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The $3 trillion market cap club should have eight members by 2027.

David Tepper of Appaloosa Management is already a big name in the hedge fund world. What makes Tepper stand head and shoulders above the crowd at a time like this, though, is his fund’s more recent track record of performance. Indeed, Appaloosa has been making some really outstanding calls, specifically within the AI semi space, ... David Tepper Hit Micron at the Perfect Moment. His Fund’s Other Holdings Are Also Worth a Look

While Wall Street continues debating the long-term winners of the AI race, Alphabet Inc. may already be separating itself from other hyperscalers when it comes to actually making money from artificial intelligence. Google's AI Approach Stands Out That's according to...

AI’s big bucks go mostly toward computing gear like chips and servers in data centers. Should that trend persist, it could come to bite suppliers including chip giant Nvidia which reports quarterly results after the bell today. Nvidia can insulate itself from cost inflation by expanding offerings that don’t require as much in-demand memory, by passing on higher prices to customers and by inking longer-term deals with its own suppliers at lower prices.

Elon Musk-led SpaceX has written a letter to the Federal Communications Commission (FCC), urging the agency to end the High-Cost program aimed at providing connectivity to rural areas via subsidies for internet service providers (ISPs). SpaceX Says It Has Solved...

(Bloomberg) -- The way Unilever Plc Chief Executive Officer Fernando Fernandez starts every meeting at the consumer products maker says a lot about the mindset of corporate bosses who fear their companies have lost their edge.Most Read from BloombergUS Lawmakers Plan New $130 Fee for Electric Vehicle OwnersNATO Is Starting to Consider Hormuz Mission to Protect ShipsHasbro Cancels Dungeons & Dragons Game From ‘Star Wars’ VeteranUS 30-Year Yield Hits Highest Since 2007 as Selloff DeepensTrump Thre

Appaloosa's billionaire boss only added one new stock in the first quarter -- and it's up 3,370% over the trailing year and is essential to the artificial intelligence (AI) data center build-out.

(Bloomberg) -- For much of the year, chip stocks have been powering the market higher. Now, Nvidia Corp.’s earnings have a chance to confirm that the rally has more room to run — or add another brick to investors’ wall of worry.Most Read from BloombergUS Lawmakers Plan New $130 Fee for Electric Vehicle OwnersNATO Is Starting to Consider Hormuz Mission to Protect ShipsHasbro Cancels Dungeons & Dragons Game From ‘Star Wars’ VeteranUS 30-Year Yield Hits Highest Since 2007 as Selloff DeepensBilliona

Hedge funds stuck to their holdings in companies with ‌strong fundamentals in April, particularly technology ‌and semiconductor stocks, according to a report on Wednesday ​from data platform Hazeltree, in a month when the S&P 500 jumped over 10%.

Paul Marshall and Ian Wace rank among the richest hedge fund managers in the world. Accounting for a 2.52% share ($2.76 billion) in the portfolio, Amazon.com, Inc. (NASDAQ:AMZN) ranks as Marshall Wace’s top stock pick. On May 13, Wolfe Research published its internet sector study, which included Amazon.com, Inc. (NASDAQ:AMZN) among its top picks. Wolfe […]

Artificial-intelligence leader Nvidia has a big task when it reports first-quarter earnings later today: convince investors that the AI investment boom still has legs and that Nvidia won’t lose its pole position. Wall Street analysts expect the company to report earnings per share of $1.75, up from 81 cents a year ago. Nvidia remains the biggest winner of the AI age.

Berkshire Hathaway's strategy hasn't changed; only the details have.

The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how online retail stocks fared in Q1, starting with Amazon (NASDAQ:AMZN).

George Soros ranks among the richest hedge fund managers in the world. While Amazon.com, Inc. (NASDAQ:AMZN) remains the billionaire’s largest position, Alphabet Inc. (NASDAQ:GOOGL) ranks 2nd on the list of George Soros’ top holdings with a 2.32% portfolio share ($200 million). BofA Securities restated a Buy rating and $430 price target for Alphabet Inc. (NASDAQ:GOOGL) on […]

Amazon.com (NasdaqGS:AMZN) is facing a class-action lawsuit over how it handled tariff-related price increases on imported goods. The case follows a U.S. Supreme Court ruling that certain Trump-era tariffs were unlawful. Plaintiffs allege Amazon raised prices, did not seek available tariff refunds from the government, and is withholding potential customer restitution that could reach into the hundreds of millions of dollars. For investors tracking Amazon.com at a current share price of...

Is Amazon the most underrated AI stock? Its "picks and shovels" strategy could pay off big for long-term investors.

The CEO of online pet retailer Chewy says pet owners are feeling “more stretched” these days, an ominous sign for consumer spending that sent the stock down 9% in Tuesday trading. Sumit Singh made the remarks during the J.P. Morgan Technology, Media & Communications Conference. “In the last couple of months, we are continuing to see and interpret the consumer as being more stretched than we were when we entered the year,” Singh said.

The "Magnificent Seven" are looking less magnificent in 2026. This low-cost index fund could be a better buy.

US equity indexes slid as the 30-year Treasury yield rose to a two-decade high amid bets favoring hi

We discuss AI infrastructure, quantum computing, and modern warfare ETFs.

CoreWeave stock is worth consideration, but be advised that it's not for the fainthearted.

Target stock is gaining as the retailer names Jeff England as chief of global supply chain and logistics. But TGT shares remain unattractive heading into the firm’s Q1 earnings on May 20.

Roughly $1.5 trillion has flowed into artificial intelligence deployment since the launch of ChatGPT in late 2022, according to Advisor Perspectives, a sum that matches the projected fiscal year 2027 U.S. defense budget. Amazon, Microsoft, and Google are projecting approximately $725 billion in ...

The billionaire doubled his stake in Amazon.

Income investors have spent the last two years quietly migrating away from traditional dividend stocks toward a newer category of fund that generates cash flow from options premiums rather than corporate payouts. The three NASDAQ-flavored options-income ETFs most yield hunters still overlook are the NEOS Nasdaq-100 High Income ETF (NASDAQ:QQQI), the Amplify CWP Growth & ... Most Income Investors Have Never Heard of These 3 ETFs. One Pays 14% Monthly

At first glance, Home Depot's (NYSE: HD) Q1 2026 earnings release delivered a predictable headline script: a modest double-beat featuring an adjusted EPS of $3.43 and revenues of $41.77 billion.

Shopify (NASDAQ: SHOP) and Amazon (NASDAQ: AMZN) just reported earnings that frame two opposite philosophies in commerce. Shopify arms independent merchants with payments, software, and AI tools. Amazon owns the marketplace, the warehouses, the ad network, and increasingly, the chips powering generative AI. Both quarters were strong. The question is which model converts that strength ... Shopify vs Amazon. One Just Beat Earnings by 60% at a Third of the Multiple. The Choice Is Clear

Berkshire Hathaway (NYSE:BRK.A) is undergoing a major 2026 portfolio overhaul under new CEO Greg Abel. The company is exiting long-held positions in Amazon, Visa, Mastercard, and UnitedHealth. Berkshire is re entering the airline sector with a large stake in Delta Air Lines. The company has lifted its Alphabet position by 225% while cutting the total number of holdings and continuing buybacks. Berkshire Hathaway is best known for its broad mix of operating businesses and large listed equity...

AWS and Aveva will work together on cloud-based industrial intelligence tools.

Samsung recently entered the trillion-dollar club, and another Korean AI chip stock could as well sooner than later.