Fund initiates position in RACE after 40% pullback, highlighting limited production and strong pricing power through 2027. Bell Global Equities Fund disclosed a new stake in Ferrari N.V. (RACE) at $375.03 per share, valuing the company at $65.67 billion. The fund cited Fer
AMD’s Q1 data center revenue surged to $5.775 billion, fueled by massive AI infrastructure contracts with Meta and OpenAI. AMD reported a 57% year-over-year increase in Q1 data center revenue, reaching $5.775 billion, driven by 6-gigawatt GPU supply deals with Meta and Ope
Investors bet on further gains in Arista Networks using call options amid AI-driven momentum and strong stock performance. Traders are turning to long call options on Arista Networks (ANET) as the stock hovers near all-time highs, seeking exposure to potential upside witho
Marathon Digital's land deal in Texas includes up to 2 gigawatts of grid capacity by 2028, fueling AI and crypto infrastructure expansion. Marathon Digital Holdings (MARA) announced the acquisition of a 1,200-acre site in Matagorda County, Texas, with access to 1 gigawatt
Amazon has not repurchased shares for four years, prioritizing investments in AI infrastructure and custom chips over capital returns. Amazon has not executed any stock buybacks since Q2 2022, opting instead to allocate capital toward AWS expansion, AI data centers, and cu
MasTec shares surge after acquiring Superior Group to expand data-center electrical contracting capacity amid AI infrastructure demand. MasTec (MTZ) climbed past a key technical level Thursday after Cantor Fitzgerald analysts raised their price target following the company
$7 trillion in money market funds faces eroding yields as Fed cuts rates, potentially driving rotation into equities amid record corporate profits. A $7 trillion cash pile in money market funds and short-duration instruments may soon rotate into equities as Fed rate cuts r
The iShares Biotechnology ETF surged 51% over the past year, doubling the S&P 500's return amid renewed M&A activity. The iShares Biotechnology ETF (IBB) rose 51.45% over the past year, outpacing the S&P 500’s 9.22% year-to-date gain. The sector’s rally follows a leadershi
Elon Musk’s net worth fell to $987 billion after SpaceX shares declined 26% from their peak, erasing his trillionaire status. Elon Musk’s net worth dropped to $987 billion after SpaceX shares fell 26% from their high of $200, removing his trillionaire status. His wealth is
SpaceX achieves 36th Falcon 9 launch and deploys 1,589 Starlink satellites in H1 2026, boosting investor sentiment amid stock decline. SpaceX (SPCX) stock held steady Thursday after the company set a new reuse record with its 36th Falcon 9 launch, deploying 29 Starlink sat
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