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.
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.
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.
Best stocks: This software name is a category killer and has broken out
Josh and Sean break down Toast, a digital platform for restaurants.
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.
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.
Here are Thursday’s biggest analyst calls: Nvidia, Netflix, Dell, Microsoft, Boeing, Cisco, Micron, Nike & more
Here are the biggest calls on Wall Street on Thursday.
TD Cowen downgrades Dick’s Sporting Goods, calls Foot Locker acquisition a ‘strategic mistake’
The deal between Dick’s Sporting Goods and Foot Locker could threaten the structural integrity of both businesses, according to TD Cowen.
Wells Fargo upgrades this tech stock after an earnings beat, sees strong AI momentum
Analyst Aaron Rakers upgraded the technology stock to overweight from equal weight.
Microsoft can jump nearly 20% after strong earnings report, Citi says
Citi is more bullish on Microsoft going forward, pointing to the company’s strong earnings and tariff de-escalation as catalysts.