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the letter from the rich investor

Saturday, August 22, 2026
22 Aug, 2026
Rochard's $199,386 purchase establishes his first direct equity stake in the Bitcoin-focused asset manager, signaling confidence amid a challenging year for the stock.
Investing.com -- Rising memory chip costs are pushing up the price of servers that use Nvidia Corp’s artificial intelligence chips, with some of the chipmaker’s biggest customers facing increases of more than 15%, Bloomberg News reported on Saturday, citing people familiar with the matter.
The undaunted rise of actively managed ETFs is an opportunity for investors considering both funds and individual stocks.
The two off-price giants reported the same 13 weeks, a day apart. The market read them very differently -- and the second-half plans say why.
Amazon, Alphabet, and Taiwan Semiconductor remain well positioned to keep winning amid the AI infrastructure build-out.
Abel has been increasing Berkshire's position in a less-followed mid-cap stock.
Energy Transfer offers investors an attractive yield, but a 2020 distribution cut may be a worry for some.
Looking for dependable income from brands people use every day? These three consumer dividend stocks are worth a closer look.
Some of Nvidia's largest customers have been told prices of servers ‌containing its AI chips will rise by ‌more than 15% in many cases with memory chip ​costs soaring, Bloomberg News reported on Saturday. The price hikes will go into effect on systems shipped early next year and will impact systems including ‌those with the ⁠flagship Vera Rubin and Grace Blackwell chips, the report added, citing people familiar ⁠with the process. The increases will depend on Nvidia's chip generation and memory configurations, they ​said.
Taiwan Semiconductor's latest move shows that more chip production capacity needs to come online to meet demand.
BIZD's double-digit yield looks like a private-credit shortcut, but a hidden fee structure quietly eats into returns in a way most investors never calculate before they buy.
Amazon's custom chip business is growing in popularity.
Target just increased its quarterly dividend again.
South Korea's Upbit recorded $830 million in single-hour volume, extending a two-day surge led by XRP and TRUMP.
It's a tech company you don't have to second-guess for the long haul.
Bitcoin and Ethereum ETFs drew a combined $2.6 billion last week, in their strongest week since October 2025.
Alphabet's value proposition was so appealing that even Buffett and Abel could not ignore it.
JEPI built its reputation on fat monthly checks and a 0.35% fee, but a newer BlackRock fund matches it on both counts while doing something JEPI's covered-call structure quietly prevents its holders from achieving.
The Invesco QQQ Trust has been a high-performing fund over the years.
IonQ continues to make strides towards a commercially viable quantum computer.
A tricky stock market struggles against industry rotation and wavering investor confidence heading into the final full week of August.
Investing.com -- Apple Inc’s fiscal 2026 earnings-per-share estimate of $8.85 from BofA Securities sits slightly above the Bloomberg consensus average of $8.80 and the Visible Alpha consensus of $8.83, a narrow beat that the broker tied to an expected strong iPhone upgrade cycle driven by the need for the latest hardware to enable generative AI features.
Unifor has reached tentative agreements with General Motors (GM) on behalf of more than 4,600 union members.
Tesla (NasdaqGS:TSLA) is recalling nearly 3 million vehicles in China due to potential safety issues with emergency door releases. The recall is the company’s largest in China to date and affects vehicles already on Chinese roads. Separately, Tesla has introduced a new Powerwall home battery leasing plan as competition in residential energy storage increases. The recall and the Powerwall shift could influence how regulators, consumers and investors view Tesla’s broader business model. This...
Nvidia gets the headlines, but Microsoft is quietly sitting on an asset that converts AI hype into locked-in revenue at a scale most investors haven't priced in yet.
Speaking on 30-year yields, Michael Howell said that he sees yields rising to 6%, leaving the economy to depend on refinancing.
The biggest cloud companies are now recycling almost every dollar of cloud revenue straight back into AI infrastructure, and UBS's latest projections reveal just how far this spending spiral could go before it peaks.
Every major AI bull run has a number investors quietly agree to ignore, and the one hiding behind Microsoft, Alphabet, Meta, and their peers right now makes the reported balance sheets look like a rough draft.
Tesla is in the middle of a major business shift, and a long-range version of its Model Y SUV could help ease the transition.
The union that represents Canadian autoworkers said the tentative agreements cover a total of 4,600 workers, but need to be ratified.
The market rally suffered damage last week, though bitcoin and gold shined. New Trump tariffs on Canada began Saturday. Nvidia, CrowdStrike and Fed's Warsh loom.
US spot Bitcoin ETFs pulled in over $1.9 billion this week, while 10-year return data from a Creative Market Strategist showed Bitcoin up 13,200%, trailing only Nvidia.
Bitcoin price nears a risk zone as its 4-hour RSI hits a seven-year high. Here's what analysts are saying now.
Realty Income checks all the boxes as a top dividend stock.
13:48
Seeking Alpha
AWS is growing at its fastest pace in 18 quarters, advertising is booming, and Amazon's chips business is exploding, yet the stock trades at a multiple that makes it look like a sleepy retailer. Something in that math appears deeply off.
Citigroup’s stock has delivered a very large 3 year gain, yet current valuation checks suggest the market price still sits below what both intrinsic value estimates and earnings multiples imply. Citigroup has returned about 250% over the past 3 years, which puts extra focus on whether recent gains already reflect its underlying value. New initiatives such as the Custody+ platform and upcoming Bitcoin custody services can support long term fee and service revenue, while execution risk around...
With a base case aim of $80,000 and "risks skewed to much higher," a Galaxy trading analyst said that the market shifted from a "sell rips" to a "buy dips" regime.
In a single quarterly filing, D.E. Shaw made a massive bet on a freshly minted space giant while slashing its position in one of the hottest AI chip stocks by more than half. What those two moves reveal about where smart money sees the next big trade is worth a closer look.
The market debut of artificial intelligence start-up Anthropic, a chief rival to OpenAI, could break the record set by SpaceX, US media have reported.Anthropic could then beat OpenAI, the maker of ChatGPT, to market.
SEC files insider trading charges against a former senior Bank of America (NYSE:BAC) investment banker related to a merger advisory assignment. Regulators allege the ex-banker misused confidential deal information to trade and tip others ahead of a high profile transaction. The case focuses on conduct during the individual's tenure at Bank of America and raises fresh questions about controls around sensitive deal data. Legal proceedings are ongoing, and Bank of America is not charged in the...
BlockchAIn Digital Infrastructure (NYSEAMERICAN:AIB) outlined its strategy to convert powered land and former Bitcoin mining sites into facilities designed for artificial intelligence hosting and high-performance computing workloads, emphasizing secured utility capacity, modular construction and ten
Retail traders on Stocktwits turned to the ‘extremely bullish’ zone for TRUMP and ZEC, while sentiment around Polygon continued to be in the 'bullish' zone.
11:08
Yahoo! Finance
The crypto market is enjoying an incredible rally.
The AI capital cycle already has clear winners, and three US-listed companies have locked in structural advantages most investors are still underestimating. Here is what the revenue data actually reveals about who holds the durable position.
XRP price suffered a brutal 37% flash crash as $500 million in longs were liquidated. Here's what happened.
Investing.com -- Bitcoin traded slightly above $77,000 on Saturday, having surrendered some earlier gains after approaching $80,000, as traders assessed whether a Treasury-driven short squeeze marked the start of a lasting recovery, according to CoinDesk and CNBC.
The top spot first changed hands in 2024, and the gap now runs to hundreds of billions of dollars. A quarter of the biggest index fund sits in five stocks.
Coinbase CEO Brian Armstrong says crypto nears its next bull market as Bitcoin rallies and sentiment flips to greed.
President Donald Trump reiterated on Wednesday his commitment to preserve the U.S. leadership in Bitcoin, cryptocurrency and prediction markets. Trump Asks Congress to Move Quickly on CLARITY Act Trump hosted White House cryptocurrency summit alongside CFTC Chairman Michael Selig and...
The CEO wants Washington to open a market that barely exists yet. Investors just paid billions for the idea.
Strategy Inc. Executive Chairman Michael Saylor and CEO Phong Le recently defended the company’s Bitcoin-focused capital strategy, arguing that near-term pain and equity issuance are necessary. Is Strategy Diluting MSTR Shareholders? During Strategy’s second investor Q&A with Natalie Brunell, Le...
General Electric (GE) is back in focus after GE Aerospace and Kratos Defense & Security Solutions secured a U.S. Air Force contract tied to the GEK800 F143 engine, along with updated capital return plans. See our latest analysis for General Electric. General Electric’s share price has moved up 15.03% over the past 90 days and the 1-year total shareholder return of 31.37% points to momentum that has built over both shorter and longer periods as investors weigh defense contracts, capital...
Oracle (NYSE:ORCL) has launched a major public relations campaign to defend its massive Project Jupiter AI data center amid growing local opposition. Community groups and policymakers in several large US states are pushing moratoriums and stricter permitting rules on new data centers that support AI workloads. The pushback raises questions about timing, cost, and scale for Oracle's AI infrastructure buildout and similar projects across the tech sector. Oracle's response follows wider...
Berkshire Hathaway reduced its position in the banking giant in its latest 13F regulatory filing.
21 Aug, 2026
In early August, former Walt Disney CEO Bob Iger and investor Josh Kushner bought a majority stake in the Los Angeles Lakers at a record $12.5 billion valuation—$2.5 billion more than the sale price a year ago. Another is not-so-obvious: tax benefits. Since 2004, pro franchises have been considered “Section 197 intangibles,” says tax expert Robert Willens.
Earlier this year, Elon Musk became the first person to ever have a net worth of $1 trillion thanks to a strong market debut for his space company SpaceX. While SpaceX stock has fallen in value and Musk is no...
Apple Inc. has reportedly eliminated more than 200 jobs across its Siri, software engineering, and Vision Pro divisions to focus on artificial intelligence capabilities.
Wall Street sees 85% upside in Broadcom versus 45% for Microsoft. But bigger upside doesn't always mean the better buy. Here's why I'm sticking with Microsoft as the smarter AI stock for 2026.
Even as Tesla's ambitions broaden, it remains the country's top EV maker.
Here’s what could be next for Nvidia stock.
The conglomerate's new CEO spent the second quarter selling the bank Buffett had been selling for two years -- and buying the airline Buffett sold out of in 2020.
The U.S. 30-year Treasury yield climbed for the second straight week.
21:46
Yahoo! Finance
Tesla caught two breaks: Nevada regulators cleared it to put as many as 5,000 driverless robotaxis on Las Vegas streets, and its electric semi truck is headed to Germany.
On Aug. 21, 2026, Nevada cleared the way for paid autonomous ride-hailing services, fueling investor optimism on its Cybercab fleet deployment.
Here is a way to collect an attractive income on INTU now, which you keep whatever the stock does, in exchange for agreeing to sell your shares if the stock climbs above a higher price.
On August 10, Jefferies downgraded Apple Inc. (NASDAQ:AAPL) to underperform from hold, cutting its price target to $263.66 from $285.56, implying roughly a 16% downside from Friday’s close of $313.33. Analyst Edison Lee said supply chain checks show Apple has canceled its planned all-glass 20th-anniversary iPhone, expected to launch in September 2027, due to poor […]
Apple has admitted that some roles are being impacted as it shifts its focus away from certain initiatives.
Apple's stock commands a premium price among its peers, but its growth and profit metrics tell a different story. Is the market paying for the past or the future.
NVIDIA Corporation (NASDAQ:NVDA) is weighing a step that would have seemed unthinkable a year ago: shipping its next-generation Rubin Ultra GPU with less memory than originally promised. According to The Information, the company has been testing at least three versions with reduced high-bandwidth memory, some as low as 192GB to 256GB, well below the 1 […]
The U.S. Securities and Exchange Commission on Friday charged a former senior Bank of America investment banker with insider trading, ‌alleging he tipped a longtime friend and former colleague about a pending merger, allowing ‌the friend to make $18.5 million of illegal profit. Jason Satsky, who was Bank of America’s co-head of Americas power and renewable ​energy banking, allegedly tipped Gavin Wolfe in late 2021 about the potential acquisition of South Jersey Industries, an energy holding company that the bank was advising. The SEC said Wolfe, who runs the firm Evergreen Capital and has been Satsky's friend for more than 20 years, bought more than 2.2 million ‌shares of the South Jersey Gas ⁠parent worth about $53 million, and realized a 36% gain after the company announced an $8.1 billion buyout on February 24, 2022.
Moderna shares rise to close out a week of wild swings. Crypto stocks also extend their recent rally.
Institutional caution could become fresh buying pressure fast
Big Tech rivals are increasingly buying AI from each other
DZ Bank analyst Markus Leistner launches coverage of SpaceX stock with a Sell rating and $100 price target.
Bank of America sees a more aggressive AI era under John Ternus.
Investors are debating whether Apple's next chief executive must abandon its restrained infrastructure strategy to compete.
Las Vegas permits strengthen Alphabet's claim that autonomous driving is becoming a commercial platform rather than a research project.
Meta Platforms, Inc. (NASDAQ:META) CEO Mark Zuckerberg published a lengthy letter on August 10 making the case that artificial intelligence should be spread broadly rather than controlled by a handful of companies or governments. He also announced that Meta will start releasing open-source AI models again. Around the same time, the Wall Street Journal reported […]
The retail giant will begin rolling out contactless payments at select Walmart and Sam’s Club locations on August 24, with a nationwide rollout planned by year-end.
Several hated assets could benefit if consensus starts cracking
Tesla just posted record deliveries while SpaceX reported explosive revenue growth, and for the first time investors can compare both Musk empires on equal footing. The numbers point in a direction that may surprise anyone who has been betting on the more famous name.
Crowded positioning could make the next pullback sharper
The electric-vehicle giant is ending a volatile week with two potential commercial-growth engines moving closer to reality.
The planemaker's delivery recovery is real, and the cash it throws off is still a small fraction of the annual figure management says is well within reach.
Major Wall Street brokerages are advising investors to capitalize on Walmart’s steepest stock drop in four years, maintaining that the retail giant’s long-term growth story remains intact.
Tesla Stock Gets a Boost as Semi Expansion Targets Europe
Walmart stock keeps falling Friday but some on Wall Street believe it’s an opportunity to buy shares on the cheap.
GE's strong liquidity and higher free cash flow outlook support increased dividends and share buybacks, reinforcing shareholder returns.
Tesla (TSLA) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
Nearly 1 million vehicles under review after 499 complaints
If bankers are ignoring the signs of a crash, should you, too?
A brisk rally in industrial stocks this year has defied higher oil prices, rising bond yields and restrictive trade policies, as investors bet on big gains from the artificial intelligence boom. Now signs are emerging the optimism may have gone too far.
12:00
Seeking Alpha
10:15
Yahoo! Finance
Former General Electric and Thermo Fisher Scientific counsel Jonas Svedlund will oversee the carrier’s legal and compliance functions.
A failure in the US Treasury's plan to tame long-term bond yields would pressure the dollar and spur short bets against riskier assets in the lead-up to November midterm elections, according to Bank of America Corp. strategist Michael Hartnett.
HP heads into earnings with its PC business regaining ground, while Bank of America warns that rising costs could leave investors with a tougher outlook.
Boot Barn, Five Below, The Ensign and GE HealthCare have been highlighted in this Screen of The Week article.
After ripping through the first half of the year, memory stocks are struggling to regain momentum as growing concerns about the state of the artificial intelligence trade overshadow their strong fundamental backdrop.
DXY remains under pressure amid U.S. fiscal concerns, while EUR/USD and GBP/USD extend gains on expectations for tighter ECB and BoE policy.
04:30
Seeking Alpha
Bank of America (BAC) has been active in August’s bond market, announcing and completing several senior unsecured note offerings with maturities ranging from 2029 to 2046, featuring fixed and step-up coupons as well as call features. See our latest analysis for Bank of America. Against this busy August funding backdrop, Bank of America’s share price has eased in the very short term, with a 1 day share price return that declined 2.07% and a 7 day share price return that declined 3.48%. This...
Etsy recently appeared at Canaccord Genuity's 46th Annual Growth Conference in Boston and, soon after, received an upgrade from Bank of America Securities, which cited improved execution and conservative growth estimates under CEO Kruti Patel Goyal. Bank of America also pointed to stronger mobile engagement and the potential for more than US$1.00 billion in share buybacks following the Depop sale as reasons for its more positive stance. We’ll now examine how Bank of America’s upgrade, driven...
Home Depot is navigating a difficult housing market, but BofA sees several reasons the retailer could keep gaining ground.
20 Aug, 2026
Wall Street sees more durability behind the recent rebound
A bond market selloff has pressured 60/40 investment portfolios, which have returned 8% on average this year compared with 13% for the S&P 500. Investors can look to healthcare stocks for relief.
Ford and General Motors share nearly identical business models and faced the same market session Thursday, yet one dropped sharply while the other climbed. The reason behind their split reveals something important about how quickly product-report rallies can unravel.
Consumers are still spending on apparel, but it’s becoming harder for brands to win them over.
Bank of America sees Zoom’s post-pandemic reset nearing an end as new products, stronger retention, and an overlooked asset reshape the bull case.
The engines it is shipping to build tomorrow's service revenue are costing margin today, and the shares carry almost no cushion if that bill runs long.
General Motors (GM) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
Northrop Grumman (NOC) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
A moderate correlation to the index is only half the diversification question; the other half is how far the stock travels when the market moves.
12:21
Seeking Alpha
DXY remains under pressure as Treasury buybacks push long-term yields lower, while EUR/USD and GBP/USD extend gains amid shifting rate expectations.
General Motors (GM) is back in focus after EVgo opened a new flagship fast charging station in metropolitan Detroit, built with GM support and located across from the company’s Global Technical Center. See our latest analysis for General Motors. General Motors shares trade at US$84.96 and have recently swung higher, with a 1 month share price return of 12.08% and a 1 year total shareholder return of 51.03%. This suggests momentum has been building as EV charging partnerships, long term China...
General Motors now carries a higher fair value estimate, with the price target moving from US$94.81 to US$100.04 per share. That shift sits against a backdrop of mixed analyst reactions to Q2 results, guidance changes, and the long term earnings profile through 2027 and beyond. As you read on, you will see how different parts of the updated narrative could matter for how you follow General Motors from here. Stay updated as the Fair Value for General Motors shifts by adding it to your...
19 Aug, 2026
General Motors (NYSE:GM) Chief Financial Officer Paul Jacobson said the automaker’s first half performed “remarkably well,” supporting an increase in full-year guidance, while cautioning that the second half faces pressures from commodity inflation, onshoring costs and vehicle launch activity. Spea
The defense contractor Lyntris sold 17 million shares in its IPO. The stock closed 14% below its list price of $17.50 a share, according to MarketSurge.
Three industrial giants all chased the same AI power buildout in 2026, but the market rewarded them very differently, and the gap between winner and also-ran reveals exactly what investors are betting on next.
SpaceX approached artificial intelligence coding startup Cognition AI Inc. about a potential acquisition, according to people familiar with the matter, in what would have been its second large takeover in recent months to gain ground in the AI race.
17:31
Seeking Alpha
Pure-play EV stocks are surging past their legacy rivals Wednesday, but no earnings beat or product launch explains the move. The real catalyst traces back to a quiet Treasury Department announcement that rattled the bond market.
Industrial stocks have gotten expensive, but here are some with the most attractive growth prospects.
WPRT shares rise despite a Q2 loss miss as Cespira revenues surge, profitability improves and production ramps to address backlog.
Tesla Inc. CEO Elon Musk has backed the automaker’s domestic manufacturing prowess amid President Donald Trump‘s tariffs on the auto industry. Domestic Assembly, Domestic Parts On Saturday, podcast host Katie Miller took to the social media platform X, sharing a...
Morgan Stanley analyst Kristine Liwag on Wednesday upgraded shares of Honeywell Aerospace to Buy from Hold.
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.
18 Aug, 2026
Kratos Defense & Security Solutions and GE Aerospace recently announced that their jointly developed GEK800 turbofan engine, now designated F143-ZZ-100, secured a U.S. Air Force Engineering, Manufacturing and Development contract as a second-source propulsion system for the Joint Air-to-Surface Standoff Missile program. This win highlights GE Aerospace’s expanding role in supplying compact, lower-cost propulsion for long-range missiles and uncrewed aerial systems, reinforcing its presence...
General Electric stock has delivered a very strong run over the past five years, yet current checks suggest the share price now trades at a premium to what a Discounted Cash Flow (DCF) intrinsic value estimate and market multiples imply. General Electric has returned roughly 5x over the past five years, which puts extra focus on whether recent gains leave limited room for valuation upside. Growth in areas such as aerospace engines and gas turbines may support long term cash flow. However,...
GE's 19.9% YTD rally reflects strong commercial and defense demand, but rising costs, debt and a premium valuation temper near-term upside.
HWM's defense aerospace revenues rise 11%, while gas turbine sales surge 38%, adding momentum as military funding expands.
Proven industrial technology executive to lead the industry’s leading lighting business Ruth Gratzke Ruth Gratzke, President, Acuity Brands Lighting ATLANTA, Aug. 18, 2026 (GLOBE NEWSWIRE) -- Acuity Inc. (NYSE: AYI) appoints Ruth Gratzke as President of Acuity Brands Lighting (ABL) effective September 1, 2026. She will report to Neil Ashe, Acuity CEO. Gratzke brings more than 25 years of leadership in industrial technology, smart infrastructure and electrical products. She joins Acuity from Siem
GE Aerospace keeps beating estimates, raising guidance, and sitting on a $210 billion backlog, yet the stock may already be priced to perfection with margin pressures quietly building beneath the surface.
DXY remains under pressure as Fed pause expectations rise, while EUR/USD and GBP/USD stay supported by comparatively hawkish ECB and BoE outlooks.
12 Aug, 2026
The American currency is moving higher as traders focus on inflation data.
13:53
Seeking Alpha
DXY, EUR/USD and GBP/USD trade near key technical levels as markets await U.S. CPI for fresh clues on inflation and the Fed’s September policy outlook.
11 Aug, 2026
Currency markets are testing support areas in early Tuesday trading. At this point, the interest rates in America continue to play a big part.
DXY, EUR/USD and GBP/USD trade near key technical levels as markets await U.S. CPI for fresh clues on inflation and the Fed’s September policy outlook.
10 Aug, 2026
The American currency gains ground, supported by rising Treasury yields.
14:54
Seeking Alpha
The US dollar is trying to turn things around early on Monday.
Weak U.S. payrolls pressure the dollar as markets turn to July CPI for fresh Fed clues, while EUR/USD and GBP/USD test major resistance.
07 Aug, 2026
The American currency is under pressure as traders reduce bets on hawkish Fed.
The U.S. dollar gets hit after a weaker-than-anticipated jobs number.
US Dollar Price Forecast: DXY trades near key support ahead of Friday’s U.S. Nonfarm Payrolls report, while EUR/USD tests resistance and GBP/USD consolidates after recent gains.
06 Aug, 2026
Apparent deescalation in the Gulf and lower expectations for the Fed to hike twice have been negative for the US dollar.
17:07
Seeking Alpha
05 Aug, 2026
The currency markets have no major announcements to focus on today, so ranges are likely to be watched by most.
27 Jul, 2026
10 Jul, 2026

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