News

Amazon is replacing Rufus with Alexa for Shopping as the company pushes further into agentic AI commerce.

We just covered the Chris Rokos Stock Portfolio: Top 10 Stock Picks and Citigroup Inc. (NYSE:C) ranks 8th on this list. Citigroup Inc. (NYSE:C) first appeared in the 13F portfolio of Rokos Capital Management in the first quarter of 2024. Back then, this position comprised over 713,000 shares. The fund added to this position in […]

We just covered the Chris Rokos Stock Portfolio: Top 10 Stock Picks and Meta Platforms, Inc. (NASDAQ:META) ranks 7th on this list. Meta Platforms, Inc. (NASDAQ:META) has had a topsy-turvy relationship with Rokos Capital Management. The fund first disclosed a stake in the company back in the first quarter of 2019. This position comprised just […]

Even if a company is profitable, it doesn’t always mean it’s a great investment. Some struggle to maintain growth, face looming threats, or fail to reinvest wisely, limiting their future potential.

We just covered the Chris Rokos Stock Portfolio: Top 10 Stock Picks and Apple Inc. (NASDAQ:AAPL) ranks 6th on this list. Apple Inc. (NASDAQ:AAPL) first appeared in the 13F portfolio of Rokos Capital Management in the fourth quarter of 2020. Back then, this position comprised close to 1.3 million shares. By the second quarter of […]

We just covered the Chris Rokos Stock Portfolio: Top 10 Stock Picks and NVIDIA Corporation (NASDAQ:NVDA) ranks 5th on this list. NVIDIA Corporation (NASDAQ:NVDA) first appeared in the 13F portfolio of Rokos Capital Management in the fourth quarter of 2020. Back then, this position comprised just under 2 million shares. The fund grew this holding […]

The question surrounding Broadcom (NASDAQ:AVGO) heading into its next earnings report is not whether the company belongs among the AI trade’s biggest winners. That debate ended a long time ago. The more pressing question is whether a business already generating tens of billions in AI-related revenue can keep growing fast enough to justify a valuation that has briefly crossed $2 trillion. Citi’s answer, for now, is yes. Analyst Atif Malik raised his price target on the stock from $475 to $500 on

We just covered the Chris Rokos Stock Portfolio: Top 10 Stock Picks and Microsoft Corporation (NASDAQ:MSFT) ranks 4th on this list. Microsoft Corporation (NASDAQ:MSFT) is a long-term holding in the 13F portfolio of Rokos Capital Management. The fund first disclosed a stake in the company in the fourth quarter of 2020. This position comprised over […]

Wix.com's Q1 report did not deliver the results investors were looking for.

Bloomberg’s Stuart Livingstone-Wallace delivered a line worth pausing on this week. Responding to a question about whether a U.S. naval posture was choking off Iranian crude flows, he told viewers: “We’ve had no tankers loading for three days. That’s certainly unprecedented since the conflict began.” The three days in question were May 8, May 9, ... Trump Walks Into Beijing with a New Ace Card: Iran’s Main Oil Terminal Has Gone Dark

We just covered the Chris Rokos Stock Portfolio: Top 10 Stock Picks and Amazon.com, Inc. (NASDAQ:AMZN) ranks 3rd on this list. Amazon.com, Inc. (NASDAQ:AMZN) has been a staple in the 13F portfolio of Rokos Capital Management since the fourth quarter of 2020. Back then, this position comprised 2.3 million shares. By the following quarter, the […]

Investors got bad news on the inflation front for the second day in a row.

Reyes Coca-Cola Bottling will close its Ventura plant on July 10 after more than a century of operations, affecting 85 workers.

Many small-cap stocks have limited Wall Street coverage, giving savvy investors the chance to act before everyone else catches on. But the flip side is that these businesses have increased downside risk because they lack the scale and staying power of their larger competitors.

The giant retailer, at about 1.6 million domestic employees the largest private employer in the U.S., will cut or relocate some 1,000 corporate jobs.

Nokia launched agentic AI tools for self-healing networks. The stock jumped 12%, but the valuation is getting stretched.

Investing.com -- Analysts downgraded MercadoLibre to Neutral/High-Risk from Buy following weaker-than-expected first-quarter 2026 results, citing growing uncertainty around the company’s margin outlook despite continued strong revenue growth.

Jensen Huang boarded Air Force One during a refueling stop in Anchorage on Tuesday, joining President Donald Trump’s Beijing summit at the last minute, just as short seller Culper Research published a 40-page report alleging that Nvidia Corp. (NASDAQ:NVDA) never really left China. NVDA topped a $5.5 trillion market cap on Wednesday, the first company in history to hit the level. Earnings land May 20. The Culper Allegations Culper, which disclosed it is short the stock, alleges that more than 20%

T1 Energy (NYSE:TE) reported record quarterly adjusted EBITDA alongside progress at its multibillion dollar G2 Austin solar cell plant. The G2 Austin project is moving ahead on schedule, with key construction and operational milestones recently completed. The company secured initial offtake commitments for G2 Austin and is in talks for additional contracts that point to clear demand visibility. T1 is working toward a predominantly debt based financing package to cover remaining Phase 1...

MP Materials (NYSE:MP) reported first quarter earnings that topped analyst expectations, though Wedbush analysts said planned maintenance activity is expected to weigh on near-term rare earth production before output rebounds later this year. The company posted Q1 earnings per share of $0.03,...

Most technology stocks should do well enough for the foreseeable future, but a handful are still nowhere close to their peak valuations.

Nextpower (NasdaqGS:NXT) has agreed to acquire Zigor's power conversion assets. The deal also includes Zigor's U.S. subsidiary, Apex Power, expanding Nextpower's footprint in the United States. The transaction opens access to battery storage, utility scale inverters, and data center power markets for Nextpower. For investors tracking Nextpower, the move comes with the stock at $125.37 and a value score of 5. The share price return is 1.6% over the past week, 6.3% over the past month, 35.1%...

Walmart is restructuring its global technology and product teams, affecting about 1,000 corporate roles through eliminations and relocations. The company aims to consolidate tech and product functions, simplify its structure, and deepen its use of AI across operations. The changes are positioned as part of Walmart's push to operate more as a tech-driven retailer. For investors watching NasdaqGS:WMT, this internal reset comes with the stock trading around $130.35 and showing multi year share...

Energy Transfer (ET) is back in focus after reporting a quarter supported by record transportation volumes, higher adjusted EBITDA guidance, and a larger capital spending plan tied to both pipelines and emerging AI related energy demand. See our latest analysis for Energy Transfer. The share price has climbed 20.55% year to date, with a 9.83% 90 day share price return and a 5 year total shareholder return of 186.20%. This indicates that momentum has built around recent earnings, dividend...

In early May 2026, Fidelity National Information Services reported first‑quarter revenue of US$3.30 billion and net income of US$2.37 billion, while also unveiling major wins in AI, digital assets, and large-scale cloud-based platforms with clients such as Glencore and Commonwealth Bank of Australia. These developments highlight FIS’s push to become core infrastructure for banks’ AI, reconciliation, and digital money initiatives, potentially deepening client dependence on its platforms...

The Dow Jones (^DJI) is made up of 30 of the most established and influential companies in the market. But even blue-chip stocks can struggle - some are dealing with slowing growth, outdated business models, or increasing competition.

SanDisk Corp (NASDAQ:SNDK) has been one of the market's standout performers over the past year, with gains dwarfing many mega-cap stocks. A member of Congress bought shares in 2025 but sold them just a day later, missing the stock's surge into 2026. Congresswoman Buys and Sells SanDisk Stock Rep. Lisa McClain (R-Mich.) disclosed buying and selling SanDisk stock in October 2025, per the Benzinga Government Trade page. Here are the transactions: Oct. 30, 2025: Bought $1,00 to $15,000 in SNDK stock

US business leaders including Apple Inc.'s Tim Cook and Tesla Inc.'s Elon Musk on Trump's first overseas trip since waging war in the Middle East a 36-hour visit with Xi Jinping that's expected to encompass the war, tariffs and the self-ruled island of Taiwan. The list of attendees until Tuesday had not included Huang, whose company makes the chips at the heart of the AI boom and has been pushing for greater leeway in a market he's identified as a $50 billion opportunity. Bloomberg's Ed Ludlow joins Bloomberg Businessweek Daily to discuss.