the billionaire

the letter from the rich investor

21 Aug, 2026
21:57
Yahoo! Finance
Bargain hunters are flocking to the discount retailer's stores.
BitFuFu Inc. (NASDAQ:FUFU) reported a quarter that exposed the difference between producing more Bitcoin and making more money from it. Second-quarter revenue fell 62.9% year over year to $42.8 million, while a $20.5 million net loss replaced a $47.1 million profit. Yet average hashrate allocated to self-mining rose 47%, helping lift self-mined production 34% to […]
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 number of stocks moving 10% or more in either direction this past quarter is staggering. The team dissects the results.
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.
QDTE has delivered a Friday paycheck almost every week for two years, but the numbers behind that headline yield tell a more complicated story about what income-hungry investors are actually giving up.
The athleisure specialist is struggling, but a strong earnings report can turn momentum around.
JEPI pays monthly, keeps volatility low, and manages $46 billion in investor trust. So why are smaller, lesser-known funds quietly compounding circles around it this year, and what does that gap actually cost a long-term holder?
On Aug. 21, 2026, Nevada cleared the way for paid autonomous ride-hailing services, fueling investor optimism on its Cybercab fleet deployment.
Chime's (CHYM) certified financial planner, Brittney Castro, sits down with Yahoo Finance Markets and Data Editor Jared Blikre to discuss the recent findings in Chime's Millennial Money Report.
Investing.com -- Anthropic (NASDAQ:ANTP) has hired former Google executive Amir Salek to join its compute team as the artificial intelligence lab lays the groundwork for an in-house semiconductor initiative, according to a report from Bloomberg. Salek, who previously led Alphabet Inc.’s custom silicon efforts and delivered seven generations of Tensor Processing Units, will report directly to Anthropic compute lead James Bradbury. The executive recruitment underscores Anthropic’s ambition to secu
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 […]
Generally speaking, as cryptos go, so goes the company's equity.
Fabrinet trounced earnings expectations, but hopes for an even bigger beat and other macroeconomic factors weighed on shares.
Moby summary of ZKH Group Limited's Q2 2026 earnings call
Moby summary of The Buckle, Inc.'s Q2 2026 earnings call
Moby summary of BJ's Wholesale Club Holdings, Inc.'s Q2 2026 earnings call
The world’s largest chipmaker, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) reported July revenue of NT$467.58 billion, or about $14.5 billion, up by 45% from a year earlier. That’s actually ahead of the company’s own recently raised full-year guidance of slightly above 40% growth in dollar terms. Chairman C.C. Wei called AI-related demand “extremely robust.” European […]
Ray Dalio says Japan debt losses preview America's crisis. See the 2 assets he wants investors holding now.
Bitcoin price continues to soar as short squeeze, ETF flows intensify after Treasury bond buyback news. Crypto stocks spike.
Nvidia Corp. has reportedly struck a multi-billion-dollar deal with AI startup Poolside to license technology and recruit talent.
The market rally suffered damage last week, though bitcoin and gold shined. Nvidia and CrowdStrike earnings are critical while Fed's Warsh will make a big speech.
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.
Bitcoin bounced and global stocks clawed back some of their recent losses on Friday as investors assessed the US Treasury's efforts to push down long-term borrowing costs.The US Treasury bought its own bonds this week in an effort to push down borrowing costs after the 30-year yield surged to levels last seen in 2007, just before the global financial crisis.
Mark Cuban says AI will never replace radiologists, and his reasoning has nothing to do with capability. The real disruption, he argues, targets a different layer of medicine entirely, one worth hundreds of billions in enterprise value at some of the biggest names in healthcare.
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 […]
Stock Market Today: The Dow Jones index rises Friday after selling off a day earlier. Nvidia falls ahead of Q2 earnings.
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
Microsoft Corporation (NASDAQ:MSFT) has spent years watching Google and Amazon build their own AI chips while it stayed mostly dependent on Nvidia. That’s starting to change. The Information reports Microsoft is preparing to launch its new Maia 300 AI chip this fall, possibly as soon as next month. It is already in talks with TSMC […]
DZ Bank analyst Markus Leistner launches coverage of SpaceX stock with a Sell rating and $100 price target.
Institutional buying, improving macro conditions and a friendlier regulatory outlook are supporting Bitcoin's rally, while billions in short liquidations have accelerated the move.
Michael Saylor’s Strategy Inc. (NASDAQ:MSTR) shares rose to $120 in Friday morning trading as Bitcoin (CRYPTO: BTC) approached $77,000. The company’s enormous Bitcoin stack, roughly $13 billion underwater during July’s selloff, is now sitting on an unrealized gain of approximately...
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.
Financial stocks advanced in late Friday afternoon trading, with the NYSE Financial Index and the St
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.
Anthropic's (ANTH.PVT) IPO paperwork could be filed as soon as this month, potentially beating OpenAI (OPAI.PVT) to the punch. Yahoo Finance Technology Editor Dan Howley outlines what we know so far.
A shrinking share count has handed Dell holders faster earnings growth than the business itself produced, and the stock's run has just made that machine much costlier to keep running.
Tap to Pay begins rolling out Aug. 24 across select U.S. locations.
Tech stocks were higher late Friday afternoon, with the State Street Technology Select Sector SPDR E
19:41
Yahoo! Finance
Bitcoin jumped 7% after President Trump sat down with crypto executives and the heads of the SEC and CFTC -- then told Congress to get moving on the Clarity Act..
Standard Chartered analyst Geoff Kendrick says the $100,000 price target for Bitcoin could be “too low.”
The world's largest foundry is rebounding as investors prepare for the earnings report that could reset semiconductor expectations.
Several hated assets could benefit if consensus starts cracking
Tom Lee ranked 17 crypto stocks. Bitcoin miners barely track bitcoin, so check what your stock actually follows.
Investing.com -- Apple Inc. is eliminating jobs across teams working on the Siri digital assistant and Vision Pro headset as the company shifts its focus toward new devices and artificial intelligence, Bloomberg reported Friday.
Bitcoin’s rally to $78,200 coincided with a record run for Hyperliquid as active traders increasingly use the platform to place leveraged bets on crypto prices.
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.
Microsoft has rallied back from the plunges it took earlier this year, but can it go higher?
Solana has activated the first reduction in its block timing since launch, speeding up transactions on the network.
Apple Inc. is cutting jobs across teams responsible for the Siri digital assistant and the Vision Pro headset, part of an effort to focus on new devices and artificial intelligence.
MicroCloud Hologram Inc. (NASDAQ: $HOLO) has acquired 140,268 shares of Strategy Inc. (NASDAQ: $MSTR) valued at app...
Consensus earnings do the work on the multiple, and none of that work is a fact yet.
Crowded positioning could make the next pullback sharper
The per-unit delivery cost that management once led with is now the CFO's line, and the comparison it rests on carries a fuel and line haul exclusion, while the top of the story belongs to the cloud.
The electric-vehicle giant is ending a volatile week with two potential commercial-growth engines moving closer to reality.
Adobe stock trades well below the market on earnings, and the subscription book that has to produce the next set of them is one the company has chosen to grow more slowly.
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.
The stock is cheaper than the market on earnings, close to double the market on sales, and level with it on cash flow.
The options market expects this stock to move less than it actually has, and the range it still marks out is wide enough to reshape a holding in either direction.
AI's power problem is becoming a growth engine for Cummins.
Both Microsoft and Nvidia just delivered blockbuster AI earnings, but only one of them has a realistic shot at returning 100% from its current valuation. The answer may surprise investors who have been betting on the obvious winner.
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.
A billionaire investor says AI contributes nothing to corporate earnings growth, but Microsoft just filed numbers that tell a very different story. With Nvidia reporting in six days, the tension between trillion-dollar infrastructure bets and real-world returns is about to meet its biggest test.
Tesla Stock Gets a Boost as Semi Expansion Targets Europe
The rest of tech just helped the Nasdaq overcome a chip stock slump. The tech-heavy Nasdaq Composite index was back up 0.6% after turning lower earlier in the session. The Dow Jones Industrial Average was up 422 points, or 0.8%.
Walmart stock keeps falling Friday but some on Wall Street believe it’s an opportunity to buy shares on the cheap.
Apple just posted its ninth consecutive earnings beat and a record Services quarter, but the real question is whether the market has already priced in everything good that is coming, or whether the biggest catalyst is still being underestimated.
GE's strong liquidity and higher free cash flow outlook support increased dividends and share buybacks, reinforcing shareholder returns.
The research found little evidence that remote workers felt less connected to colleagues or workplace culture—despite what CEOs like Jamie Dimon say.
Tesla (TSLA) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
Tesla is surging while two other companies that got the exact same regulatory approval barely moved, and a safety crisis in its most important overseas market is somehow not slowing the rally down.
Nearly 1 million vehicles under review after 499 complaints
If bankers are ignoring the signs of a crash, should you, too?
Millions of vehicles need software fixes tied to safety concerns.
Moderna has now swung violently in both directions for three straight sessions on the same unchanged clinical news, and the options chain hints at why this whipsaw is far from over.
Tesla stock rose early Friday, trying to close out a solid week on a high note. An electric vehicle is helping, which is a surprise for the EV maker these days. The move comes as Tesla announced a launch event for its all-electric semi truck for Europe.
Tesla Inc. (NASDAQ:TSLA) is recalling 2.98 million vehicles in China, its largest recall ever in the country, because passengers may be unable to find and use the emergency door releases after a crash cuts power. Bloomberg has identified at least...
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.
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...
04:30
Seeking Alpha
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.
SNEX's buyout of Advanced Marketing Group expands its feed-ingredients and physical commodities businesses. Can the deal boost growth in North America?
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.
JPM lifts its 2026 NII outlook to $105.5B as loan and deposit growth offset rate pressures, though higher expenses may temper profit gains.
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...
DAN shares jump 10% as cost savings, stronger sales and higher 2026 forecasts outweigh a quarterly earnings miss and lower profit outlook.
Morgan Stanley analyst Kristine Liwag on Wednesday upgraded shares of Honeywell Aerospace to Buy from Hold.
GM's relentless buyback machine crushed Ford and the S&P 500 for over a year, but something shifted in 2026 and now the tortoise is quietly pulling ahead. Before you bet on which automaker wins the next lap, the numbers tell a more complicated story than either bull case admits.
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.
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
09 Jul, 2026
31 May, 2026
Investing.com -- The Reserve Bank of India (RBI) is expected to maintain interest rates at its June monetary policy meeting while adopting a more hawkish tone, according to a new report by Bank of America (BofA) Global Research.
30 Apr, 2026
The iShares MSCI Indonesia ETF (NYSEARCA:EIDO) gives U.S. investors a single-ticker route into Southeast Asia’s largest economy, but the trip has been bumpy. Shares trade around $15 after sliding roughly 20% year to date and about 9% over the past year. The ten-year chart is no kinder: the fund is down about 18% over the ... This Indonesian ETF Has A High Yield But Has Notable Risks
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. (Published on 30 April 2026)

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