may be known for its spaceship-shaped Cupertino headquarters and Amazon (AMZN) operates out of three glass-enclosed spheres in Seattle, Microsoft (MSFT) distinguishes itself with a leafy green base that leans more “futuristic college” than sterile design showpiece. Its recently ...
The increase in the price and availability of jet fuel is having an impact on the company's future prospects.
23 Apr, 2026
23:55
Yahoo! Finance
Disappointing results from IBM and ServiceNow weighed on tech stocks. Chip stocks managed to still thrive, though.
Don't get too excited. It's going to take some time for production to ramp up.
Meta plans to cut a tenth of its workforce, looking for productivity gains from its remaining workers as it invests heavily in artificial intelligence.Meta is locked in a bitter rivalry with other tech behemoths racing to invest heavily in AI, aiming to ensure the technology generates profits in the not-so-distant future.
23:32
Yahoo! Finance
Intel is serving up good news for shareholders.
Meta said it would cut 10% of it employees while Microsoft will offer voluntary retirement to about 7% of workers
As AI spending booms, Meta announces 8,000 layoffs while Microsoft offers voluntary retirement to thousands of employees amid tech reductions.
Today, April 23, 2026, investors confront surging AI and robotics capex that reshapes expectations for free cash flow and autonomy execution.
VeriSign (NASDAQ:VRSN) reported what it called a strong start to 2026, citing record levels in its combined .com and .net domain name base and higher year-over-year revenue and earnings. Executives also announced a forthcoming .com wholesale price increase effective Nov. 1, 2026 and raised the compa
Microsoft has the scale to answer many key questions across an entire sector.
By Karen Roman Nano-X Imaging Ltd. (Nasdaq: NNOX) said it started two new U.S. collaborations to position its digital tomosynthesis system Nanox.ARC across the country. The first partnership is with Howard Technology Solutions to utilize 300 Nanox.ARC over a period of three years, and the second will deploy the system in clinics and hospitals with […]
Bank of America announced today that 18 nonprofit cultural institutions across 10 countries will receive grants this year through the Bank of America Art Conservation Project™. The selected projects represent a wide range of artistic traditions and conservation needs, from fragile works on paper to paintings and objects requiring advanced preservation techniques.
Apple’s leadership shift arrives as the company pushes into AI, but execution risks and China exposure remain in focus.
Apple’s largest iPhone assembler is starting to look like an unlikely winner of the AI era. In March, Foxconn reported a 46 per cent year-on...
Some aerospace earnings spooked investors this week. But underlying demand trends remain intact, creating an opportunity for steely-nerved investors.
20:30
Seeking Alpha
Lockheed Martin stock extends downtrend after missing Q1 earnings estimates. Demand for missiles, interceptors, jets remains strong.
Bank of America Corporation today announced the Board of Directors declared a regular quarterly cash dividend on Bank of America common stock of $0.28 per share, payable on June 26, 2026 to shareholders of record as of June 5, 2026.
DT Midstream’s updated blended fair value now sits at $142.71, a small move from $141.57 that still caught the attention of analysts watching for shifts in expectations. Recent research highlights a mix of optimism and caution, as higher targets into the US$150s are weighed against questions about valuation, growth capex, and how much of the shadow backlog will translate into committed projects. Read on to see what is driving these changing views and how you can keep track of this evolving...
The Nasdaq slipped from record highs on Thursday after the first big wave of tech earnings failed to save the day. The Dow dropped 180 points, or 0.4%. The S&P and Nasdaq finished Wednesday at closing highs.
Investing.com -- Global financial markets are closely watching developments in the Iran ceasefire as its initial two-week deadline expires, with analysts suggesting that currency trends and investor sentiment hinge on whether tensions ease or escalate.
Bank of America analysts have reiterated a constructive view on International Business Machines Corp (NYSE:IBM) following the company’s first-quarter results, which delivered a modest revenue and earnings beat but prompted a more nuanced read-through on underlying software momentum and margin...
India’s economy continues to outpace most of the developed world, with the IMF and World Bank projecting multi-year growth well above US real GDP, which registered 0.5% annualized in the third quarter of 2025. For US investors, the simplest way to gain diversified exposure to Indian equities is through a US-listed ETF, and three funds ... 3 iShares India ETFs to Buy Before 2026 as Growth Powers Past the US
We recently shared Jim Cramer Rubbished Circular AI Deals & Commented On These 18 Stocks. Adobe Inc (NASDAQ:ADBE) is one of the stocks discussed by Jim Cramer. Productivity software firm Adobe Inc (NASDAQ:ADBE)’s stock has struggled in today’s AI era. They are down by 29% over the past year and by 25.8% year-to-date. Amidst this […]
We recently shared Jim Cramer Rubbished Circular AI Deals & Commented On These 18 Stocks. Apple Inc. (NASDAQ:AAPL) is one of the stocks discussed by Jim Cramer. Consumer electronics giant Apple Inc. (NASDAQ:AAPL) created quite a bit of a splash yesterday after it announced that CEO Tim Cook would be stepping down from his role. […]
Bank of America has reiterated its “Buy” rating on Google’s parent company Alphabet Inc (NASDAQ:GOOG) ahead of the company’s first quarter earnings report on April 29, highlighting artificial intelligence integration and resilient search demand as key drivers of near-term stock...
Satsuma Technology PLC investors are urging the DATco to return capital after a steep decline in the firm's share price.
Bitcoin has a decade and a half of history of extreme price volatility. However, since the price corrected from its October 2025 all-time high to a low in early February 2026, it had traded in a narrow range, with the leading cryptocurrency stuck in neutral.
Apple's (AAPL) most recent victory in China is worth more than simply bragging rights about smartphones, CNBC reported. New market data show that the company's iPhone shipments in China rose 20% in the first quarter, the fastest growth among major suppliers, even while the country's overall ...
May NY world sugar #11 (SBK26 ) on Thursday closed up +0.03 (+0.22%), and Aug London ICE white sugar #5 (SWQ26 ) closed up +3.80 (+0.90%). Sugar prices moved higher on Thursday, with London sugar posting a 2-week high. Strength in crude oil prices (CLM26 ) is supportive of sugar,...
July arabica coffee (KCN26 ) on Thursday closed up +11.20 (+3.87%), and May ICE robusta coffee (RMK26 ) closed up +153 (+4.32%). Coffee prices rallied sharply on Thursday and posted 4-week highs. Concerns that a prolonged US-Iran war will keep the Strait of Hormuz closed and disrupt global coffee supplies...
Tesla (Nasdaq: TSLA), Elon Musk's automotive and clean energy company, reported the financial results for the first quarter of 2026 on Apr. 22. The company reported revenue of $22.39 billion in Q1 2026, missing the estimated figure of $22.71 billion. But earnings per share (EPS) ...
18:21
Yahoo! Finance
GE Vernova (NYSE: GEV) stock has had a massive run.
(Bloomberg) -- Intel Corp. has been one of the hottest stocks in the market over the past 12 months, soaring 230% to the highest price since the dot-com bubble. But the rally is facing a potential roadblock in the company’s first-quarter earnings report due after the close Thursday. Most Read from BloombergAnthropic’s Mythos Model Is Being Accessed by Unauthorized UsersInside Alex Cooper’s Unwell: Tears, Screaming and Employees Looking for the ExitMeta Tells Staff It Will Cut 10% of Jobs in Push
New CEO John Ternus could breathe life into Apple stock.
Tesla Inc (NASDAQ:TSLA)’s first quarter earnings report drew a generally positive, though measured, response from analysts at Bank of America and Wedbush, who highlighted stronger-than-expected automotive margins and continued investment in autonomy and artificial intelligence as central to the...
Texas Instruments (TXN) is expected to benefit from industrial resurgence, especially in aero/defens
Bank of America Corporation (NYSE:BAC) is included in our list of the best Warren Buffett stocks. Bank of America Corporation (NYSE:BAC) has remained in Warren Buffett’s holdings since 2011, when the billionaire acquired a $5 billion stake in the bank through preferred shares. Later, in Q3 2017, he acquired 679 million common shares, which translated […]
Apple Inc. (NASDAQ:AAPL) is included in our list of the best Warren Buffett stocks. Buffett added Apple Inc. (NASDAQ:AAPL) to his portfolio back in 2016. As of Q1 2016, Warren Buffett held 39.25 million shares worth over $1.07 billion. Over the years, the billionaire continued to acquire more shares of the iPhone-maker, seeing the investment […]
Nike's dividend yield is near an all-time high due to its falling stock price and 24 years of dividend increases.
Jim Cramer singled out Tim Cook on Tuesday’s Mad Money for achieving something rare in modern business: building a company whose products people treat as personal companions rather than consumer electronics. “He built the greatest consumer-based enterprise in history,” Cramer said, reflecting on Cook’s tenure as Apple heads into a leadership transition. Cook will hand ... Jim Cramer Says Tim Cook Built Something No Other CEO Has: A Device People Think Is Their Friend
In today's episode of "The Daily Wolf" podcast, host Scott Melker discusses stablecoins, US Air Force Admiral Samuel Paparo's latest statements calling bitcoin (BTC-USD) an 'instrument of power,' prediction markets, Kracken revealing a major tax problem, Sam Bankman-Fried, and other top crypto headlines. 'The Daily Wolf with Scott Melker' airs on Yahoo Finance 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.
The firm has upped its stake in the company by buying more than four million shares.
Apple is getting a new CEO, with John Ternus set to take the reins from Tim Cook on Sept. 1.
If you are wondering whether General Motors at around US$79 is still offering value or if most of the upside has already played out, the next sections will help you cut through the noise and focus on what the numbers say. The stock has moved 1.6% over the past week and 4.3% over the last 30 days, while year to date it shows a 2.4% decline and a 74.1% return over the past year, with a very large 3 year return and a 40.2% return over 5 years. Recent headlines have focused on General Motors as...
July arabica coffee (KCN26 ) today is up +9.00 (+3.11%), and May ICE robusta coffee (RMK26 ) is up +113 (+3.19%). Coffee prices are sharply higher today, with arabica posting a 1-week high and robusta posting a 4-week high. Concerns that a prolonged US-Iran war will keep the Strait of...
Both stocks are developers of AI/HPC data centers, including contracts with hyperscalers like Microsoft (NASDAQ: MSFT) and Fluidstack.
Years ago, Detroit automakers were all too eager to get rid of their sedan offerings in favor of SUVs and trucks, but what if consumer demand changes? Evidence says it's happening.
Experts shared smart ways Americans can save, pay down debt and invest a larger tax refund in 2026 without derailing goals.
It’s been a rather uneasy start to the year for Bitcoin (CRYPTO:BTC) and the broader basket of cryptocurrencies, thanks in part to the haze of uncertainty surrounding what the rise of quantum computing and the risk known as “Q-Day,” the day quantum computing becomes powerful enough to break crack the ecryption code (not just for ... Here’s the Case for Getting Back Into Bitcoin Amid Q-Day Fears
Beyond analysts' top-and-bottom-line estimates for General Motors (GM), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended March 2026.
Brian Moynihan told employees not to worry about AI. Then he credited the technology with eliminating jobs "through attrition."
General Motors (GM) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Bitcoin ETF flows turned positive across every rolling period tracked, with IBIT's $3B in the top 1% of all ETFs.
Americans expect inflation and everyday costs to be major factors in their financial well-being this year, and more are counting on artificial intelligence to help them navigate.
When Boeing (NYSE: BA) and GE Aerospace (NYSE: GE) reported Q1 2026 results this week, both beat on the headline, but the market drew opposite conclusions: Boeing traded up roughly 5% intraday while GE traded down roughly 3%. So which one belongs in a retirement-focused portfolio right now? After reading both filings, the answer is ... Boeing vs GE Aerospace After Earnings: Why the Market Is Picking One Over the Other
Simon Property Group’s latest fair value estimate has been updated to US$208.55 from US$206.30, a modest move that keeps the price target broadly in line with prior assumptions. This tweak sits against a backdrop of mixed analyst views, where some highlight healthier mall metrics and others focus on interest costs and more cautious valuation stances after the recent run in mall REITs. As you read on, you will see how these shifting inputs shape the evolving narrative around Simon and what to...
Shares of industrial conglomerate GE Aerospace (NYSE:GE) fell 4.8% in the afternoon session after the company reported first-quarter earnings and provided a cautious outlook that disappointed investors.
The pay gap between CEOs and average employees consistently widens, but at least one CEO in Detroit has plenty of justification.
22 Apr, 2026
GE Aerospace (NYSE:GE) is one of the top S&P 500 stocks by index weight. On April 1, analysts at Wells Fargo initiated coverage of GE Aerospace (NYSE:GE) with an Overweight rating and a $325 price target. The price target is based on a 28x free cash flow multiple applied to the 2028 forecast. The research […]
Bank of America Corporation (NYSE:BAC) is one of the top S&P 500 stocks by index weight. On April 16, Jefferies reiterated its Buy rating on Bank of America Corporation (NYSE:BAC) and raised the stock’s price target to $65 from $60. The price target hike follows the bank’s impressive first-quarter 2026 results, which affirm its ability […]
Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the top S&P 500 stocks by index weight. On April 13, Bank of America touted Advanced Micro Devices, Inc. (NASDAQ:AMD) as one of the top artificial intelligence stocks to own heading into Q1 earnings. According to the investment bank, Advanced Micro Devices was one of the companies […]
21:30
Seeking Alpha
The aerospace and defense sector has been a standout lately, free from AI disruption fears and boosted by higher demand for commercial air travel and global defense spending. Investors probably have some time to wait before the skies clear. Lockheed Martin stock dropped almost 3%, its lowest close since January, according to Dow Jones Market Data.
GE Vernova was supposed to be the runt of the General Electric breakup litter. On Wednesday, the company’s market value exceeded GE Aerospace’s for the first time. No one saw that coming when shares were spun out of GE on April 2, 2024, after Larry Culp had the foresight to break up General Electric.
Boeing reported a first-quarter per-share loss of 20 cents from sales of $22.2 billion. Wall Street was looking for a per-share loss of 68 cents from sales of $21.3 billion.
Megacap stocks are behemoths that set the tone for their industries, and their massive scale typically leads to wide moats. However, the downside is that most have already exploited their existing market opportunities and must invest heavily to expand further, a risky proposition.
Bitcoin (CRYPTO: BTC) is back at the $78,000 price mark five days after last Friday’s rally to the same level. The Bitcoin price rallied over 7% last week but Iran’s swift closure of the Strait of Hormuz after a brief 24 hour opening last weekend caused oil prices to spike again. That rattled the market ... Bitcoin Price Prediction as BTC Hits $78K Again: Can It Clear $80K?
(Bloomberg) -- Bitcoin jumped along with equities on Wednesday, hitting the highest level since January after President Donald Trump said he would extend a ceasefire with Iran, bolstering market confidence.Most Read from BloombergAnthropic’s Mythos Model Is Being Accessed by Unauthorized UsersInside Alex Cooper’s Unwell: Tears, Screaming and Employees Looking for the ExitTrump Encourages Companies Not to Seek Tariff RefundsTrump Extends Iran Ceasefire, Keeps Blockade as Talks FalterUkraine’s Ric
Data center energy demand and a new "crown jewel" business were catalysts for GE Vernova's earnings beat.
Berkshire has long been defined by patience and concentration, often holding positions for years or even decades. When it reduces exposure across multiple major holdings in a single quarter, it tends to reflect a deliberate reassessment of value, risk, or future return potential. For investors, understanding why these positions were cut can be more useful ... Berkshire Hathaway Is Selling Down These 4 Positions. Here’s What That Means for Investors
GE Aerospace, Northrop Grumman, and RTX each beat Q1 2026 earnings estimates but sold off after failing to raise full-year guidance, despite analyst Moderate Buy ratings on all three.
19:13
Seeking Alpha
Investment bank Piper Sandler (NYSE: $PIPR) has raised its price target on Hut 8’s (NASDAQ: $HUT) stock as th...
In recent days, General Motors’ board approved record compensation for CEO Mary Barra, authorized a one-time US$40.00 million award for chief product officer Sterling Anderson, acquired a new plant to support future gasoline-powered pickup and Escalade production, and reportedly postponed its next-generation full-size electric truck program at Factory Zero. Together, these moves point to a meaningful rebalancing of GM’s priorities between electric vehicles and high-margin trucks while...
Bank of America has upgraded Twilio Inc (NYSE:TWLO) to ‘Buy’ from ‘Underperform’ and raised its price objective to $190 from $110, citing improving fundamentals and a stronger outlook tied to artificial intelligence-driven communications. The bank’s analysts view Twilio as a key...
The New York Times (NYT) could continue to grow through its bundled digital subscriptions, advertisi
"The Wolf of All Streets" podcast host Scott Melker discusses billionaire Justin Sun filing a lawsuit against the Trump-backed World Liberty Financial, New York suing Coinbase and Gemini, and Polymarket launching crypto perps. "The Daily Wolf with Scott Melker" airs on Yahoo Finance 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.
Coinbase's cBTC has seen huge inflows to its network since the start of the year.
GPUs have longer shelf life and value over time compared to Bitcoin ASICs, Kilic says.
GE Vernova (NYSE:GEV) shares are up 13% in Wednesday’s session, climbing from $991.30 to around $1,119, after the company delivered a blowout Q1 2026 earnings report and raised full-year guidance. Meanwhile, GE Aerospace (NYSE:GE) shares are down 5%, sliding from $286.73 to $272, despite posting its own strong quarter. Both companies are spinoffs from the ... GE Vernova Zooms 13%, GE Aerospace Loses 5% as Earnings Day Fractures the Family
GE Aerospace's (GE) could see upside to estimates despite recent stock weakness tied to oil price co
Industrial conglomerate GE Aerospace (NYSE:GE) beat Wall Street’s revenue expectations in Q1 CY2026, with sales up 29% year on year to $11.61 billion. Its non-GAAP profit of $1.86 per share was 16.3% above analysts’ consensus estimates.
Discover how blockchain works, its real-world limitations, and why decentralization matters. Explore the tech behind the ledger in this comprehensive guide.
GE Vernova (GEV) stock is surging on Wednesday after beating first quarter earnings estimates. Morning Brief Host Julie Hyman and Yahoo Finance Head of News Myles Udland dive into the energy company's quarterly results amid the latest forecasts for AI data center demands.
While the aviation leader beat on the top and bottom lines, the outlook wasn’t raised, leading to a sharp fallout in GE stock. Here’s why that could be a signal for the bulls.
GM heads into Q1 earnings with rising software momentum but declining vehicle sales and tariff pressures clouding the outlook.
Ford Motor (F) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
A new report shows which automakers imported the most and fewest finished vehicles in 2025. Ford came out the best of the Detroit 3.
21 Apr, 2026
GM intends to use the site to support the plant’s production of the gasoline-powered Cadillac Escalade, Chevrolet Silverado and GMC Sierra pickups.
General Motors (GM) closed the most recent trading day at $79.17, moving 1.7% from the previous trading session.
GM said it would start production of refreshed versions of the GMC Sierra, Chevrolet Silverado, Escalade IQ and Hummer SUV and pickup in 2028.
General Motors Company (NYSE:GM) was among Jim Cramer’s recent stock calls on Mad Money. Mentioning that they wish to invest in the automotive sector, a club member inquired whether they should focus on electric-vehicle segments or traditional internal-combustion-engine markets. Cramer replied: I’ll tell you something, you want to invest in, this is the way I […]
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Seeking Alpha
General Motors (GM) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
20 Apr, 2026
Meanwhile, GM’s board also approved an elaborate, one-time-only new hire award package for an executive who some speculate is on a short list for next CEO.
General Motors, NYSE:GM, has authorized a $6b share repurchase program. The company has also raised its dividend, increasing direct cash returns to shareholders. The moves come as GM manages tariffs and higher input costs across its operations. General Motors, NYSE:GM, operates at the center of the global auto industry with a core business in vehicles and related services. The company is contending with cost pressures linked to tariffs and more expensive materials, factors that can affect...
MP Materials (NYSE:MP) stock just earned a strong endorsement from Wedbush, which initiated coverage with an Outperform rating and a $90 price target. The call frames MP as the only fully integrated rare earth producer in the U.S., a distinction that carries growing weight as Washington pushes to break China’s grip on critical minerals. MP ... Wedbush Projects $90 for MP Materials: Is This the Only Real Play on American Rare Earth Independence?
MP Materials (MP) has raised its status from a speculative commodity investment subject to Chinese p
15 Apr, 2026
12 Apr, 2026
Investing.com -- As global energy markets navigate a fresh wave of supply disruptions, the fiscal "safety net" that cushioned consumers during the 2022-23 crisis is notably thinner.
08 Apr, 2026
The dollar index (DXY00 ) is sharply lower today by 1.13% at a 4-week low. The dollar is plummeting today after the US and Iran agreed to a ceasefire, curbing safe-haven demand for the dollar. Also, today's surge in equity markets has reduced liquidity demand for the dollar. In addition,...
The cease-fire between the U.S. and Iran sparked a rally in stocks, bonds, and gold, but the dollar wasn’t getting any love.
05 Apr, 2026
The Nasdaq 100 is down more than 6% year-to-date. Meanwhile, the broad international developed market benchmark has held up far better. That gap reflects a deliberate macro dynamic. The dollar has been on an uneven path in 2026, and when the dollar softens, foreign earnings translate into more dollars when repatriated, giving international stocks a ... International Stocks Are Trouncing Growth Stocks and This ETF Pays You a 3% Yield on Top
02 Apr, 2026
Donald Trump’s speech boosted the dollar and oil as it seems the Gulf conflict is likely to drag on at least into May.
The Eurosystem said the strategy reflects the “gradual adoption” of technologies such as tokenisation and distributed ledger technology.
31 Mar, 2026
Europe's inflation rate rose to 2.5% in March as the Iran war sent fuel prices sharply higher, official figures showed Tuesday. The annual rate for the 21 European Union member countries using the euro currency compared to 1.9% for February before the war started and blocked supplies of oil and gas from the Persian Gulf. Energy prices increased 4.9% percent in March compared to a 3.1% decline in February, Eurostat figures showed.
30 Mar, 2026
June Euro currency futures present a selling opportunity on more price weakness.
Despite this dip, sterling is holding up comparatively well amongst other major currencies.
26 Mar, 2026
IEUR, BBEU, and DBEU all track European equities, but the one you pick will determine whether the euro’s recent surge works for you or against you. For US investors looking to add European exposure, the core question is not which continent to bet on, but which structure fits your portfolio. Three ETFs dominate this conversation: ... How the Euro at $1.16 Changes Everything About These 3 Europe ETFs
22 Mar, 2026
02:30
Yahoo! Finance
Investing.com -- The Euro has demonstrated a surprising degree of stability over the past week, defying a broader shift in sentiment that has seen it singled out for selling within the G10 currency basket. According to a new analysis from BofA Global Research, the common currency has faced pressure in near-dated options, but its spot performance remains anchored by the continued stability of European natural gas prices.
20 Mar, 2026
Honeywell (NASDAQ: HON) today announced the applicable Reference Yield for each series of Securities (as defined below) for its previously announced offers to purchase for cash the securities listed in Table 1 below (collectively, the "Dollar Securities") and the securities listed in Table 2 below (collectively, the "Euro Securities" and, together with the Dollar Securities, the "Securities") issued by Honeywell (i) for up to a maximum aggregate purchase price to be paid for the Dollar Securitie
The probability of most major central banks hiking this year has increased sharply amid inflationary pressure from the Gulf conflict.
Honeywell (NASDAQ: HON) today announced the results as of 5:00 p.m., New York City time, on March 19, 2026 (the "Early Participation Date"), for its previously announced offers to purchase for cash the securities listed in Table 1 below (collectively, the "Dollar Securities") and the securities listed in Table 2 below (collectively, the "Euro Securities" and, together with the Dollar Securities, the "Securities") issued by Honeywell. Honeywell has amended the terms of its offer to purchase the D
19 Mar, 2026
The dollar index (DXY00 ) on Thursday fell by -0.75%. The dollar was under pressure Thursday after the British pound, the euro, and the Japanese yen all rallied following hawkish comments from the BOE, ECB, and BOJ on the inflationary effects of soaring energy prices from the war in Iran....
The dollar index (DXY00 ) today is down by -0.45%. The dollar is under pressure today after the British pound, the euro, and Japanese yen rallied when the BOE, ECB, and BOJ made hawkish comments about the inflationary aspects of soaring energy prices from the war in Iran. Losses in...
14 Mar, 2026
Investing.com — A sharp spike in global energy prices and a deteriorating geopolitical outlook following the outbreak of the Iran war have significantly increased the probability of a global economic downturn, according to a report from BCA Research. The firm’s Global Investment Strategy (GIS) team has tactically downgraded global equities from neutral to underweight on a three-month horizon, citing a sharp negative shift in its proprietary MacroQuant model.
12 Mar, 2026
Next week’s calendar brings together seven of the world’s most influential central bank meetings at a moment of exceptional uncertainty for the global economy.
25 Feb, 2026

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