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News
Bet on Neocloud Providers With This New ETF
12+ hour, 6+ min ago (387+ words) GPU-as-a-Service (GPUaaS) allows businesses and developers to access powerful GPUs through the cloud without buying and maintaining costly hardware. The model provides flexible, scalable computing for AI training, inference and other demanding workloads. The process helps customers reduce upfront infrastructure…...
Bill Ackman's Pershing Square Has Delivered a 15.9% Annualized Return Since 2004, Beating the S&P 500 by Over 5 Points a Year. Can It Continue?
7+ hour, 8+ min ago (594+ words) Pershing Square’s 15.9% annualized track record is built on concentrated bets in top tech stocks. Meta, Amazon, Microsoft, and Uber -- now over half the portfolio -- are showing strong growth and trade at reasonable valuations. AI spending among these tech companies will…...
Billionaire Bill Ackman Just Invested 5% of Pershing Square Capital Management's Portfolio in Netflix. Should Investors Follow Suit?
4+ hour, 1+ min ago (322+ words) Bill Ackman's unique investing strategy involves acquiring large stakes in just a few companies and holding them for the long term -- defying conventional hedge fund wisdom. Ackman just acquired a significant stake in Netflix. He believes Netflix has "effectively won…...
Why Cerebras Systems Stock Just Sank
5+ hour, 58+ min ago (252+ words) Cerebras's missed Wall Street's sales and earnings targets for the second quarter. Despite the Q2 misses, the company delivered significant upward revisions to its full-year targets. Cerebras Systems (NASDAQ: CBRS) stock fell in Thursday's trading on the heels of the artificial…...
Why StubHub Stock Tanked by 10% Today
5+ hour, 33+ min ago (435+ words) It posted an attributable net loss in its second quarter. Analysts were collectively expecting a decent profit. StubHub Holdings(NYSE: STUB) stock wasn't quite a golden ticket on Thursday. Investors sold out of the event ticketing company's equity rather aggressively…...
Down 39%, Should You Buy the Dip in Netflix Stock?
4+ hour, 47+ min ago (482+ words) Netflix walked away from an $82.7 billion bid for Warner Bros. Discovery and passed on buying Roku, avoiding the debt its rivals took on. The latest sell-off followed a decision to publish engagement data annually instead of twice a year, starting…...
Why Iren Stock Topped the Market on Thursday
6+ hour, 45+ min ago (376+ words) The contract is worth nearly $10 billion in total. This was the first of four stages. Iren(NASDAQ: IREN), one of a clutch of cryptocurrency miners attempting to lean more heavily on data center operations, was a stock market winner on…...
Micron and Sandisk Stock Have Plummeted. Here's Why Now Is the Perfect Time to Buy
7+ hour, 44+ min ago (284+ words) Memory chips continue to be a damper on the AI build-out. Wall Street expects huge growth for both companies over the next year. Micron Technology(NASDAQ: MU) and Sandisk (NASDAQ: SNDK) have been up and down stocks. While they were…...
Anthropic's IPO Could Arrive in September. This Warren Buffett Advice From 1996 Shows What to Do Next.
8+ hour, 56+ min ago (540+ words) Anthropic could go public in the next two months. Its stock could be prone to wild price swings during its debut period. Warren Buffett has long suggested that investors pay particular attention to their planned holding periods for stocks. But…...
Is Bloom Energy a Buy, Hold, or Sell After Its 1,920% Run?
8+ hour, 50+ min ago (543+ words) Bloom’s stock has crushed the market over the past two years. Its transition from a niche green energy play into an essential AI infrastructure one is fueling that massive rally. Bloom Energy(NYSE: BE), which went public in 2018, didn't impress…...