Is Anthropic the Next Microsoft?
Anthropic, the business behind the Claude AI chatbot, has grown enormously over the past year and risen to become one of the leading startups at the cutting …
Anthropic, the business behind the Claude AI chatbot, has grown enormously over the past year and risen to become one of the leading startups at the cutting …
Nebius (NASDAQ:NBIS) is an AI infrastructure business that operates large data centers and provides cloud capacity to customers that include hyperscalers like …
Shares of Amazon (NASDAQ:AMZN) soared late last week, bringing the stock’s trailing 5-day return to an impressive 8.9%. While AMZN has gained about 31% …
In Q2, Steven Cohen’s Point72 fund liquidated its entire stake in SoundHound AI (NASDAQ:SOUN). The startup, known for its focus on voice applications of …
In Q2, Ken Griffin of Citadel Advisors offloaded nearly half of his position in PLTR, selling about 640,000 shares at an average price of $117.40. The sale, …
CoreWeave (NASDAQ:CRWV) and Nebius (NASDAQ:NBIS) are two large providers of GPU cloud infrastructure designed to feed AI’s growing demand for computing …
Salesforce (NYSE:CRM) has had something of a rough year in 2025, with shares down more than 25 percent YTD on concerns about growth and innovation. Despite the …
CRM software giant Salesforce (NYSE:CRM) has been vigorously buying back its own shares, using some of its existing cash flows to create value for its …
When Figma burst onto the public markets in July, it felt like a storybook debut. The cloud-based design platform priced its shares at $33 but then rocketed …
In Q2, Stan Druckenmiller added a new holding, 1.65 million shares of Entegris (NASDAQ:ENTG) to his Duquesne Family Office portfolio but why did Stan buy …
In Q2 2025, Intel reported $12.9 billion in revenue, which was essentially flat year over year, with a GAAP loss per share of $0.67 driven by $1.9 billion in …
Like many businesses involved in semiconductor design and manufacturing, Arm Holdings (NASDAQ:ARM), a British semiconductor designer, could be looking at a …
When a founder who already controls the voting power of a company still buys millions of dollars’ worth of stock on the open market, investors should ask …
The paper contract is quickly joining the fax machine in corporate museums. DocuSign (NASDAQ: DOCU) sits at the center of that transition but its share …
Bloom Energy (NYSE:BE) manufactures scalable fuel cells for providing on-site power. Shares in the energy startup are up over 63 percent in the last 12 months, …
Microsoft’s market capitalization sits near $3.73 trillion today. To clear the $5 trillion bar it needs a further 35% lift about the same gain it …
When CoreWeave (NASDAQ: CRWV) slipped below its $40 IPO price earlier this year, skeptics wrote it off as an over-hyped AI play. Three months later the stock …
If you bought Alphabet (NASDAQ: GOOGL) when Gmail launched in 2004, you’re sitting on roughly a 60‑bagger. The next five years won’t be nearly as easy. …
In Q1, billionaire David Tepper of Appaloosa Management sold nearly 56 percent of his remaining shares in chipmaking giant NVIDIA (NASDAQ:NVDA). Tepper has …
By every traditional yardstick, including a price‑to‑sales well above 100, forward P/E north of 230, and a PEG around 5‑6, Palantir is overvalued. It …