RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its "RiverPark Large Growth Fund" Q1 2026 investor letter. A copy of the letter can be downloaded here Markets started the year positively but became volati
TSMC’s Winbond DRAM Deal Isn’t Domination, It’s Insurance. Here’s What It Actually Means for Chip ETFs Quick Read - TSMC's Winbond partnership breaks the SK Hynix, Samsung, and Micron HBM monopoly without threatening them, since AI demand is simply too massive to cannibali
Quick Read - Scotiabank upgraded OKTA to Outperform with a $165 price target, framing identity vendors as AI beneficiaries and sending CRWD up 5%. - Okta CEO Todd McKinnon argues AI agents are becoming a new enterprise workforce, creating a wave of identities that must be...
Microsoft’s AI-driven revenue surges 18% annually, yet its stock trades at a steep discount to all-time highs amid market neglect. Microsoft and Meta Platforms, two leaders in artificial intelligence, have seen their stocks decline over 30% from record highs in 2026. Inves
In its first-quarter 2026 investor letter, RiverPark Large Growth Fund highlighted Applied Materials, Inc. (NASDAQ:AMAT) as a top contributor. Applied Materials, Inc. (NASDAQ:AMAT) is a leading supplier of materials engineering solutions, equipment, services, and software
South Korea’s $590B Chip Bet Has Semiconductor ETFs Buzzing, but Memory Cycles Have Burned Believers Before Quick Read - SK Hynix and Samsung control roughly 90% of global HBM supply, giving EWY and FLKR outsized exposure to AI's most critical memory bottleneck. - DRAM surged...<
The company's new long-term contracts are meant to tame its wild cycles, but they might also be putting a cap on its historic profitability. After a run of more than 700% in the last 12 months, it's fair to say Micron Technology (MU)'s stock is priced for a lot to go right
In its first-quarter 2026 investor letter, RiverPark Large Growth Fund highlighted Netflix, Inc. (NASDAQ:NFLX). Netflix, Inc. (NASDAQ:NFLX) is a leading subscription-based streaming entertainment platform On July 2, 2026, Netflix, Inc. (NASDAQ:NFLX) closed at $77.65
Microsoft (MSFT) on Monday announced it is cutting 4,800 roles across the company, roughly 2.1% of its workforce. The bulk of the layoffs, 3,200, will come from Microsoft's Xbox division According to Xbox CEO Asha Sharma, the first round of cuts includes 1,600 emplo
Broadcom Inc (NASDAQ:AVGO, XETRA:1YD) has extended its chip partnership with Apple Inc (NASDAQ:AAPL, XETRA:APC) through 2031, expanding a long-running supply agreement covering custom semiconductor development and production. The expanded arrangement, disclosed by Broadcom
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