The investor doubled down on key artificial intelligence beneficiaries such as Nvidia and Microsoft as the tech rally came back with a fury in the second quarter.
Seth Klarman’s Baupost picks up beaten-down shares, raises Alphabet stake
The widely followed hedge fund manager took a new, $154 million stake in fintech company Fiserv, according to a regulatory filing.
Greenlight’s David Einhorn dumps most of Peloton stake, adds big industrial bet
His hedge fund reduced exposure to Peloton by more than 96% to a stake worth just $1.2 million at the end of June, the filing showed.
PepsiCo is breaking out after months of underperformance, charts show
Charts analyst David Keller breaks down the technical outlook on PepsiCo.
We asked AI to identify Warren Buffett’s mystery stock. Here’s what it said
We fed several leading AI models the same prompt, told them to ignore market chatter and to rely only on Berkshire’s filings and Buffett’s investing playbook.
Best Stocks: Earnings are booming at this company taking market share in a niche software space
Josh and Sean break down a software firm behind John Deere tractors and Bose audio systems.
An options trade to generate some income on Home Depot with earnings ahead
Mike Khouw gives an interesting trade on the home-improvement retailer before results.
Paramount has become a ‘playpen for momentum goons’ riding UFC deal, short squeeze, says analyst
Momentum-driven retail traders piled into the stock on hype around UFC matches, creating a short squeeze, analyst said.
Move over Nvidia, UBS says this chip stock will be the fastest-growing over the next few years
According to analyst Timothy Arcuri, one of SiTime’s biggest growth opportunities should come from its partnership with Apple.
UBS sees this space stock as ‘high risk, high reward investment’
UBS resumed coverage of stock in the satellite design and manufacturer with a buy rating.