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Goldman says these stocks are top ideas in the wake of their 2Q earnings

Goldman recently named some of its best ideas following the companies’ latest earnings.

Author Posted on August 15, 2026Categories Uncategorized

Berkshire adds $17 billion to Alphabet stake

Google parent Alphabet is now the third largest holding in Berkshire Hathaway’s equity portfolio.

Author Posted on August 15, 2026Categories Uncategorized

Situational Awareness filing shows AI bets before forced portfolio sale to Citadel

The hedge fund’s five largest disclosed stock holdings at the end of June were Sandisk, Micron Technology, Bloom Energy, Taiwan Semiconductor and Nebius Group.

Author Posted on August 14, 2026Categories Uncategorized

David Tepper’s Appaloosa sells AI memory stocks while loading up on Magnificent Seven in the second quarter

The hedge fund bet big on megacap technology stocks in the second quarter, while selling off former high-flying memory chip manufacturers.

Author Posted on August 14, 2026Categories Uncategorized

Seth Klarman’s hedge fund Baupost buys Into Ackman’s Pershing Square, adds to tech bets

The Boston-based investment firm disclosed a small stake in Pershing Square Inc., which trades under the ticker symbol PS.

Author Posted on August 14, 2026Categories Uncategorized

The one big takeaway from a huge earnings season

The market is winding down an exceptionally strong reporting season, and there’s an underlying trend that remains front and center.

Author Posted on August 14, 2026Categories Uncategorized

Sandisk is flying high. How to use options to generate income from this memory chip giant

The memory chip giant is on pace for big weekly gains, and an options play gives traders an opportunity to scoop up some income.

Author Posted on August 14, 2026Categories Uncategorized

Wall Street sees a floor under software stocks in potential Workday deal

Software stocks have been on a choppy ascent since April after falling hard over the winter in an AI-driven rout that Wall Street dubbed ‘Saas-mageddon.’

Author Posted on August 14, 2026Categories Uncategorized

Stock market continues run to records. Bank of America says only two things can stop it

Nothing can stop this bull market. Well, almost.

Author Posted on August 14, 2026Categories Uncategorized

Sandisk is up more than 500% this year. JPMorgan says there are more gains ahead

The investment bank upgraded the flash memory name to overweight from neutral.

Author Posted on August 14, 2026Categories Uncategorized

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RSS MarketWatch: Stock Market News

  • Berkshire Hathaway doubles down on the U.S. housing market with a fresh bet on this stock August 14, 2026
    Berkshire Hathaway has upped its bet on the U.S. housing market, and also boosted its stakes in Alphabet and Delta Air Lines.
    Claudia Assis
  • 16 beaten-down AI stocks that are beloved by BofA analysts August 14, 2026
    A recent selloff in AI-linked stocks offers opportunities for investors across the hardware, internet and energy sectors, according to analysts.
    Hannah Pedone
  • Parents putting money in ‘Trump accounts’ could get a $2,500 tax break. Here’s how. August 14, 2026
    A proposed rule could let families do a “discount Roth conversion.”
    Andrew Keshner
  • A plan to save Social Security involves high earners paying more in taxes — without getting more in benefits August 14, 2026
    Eliminating the tax cap is just one of the proposals that could help shore up Social Security’s finances.
    Alessandra Malito
  • Congress changed the rules around charitable giving. You’ll now save more money if you donate earlier in the year. August 14, 2026
    Congress changed three charitable-deduction rules this year. The most common way people give money to charities these days is now also probably the most expensive way.
    Kurt Supe
  • ‘The market is obviously on fire’: Should I take $1,000 from my brokerage account to pay off my car loan? August 14, 2026
    “I’m curious whether there’s a downside.”
    Quentin Fottrell
  • Sandisk’s stock has rebounded nearly 35% this week. This is the latest catalyst. August 14, 2026
    Analysts weighed in positively on the company’s new financial targets — helping to further a rally that’s brought shares up more than 60% from their recent low point.
    Britney Nguyen
  • I have a 9-to-5 job and started dating a bartender. Can I have a future with someone who works nights? August 14, 2026
    “He usually doesn’t get off work until 4 a.m.”
    Aditi Shrikant
  • Think interest rates are high now? These charts offers a different perspective. August 14, 2026
    Also in Weekend Reads: 10 remarkable housing markets, stock picks, and health-insurance battles.
    Philip van Doorn
  • Luigi Mangione pleads guilty in federal court to stalking health-insurance CEO August 14, 2026
    Luigi Mangione, who is accused of killing a UnitedHealthcare executive, pled guilty to federal stalking charges ahead of a high-profile state murder trial in New York set to begin next month.
    Jaimy Lee

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