Meta Platforms reports 33% revenue growth in Q1 2026, driven by AI-driven ad tools, despite a 20% drop from its all-time high. Meta Platforms (META) has declined 20% from its July 2025 all-time high, contrasting with broader market gains. The stock remains under pressure d
Meta Platforms reports 33% revenue growth in Q1 2026, driven by AI-driven ad tools, despite a 20% drop from its all-time high. Meta Platforms (META) has declined 20% from its July 2025 all-time high, contrasting with broader market gains. The stock remains under pressure d
Madison Avenue Partners disclosed a new $142.51 million position in Indivior, representing 5.72% of its U.S. equity assets. Madison Avenue Partners acquired 4,315,162 shares of Indivior (NASDAQ:INDV) in the first quarter, valued at $142.51 million based on average pricing.
Bank of America highlights Meta’s $125B-$145B 2026 AI infrastructure spend amid plunging free cash flow and potential excess capacity risks. Meta plans to invest between $125 billion and $145 billion in AI infrastructure by 2026, a sharp increase that has weighed on its fi
SanDisk reports Q3 FY26 revenue of $5.95 billion, up 251% year-over-year, as AI-driven demand boosts datacenter sales. SanDisk Corporation posted Q3 FY26 revenue of $5.95 billion, a 251% year-over-year increase from $1.7 billion. Adjusted EPS reached $23.41, surpassing est
Hedge fund cuts MU holdings to 2.1 million shares after strong Q2 earnings beat driven by AI-driven demand surge. Renaissance Technologies reduced its Micron Technology (NASDAQ:MU) stake by nearly 30% in Q1 2026, paring holdings to 2.1 million shares. The move follows Micr
Aperture Investors takes $30.44 million position in Floor & Decor Aperture Investors acquired 467,836 shares of Floor & Decor as of March 31, 2026, with an estimated transaction value of $30.44 million. The firm's stake in Floor & Decor was valued at $23.77 million at
Median 401(k) balance of $44,115 suggests most savers lag behind the average due to a small group of high contributors. The average 401(k) balance reached a record $167,970 at the end of 2025, up 13% from 2024, driven by strong stock market performance. However, the median
Hedge fund adds 1.79 million shares of Vericel in Q1, increasing its position to 3.32% of assets under management. Soleus Capital Management disclosed a $63.40 million purchase of Vericel shares in the first quarter, acquiring 1,785,079 shares based on average pricing. The
Arm Holdings reports 20% year-over-year revenue growth in Q1 2026, while Qualcomm’s revenue declines 3.5% amid strategic shifts. Arm Holdings posted a 20% year-over-year revenue increase in the first quarter of 2026, driven by strong demand for its chip designs. The compan
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