Cathie Wood is defending her turbulent ARK Innovation ETF following a rocky stretch.
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Ron Baron sees Tesla worth $5 trillion in 10 years, says Musk eyeing $30 trillion value one day
The Baron Capital chair and CEO first invested $400 million in Tesla between 2014 and 2016, and he said the early bet has made him $6 billion so far.
Piper Sandler sees 50% upside for this renewable energy play cashing in on the AI data center power trend
This stock is due for massive gains on the heels of its recent supply agreement with American Electric Power, according to Piper Sandler.
Goldman initiates a buy rating on this one-time pandemic stock darling, sees more than 50% upside
A number of catalysts could drive gains for Teladoc Health in the coming months, according to Goldman Sachs.
Bank of America says Trump’s win will unlock small-cap M&A and these stocks may be takeover candidates
President-elect Donald Trump’s victory could boost merger and acquisition activity, and Bank of America thinks some small-cap stocks may benefit.
Friday’s big stock stories: What’s likely to move the market in the next trading session
Stocks slid on Thursday as Fed Chair Jerome Powell signaled that policymakers don’t need to be in a hurry to cut rates. Here’s what’s on CNBC’s radar Friday.
Bill Ackman’s Pershing Square doubles down on Nike and one name tied to data centers
The high-profile investor boosted his investment in Nike drastically in the third quarter, making the bet worth $1.4 billion, according to a regulatory filing.
Third Point slashes key megacap tech holdings, but snatches up shares of this Magnificent 7 name
Third Point cut and dissolved its stakes in some key megacap technology holdings, while opening a fresh position in this Magnificent Seven name.
David Tepper’s Appaloosa loaded up on Temu parent PDD Holdings during third quarter
Tepper told CNBC in September he had bought “everything” tied to China after stepped-up stimulus measures there, and the Federal Reserve’s half-point rate cut.
Philippe Laffont’s Coatue makes big bets on China and GLP-1 drugmakers in latest quarter
Laffont is a tech-focused investor and one of the “Tiger Cub” fund managers who worked under the late Julian Robertson at Tiger Management.