The firm initiated the artificial intelligence infrastructure stock with a buy rating.
Wednesday’s big stock stories: What’s likely to move the market in the next trading session
The S&P 500 posted a narrow gain on Tuesday as losses in software stocks weighed on the market.
Third Point opens positions in Spotify and Chipotle, doubles stake in train stock Union Pacific
The Spotify and Chipotle buys came amid rough quarters for the stocks.
Ackman’s Pershing Square bet big on Amazon in fourth quarter
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.