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Ole Andreas Halvorsen’s Viking Global bet on banks and more than doubled its stake in Nvidia in the first quarter

Viking increased its stake in U.S. Bancorp by 43%. It also raised its position in Nvidia and opened a fresh holding in Meta Platforms.

Author Posted on May 15, 2025Categories Uncategorized

Hedge fund veteran Dan Loeb reveals new buys in first quarter, including AT&T

Loeb’s Third Point added several new positions early in 2025, while also selling some large tech stocks.

Author Posted on May 15, 2025Categories Uncategorized

Here are ‘Big Short’ Michael Burry’s latest moves in his portfolio

Burry’s hedge fund owned millions of dollars worth of put contracts betting against Nvidia, Alibaba, PDD Holdings, JD.com and Baidu at the end of March.

Author Posted on May 15, 2025Categories Uncategorized

Warren Buffett’s Berkshire Hathaway exits Citigroup and doubles its stake in Constellation Brands

The Omaha-based conglomerate sold out of its Citigroup position by the end of March, according to a new regulatory filing.

Author Posted on May 15, 2025Categories Uncategorized

Tiger Cub hedge fund Coatue unveils a big stake in popular AI startup IPO

The hedge fund unveiled a $534 million holding in CoreWeave, which in late March had the biggest venture-backed tech IPO for a U.S. company since 2021.

Author Posted on May 15, 2025Categories Uncategorized

Dan Sundheim’s D1 Capital dumps Meta and Spotify in the first quarter, buys financials

The hedge fund was worth $6.5 billion at the end of the first quarter.

Author Posted on May 15, 2025Categories Uncategorized

Seth Klarman’s hedge fund Baupost adds a handful of value stocks, including a fintech name

The Boston-based hedge fund manager, who oversees roughly $28 billion in assets, built a $261 million stake in Fidelity National Information Services in Q1.

Author Posted on May 15, 2025Categories Uncategorized

Best stocks: This software name is a category killer and has broken out

Josh and Sean break down Toast, a digital platform for restaurants.

Author Posted on May 15, 2025Categories Uncategorized

Using options to trade the sell-off in UnitedHealth shares

One way to take advantage of the depressed stock price combined with well-above-average options premiums is to perform a call/spread risk reversal.

Author Posted on May 15, 2025Categories Uncategorized

These stocks are up 50% since the market’s low in April. Where analysts see them going from here

CNBC Pro screened for the biggest gainers since April 8.

Author Posted on May 15, 2025Categories Uncategorized

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RSS MarketWatch: Stock Market News

  • Oil prices bounce off lows, as an Iran peace deal may be just a ‘structured pause’ May 6, 2026
    Global oil prices fell by as much as 12% Wednesday, then pared nearly half of those losses as the market weighed reports of progress toward a U.S.-Iran peace deal and the potential impact on the growing crude-supply crisis in the Persian Gulf.
    Myra P. Saefong
  • The Dow is about to exit correction territory, showing the old-school economy’s role in the AI boom May 6, 2026
    The Dow is trading above the 49,683.30 threshold it will need to hold through the close to officially exit its correction.
    Joy Wiltermuth
  • If stocks are to continue rising, energy prices need to start falling, Barclays says May 6, 2026
    Markets are displaying a dangerous degree of complacency, Barclays argues. To justify and build on recent equity market ebullience, risk appetite needs a resolution in the Middle East.
    Jules Rimmer
  • Here’s the real reason South Korea has the hottest stock market in the world May 6, 2026
    South Korean stocks shot up another 6% on Wednesday and Samsung Electronics reached $1 trillion in market cap, two milestones on a remarkable year that seen the Kospi index surge 75% this year and nearly triple over the last 52 weeks.
    Steve Goldstein
  • Stocks are losing their edge over bonds, in an ominous sign for the market May 6, 2026
    The extra return that investors receive for the additional risk of owning stocks over bonds has been fading, and that is making some on Wall Street nervous that investors might be too complacent about the stock market’s recent rally.
    Christine Idzelis
  • Nvidia’s new deal with Corning validates one of the hottest AI trends out there May 6, 2026
    Optical components are increasingly in short supply, and Nvidia is partnering with key players to gain an edge.
    Hannah Pedone
  • These are the fastest-growing jobs for new college graduates — even in this low-hire market May 6, 2026
    The post-inflation job market has been especially hard for new grads, but there are ways they can help themselves prepare for the search.
    Venessa Wong
  • I am 56, single with no heirs and renewing my $400,000, 10-year term life policy. Do I need it? May 6, 2026
    “The agent said he could not add my brother because he does not depend on my income, so has no insurable interest.”
    Quentin Fottrell
  • Micron just did in three days what once took 37 years May 6, 2026
    Wall Street is betting that the AI boom has ushered in a high-growth era for Micron and its stock.
    Christine Ji
  • My husband has a $225,000 pension. We don’t trust his ‘too big to fail’ employer. Where do we invest it? May 6, 2026
    “Ideally, we are looking for a guaranteed return with minimal risk.”
    Quentin Fottrell

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