Argosy Investors warns of potential earnings overstatement amid AI-driven capex boom, citing COF’s 9.21% 52-week decline. Capital One Financial (COF) closed at $180.67 on June 5, 2026, reflecting a 9.21% drop over the past year. The decline comes as Argosy Investors highli
By Manya Saini and Suzanne McGee June 7 SpaceX's long-awaited initial public offering, expected to fetch a $1.75 trillion valuation, has set off a frenzy among retail investors clamoring for a share of Elon Musk's rocket, satellite and AI empire. It has become one of the b
Quick Read - XSD plunged 11% in its worst session in years as its equal-weight design spread losses evenly across all 40 semiconductor holdings. - Broadcom's Q3 AI guidance of $16B missed the $17B whisper number, while Marvell, which is XSD's top holding, tumbled 17% on the day....</stron
Amazon announced a multiyear, multibillion-dollar agreement with Corning Incorporated to supply the optical fiber, cable, and connectivity solutions powering Amazon's data center infrastructure across the United States, a deal that will create 1,000 jobs at Corning's... nu
Roche entered into an exclusive licensing and collaboration agreement with Nurix Therapeutics to co-develop and co-commercialize bexobrutideg, an investigational oral drug targeting blood cancers, in a deal valued at up to $2.3 billion, the companies said Monday. Nurix wil
Argosy Investors, an investment management company, released its Q1 2026 investor letter. A copy is available to download here The letter discussed the current transformative investment landscape driven by the AI capex boom. The author expressed skepticism about the
VanEck Short Muni ETF (NYSEMKT:SMB) offers tax-exempt income for bond investors, whereas Schwab Short-Term U.S. Treasury ETF (NYSEMKT:SCHO) provides a lower-cost, higher-yielding alternative through sovereign U.S. debt and significant liquidity Both funds serve as d
Quick Read - These three stocks crushed SPY's 24% return by pairing irreplaceable physical moats with AI-era growth vectors across data centers, dealmaking, and healthcare. - Caterpillar surged 162% and Goldman Sachs climbed 75% over the past year, both posting four consecutive...</strong
Quick Read - DRAM dropped 15% on June 5 and 20% over two days, with Samsung, SK hynix, and Micron comprising 73% of its holdings. - Hock Tan guided AVGO's AI chip revenue to $16B versus $17.2B expected, triggering HBM demand fears that sent MU down 13% on the day. - Micron's...</
Quick Read - TQQQ crashed 14% Friday as its 3x daily leverage tripled QQQ's 5% loss, turning a $10,000 position into roughly $8,570. - QQQ's worst day since April 2025 had two triggers: Broadcom's light AI revenue guidance and May payrolls of 172,000 versus an 80,000 estimate. -...</stron
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