
The ETN promising triple exposure to Nvidia, Meta, Apple, and the rest of the AI elite sounds like a dream trade until you examine what happened the last time these stocks hit a rough patch.
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The ETN promising triple exposure to Nvidia, Meta, Apple, and the rest of the AI elite sounds like a dream trade until you examine what happened the last time these stocks hit a rough patch.

Institutional investors added more than 70 million shares of EV maker Rivian Automotive Inc. (NASDAQ:RIVN) in the second quarter of 2026. Amazon, Uber in the Mix According to a report by Electric Vehicles on Tuesday, 417 holders raised their positions in the EV maker by a combined 106,424,812 shares, while 318 investors cut back on Rivian by 31,005,657 shares. 85 investors exited their position in the automaker, opening up 4.9 million shares, the report said. Read Also: North American EV Sales F

On August 10, 2026, OpenAI closed a $7 billion tender offer to buy back employee shares at an $852 billion valuation. Within days, two senior operators departed. On August 11, chief operating officer Brad Lightcap announced his exit. Two days later, chief revenue officer Denise Dresser departed after roughly eight months. Ed Zitron’s newsletter Where’s ... “What Happens If OpenAI Dies?” Here’s Why Ed Zitron Thinks OpenAI Is Running Out Of Time

The billionaire's family office sold five chip and photonics stocks in a single quarter -- and made two of its biggest bets on the companies writing the checks for AI instead of chasing them.
Alphabet Inc. is poised to pay just under 7% to borrow longer-dated funds in its debut Australian dollar bond deal, in potentially its highest-ever coupon, underscoring how broader demands for cash among hyperscalers around the world are feeding into more costly funding almost everywhere.

While the Nasdaq sold off hard Tuesday and AI-heavy tech names took a beating, one Magnificent 7 stock quietly closed in the green. The reason why reveals a growing fault line inside big tech that investors may have been ignoring.

Hedge funds trimmed or exited positions in Broadcom (NasdaqGS: AVGO) in Q2 2026, rotating capital into other large semiconductor and tech stocks. Duquesne Family Office and Altimeter Capital shifted exposure toward companies such as Amazon, TSMC, and Lam Research. Managers cited concerns around Broadcom's valuation, customer concentration, and margin pressures despite strong AI semiconductor revenue growth. The repositioning highlights a rise in institutional caution on Broadcom compared...
The rollout could reveal whether Tesla can scale beyond pilots.
The AI boom is creating a less obvious market vulnerability
Viking tripled its stake while Bridgewater cut sharply.

Uncertainty over the Middle East, inflation and the Fed has sent bond yields soaring — and created a big headache for tech stocks.
Investing.com -- United Launch Alliance has completed a $1.5 billion private bond offering, three times larger than the company's initial target of $500 million, according to a Bloomberg report Tuesday.
Morgan Stanley sees extraordinary upside if Amazon converts AI capacity into a trillion-dollar cloud business.

S&P 500 earnings per share are on pace to climb more than 50% in the second quarter. Combining reported and yet-to-be-reported results, S&P 500 earnings are up 50.4%, according to the most recent data from FactSet. Profit growth is broad, too, with 10 of the 11 S&P 500 sectors posting year-over-year earnings growth.

Azure just crossed a milestone most analysts did not expect this soon, and the stock is still sitting in consolidation territory. Here is why one investor keeps adding shares before the AI spending wave flips from cost center to earnings engine.
Amazon's $10 billion data center campus near Houston is drawing scrutiny over its secrecy and Texas's tightening data center rules.

Tesla (NasdaqGS:TSLA) is partnering with freight technology company Einride to deploy a Tesla Semi fleet that could scale to 500 vehicles for enterprise customers including Amazon. The trucks will run on Einride's Saga AI freight platform, aimed at expanding electric heavy duty logistics use across North America. The rollout is tied to multi hundred million dollar enterprise freight contracts that are expected to convert into commercial activity for Tesla's Semi business. Tesla is far from...

The company's backlog has quietly swelled to a record size. Remaining performance obligations finished at $638 billion, a figure that redefines its growth trajectory. This massive book of business, up 363%, was bolstered by signing $67 billion in AI infrastructure contracts in a single quarter.

AWS just posted its fastest growth in 18 quarters, yet one rival quietly routes the most profitable AI workloads around Amazon entirely. The company benefiting most may not be the one you expect.

Sonos expects Q4 revenue growth to stay intact, but a $35 million memory-cost hit could sharply pressure gross profit and adjusted EBITDA.

Tesla could begin offering robotaxi rides in Cybercabs by the end of the month, according to The Information. The stock is down 11.5% since last month's earnings call, which showed little progress on robotaxi expansion.

Tesla Inc. (NASDAQ:TSLA) has landed an order for 500 Semi electric trucks from Einride AB (NASDAQ:ENRD), in what the Swedish freight company calls the largest Tesla Semi deployment announced to date. The deal comes just months after the first Semi...

Amazon's Zoox is moving fast into two cities where Tesla has staked its autonomous future, and the gap between their timelines is closing in ways that should alarm anyone holding TSLA stock.
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