Savita Subramanian, the firm’s head of U.S. equity and quantitative strategy, says valuations for the S&P 500 Equal Weight Index are compelling.
Michael Burry of ‘The Big Short’ fame made Chinese internet companies his top bets last quarter
Michael Burry, known for calling the subprime mortgage crisis, completely revamped his portfolio last quarter.
These high dividend yields may be too good to be true
Some stocks with high dividend yields may be unable to sustain them, says Piper Sandler.
Sundheim’s D1 Capital exits Meta and Alphabet, adds a big stake in an industrial stock
D1 Capital dumped shares of Google parent Alphabet and Instagram owner Meta Platforms entirely in the second quarter after their strong runs.
A steady ETF is breaking out during this volatile market environment, according to the charts
Frank Cappelleri breaks down the trade in the iShares Global Infrastructure ETF (IGF).
Philippe Laffont’s Coatue entered into Paramount last quarter amid weakness
The firm opened a position worth more than $38 million in the legacy media company.
Goldman believes this maker of software for banks offers 30% upside
The Wall Street investment bank says headwinds around cloud-based software provider nCino are clearing just as the higher-for-longer rate backdrop fades.
A trade that wins if this tech stock’s big AI spending fails to pay off
Tony Zhang gives a way to profit from a pullback in Oracle.
The best stocks to weather more market and economic turbulence, according to HSBC
HSBC expects volatility to continue over the next few weeks.
Baupost’s Seth Klarman slashed big Alphabet stake last quarter before the sell-off
The hedge fund manager, who oversees roughly $28 billion in assets, chopped his position in the Google parent by 64% to just $195 million at the end of June.