Bill Ackman’s Pershing Square poured hundreds of millions of dollars into Amazon shares as 2025 wrapped up.
David Tepper adds to big Micron position, gets bullish on Korean stocks
The billionaire investor boosted his stake in Micron by 200%, meaning the memory maker crucial to AI systems is now the fund’s fourth-largest holding.
We may be on the cusp of a new industrial cycle, says Bank of America. How to play it — and score attractive yields
Bank of America sees opportunity for income as industrial growth takes off.
Leon Cooperman’s Omega builds stake in this mortgage lender
Cooperman bought more than $375 million worth of shares in the Detroit-based mortgage provider during the fourth quarter of last year.
Goldman says these software stocks have ‘moats’ that can thwart AI disruption
The firm called out a slew of buy-rated software stocks, including Snowflake and MongoDB, as the sector slides.
Value investor Seth Klarman added Amazon last quarter. Here’s what else he bought
The Boston-based hedge fund manager took a new position in the hyperscaler amounting to $489.7 million.
Return of ‘YOLO’ market: Wells Fargo thinks hefty tax refunds will boost bitcoin and these speculative stocks
Bitcoin and stocks such as Robinhood and Boeing could surge as potentially higher tax refunds this season lead investors to splurge on riskier trades.
Josh Brown thinks real estate deserves another look. Here are a few names on his Best Stocks list
Josh Brown and Sean Russo take a look at real estate names on their Best Stocks list.
This retail giant’s earnings report could offer investors an attractive entry point this week, says Jay Woods
Jay Woods touches on potential opportunities in two stocks reporting earnings this week, including a major retail giant.
ValueAct’s Morfit announces BlackRock position, says technology can make the company ‘more powerful’
Morfit disclosed the holding for the first time on an episode of ‘The Master Investor.’