the billionaire

FEATURE Cerebras Systems was falling early Friday after recording huge gains on its first day of trading. Investors might want to think twice before backing the chip company at current levels.  Cerebras shares were down 2.

Argentum AI has signed a deal worth around $2.5 billion with ‌cloud gaming firm Boosteroid and real ‌estate company DL Invest Group for a 300-megawatt data ​center in Europe, the artificial intelligence infrastructure provider told Reuters on Friday. Under the deal, Argentum said it will deploy graphics processing unit ‌infrastructure in a ⁠data center, with the company expected to use tens of thousands of ⁠next-generation GPUs, including Nvidia's Blackwell systems in the future. The deal will be one of ​the largest ​independent AI infrastructure ​projects in the region. ‌It comes as the tech industry rushes to secure compute capacity to meet soaring demand, leading to the emergence of independent infrastructure providers such as Argentum.

May 14, 2026 marked a major moment for artificial intelligence listings, with Cerebras Systems (NASDAQ:CBRS) surging 68% on its first day of trading on the Nasdaq to close at $311. 07, well above its IPO price of $185 per share.

SPAN.IO CEO Arch Rao sits down with Asking for a Trend Anchor Josh Lipton how much it will cost American homeowners to install AI data center into their homes — powered by unused energy from the grid — highlighting the benefits and biggest challenges of scale around this endeavor.

Billionaire hedge fund manager Bill Ackman said his firm has taken a new position in Microsoft backing the company to be an artificial-intelligence winner. Ackman, who runs investment management firm Pershing Square Inc., said he had started building the position in Microsoft in February after the software giant fell in the wake of its earnings. “In our 13F which we will file later today, we will disclose a new position in Microsoft, a company we have followed for many years now offered at a highly compelling valuation,” Ackman wrote on social-media platform X on Friday.

The administration first gave Nvidia the nod to sell the high-end chips to China in December, but those sales have yet to materialize, in part because of the hoops the manufacturer had to jump through.

Bill Ackman's hedge fund Pershing Square will disclose a new position in Microsoft later in the day, the billionaire investor said on Friday, arguing ‌that the tech giant sits at a "highly compelling valuation". In a post on social media ‌platform X, Ackman framed his Microsoft bet as the latest in a series of investments in technology companies with ​attractive valuations and the potential for dominant long-term growth. Microsoft, Ackman said, operates two of the most valuable enterprise technology businesses in its Azure cloud-computing division and the M365 Office productivity suite that includes Excel, Word as well as the $30-a-month Copilot AI assistant, placing it at the center of rising AI ‌adoption by businesses.

The future of the market is uncertain, but that doesn't have to be a bad thing.

Shares of AMD and Broadcom have produced blistering gains thanks to artificial intelligence.

Investing.com -- Global semiconductor stocks fell Friday, dragged lower by a sharp selloff in South Korean equities and mounting geopolitical uncertainty as U.S.-Iran talks showed no signs of progress.

Tesla (TSLA) came under pressure from an Australian judge, who questioned whether the automaker was

Most Wall Street analysts view Meta Platforms and Shopify as deeply undervalued.

Intel’s turnaround story may make Boeing a better comparison than Nvidia or TSMC as investors focus less on near-term earnings and more on long-term execution.

Apple Inc. (NASDAQ:AAPL) is included among the 10 Best US Stocks to Invest in According to Billionaires. Apple Inc. (NASDAQ:AAPL) designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories worldwide. Apple Inc. (NASDAQ:AAPL) made headlines on May 8 when a Wall Street Journal report revealed that the tech giant has reached a preliminary […]

Tesla, Inc. (NASDAQ:TSLA) is included among the 10 Best US Stocks to Invest in According to Billionaires. Tesla, Inc. (NASDAQ:TSLA) designs, develops, manufactures, sells, and leases high-performance fully electric vehicles and energy generation and storage systems, and offers services related to its products. Tesla, Inc. (NASDAQ:TSLA) revealed on May 12 that it would invest $250 […]

Microsoft Corporation (NASDAQ:MSFT) is included among the 10 Best US Stocks to Invest in According to Billionaires. Microsoft Corporation (NASDAQ:MSFT) is engaged in developing and marketing software, services, and hardware that deliver new opportunities, greater convenience, and enhanced value to people’s lives. Financial Times reported on May 8 that Sir Christopher Hohn’s hedge fund, TCI, […]

Recent trends in the artificial intelligence space point to a strong upcoming report from Nvidia.

Nvidia stock is finally breaking out in a big way. It has recorded seven consecutive days of gains, rising 20% over the period, although the stock was down 1% in premarket trading Friday. UBS analyst Timothy Arcuri raised his target price on Nvidia to $275 from $245 in a research note previewing the report, maintaining a Buy rating.

Yields on UK government bonds climbed back up on worries over political instability and the candidates jostling to challenge the Prime Minister.

AMD and Broadcom could outperform Nvidia in the coming years.

Tesla Inc. (NASDAQ:TSLA) and SpaceX CEO Elon Musk reaffirmed orbital datacenter goals on Thursday as NVIDIA Corp (NASDAQ:NVDA) CEO Jensen Huang outlined the growing need for energy to operate AI compute. Space Is The Only Way User @TheChiefNerd posted a clip on X that showed Huang sharing that the amount of energy needed for AI compute exceeded current capacity. “The amount of energy that we need for computing is probably 1,000x more than we currently have,” Huang said. Read Also: Elon Musk Says

Binance (CRYPTO: BNB) co-founder Changpeng “CZ” Zhao recounted on Thursday a moment from a recent interview, in which the host surprised him with a moving gesture. The ‘Lamborghini’ Surprise CZ appeared on Patrick Bet-David's podcast earlier this week, where they discussed a wide range of topics, including Bitcoin (CRYPTO: BTC), artificial intelligence, and the rise of Binance. Recalling the podcast, CZ mentioned never sitting in a Lamborghini before. But to his surprise, Bet-David had one waiti

Space stocks have been rallying since news of SpaceX's IPO dropped in March. Which of these two stocks is worth a look while you wait for SpaceX to go public?

In recent days, Microsoft appointed former EY global chairman and CEO Carmine Di Sibio to its board and saw its overhauled OpenAI partnership formalized with a reported US$38 billion cap on revenue-sharing payments, while continuing to broaden AI collaborations and infrastructure investments. These moves highlight Microsoft’s effort to balance a large, but now capped, economic exposure to OpenAI with a wider, more independent AI ecosystem spanning new startup partnerships and internal...

Apple’s partnership with OpenAI has reportedly become strained, with OpenAI preparing potential legal action. The dispute centers on alleged shortfalls in Apple’s delivery of commercial and integration commitments under a multi year agreement. The tension is emerging as Apple expands its AI offerings and opens its ecosystem to additional third party AI providers. For investors following Apple, NasdaqGS:AAPL, the dispute lands at a time when the stock is trading around $298.21 and has...

IREN is accelerating its AI infrastructure push with NVIDIA partnerships, secured power capacity and a $10 billion revenue backlog.

The UK watchdog will examine whether Microsoft has SMS in business software and whether it limits customer choice and competition.

Wendy's signed an agreement to open up to 1,000 locations in China over the next decade.

MU and SNDK are surging as AI-driven demand for HBM, DRAM and SSD storage tightens supply across the memory market.

Joby and Archer are neck and neck. But one looks like a clear winner.

The market's rediscovery of Teva Pharmaceuticals remains ongoing.

Market concentration can amplify gains but also compound declines during a stock market sell-off.

Despite a significant new contract and expanding partnerships, Intrusion Inc (INTZ) faces revenue challenges due to government contract delays.

Toyota Motor (TM) and Tesla (TSLA) are generally seen as rivals in the global auto business. Toyota is the manufacturing powerhouse, selling more than 11 million automobiles a year in almost every major market. Tesla is the electric vehicle disruptor that pushed the industry to embrace batteries, ...

More than a dozen American CEOs are accompanying President Trump on his trip to China. That's not unusual.

(Bloomberg) -- President Donald Trump’s latest financial disclosures show that he made a slew of stock and bond purchases with major American companies in the first quarter of the year totaling in the tens of millions of dollars and possibly more. Most Read from BloombergHormuz Oil Flows Creep Higher as More Supertankers ExitIran’s Kharg Island Oil Jetties Empty Again Yesterday, Satellite ShowsWhat Is The Thucydides Trap and Why Did Xi Raise It With Trump?Xi Tells US CEOs on Trump Visit That Chi

Sen. Cynthia Lummis (R-Wyo.) signaled strong bullish conviction on cryptocurrency after the Clarity Act cleared a major vote in the Senate on Thursday. The GoT Reference Lummis posted an AI-generated image depicting her in a Game of Thrones-like setting, featuring “laser eyes” and the text, “Clarity Is Coming.” The “laser eyes” meme, a 2021 Bitcoin community signal of bullish belief, typically shows a person with glowing red eyes in their profile picture to signify "laser focus" on Bitcoin's (CR

(Bloomberg) -- OpenAI Chief Financial Officer Sarah Friar said the ChatGPT maker may raise more capital even after completing what she described as the largest private fundraising round ever, as the company races to secure computing power to meet surging AI demand.Most Read from BloombergHormuz Oil Flows Creep Higher as More Supertankers ExitIran’s Kharg Island Oil Jetties Empty Again Yesterday, Satellite ShowsWhat Is The Thucydides Trap and Why Did Xi Raise It With Trump?Xi Tells US CEOs on Tru

Quest Diagnostics is in focus after a refreshed fair value estimate of US$223.25, up from US$218.19, modestly lifts the modeled price target. That change lines up with recent Street research where many firms are tweaking targets, with some leaning more optimistic and others emphasizing risk and near term execution. As you read on, you will see how these shifting targets shape the evolving analyst narrative and what to watch next. Analyst Price Targets don't always capture the full story. Head...

LinkedIn built its business around helping people find jobs, grow their careers, and connect with employers. Now, the Microsoft-owned professional networking platform is delivering difficult news to some of its own workers. This comes within weeks of Microsoft’s voluntary buyouts for its ...

Tesla Inc. has dropped out of the top ten EV companies in the Chinese domestic market as the Elon Musk-led EV giant’s retail sales fell in April. Tesla Drops Out Of Top 10 In a report by CnEVPost on Tuesday,...

Elon Musk's China Push Puts Tesla Self-Driving Dreams Back in Focus

Elon Musk joined President Trump’s delegation to China for high level talks with Chinese officials. During the visit, President Xi Jinping told Musk and other US CEOs that China plans to open its door wider to American companies. The trip raised investor focus on potential implications for Tesla’s Full Self Driving software, supply chain, and China based operations. Tesla (NasdaqGS:TSLA) is a major electric vehicle and clean energy company with large scale manufacturing and sales exposure...

Meta Platforms (NASDAQ:META) is dominating headlines because Q1 looked like a blowout, with EPS of $10.44 versus $6.66 expected and revenue of $56.31 billion growing 33.1% year over year. The composition of that beat is what actually matters. That stunning beat was substantially manufactured by a one-time gift. An $8.03 billion income tax benefit tied ... Meta Is Burning Cash With Nothing to Show for It. Buy This Stock Instead

Artificial intelligence could be Amazon's ticket into the ultra-exclusive $4 trillion club.

Automakers around the world are learning just how much government subsidies propped up their electric vehicle sales, as the expiration of those subsidies is throwing cold water on the industry's EV ambitions. Take Honda, for example. Over the last three decades, the Japanese automaker has gone from ...

STORY: Tesla's robotaxi service is experiencing significant operational problems in Texas, raising questions about CEO Elon Musk’s ambitious vision for a near future full of driverless cars.Reuters testing in Dallas, Houston and Austin found long wait times exceeding 30 minutes, limited availability and navigation problems.In one case, a 20‑minute trip in Dallas stretched to nearly two hours.The service remains confined to those three Texas cities despite Musk predicting last July that robotaxis would serve half the U.S. population by the end of 2025. Much of Tesla’s $1.6 trillion valuation hinges on investor belief that the company will soon unleash a vast fleet of robotaxis.But analysts say the expansion is moving slower than expected, with Musk now describing a more “cautious approach” to avoid injuries or fatalities.In the meantime, experts have raised concerns about the technology's limits, including Peter Stone, a computer science professor at the University of Texas at Austin.“People, at least so far, tend to be much better at unexpected situations and being able to reason about something that you've never seen before. But to be able to figure out on the fly what to do, especially if you're using a machine learning-based system, it relies critically on the training data that's been given. And if you come up with a completely, what's known as out of distribution, which is sort of a code word for just new or novel situation, then it's going to be much more difficult for a software-based system to react than people are.” Police in Austin said Tesla's robotaxis tend to ignore posted speed limits, noting that vehicles in test rides last year drove 5 mph above the speed limit.  Since August, Tesla has reported 15 robotaxi crashes in Austin to federal regulators.Most did not involve injuries, but one involved someone being sent to the hospital.Tesla has requested that all information about the incidents be kept confidential, according to police.Tesla did not respond to Reuters requests for comment.

While the biggest names in tech are burning billions to build AI infrastructure, BuzzHPC is already running close to 80% EBITDA margins and generating real revenue. Craig Tavares, President and COO of BuzzHPC — a subsidiary of Hive Digital Technologies — joined TheStreet Roundtable to lay out a ...

Lawyers for Musk and OpenAI sparred in closing arguments in the blockbuster trial.

Lucid delivered multiple consecutive quarters of growth, poised to expand further with the launch of Gravity. Unfortunately, past problems are reappearing.

The Nasdaq Composite and the S&P 500 hit new peaks on Thursday, buoyed again by gains in the technol

As AI chip stock rally and push the market (^DJI, ^IXIC, ^GSPC) to new record highs, Hamilton Capital Partners CIO Alonso Munoz comes on Market Domination to speak more on the lofty capex spending these hyperscalers continue to invest into artificial intelligence.

Investors are hopeful that self-driving technology will create a new revenue stream for the company.

The AI company enlisted an outside law firm after the partnership failed to generate expected subscribers or prominence within Apple's ecosystem

GE Vernova is the IBD Stock Of The Day, showing bullish action near highs after a big beat-and-raise earnings report, powered by global megatrends in technology and energy. In just the first quarter of 2026, Vernova's electrification segment booked $2.4 billion in equipment orders to support data centers — more than all of last year, the company said in April. GE Vernova's three business segments — electrification, power and wind — serve the rising markets for artificial intelligence, data centers, grid modernization and lower-carbon energy.

Ford Motor investors have caught artificial-intelligence fever, and shares of the auto maker just won’t stop. It seemed to be tied to Ford Energy, which the company unveiled earlier in the week. The new business will use Ford’s lithium-ion battery capacity to build storage systems for utilities and data centers in the U.S.

kBTC joins a growing list of crypto assets that have abandoned LayerZero in favor of alternative interop solutions.

Honda (HMC) stock is in focus after the company posted its first-ever loss. Yahoo Finance Senior Autos Reporter Pras Subramanian breaks down the details.

Earlier in May 2026, Workday announced that its Sana Self-Service Agent is now available within Microsoft 365 Copilot, allowing employees and managers to handle HR and finance tasks directly in Microsoft 365 while keeping data, approvals, and policies governed in Workday. This integration, alongside Workday’s recent recognition as a Leader in Gartner’s 2026 Magic Quadrant for Talent Acquisition Suites, underlines how deeply its AI capabilities are being embedded into everyday workflows and...

Annual meeting outcome and what it means for GE stock General Electric (GE) recently reported strong momentum in its Aerospace division, and the latest annual meeting added a governance angle, as shareholders declined a proposal for additional reporting on defense related products. This vote keeps the current disclosure framework intact. At the same time, GE Aerospace continues to see higher commercial engine and services activity, supported by increased air travel, aircraft production at...

Microsoft Corp. on Thursday announced the appointment of Carmine Di Sibio, former global chairman and CEO of EY, to the Microsoft board of directors. He will serve on both the Compensation Committee and Audit Committee, bringing expertise in financial services, risk oversight and global client leadership to meet the evolving needs of our customers while advancing Microsoft's mission to empower every person and organization to achieve more. With Di Sibio's appointment, the Microsoft board of dire

This actively managed ETF invests across U.S. and global equities, with a one-year price gain outpacing the S&P 500.

Consumer stocks were higher late Thursday afternoon, with the State Street Consumer Staples Select S

Tech stocks were higher late Thursday afternoon, with the State Street Technology Select Sector SPDR

Taiwan Semiconductor Manufacturing sits at the center of the AI boom, linking companies worth roughly $30 trillion in market value to the island’s chip supply chain.

We recently published Jim Cramer Revealed His Big AI Investing Fear & Discussed These 20 Stocks. Corning Incorporated (NYSE:GLW) is one of the stocks discussed by Jim Cramer. Optical connectivity equipment manufacturer Corning Incorporated (NYSE:GLW)’s shares are up by 324% over the past year and by 123% year-to-date. Several analysts have discussed the firm recently. […]

We recently published Jim Cramer Revealed His Big AI Investing Fear & Discussed These 20 Stocks. Apple Inc. (NASDAQ:AAPL) is one of the stocks discussed by Jim Cramer. Even though consumer electronics giant Apple Inc. (NASDAQ:AAPL) has lost its place as the world’s most valuable company to NVIDIA, it nevertheless remains one of Cramer’s top […]

Cerebras Systems (CBRS) soared in its public market debut on Thursday after the artificial intellige

Nvidia stock is rallying on reports that the U.S. has approved H200 sales to 10 major Chinese customers. Recent filings also confirm that President Trump invested in NVDA shares in Q1.

Nvidia (NVDA) just became the first company in history to hit a $5.5 trillion market cap. Its CEO is flying to Beijing with President Trump. And on the same day all of that was happening, Bank of America's top semiconductor analyst just changed a number that puts 45% upside on the table. That ...

Intel stock is rallying as investors increasingly view the company as a critical AI manufacturing and infrastructure partner behind the massive Terafab project.

On May 12, I wrote about Micron's relative strength index, or RSI, hitting 85. That was one of the most extreme overbought readings on the daily chart, before the stock pulled back over 7% during the session to breathe. The technical signal was real. So was the concern about chasing a stock up 700% ...

Michael Stein: Thank you, operator. GE's first quarter results were mixed as investments in the customer acquisition at GRE and the new business initiatives at GREW, combined with weakness in retail margins negatively impacted our bottom line despite record quarterly revenue. At GRE, challenging commodity market conditions in the first 2 months of the quarter caused by extreme cold compressed margins for both electricity and gas.

Here is the trade of the decade: hyperscalers are spending hundreds of billions on AI infrastructure, and almost all of that money lands on one company’s income statement. NVIDIA (NASDAQ:NVDA) just guided fiscal first quarter 2027 revenue to roughly $78 billion, on top of full year fiscal 2026 revenue of $215.94 billion, all delivered at ... NVIDIA Robs All of Big Tech. Except Apple

US benchmark equity indexes were higher intraday amid a post-earnings rally in Cisco Systems (CSCO),

(Bloomberg) -- Apple Inc.’s two-year-old partnership with OpenAI has become strained, according to people familiar with the matter, with the AI startup failing to see the expected benefits from the deal and now preparing possible legal action. Most Read from BloombergIran’s Kharg Island Oil Jetties Empty Again Yesterday, Satellite ShowsWhat Is The Thucydides Trap and Why Did Xi Raise It With Trump?Xi Tells US CEOs on Trump Visit That China Will Open Up MoreTrump Says China Offered Help on Iran a

Apple stock continues to notch one record after another, extending this year’s impressive rebound. Evercore ISI doesn’t see the momentum stopping anytime soon, for more reasons than just growing iPhone sales. Amit Daryanani increased his price target for Apple to $365 from $330 on Thursday, which implies a 22% increase from the stock’s last closing price of $298.87.

Tesla (NASDAQ:TSLA) at $445.27 is a hold. The stock has run 26.35% in the past month on a clean Q1 margin reset, but it now trades above the Street’s consensus target and at multiples that demand near-flawless execution on Cybercab, Robotaxi, and Optimus. Tesla is pitched as a physical AI company spanning electric vehicles, energy ... Tesla at $445: Buy, Sell or Hold?

Hours before lifting a glass with President Trump at a state banquet in Beijing’s Great Hall of the People on Thursday, Chinese leader Xi Jinping delivered a pointed warning about Taiwan. If the issue is “handled poorly,” Xi said, the two countries could “collide or even clash,” putting the entire U.S.-China relationship in “an extremely ... Xi Warns Trump of Possible “Clash” Over Taiwan Just Hours Before Banquet Toast

Tech stocks were mixed Thursday afternoon, with the State Street Technology Select Sector SPDR ETF (

Why Bank of America (BAC) is back in focus after the Fed’s latest signal The Federal Reserve’s signal that rate cuts are off the table for 2026, and Bank of America (BAC) pushing its own cut expectations to late 2026 or 2027, has quickly put the stock under the microscope. For you as an investor, the key questions are how a longer stretch of higher rates might affect Bank of America’s net interest income guidance, loan growth, and valuation, especially after the stock’s decline over the past...

A few weeks ago, Bitcoin (CRYPTO: BTC) ETFs were the bull case. The funds pulled in $3.29 billion combined in March and April, marking the first sustained inflow streak of 2026. However, the streak snapped yesterday. U.S. spot Bitcoin ETFs bled $635 million, recording their largest outflow since late January. The reversal wasn’t a one-off ... Bitcoin ETF Outflows Just Hit a 3-Month High of $635 Million: What’s Driving the Exit?

Ford raised its guidance after a solid first quarter, and there's more suggesting there's near-term upside for the stock.

Shares of Ford (NYSE:F) are up 8% on Thursday morning, trading near $14.60 after closing yesterday at $13.57. The move extends a second straight session of decisive outperformance versus the Detroit and Austin peers. For context, Ford stock climbed 6% yesterday, and the two-day rip has been decisive. Ford’s market cap sits near $57 billion, ... Ford Zooms 8% Higher, Easily Outpaces General Motors and Tesla

HWM's commercial aerospace strength continues to drive growth as rising air travel and aircraft production fuel demand for engine products.

For years, investors have been told the Federal Reserve was draining liquidity from the financial system. Higher interest rates, quantitative tightening, and tough inflation talk all pointed toward tighter money. Yet beneath the surface, something very different has been happening. U.S. money supply is climbing again — and it just reached $22.7 trillion, according to ... Is the Federal Reserve Quietly Fueling a Bubble? U.S. Money Supply Just Hit $22.7 Trillion

Giving Americans access to high-quality, low-cost Chinese cars would enshrine him as a champion for struggling American households, Christopher Smart writes.

A number of stocks fell in the afternoon session after the Fed signaled rate cuts were off the table for 2026. Major Wall Street banks, including Goldman Sachs and Bank of America, pushed back their forecasts for Federal Reserve interest-rate cuts.

A number of stocks fell in the afternoon session after the Fed signaled rate cuts were off the table for 2026. Major Wall Street banks, including Goldman Sachs and Bank of America, pushed back their forecasts for Federal Reserve interest-rate cuts.

Bitdeer Technologies Group (NASDAQ:BTDR) reported sharply higher first-quarter revenue as its Bitcoin mining output expanded, while management emphasized a broader push into AI cloud services and large-scale data center colocation. On the company’s first-quarter 2026 earnings call, Chief Strategy O

It could be a tough travel season for key players.

A number of stocks fell in the afternoon session after the Fed signaled rate cuts were off the table for 2026.

This is Cisco's latest layoff in recent years, while the company's chief executive touts record revenue and growth.

A number of stocks fell in the afternoon session after the Fed signaled rate cuts were off the table for 2026.

Can Citigroup sustain its strong rally as transformation gains, AI investments and buybacks offset rising credit risks? Let us find out.

A number of stocks fell in the afternoon session after the Fed signaled rate cuts were off the table for 2026.

A number of stocks fell in the afternoon session after the Fed signaled rate cuts were off the table for 2026.

The US spot Bitcoin ETF products recorded a single-day outflow of $630M on Wednesday, the largest since January 29, bringing total redemptions over five trading days to $1.26Bn, according to data from SoSoValue. The Bitcoin price slipped by more than 1.5% in the same window, touching $79,300, as renewed US ...

Recently, Zacks.com users have been paying close attention to GE (GE). This makes it worthwhile to examine what the stock has in store.

Keynova Group, the principal competitive intelligence source for digital financial services firms, today announced the results of its semi-annual Online Banker Scorecard for Q2 2026. U.S. Bank ties the long-standing leader, Bank of America, for first place in Keynova Group's competitive evaluation of the 17 leading U.S. retail banks' digital experience.

Compute power and AI chips are becoming strategic assets for Bitcoin mining and national competitiveness. The US mining sector still depends heavily on Chinese-linked ASIC ...

All eyes are on Beijing this week as President Donald Trump meets with China’s Xi Jinping to discuss everything from soybeans to AI chips. Markets have muted expectations for U.S. President Donald Trump’s talks with Chinese leader Xi Jinping today, but a topsy-turvy geopolitical order is still enough to keep investors on their toes. The two global superpowers have gathered in Beijing to discuss everything from AI chips to the Strait of Hormuz and the future of Taiwan.

A May 7 JPMorgan client note estimated that Strategy could buy roughly $30 billion in Bitcoin in 2026 if Michael Saylor's company maintains its current purchasing pace. That figure positions Strategy alongside spot ETF flows and miner supply as a structural force in Bitcoin's demand architecture. Strategy holds 818,869 BTC acquired for $61.86 billion at […] The post JPMorgan’s $30 billion Strategy call exposes Bitcoin’s new market fault line appeared first on CryptoSlate.

Ledger and Consensys have paused their long-awaited US IPO plans as crypto market conditions weaken. The delays come amid Bitcoin’s pullback, ETF outflows, lower trading ...

SkyBridge Capital founder Anthony Scaramucci suggested on Wednesday that Bitcoin (CRYPTO: BTC) is tracing an adoption path akin to that of Amazon.com Inc. (NASDAQ:AMZN) and Microsoft Corp. (NASDAQ:MSFT). Scaramucci Says Bitcoin Can’t Be ‘Devalued’ During an interview with RiskReversal Media, Scaramucci said that traditional fiat money is essentially “worthless,” but it gains value because people trust it. Bitcoin, he added, is an improved version, which happens to be “an open, transparent, fully

McKesson’s fair value estimate has been trimmed from US$990.87 to US$951.73, a reduction of about 4% in the latest model update. That shift lines up with a Street backdrop where some analysts are cutting price targets while others still point to upside from newer business lines. This leaves you with a more mixed signal on the stock’s risk and reward profile. Read on to see how these revised targets fit into the broader narrative and how you can keep track as views continue to evolve. Stay...

Nvidia Surges in Focus After BofA Lifts Forecast, Flags Massive AI Growth Runway

Earlier this week, General Motors agreed to pay US$12.75 million to settle California allegations that it unlawfully collected and sold OnStar drivers’ location and driving data, while separately cutting more than ten percent of its IT workforce to refocus on AI and software capabilities. The settlement’s five-year ban on selling driving data to consumer reporting agencies and the IT overhaul both raise fresh questions about how GM balances data monetization, privacy compliance and...

The Senate confirmed Kevin Warsh as Fed Chair today in a 54-45 vote—the closest in modern history. He replaces Jerome Powell on Friday May 15, and his first FOMC meeting is scheduled for June 16-17. Bitcoin (CRYPTO: BTC) is trading just under $80,000 as he prepares to take the role, after this morning’s hot PPI ... Kevin Warsh Confirmed as Fed Chair: The 5 Things That Could Decide How Bitcoin Reacts

Ford’s new battery‑storage arm and a bullish Wall Street call are reshaping its growth story, today, May 13, 2026.

Price targets for GE Aerospace now span from recent cuts of US$7 to US$27 at the low end, up to US$425 at the high end, marking a wide spread in what analysts think the stock could be worth. Those shifts track a split narrative, with bullish firms lifting targets to US$405 and US$425 on greater confidence in earnings and cash flow, while more cautious voices trim numbers and flag that a lot of good news may already be priced in. Read on to see how to keep up with this evolving story and what...

Watch Video Highlights from 1st Princeton CorpGov Forum Below, or Click HERE: CorpGov is pleased to announce the agenda for the second Princeton CorpGov Forum to be held Thursday, May 21, 2026 at The Nassau Inn in Princeton, New Jersey. Our roster of speakers features industry leaders and alumni spanning five decades at Princeton, with […]

Spot Bitcoin ETFs are once again attracting serious institutional capital, posting seven straight weeks of inflows as investor appetite for regulated Bitcoin (CRYPTO: BTC) exposure strengthens. The sustained momentum comes after a volatile start to the year and is now raising fresh speculation that Wall Street’s Bitcoin bid may be returning. For many analysts, the ... Bitcoin (BTC) ETFs See 7 Weeks of Inflows: Is the Institutional Bid Back?

Ford Motor  stock had quite a day on Wednesday, but the reason is hard to suss out. Ford stock was the best-performing stock in the S&P 500, according to Dow Jones Market Data. Other car stocks were moving, but not like Ford.

(Bloomberg) -- An upcoming meeting between US President Donald Trump and his Chinese counterpart Xi Jinping could be the next test for stocks that are clocking one record after the next. Most Read from BloombergIran’s Kharg Island Oil Jetties Empty Again Yesterday, Satellite ShowsAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaNvidia’s CEO Joins Trump in China With AI in the SpotlightTrump Lands in China for Xi Trade Summit With Iran War in LimboSome of the chief executives who a

Kevin Warsh, President Donald Trump's pick to lead the Federal Reserve, was confirmed as its new chair Wednesday to replace Jerome Powell.

Affirm Holdings, Inc. (NASDAQ:AFRM) shares are trading lower on Wednesday. Bank of America Securities (BofA) hosted the company's Investor Day in New York, where management outlined long-term growth opportunities tied to new products, international expansion, and broader adoption of its consumer finance platform. GMV Growth Targets And Revenue Outlook Affirm reiterated its target of reaching $100 billion in annual gross merchandise volume, or GMV, over the medium term, which BofA models around f

Bitcoin (CRYPTO: BTC) has delivered positive returns in three of the last five calendar years, turning a $1,000 investment made at the start of 2021 into roughly $2,760 today—even after surviving a 64% crash in 2022. That track record is why the 5-year question still carries weight today, even after Bitcoin fell 37% from its ... Where Will Bitcoin Be in 5 Years? BTC Forecast for 2031

Akamai Technologies Inc (NASDAQ:AKAM, XETRA:AK3) was upgraded to 'Buy' from 'Neutral' by Bank of America analysts, who said the company is increasingly being viewed as an artificial intelligence infrastructure play rather than a legacy content delivery network provider. The firm also raised...

MP Materials ramps rare earth output and magnet production as Mountain Pass and Independence drive growth across the supply chain.

After topping estimates during the first quarter, Ford isn't resting and plans to drive traffic through promotional activities.

The technology company's stock got a nudge from a big-name analyst. The fact that a major player in the technology space just became a shareholder, however, is an even-bigger deal.

Reports suggest Charles Schwab is positioning itself for a deeper entry into crypto markets, potentially opening access to digital assets across its $12 trillion client base. If Bitcoin (CRYPTO: BTC) becomes more directly integrated into its brokerage ecosystem, it could significantly expand how both retail and institutional investors gain exposure to crypto, shifting demand from ... Bitcoin News: Why Schwab’s $12 Trillion Crypto Launch Is Bigger Than Investors Realize

I’ll cut straight to the verdict. Strategy (NASDAQ:MSTR), the Bitcoin treasury vehicle formerly known as MicroStrategy, has been gutted over the past year, but our model sees a meaningful rebound from here. Current shares trade at $184.42, and the 24/7 Wall St. price target for Strategy is $433.31, implying 134.96% upside over the next 12 ... Strategy Price Prediction: MSTR Bounced 43% in a Month and Our Model Sees 134% Upside

Investing.com -- Bank of America upgraded Akamai Technologies to Buy, arguing the company’s transition from a legacy content-delivery network provider into an AI infrastructure platform is beginning to gain traction with investors and enterprise customers alike.

GE Aerospace's Commercial Engines unit is surging on strong airline demand, fueling orders growth and supporting mid-teens revenue expectations for 2026.

Lumpy quarterly deployments weigh on TSLA's energy storage volumes, but management expects full-year growth and long-term momentum to be strong.

Shares of Ford Motor Company (NYSE:F) are up roughly 7% in Wednesday morning trading, climbing to about $12.82 from a prior close of $11.99. The move is the stock’s sharpest single-day gain in weeks, and it stands out against a generally quiet automotive tape. By comparison, Tesla (NASDAQ:TSLA) stock is up 3% to around $446.70, ... Ford Is Up 7% Today: Is It Outperforming Other Car Stocks Like General Motors and Tesla?

Wall Street will be closely watching the high-stakes negotiations unfold in Beijing over the next 48 hours.

Karen and Robert Lacey allege Bitcoin Depot processed $76,000 in fraudulent transactions at its bitcoin ATMs without intervention, then kept fees from the deposits.

GREENWICH, Conn., May 13, 2026--Mann Partners announced the appointment of PE veteran David Cohen, Managing Director at Kelso & Company, to its Advisory Board.

President Donald Trump is on a state visit to China this week, marking the first U.S. presidential trip to the country in nearly a decade. Trump is joined by a delegation of over a dozen U.S. executives including Elon Musk, Tim Cook, Larry Fink, with Nvidia CEO Jensen Huang as a last-minute addition. This caused

GE Aerospace currently trades at $301.02 per share and has shown little upside over the past six months, posting a small loss of 3.5%. The stock also fell short of the S&P 500’s 7.7% gain during that period.

Shares jumped 14% on the news, because when Peltz spends three years building a 16% stake and "exploring financing sources," the market knows he's not window shopping

STRT's Q3 EPS and sales miss estimates as OEM volume falls and forex/tariffs hurt, even with restructuring gains and strong cash.

Connected transportation leader deepens its investment in Michigan's automotive innovation ecosystem with dedicated product development and innovation hub Geotab Establishes Engineering Center in Metro Detroit Michigan Governor Gretchen Whitmer and Geotab CEO Neil Cawse MADISON HEIGHTS, Mich., May 12, 2026 (GLOBE NEWSWIRE) -- Geotab, a global leader in connected transportation, video and asset tracking solutions, has officially opened a new engineering center in metro Detroit Michigan, strengthe

Toast downgraded, Lowe's upgraded: Wall Street's top analyst calls

Ford Motor is starting up a new business that Tesla pioneered: Energy Storage. Monday, Ford introduced “Ford Energy,” which will deliver “United States-assembled battery energy storage systems for utilities, data centers, and large industrial and commercial customers in the United States.” Tesla has a large energy storage business.

The reductions follow hundreds of salaried cuts last year

ATLANTA, May 12, 2026--Veteran automotive and media executive joins leadership team to accelerate growth and expand Active Shopper Network® capabilities.

The reductions are global, though GM has not provided a country-by-country or site-by-site breakdown.

On May 5, 2026, General Electric Company held its annual meeting of stockholders and later reported that a shareholder proposal requesting a report on defense-related products was not approved. This outcome keeps GE Aerospace’s defense operations on their current course, leaving investors to focus on how defense-related decisions intersect with growing international engagement and policy scrutiny. Next, we’ll examine how Larry Culp’s participation in high-level U.S.-China trade talks may...

(Bloomberg) -- The White House is inviting Tesla Inc.’s Elon Musk, Apple Inc.’s Tim Cook, Boeing Co.’s Kelly Ortberg and executives from other large companies to accompany President Donald Trump on his trip to China this week, according to an official. Most Read from BloombergIran Makes New Offer on Uranium in Response to US, WSJ SaysInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyTrump Rejects New Iran Peace Offer as ‘Totally Unacceptable’Epstein's Black Card: How He Moved Wome

Trump heads to Beijing with Musk, Cook, and Fink leading a 17-CEO delegation, where roughly 40% have crypto ties.

GE Vernova Inc. (NYSE:GEV) is one of the 14 Stocks That Will Skyrocket. This stock, pitched by Enrique Abeyta, is another nuclear stock. He claims that it is slated to benefit from one of the most underrated aspects of the AI buildout, i.e., electricity demand. The firm “already powers multiple AI data centers across the […]

GE stock surges on strong aerospace demand and major engine deals, but high debt, rising costs and rich valuation may limit upside.

Elon Musk, Apple's Tim Cook, GE Aerospace's Larry Culp and Boeing's Kelly Ortberg will join U.S. President Donald Trump on his visit to China ‌this week, a White House official told Reuters. Others taking part include Meta's Dina Powell McCormick, BlackRock's Larry Fink, ‌Blackstone's Stephen Schwarzman, Micron's Sanjay Mehrotra, Mastercard's Michael Miebach, Qualcomm's Cristiano Amon and Visa's Ryan McInerney, the official said.

The Fidelity International High Dividend ETF (NYSEARCA:FIDI) has quietly become one of the better performers in international income, returning 29% over the past year and 9% year to date through May 7. At about $28 a share, FIDI is trading near its post-launch highs, but the rally has been powered by a force most holders ... The Euro’s Next Move Will Make or Break FIDI’s 2026 Returns

Investing.com -- Sterling and the euro surged on Wednesday as the dollar sold off sharply after Iran signalled the Strait of Hormuz could reopen and reports emerged that Washington and Tehran were closing in on a deal to end the Gulf war, triggering a broad risk rally and a steep slide in oil prices.

Pressure is building fast on EUR/USD — and two powerful macro forces could send it lower in May. Higher oil prices from Strait of Hormuz disruptions are hammering European growth… while a potentially more hawkish Fed under Kevin Warsh is supercharging the US Dollar. Bearish EUR/USD isn't just a trade on Europe — it's a broad bet on dollar strength. The best part? This single view opens the door to multiple ways to trade it: spot forex, futures, ETFs, euro crosses, Treasuries, and more. Want to s

Soaring oil prices linked to the Iran war pushed inflation higher in the euro area in April, while growth continued to underperform — a worrying combination for both consumers and policymakers at the European Central Bank.View on euronews

War shock reshapes central-bank calculus: downside for growth, upside for inflation, making precautionary rate increases an option for the coming months. As for today, the ECB and Bank of England are seen keeping rates unchanged.

The Italian state-backed energy major plans to raise its share repurchase program by 90 percent from the initial plan to EUR 2.8 billion on a stronger cash flow projection driven by higher oil prices.

Expectations of a second round of talks between the USA and Iran have reduced demand for the US dollar as a haven.

June Euro currency futures present a buying opportunity on more price strength.

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.

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.

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

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.

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.

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.

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

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.

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