Philippe Laffont's $33 billion hedge fund reduced eight of its top 10 positions while increasing exposure to AI infrastructure suppliers. Coatue Management, overseeing a $33 billion public equity portfolio, trimmed eight of its top 10 holdings last quarter. The fund added
Both funds track the S&P 500 with matching expense ratios, though IVV provides a slightly higher dividend yield and longer track record. The iShares Core S&P 500 ETF (IVV) and Vanguard S&P 500 ETF (VOO) provide near-identical exposure to the S&P 500, each charging a 0.03%
Evercore ISI and Citi lift AMD price targets after AI workloads shift from training to inference, boosting hyperscaler interest. Evercore ISI raised Advanced Micro Devices’ (NASDAQ:AMD) price target to $579 from $358, citing a transition in AI workloads from training to in
Intel’s stock rally lifts its trailing P/E to 904, far above Nasdaq-100’s 26 forward multiple, raising concerns over sustainability. Intel’s shares have climbed nearly 225% in 2026, driven by stronger financials, AI chip demand, and foundry business progress. The stock now
Webull plans to shift its platform to API-based AI agent integration, moving away from smartphone screens for trading execution. Webull CEO Anthony Denier stated the future of brokerage platforms lies in AI agents interacting directly with trading infrastructure via APIs,
The retailer’s first-quarter sales beat expectations despite a 10% year-to-date stock decline amid macroeconomic pressures. Home Depot reported first-quarter revenue of $41.8 billion, up 5% year over year and above the $41.5 billion analysts forecast. Comparable store sale
Flex CEO outlines separation of data center infrastructure unit, citing $17 billion market cap precedent from Nextracker spin-off. Flex announced plans to spin off its data center power and cooling infrastructure segment, positioning the new entity as an industrial-focused
The $3 billion iMGP DBi Managed Futures Strategy ETF outperforms traditional stock-bond portfolios by leveraging trend-following strategies. The iMGP DBi Managed Futures Strategy ETF (DBMF) has risen 11% year-to-date, surpassing a 60/40 stock-bond portfolio’s 5% return. Th
AMD surges 3.99% to an all-time high after confirming 2nm EPYC processor production ahead of rivals. Advanced Micro Devices (AMD) stock closed at a record $467.51, up 3.99%, driven by hyperscaler capex growth and sector confidence following Intel’s Q1 earnings. Year-to-dat
Nebius and CoreWeave post strong growth numbers Nebius and CoreWeave are two hypergrowth AI stocks available to investors. These companies operate in the neocloud space, offering AI-focused products. Major clients like Meta Platforms and Microsoft have partnered
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