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Four seemingly unrelated headlines dropped over two weeks, and when you line them up in sequence, they point to a partnership that could reshape who controls the next trillion dollars of AI infrastructure.
Second-quarter 13F filings, disclosed late last week for positions held as of June 30, tell a clear story inside the semiconductor trade: the biggest hedge funds rotated out of Broadcom (NASDAQ:AVGO) and into Taiwan Semiconductor Manufacturing (NYSE:TSM). Let’s take a look at what funds bought and sold the two chip titans. Loeb and Druckenmiller Both ... Wall Street’s Biggest Funds Are Dumping Broadcom and Adding Taiwan Semiconductor. Time to Follow the ‘Smart Money?’
The memory maker's earnings keep setting records, and its guidance points to another one. The stock sits about 23% below its high anyway.
Google Cloud is Alphabet's fastest-growing division.
Earnings season continues to give strong results, but that doesn’t mean each stock is rising because of the news.
NVIDIA Corporation (NASDAQ:NVDA)’s latest push into the infrastructure supporting AI chips extends all the way to the power grid. According to a report from The Information, published on August 7, NVIDIA will spend up to $3 billion in Lancium, a power infrastructure developer and the firm behind the Stargate data center project in Abilene, Texas. […]
They are fairly risky, but their potential upside is massive.
The chipmaker's valuation is far higher than those of its peers.
A multiple this low usually means the market smells decline -- yet the latest quarter set records.
SpaceX went public with an unusually tiny float available for trading. That's about to change in a big way.
ETFs promising 12% to 20% annual income sound like a no-brainer until you see the machinery underneath each one, because how a fund builds that payout determines whether you own a growth position in disguise or something else entirely.
Bitcoin miners were supposed to track bitcoin, but the biggest names in the space have quietly rewired their business models around something else entirely, and the performance gap between the coin and its miners has never been wider.
Costco is lagging the S&P 500 so far this year, but it can still be a long-term winner in a portfolio.
Just like that, Microsoft goes from lame to flame after a difficult stretch throughout 2026.
The air taxi maker's own guidance calls for losses as deep as $200 million a quarter. The balance sheet says how many of those quarters it can afford.
Sysco is delivering impressive performance, making the lack of attention Wall Street is paying it perplexing.
SpaceX is a popular stock, backed by some investing and corporate heavy hitters. The heaviest hitter of all, of course, is Elon Musk. It’s the first time public funds have disclosed SpaceX positions.
The company is making risky bets on artificial intelligence, but that may be undervaluing the stock.
The neocloud company is scaling its gigawatt portfolio quickly.
The GPU leader is trading at a low valuation level ahead of its Q2 earnings report.
Alphabet recently raised its artificial intelligence (AI) infrastructure budget for the year.
Delek Logistics Partners is a consistent dividend raiser, and its pullback on news of a share offering may be an opportunity to get involved.
This ETF focuses on a specific type of dividend stock.
AbbVie has another blockbuster business emerging.
The equipment maker just posted records on nearly every line and guided even higher. The stock is priced as if it won't last.
SK Hynix just had a monster week on the market.
Plus, kiss-up chatbots, Dario Amodei’s wife and her influence at Anthropic, the rural “hick” heroes leading a campaign against AI data centers and more
The midstream company raised its guidance for yearly adjusted EBITDA during its second-quarter earnings report.
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