the billionaire

the letter from the rich investor

29 May, 2026
While much attention is paid towards China’s financial and military rivalry with the US, it’s easy to overlook how China is viewed by the rest of the Pacific Rim. China’s many centuries of emigration has led to a significant Chinese expat and intermarriage regional population. However, Chinese hegemony and wealth has become a major source ... Singapore Launches a US Dollar Silver Futures Contract This Month To Add To COMEX Woes and Reduce Artificial Pricing
It’s hard to pick just one favorite stock idea for the rest of the year. It’s been a blistering-hot 2026, as the AI revolution keeps rolling ahead. And while memory and storage stocks have been the trade of the first half, questions linger as to what kinds of names could offer the best risk/reward, not ... Why Natera Is My Favorite Stock Idea for the Rest of 2026
Horrible news for Blue Origin is just bad news for AST SpaceMobile stock.
While Micron Technology (NASDAQ: MU) has had an extraordinary gain of over 850% in the last 12 months, Tungsten has soared from roughly $380/MT to a sky high $3,180/MT in 18 months – an 800%+ gain that got little coverage and has stayed under the radar except within the mining industry. This bull run parallels ... Tungsten is Up As Much As Micron Right Now, Is It The Next Silver Supercycle Trade?
State data shows Tesla has 42 authorized robotaxis in Texas, far below Waymo's fleet size.
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Yahoo! Finance
Nvidia's China setback could create openings, though AMD still has work to do.
New filings show in Texas show the number of fully self-driving cars that are in Tesla's robotaxi fleet. A top executive at Tesla teased that Cybercabs would soon join the company's fleet of robotaxis.
TikTok restructures music operations while expanding direct artist tools and distribution infrastructure.
Tesla Robotaxi Fleet Crushed by Waymo in Texas as New Records Reveal Huge Gap
Every retirement portfolio in America seems to have one stock in common right now: NVIDIA (NASDAQ:NVDA), the AI hardware giant that just printed $81.6 billion in quarterly revenue and 85.23% year-over-year growth. The Most Crowded Trade on Wall Street NVIDIA is a great company. That is a separate question from whether it is a great ... Forget Nvidia! This Under-the-Radar Supercharged Growth Stock is a Much Smarter Buy for 2026
Dell Technologies revenue is growing at an accelerating pace as demand soars for hardware that powers artificial intelligence. For the fiscal first-quarter, the PC and server maker reported adjusted earnings of $4.86 per share on revenue of $43.8 billion. In the same period last year, Dell posted adjusted earnings of $1.55 a share on revenue of $23.4 billion.
Microsoft (MSFT) stock has declined roughly 12% over the last six months and currently trades around $425, well off its October 2025 peak of $542. Investors are worried, and the concern is legitimate: rising capital expenditure is compressing near-term returns. But does that make the stock a sell? We don't think so. Here is why.
After turning a cold shoulder to this solar stock for much of 2026, the market is warming back up to it.
The AI buildout has a power problem. Hyperscalers are racing to deploy GPUs, but the U.S. grid is short on megawatts, and operators with energized land and signed interconnect agreements have become the chokepoint nobody wants to talk about. The Energy Information Administration’s latest outlook flags data center growth concentrated in the West South Central ... The Secret Energy Play Overlooked by AI Investors That Is Set to Soar
Investing.com -- Nvidia's chief executive has a chance to reignite the company's flagging share price at his Computex keynote address Sunday, and Lynx Equity Strategies thinks he will take it, even as the research firm maintains its long-term cautious stance on the stock.
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Yahoo! Finance
Tesla stock is trying for seven consecutive gains on Friday, as investors look for progress on its artificial intelligence applications, including robo-taxis and robots. There is reason for some optimism on the AI front, according to a recent report from Morgan Stanley. Tesla uses AI to train its robo-taxis to drive.
Marvell Technology (MRVL) is emerging as one of the most important behind-the-scenes architects of next-generation AI infrastructure. The market has noticed. The stock is up more than 2.3x year to date, and the valuation has re-rated, moving from under 10x trailing sales in early January to near 22x today. See how Marvell's price-to-sales multiple changed over time.
Drone stocks erupted higher yesterday after reports surfaced that the Trump administration is considering directing government funding toward domestic drone manufacturers. According to a Wall Street Journal report cited by Barron’s, Pentagon officials are evaluating ways to support America’s drone supply chain, with several U.S. companies — including Unusual Machines (NASDAQ:UMAC) — viewed by investors ... Trump’s Next Government Investment May Be Drones. His Son Could Be the Big Winner
HP gave investors a stronger quarter than expected, but Bank of America is not ready to call it a clean turnaround. HP (HPQ) reported fiscal second-quarter results that topped its prior earnings outlook, helped by stronger revenue, better pricing, and improved free cash flow. The company also gave ...
Ferrari is again zigging when rivals zag, and unveiled its first full-electric vehicle recently -- but will the gamble reward investors?
After three years of hyperscaler capital spending feeding through to chip designers, foundry capacity, and lithography backlogs, the semiconductor ETF complex has separated into distinct buckets. iShares Semiconductor ETF (NASDAQ:SOXX), VanEck Semiconductor ETF (NASDAQ:SMH), and First Trust Nasdaq Semiconductor ETF (NASDAQ:FTXL) are the three broad U.S.-listed vehicles that capture the trade in clean, liquid form. ... After Three Years of Tracking the AI Capex Cycle These 3 Semiconductor ETFs Si
Photonics could help AI data centers move data faster while using less energy.
Shares of Dell Technologies (NYSE:DELL) are up 33% in early Friday trading to roughly $424, capping a blowout reaction to fiscal Q1 2027 results delivered after Thursday’s close. The single-session move adds tens of billions in market cap on top of an already historic year for the stock. Sympathy buying is lifting the broader AI ... Dell Surges 33% on AI Server Boom, Super Micro Computer Adds 16% as Hyperscaler Spend Accelerates
The Vanguard High Dividend Yield Index Fund ETF Shares (NYSEARCA:VYM) is one of the simplest income vehicles in the market: it owns roughly 500 U.S. stocks that pay above-average dividends, weights them by market cap, and passes the cash through to shareholders. VYM tracks the FTSE High Dividend Yield Index, which excludes REITs and screens ... VYM Climbs 26% In a Year While Its Core Dividend Payers Extend Their Streaks
OpenAI and Anthropic are expected to launch IPOs, perhaps in 2026. Google stock could be pressured as its AI rivals build bigger war chests.
Nvidia H200 GPU rental prices fell 40% in three weeks, raising fresh risks for NVDA stock and the AI scarcity thesis.
This automaker is taking on energy storage to unlock higher-margin business, incremental revenue, and a better valuation for its stock.
Ford (NYSE: F) and General Motors (NYSE: GM) recently posted Q1 2026 results, and the contrast in how each is returning cash was the most striking takeaway. GM authorized a new $6 billion buyback in January and lifted its dividend. Ford kept its payout flat and bought back a fraction of that. Same industry, very ... GM Authorized $6 Billion in Buybacks. Will Ford Match the Move?
Rocket Lab (NASDAQ:RKLB) has become Wall Street’s go-to substitute for SpaceX, which Polymarket traders now give a 94.6% probability of going public by June 30, 2026, and retail money chasing the space theme has to land somewhere. Rocket Lab operates small-payload launch with Electron, hypersonic test work with HASTE, and a fast-growing Space Systems business ... Can’t Buy SpaceX Yet? Wall Street Says This $150 Stock Is the Next Best Thing. But There’s a Catch
(Bloomberg) -- SpaceX is currently targeting a valuation of at least $1.8 trillion in its initial public offering, according to people familiar with the matter, as Elon Musk’s rocket and artificial intelligence company nears its debut.Most Read from BloombergSingapore Hands Byju's Founder His First Ever Jail TermApple to Overhaul iOS 27 Siri, AI Features: Here's a First PeekCVS Returns Zepbound to Drug Plans After Lilly Slashes PriceUS, Iran Agree to 60-Day Truce Renewal Pending Trump SignoffSpa
Impax Asset Management, an investment management firm based in London, specializing in sustainable investing, released its first-quarter 2026 investor letter for its “Impax US Sustainable Economy Fund”. A copy of the letter is available to download here. The US Sustainable Economy portfolio underperformed the Russell 1000 benchmark in Q1 2026, primarily due to its lack of […]
HYPE approaches an all-time high as spot Hyperliquid ETFs top $100M in inflows and the ICE CEO calls the 11-person platform "bigger than Nasdaq."
(Bloomberg) -- Dell Technologies Inc. shares surged the most in two years on Friday after the hardware maker gave an outlook for annual sales that far surpassed analysts’ estimates, fueled by demand for servers that power artificial intelligence work.Most Read from BloombergSingapore Hands Byju's Founder His First Ever Jail TermApple to Overhaul iOS 27 Siri, AI Features: Here's a First PeekCVS Returns Zepbound to Drug Plans After Lilly Slashes PriceUS, Iran Agree to 60-Day Truce Renewal Pending
Shah Ramezani explains why the utility of stablecoins only continues to grow apace and unlike other previous fintech trends, adoption is ongoing and isn’t slowing down anytime soon
WEST PALM BEACH, FL / ACCESS Newswire / May 29, 2026 / Elektros Inc. Ticker Symbol: ELEK: As global financial markets continue surging with renewed investor enthusiasm, Elektros Inc. is pleased to announce increasing worldwide awareness surrounding ...
Tesla-SpaceX Merger Buzz Ignites Fresh Elon Musk Speculation
Impax Asset Management, an investment management firm based in London, specializing in sustainable investing, released its first-quarter 2026 investor letter for its “Impax US Sustainable Economy Fund”. A copy of the letter is available to download here. The US Sustainable Economy portfolio underperformed the Russell 1000 benchmark in Q1 2026, primarily due to its lack […]
Wall Street remains divided over whether Tesla's future justifies its premium valuation.
New Texas DMV registration data reveals Tesla has just 42 autonomous vehicles in the state, versus 577 for Alphabet's Waymo
Starlink is an integral and key part of SpaceX's business, and without it, the company's financials would look much worse.
Maksym Sakharov, the CEO and co-founder of WeFi, tells Satarupa Bhowmik about the future of the stablecoin market, real-world use cases, challenges to mainstream adoption, and growth opportunities.
AI software spending is surging, lifting prospects for ETFs like IGV as firms monetize cloud, security and enterprise AI tools.
A big move in Ford's stock.
Auxier Asset Management, an investment advisory firm, released its first quarter 2026 investor letter. A copy of the letter is available to download here. Following a robust start to the year, the market was impacted by the Strait of Hormuz crisis. Concerns over AI disruption, excessive stock-based compensation, and high valuations caused the technology sector […]
Investors may be wondering whether Microsoft stock still offers good value at current levels, or if most of the potential upside is already reflected in the price. The stock last closed at US$426.99, with returns of 1.9% over the past week, a small decline of 0.5% over the past month, a larger decline of 9.7% year to date, a decline of 6.2% over the past year, and gains of 31.4% and 81.1% over the past 3 and 5 years respectively. Recent coverage has focused on how Microsoft fits into long...
CME’s around-the-clock trading for its entire cryptocurrency suite will eliminate the traditional weekend closure that created the 'CME gap' trading setup.
Bank of America today announced three major initiatives supporting the arts in Canada, including recent funding for restoration projects in Montreal and Toronto, as well as lead sponsorship of the American Institute for Conservation's Annual Meeting and Conference, which took place this year in Montreal.
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.
Microsoft (MSFT) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
NBIS boosts 2026 capex to $20-$25B as AI capacity sells out, citing 2027 demand commitments and multiple funding options.
Larry Kudlow spent Wednesday evening on Fox Business arguing that the economy is stronger than headlines admit. “The Trumpian economy is absolutely booming as is the stock market,” he said, listing the receipts: an Atlanta Fed nowcast pointing to 4.3% real GDP growth in the second quarter, core goods prices up only 1.1% excluding food ... Larry Kudlow: The ‘Trumpian Economy’ Is Booming Despite the Gas Price Noise
The American Association for Physician Leadership (AAPL) today announced publication of The Physician Leader's Guide to Affiliation Options: Economics, Tactics, and Real-World Implementation. This comprehensive guide addresses the transformed healthcare partnership landscape, where private equity dominance, professional services agreements, and performance-based compensation have fundamentally reshaped physician affiliation options.
Recent advancements in Cloud AI security have been underscored by Xage Security's announcement of enhanced Zero Trust capabilities for AI agents, which aim to provide a secure production environment by ensuring jailbreak-proof autonomy. Xage's solution offers comprehensive visibility and control over AI agents, helping organizations transition AI from a sandbox environment to real-world applications by mitigating risks associated with unauthorized actions and data exfiltration. This...
Wedbush’s Dan Ives went on The Pomp Podcast with Anthony Pompliano and laid out a thesis that should reframe how you think about every AI position in your portfolio. His line: “This is 3rd inning, 1 out in a 9-inning game.” If you accept that framing, the implication for chip stocks, hyperscalers, and even the ... Wedbush’s Dan Ives: AI Revolution Is Only in Third Inning. Here’s Why Nvidia and U.S. Chip Stocks Have Years of Upside Left.
Everyone is still looking at Tesla (NASDAQ:TSLA), because the robotaxi is always six months away and Optimus is always one demo away from changing the world. But the more interesting flight path is happening elsewhere. While Tesla bulls keep paying 405 times earnings for promises pushed into 2026 and beyond, an actual eVTOL aircraft just ... Forget Self-Driving Cars. This Company Just Flew Passengers Over New York City. And the FAA Approved 9 More States
Michael Saylor’s Strategy moved 411 Bitcoin (CRYPTO: BTC) to Coinbase today. For a company that holds 843,738 BTC, that is a rounding error, as 411 coins are about 0.05% of its position. Yet Polymarket traders have already pushed the odds that Strategy sells Bitcoin before year-end to 91%, jumping 68 points since the deposit appeared ... Bitcoin News: Strategy Moved 411 BTC to Coinbase. Is the Largest Corporate Holder Ready to Sell?
SAN FRANCISCO, May 29, 2026 (GLOBE NEWSWIRE) -- MengHoong Intelligent Investment Academy announced that its founder, Lim Meng Hoong, was invited to attend the Science x AI Summit 2026 held in Silicon Valley, where he joined global scientists, AI researchers, industry leaders, and investment institutions to discuss the development direction of next-generation artificial intelligence. During the summit, a number of technology institutions released new perspectives on AI-driven scientific research
Zacks Investment Research senior stock strategist Andrew Rocco comments on the heightened spending seen across the AI trade — particularly in the memory chip landscape amid shortages — comparing to prior buildouts in American history.
Meta Platforms and Microsoft are growing rapidly, but trading at cheap valuations.
Bitcoin opened at $73,525.74 on Friday, May 29, 2026, down 1.1% from Thursday’s open. The value of bitcoin fell further to $73,381.81 by 7:42 a.m ET. Ethereum opened at $2,006.97 on Friday, down 0.7% from Thursday’s open. The value of ethereum ticked lower to $2,003.66 as of 7:42 a.m. ET.
The S&P 500, driven by tech stocks, is on pace to power more than 5% higher this month, marking one of the best performances in May since the 1950s.
Russia’s biggest stock exchange opened the door for regulated XRP access in mid-May. Moscow Exchange launched an official XRP index and ruble-settled futures, giving its qualified investors a way to buy and trade XRP (CRYPTO: XRP) without leaving the Russian financial system. In the two weeks since, XRP accumulation has picked up. Whale wallets have ... Ripple News: Russian Investors Accumulate XRP After Moscow Exchange Launched an Official XRP Index
SpaceX is going all-in on AI spending. It could be years before shareholders know whether it was the right move.
The most-talked-about stocks in the Reddit subforum Wallstreetbets were mostly higher hours before F
Tesla, Inc. (NASDAQ:TSLA) was among the stocks Jim Cramer discussed on Mad Money, highlighting several companies with market caps over a trillion dollars. Cramer highlighted what people’s predictions of the company CEO’s future plans are, as he commented: Seven is Tesla. When we think of Tesla, we think of cars, but we really should be […]
Apple Inc. (NASDAQ:AAPL) was among the stocks Jim Cramer discussed on Mad Money, highlighting several companies with market caps over a trillion dollars. Cramer praised the company’s hardware, as he said: Third, Apple, okay, it’s got the best hardware, and it’s now snared one of the best AI platforms with Gemini, the logical extension of […]
Microsoft Corporation (NASDAQ:MSFT) was among the stocks Jim Cramer discussed on Mad Money, highlighting several companies with market caps over a trillion dollars. Cramer highlighted why his Charitable Trust owns the stock, as he said: Now, here’s a tough one, Mr. Softee, Microsoft. It has a terrific cloud business, but it’s weighed down by enterprise […]
Mark Cuban sold Broadcast.com to Yahoo in April 1999 for $5.7 billion in stock. He then made more money hedging that Yahoo stock than he did from the sale itself. Read that twice. The hedge beat the headline. Cuban’s collar is the one story I keep coming back to whenever a megacap rips into nosebleed ... Mark Cuban Made More Money Hedging Yahoo Stock Than From the $5.7 Billion Sale Itself
Green Rain Energy Holdings, Inc. is exploring an innovative blockchain-powered framework for electric vehicle infrastructure, aiming to expand clean energy accessibility. The proposed model could enable fractional economic interests in EV charging stations through tokenization and smart contracts, potentially lowering capital barriers and enhancing project transparency and efficiency. Additionally, the company is investigating decentralized EV charging networks to boost charger availability,...
After stepping down as Microsoft CEO in 2000, Bill Gates launched a large foundation that has donated billions to various charitable organizations.
The XLM token became the top-trending cryptocurrency on Stocktwits after DTCC unveiled plans to bring tokenized RWAs onto the Stellar blockchain.
There might be vindication for the bulls on the horizon.
Prediction market traders are pricing a 78% chance that SpaceX closes its first day of trading above $2 trillion, a valuation that would rank it among the ten most valuable companies in the world, ahead of Saudi Aramco, Tesla, and Meta Platforms. Polymarket contracts also show a 15%...
The tech trade isn't just leading the market — it's swallowing the ETF tape.
Republican lawmakers are adjusting their investment portfolios to keep up with President Trump's latest trades, the US leader favoring Nvidia (NVDA), Intel (INTC), and other Big Tech names. Yahoo Finance Washington Correspondent Ben Werschkul reports on this trend, giving rise to renewed concerns around Congressional stock trading.
The SEC has pulled back on releasing an ‘innovation exemption’ framework that would have given regulated crypto platforms a legal pathway to list tokenized versions of stocks like Apple and Tesla, a draft that was reportedly days away from publication before regulators reversed course to review industry feedback. The pause ...
Bitcoin (CRYPTO: BTC) is trading around $73,000, roughly 40% below its all-time high. Still, major forecasts remain bullish. Michael Saylor believes Bitcoin could reach $1 million within eight years, while Bernstein targets $1 million by 2033. ARK Invest also projects a $1.5 million bullish target by 2030. So, we asked Grok, Gemini, and ChatGPT whether ... AI Bitcoin Price Prediction: Can BTC Reach $1M by 2035?
Berkshire Hathaway has had some of these titles in its equity portfolio for decades.
Crypto-backed political committees just spent more than $9M to reshape Texas politics in a single primary cycle, and they won nearly every race they touched. The most striking result: Houston Democrat Rep. Al Green, a 19-term incumbent and vocal crypto critic, was defeated in the Texas Primary Runoffs by fellow ...
XRP (CRYPTO: XRP) is trading at $1.32 today while Bitcoin holds $73,600, slightly above the $70K level traders are watching as the next major support test. The last time Bitcoin broke that level early in the year, it crashed all the way to $60,000 on February 6. Then XRP plunged 19% in a single 24-hour ... We Asked ChatGPT Where XRP Bottoms If Bitcoin Drops Below $70K Again
(Bloomberg) -- Nvidia Corp.’s Jensen Huang leads a parade of AI computing leaders in Taiwan for Asia’s biggest technology showcase, Computex. Over a jam-packed week, the hardware linchpins of the post-ChatGPT era will debate the most pressing issues facing their industry, from growing bottlenecks in the supply of essential components like memory chips to the rise of challengers to Nvidia at the apex of the semiconductor hierarchy.Most Read from BloombergSingapore Hands Byju's Founder His First E
Research firm CEO David Trainer says SpaceX's $1.75 trillion IPO valuation is mathematically indefensible
The crypto market is full of exciting names competing for attention heading into June, but only one keeps showing up wherever serious money is moving. Bitcoin (CRYPTO: BTC) is the largest, most established, and most institutionally held asset in the market, and it is the one that keeps absorbing selling pressure when the rest of ... Best Crypto to Buy Heading Into June: Where the Smart Money Is Going
A decline in oil prices won’t bring Treasury yields down much, because there was never a surge in long-term inflation expectations to begin with.
A number of stocks jumped in the afternoon session after Snowflake's impressive earnings results provided the clearer evidence that the "SaaSpocalypse" — a rolling selloff that had erased approximately $2 trillion from software market values since late 2025 on fears that AI would make subscription software obsolete — had been overstated for platforms sitting at the centre of AI workflows.
The crypto market fell 1.66% to $2.43 trillion as $889 million in long liquidations and $733 million in Bitcoin ETF outflows hit sentiment.
Bank of America (BAC) shares are back in focus after CEO Brian Moynihan signaled expectations for a 15% year over year rise in second quarter trading revenue, alongside continued strength across core businesses. See our latest analysis for Bank of America. Despite CEO guidance on stronger trading revenue and a steady flow of recent bond offerings and conferences, Bank of America’s share price is around US$50.77 and is down year to date. However, the 1 year total shareholder return of 17.34%...
Nvidia (NVDA) stock closed at $212.6 on May 27, down 9.81% from its highest closing price of $235.74 on May 14. The dip comes as a result of a common pattern of volatility for the stock near its earnings report. Nvidia reported its first quarter (Q1) fiscal year 2027 earnings on May 20. Nvidia did ...
Workday Inc. has spent years building one of the stickier positions in enterprise software, serving as a central system for HR, finance, payroll, planning, and employee data inside large organizations. Bank of America says that franchise still matters. The firm reinstated coverage of Workday with a ...
28 May, 2026
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the best 52-week high stocks to invest in, according to short sellers. On May 18, analysts at Bernstein SocGen Group reiterated an Outperform rating on Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) and raised the price target to $430 from $351. The price target hike comes amid […]
One idea from the chipmaker's latest earnings call sits at the center of the bull case.
Dell Technologies (NYSE:DELL) reported what executives described as a record fiscal 2027 first quarter, driven by surging demand for AI servers, traditional servers, storage and commercial PCs, while warning that component supply remains the main constraint on further growth. Jeff Clarke said reven
GE Vernova (GEV) closed the most recent trading day at $996, moving 3.48% from the previous trading session.
GE Aerospace (GE) closed the most recent trading day at $320.84, moving +1.14% from the previous trading session.
A million-dollar portfolio by 2030 is a dream of every crypto investor. For a growing number of investors, Bitcoin (CRYPTO: BTC) is the asset they are betting on to hit a million bucks. The idea is simple and easy to follow. Own enough BTC before the next major price surge and the math works in ... How Much Bitcoin Do You Need To Become A Millionaire By 2030?
Wix.com has announced plans of lowering headcount by 20%. Here’s what it means for WIX shares in 2026.
Apple Inc. (NASDAQ:AAPL) is included among the 10 Best Reddit Stocks to Buy According to Billionaires. On May 26, BofA raised its price recommendation on Apple Inc. (NASDAQ:AAPL) to $380 from $330. It reiterated a Buy rating on the shares. Analyst Wamsi Mohan said the shift toward AI agents focused on individual users could strengthen […]
The legacy auto makers are wading into AI with battery storage sales. That’s what is driving their stocks right now—not new vehicles.
Peoples Bancorp pairs community banking with insurance, wealth, leasing, and premium finance, giving it more than one earnings lever. Lower funding costs help, but the stock’s upside depends on whether that mix can support durable earnings after credit costs.
Qualcomm’s AI ambitions just got a major validation as a blockbuster ByteDance deal sends the smartphone chip giant to fresh record highs.
TSMC CEO pledges 30%+ staff bonuses as Q1 revenue hits $35.9 billion and AI demand surges. Here's why TSM stock looks like a long-term winner for investors.
A bullish Wall Street call on Twilio is now centered around a metric that can get overlooked when investors focus mostly on revenue growth. Bank of America argues the company’s profit mix could become a bigger driver for the stock as Twilio pushes deeper into higher-margin product areas. In a Bank ...
NVIDIA (NASDAQ:NVDA) dominates 2026 financial television as the consensus AI play. But the trade quietly outrunning it belongs to a company whose CEO refuses to say the magic words. Apple (NASDAQ:AAPL) closed at $311, an all-time high on a split-adjusted basis, carrying a $4.57 trillion market cap, up 54% in one year. Tim Cook never ... Tim Cook Has Never Hyped AI. Apple Stock Is at an All-Time High Anyway
While Tesla has lagged behind its industry peers over the past year, analysts remain moderately optimistic about the stock’s prospects.
Seventeen straight quarters. That is the streak Bank of America is chasing. CEO Brian Moynihan told attendees at the Bernstein Strategic Decisions Conference on May 27 that the firm expects second-quarter trading revenue to grow 15% year over year (YOY), which would mark the 17th consecutive ...
Over the last five years, Bitcoin (CRYPTO: BTC) and Solana (CRYPTO: SOL) have been two of the most talked-about assets in crypto. But talking about them is very different from understanding what they’ve actually delivered. One is the most institutionally held asset in the market, while the other is a high-performance blockchain known for fast, ... Bitcoin vs Solana Over the Last 5 Years: Which Outperformed?
It’s deemed outrageously expensive, it’s insulting to existing owners and perhaps most damning of all – it looks like a Nissan Leaf. Those are just some of the unflattering comments directed at Ferrari’s first electric car, the Luce, since it was unveiled earlier this week by the legendary Italian marque.
Retail traders on Stocktwits questioned whether the reported ceasefire between the US and Iran would materially affect oil markets without progress tied to the Strait of Hormuz.
You may want to keep hitting the buy button on Qualcomm (NASDAQ:QCOM), and the last six weeks handed you three more reasons to do it again. While the financial press tracks every twitch in the Nvidia (NASDAQ:NVDA) versus AMD (NASDAQ:AMD) slap fight, Qualcomm quietly signed the biggest AI deal in its history. The stock has run 100% from ... While Nvidia Battles AMD, Qualcomm Quietly Signed the Biggest AI Deal in Its History. With ByteDance
Investing.com -- Bank of America upgraded Agilent Technologies to “Buy” from “Neutral,” citing strong execution, market share gains, and resilience across key end markets despite broader concerns in the life sciences tools sector.
BAC projects nearly 15% Q2'26 trading revenue growth, with strong IB and wealth management performance lifting fee income.
Anthropic on Thursday said it is launching an upgraded ‌Claude Opus 4.8 model even as ‌it works to release its powerful, market-moving Mythos model ​to all customers in the coming weeks. Mythos is the AI lab's large language model with advanced cybersecurity capabilities that have ‌raised concerns among ⁠executives and world leaders about its impact. As a part of Project ⁠Glasswing, major tech firms such as Amazon, Microsoft and Apple are permitted to ​use Mythos ​for cybersecurity purposes.
While JPMorgan Chase has outperformed relative to the financial sector over the past year, Wall Street analysts maintain a cautiously optimistic outlook on its prospects.
The pitch for Vanguard Total Stock Market Index Fund ETF (NYSEARCA:VTI) has always been embarrassingly simple: own every public US stock that matters, charge almost nothing, and wait. That is it. The fund holds no tactical tilts, factor overlays, or managers trying to time the rotation out of tech. Which is why it is mildly ... Wall Street’s Laziest Fund Is Outperforming Against SPY – Time to Switch to VTI?
Agilent Technologies stock surges as Wall Street approves of the company’s second-quarter earnings and guidance update.
General Motors (GM) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
JPM CEO Jamie Dimon says the bank could deploy up to $20B for the right deal, boosting growth options but raising execution and regulatory risks. Is the stock a buy?
Ned Davis Research says the bubble argument for chips has some grounding, but that sector may also be looking at the start of a new supercycle.
General Motors Co. said Tuesday its defense unit will supply battery-electric propulsion for a new lunar terrain vehicle as NASA’s Moonbase goals take shape. GM To Provide Battery Electric Propulsion The Detroit Free Press reported on Tuesday that GM’s military...
The heads of three of the country’s biggest banks see a US economy still powered by businesses and a remarkably strong American consumer.
Recently, Zacks.com users have been paying close attention to GE (GE). This makes it worthwhile to examine what the stock has in store.
Bank of America announced today that its Community Homeownership Commitment will remain in place following the successful delivery of more than $15 billion in affordable home loans, including over $600 million in down payment and closing cost grants, to 57,000 homebuyers across communities nationwide. This multi-year initiative, launched in 2019, has expanded access to affordable and sustainable homeownership.
(Bloomberg) -- An abundance of cash in US funding markets appears to be driven by deeper structural shifts that are unlocking billions of dollars in balance-sheet capacity at the biggest banks, Wall Street strategists say. Most Read from BloombergSingapore Hands Byju's Founder His First Ever Jail TermIran’s Khamenei Says No Going Back for Middle East Rocked by WarApple to Overhaul iOS 27 Siri, AI Features: Here's a First PeekTwo More Oil Supertankers Exit Hormuz to Help Push Up FlowsEx-President
Bridgestone Corporation (Bridgestone) was recognized by General Motors (GM) as a 2025 Supplier of the Year, marking the company's 11th consecutive and 24th overall recognition from GM. Bridgestone was awarded this distinction during GM's 34th annual Supplier of the Year event in Austin, Texas. Bridgestone was one of 103 companies across 14 countries to earn GM's 2025 Supplier of the Year out of its network of more than 20,000.
Cooper Standard (NYSE: CPS) is pleased to announce that the Company has been recognized by General Motors (GM) as a 2025 Supplier of the Year and a 2025 Overdrive Award Winner in the Priority of Safety. The awards were formally announced at GM's 34th annual Supplier of the Year event in Austin, Texas.
Keynova Group, the principal competitive intelligence source for digital financial services firms, today announced the results of the 2026 Online Credit Card Scorecard, a best-practices benchmark evaluating the user experience at leading issuers' websites. Bank of America and U.S. Bank tied for first place in Keynova Group's competitive evaluation of the 10 leading U.S. credit card issuers.
Darling Ingredients Inc. (NYSE:DAR) is one of the best momentum stocks to buy according to analysts. BofA lifted the price target on Darling Ingredients Inc. (NYSE:DAR) to $85 from $80 on May 12, maintaining a Buy rating on the shares. The rating update came after the company’s “multifaceted update on capital allocation and the balance sheet” […]
Revisiting former stock picks offers valuable perspective not only on performance, but also on how technical patterns, market conditions, and investor sentiment evolve. Okta which Dan Victor reviewed in February. The stock is up a pedestrian 2% year to date, but over the past year has advanced 35%.
Last year, during the company's third-quarter earnings call, Ford CFO Kumare Glahotra made a promise to investors. “Improving quality is the single biggest driver to close our cost gap. Better quality lowers warranty expense and reduces recalls,” Galhotra said. But so far this year, Ford once again ...
REalloys secures a 15-year offtake deal for heavy rare earths from Greenland's Tanbreez project, adding critical dysprosium and terbium supply ahead of the Pentagon's 2027 China ban.
27 May, 2026
Ford, General Motors, and Stellantis have reportedly received preliminary FDIC approval for industrial bank charters, according to The New York Times.
Investing.com -- Seaport Research Partners initiated coverage on GE Aerospace with a Buy rating and a $375 price target, arguing that recent weakness in the aerospace giant’s shares presents an attractive entry point for investors betting on a longer-lasting aviation aftermarket boom.
Pinnacle Intelligence, a technology-enabled services company transforming automotive retail operations through data, AI, and global talent, today announced that it has been approved by General Motors as an authorized vendor for Business Development Center (BDC) services.
14:41
Yahoo! Finance
The dollar index (DXY00 ) today is down by -0.11%. The dollar is under pressure today amid a -4% plunge in crude oil prices to a 5-week low, which lowers inflation expectations and may prompt the Fed to ease monetary policy, a negative factor for the dollar. Also, today’s rally...
FedEx upgraded, Dollar General downgraded: Wall Street's top analyst calls
Pre-Market Stock Futures: Futures are trading higher as we hit the mid-week point, as the technology-led rally continues to spiral higher. While the major indices finished the day mixed, the technology-heavy Nasdaq led the way once again, closing at a new record high of 26,656, up 1.19%, while the S&P 500 also set a new ... Here Are Wednesday’s Top Wall Street Analyst Research Calls: Agilent, Dollar General, FedEx, GE Aerospace, Hershey, Intuit, SanDisk, Workday, Zscaler, and More
26 May, 2026
GM is a subcontractor in the development of the highly advanced “Eagle” Lunar Terrain Vehicle that uses technology shared with GM’s Earth vehicles.
RICHMOND, Va., May 26, 2026--SUSAN SWEENEY JOINS TREDEGAR AS VICE PRESIDENT AND CHIEF HUMAN RESOURCES OFFICER
These two companies are stalwarts in some of the economy's hottest industrial market segments.
17:12
Seeking Alpha
Cleveland-Cliffs (NYSE:CLF) has been named General Motors' 2025 Supplier of the Year. This is Cleveland-Cliffs' ninth time receiving the award. The company is the only North American steel producer recognized by GM for 2025. Cleveland-Cliffs, a major U.S. steel producer and supplier to the automotive sector, is closely tied to trends in auto production and domestic manufacturing. Recognition from a large automaker like GM highlights the importance of reliable, high-quality steel in...
GE Aerospace is seeing strong engine demand and defense contract wins that continue to fuel order momentum.
15:23
Seeking Alpha
NOVI, Mich., May 26, 2026 (GLOBE NEWSWIRE) -- Gentherm (NASDAQ: THRM) a global market leader of innovative thermal management and pneumatic comfort technologies, has been presented with a 2025 Supplier of the Year Award at General Motors’ 34th annual Supplier of the Year event in Austin, Texas. This marks the fourth time Gentherm has received this recognition. “Being named a GM Supplier of the Year is a meaningful recognition of the collaboration and shared focus that define our partnership,” sa
Investing.com -- Applied Aerospace & Defense, Inc filed on Tuesday for a 32,500,000 share IPO at $18-$21 per share on the New York Stock Exchange, targeting to raise as much as $682.5 million
23 May, 2026
A number of stocks jumped in the afternoon session after the U.S. and Iran signaled progress toward a peace agreement, lifting both commercial and defense aerospace names.
A number of stocks jumped in the afternoon session after the U.S. and Iran signaled progress toward a peace agreement, lifting both commercial and defense aerospace names.
Unless your name is Tesla, the U.S. EV market has been a minefield for original equipment manufacturers. There were dangerous cracks even as customers set a record sales pace through the first three quarters of 2025. U.S. consumers flocked to dealerships to buy EVs last year, right up until ...
General Motors (NYSE:GM) has paused construction of its planned US$3.5 billion electric vehicle battery plant in Indiana. The company has put the project on hold indefinitely as it reassesses U.S. EV demand and its future production needs. The Indiana facility was intended to support GM's broader electrification plans and its battery supply chain in the U.S. For readers tracking NYSE:GM, this move comes as the company balances its traditional internal combustion business with a large push...
GE Aerospace, part of General Electric (NYSE:GE), has been awarded a contract for its new GE426 engine to support the U.S. Air Force’s next generation Autonomous Collaborative Platform program. The contract focuses on advancing design and development work for propulsion in future autonomous combat aircraft. This award reinforces GE’s role in U.S. defense propulsion and digital development for autonomous military systems, separate from its commercial aerospace operations. For investors...
Enovis develops orthopedic and rehabilitation devices for healthcare providers, serving a broad spectrum of musculoskeletal patient needs.
22 May, 2026
Shares of Ford Motor Company (NYSE:F) are up 8% in midday trading on Friday, decisively outstripping Detroit peers General Motors (NYSE:GM), up 2%, and Stellantis (NYSE:STLA), up 1%. The Dow Jones Industrial Average is participating in the move, gaining 1%, but Ford stock is doing the heavy lifting in the automotive cohort. The bigger reveal ... Ford Surges 8%, Easily Outpaces General Motors and Stellantis: The Detroit Comeback Has a Clear Leader
CLEVELAND, May 22, 2026--Cleveland-Cliffs Inc. (NYSE: CLF) was named 2025 GM Supplier of the Year by General Motors at its 34th annual Supplier of the Year event. Cleveland-Cliffs was the only North American steel producer recognized this year. This is the ninth time the company has received the award.
The stock market is right at highs with several leaders near buy points. Marvell, Dell and Costco earnings are on tap, along with the Fed's inflation gauge.
Boeing (BA) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
Shares of industrial conglomerate GE Aerospace (NYSE:GE) jumped 5% in the afternoon session after the company secured a U.S. Air Force contract for its next-generation engine and received a positive analyst rating.
21 May, 2026
GE (GE) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
13:07
Seeking Alpha
The European Union's executive commission cut its growth outlook and predicted higher inflation due to sharply higher energy prices from the war in Iran — but said the economy will avoid an outright recession. Oil prices rose sharply after risk of Iranian drone and speedboat attacks closed off most ship traffic through the Strait of Hormuz, the sea passage for about a fifth of the world's oil and natural gas.
17 May, 2026
American investors have a home-country problem. Roughly 60% of global market capitalization sits in U.S. stocks, but most U.S. brokerage accounts hold something closer to 100%. The iShares Core MSCI EAFE ETF (NASDAQ:IEFA) is the boring, large, cheap answer to that imbalance, with $169.6 billion in net assets and a fee of 0.07%. That fee ... One Low-Cost ETF For Europe, Japan, And A Lot Of Stocks Americans Ignore
11 May, 2026
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
06 May, 2026
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.
05 May, 2026
19:36
Seeking Alpha
04 May, 2026
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
30 Apr, 2026
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.
27 Apr, 2026
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.
17 Apr, 2026
Expectations of a second round of talks between the USA and Iran have reduced demand for the US dollar as a haven.
13 Apr, 2026
June Euro currency futures present a buying opportunity on more price strength.
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.

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