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Sandisk Insiders Cash In on the AI Stock’s Tremendous Surge
Barrons.com97d agobullish
Sandisk Insiders Cash In on the AI Stock’s Tremendous Surge

Sandisk insiders are harvesting gains from a blistering stock rally that has been fueled by artificial-intelligence demand for the company’s memory products. A filing with the Securities and Exchange Commission shows Chief Accounting Officer Michael Pokorny sold 2,446 shares on Tuesday for $1,426.18 each, or roughly $3.5 million. Following the transaction, Pokorny directly owned 22,375 Sandisk shares, which were valued at just under $31 million based on Thursday’s closing price of $1,382.72.

President Trump’s Stock Broker Was the Busiest Person in America in Q1
24/7 Wall St.97d agoneutral
President Trump’s Stock Broker Was the Busiest Person in America in Q1

Markets don’t move in a straight line — and neither do the people running the country. Q1 2026 was a quarter defined by tariff headlines, rate uncertainty, and a broad S&P 500 pullback that rattled retail and institutional investors alike. Most people were paralyzed. Some panicked. And at least one person — or rather, one ... President Trump’s Stock Broker Was the Busiest Person in America in Q1

C.H. Robinson Stock Is Becoming a Better Bet Despite Its Recent Problems
Barrons.com97d agoneutral
C.H. Robinson Stock Is Becoming a Better Bet Despite Its Recent Problems

Shares of truck broker and third-party logistics provider C.H. Robinson Worldwide have had a rough few weeks, beset by all sorts of problems from artificial intelligence to Amazon.com to the Supreme Court. Recent declines have made shares look more attractive to a couple of Wall Street analysts. The problems started in February when a small company, Algorythm Holdings, said its AI tools could organize shipping better than traditional truck brokers.

The Path to $160: The Upside Case for Walmart
Trefis97d agoneutral
The Path to $160: The Upside Case for Walmart

Walmart (NYSE: WMT) is currently trading at a 49x trailing earnings multiple - well above its historical average of 31x. While industry peers like Target Corp (NYSE: TGT) trade at significantly lower multiples, this article presents the upside case for Walmart, arguing that its premium reflects a structural pivot from a high-volume grocer to a high-margin platform.

Latest News In Cloud AI - AI Investment Surge Highlights Growth and Challenges
Simply Wall St.97d agobullish
Latest News In Cloud AI - AI Investment Surge Highlights Growth and Challenges

Global investment in artificial intelligence (AI) technology surged to $297 billion in 2024 as enterprise adoption accelerates beyond pilot programs, according to BCC Research's recent report. The significant increase in venture funding, primarily directed towards AI-focused companies, underscores a shift in the industry towards production-scale deployment. U.S. companies dominate private AI investments, highlighting a clear technological leadership, while corporate giants such as Google,...

Anthropic’s CFO Reveals the Compute Gamble That Could Sink Any AI Company. Here’s Why Nvidia, Amazon, and Google Are All in Play
24/7 Wall St.97d agoneutral
Anthropic’s CFO Reveals the Compute Gamble That Could Sink Any AI Company. Here’s Why Nvidia, Amazon, and Google Are All in Play

Happy Friday, all. Here’s some only-in-2026 math for you. “If you buy too much compute, you go out of business. If you buy too little compute, you can’t serve your customers.” That’s Krishna Rao, Anthropic’s CFO, on the Invest Like the Best podcast laying out the existential math of running a frontier AI lab. Under-buy ... Anthropic’s CFO Reveals the Compute Gamble That Could Sink Any AI Company. Here’s Why Nvidia, Amazon, and Google Are All in Play

The 5 Most Interesting Analyst Questions From Inter Parfums’s Q1 Earnings Call
StockStory97d agoneutral
The 5 Most Interesting Analyst Questions From Inter Parfums’s Q1 Earnings Call

Inter Parfums began 2026 with results in line with expectations, as management cited strong U.S. growth and robust brand performance as key drivers of the quarter. CEO Jean Madar pointed to double-digit gains for Coach, Montblanc, and GUESS, supported by new product launches and the company’s increased focus on digital channels like Amazon and TikTok. Despite this, management acknowledged regional headwinds, with declines in Eastern Europe and the Middle East due to geopolitical and operational

Bill Ackman Bought Google After the ChatGPT Panic (Up 300%). He Bought Amazon After Liberation Day (Up 36%). Now He’s Backing Up The Truck Again.
24/7 Wall St.97d agoneutral
Bill Ackman Bought Google After the ChatGPT Panic (Up 300%). He Bought Amazon After Liberation Day (Up 36%). Now He’s Backing Up The Truck Again.

Although Wall Street has spent the better part of two years lecturing investors that the AI trade is crowded, the capex bill is unpayable, and the mega-caps have run out of room to grow, Bill Ackman keeps surfacing at exactly those moments to buy. His Pershing Square just disclosed a new position in Microsoft (NASDAQ:MSFT) ... Bill Ackman Bought Google After the ChatGPT Panic (Up 300%). He Bought Amazon After Liberation Day (Up 36%). Now He’s Backing Up The Truck Again.

Here’s Why Amazon (AMZN) Might Be the Ultimate Hard-Asset and AI Infrastructure Stock
24/7 Wall St.97d agoneutral
Here’s Why Amazon (AMZN) Might Be the Ultimate Hard-Asset and AI Infrastructure Stock

Most mega-cap and Mag 7 names are either asset-light platforms or asset-heavy industrials. Amazon is one of the very few that owns the dirt and the compute. That dual ownership, hardened by $44.2 billion of Q1 CapEx and a stated $200 billion CapEx plan for 2026, is the rarest setup in the market. The hard-asset ... Here’s Why Amazon (AMZN) Might Be the Ultimate Hard-Asset and AI Infrastructure Stock

Amazon doubles down on fast delivery to beat rivals
TheStreet97d agobullish
Amazon doubles down on fast delivery to beat rivals

Amazon has spent years training shoppers to expect packages to arrive faster and faster. Now, the retail giant is pushing that promise even further through its ultra-fast delivery service and plans to expand it to even more cities in the near future. The new rollout brings Amazon deeper into a ...

How Microsoft Stock Rises 50% To $600
Trefis97d agoneutral
How Microsoft Stock Rises 50% To $600

Microsoft (MSFT) stock currently trades near $410 per share, with a market capitalization of $3.0 trillion and a trailing price-to-earnings (P/E) multiple of roughly 24.3. This valuation is notably conservative compared to its three-year average multiple of 33 and its historical decade peak of 48 achieved in late 2017. While the current market price reflects a discount to historical norms, the path to a $600 share price is driven by fundamental earnings growth rather than a speculative return to

Ackman's Pershing Square takes stake in Microsoft, citing 'compelling' valuation
Reuters97d agoneutral
Ackman's Pershing Square takes stake in Microsoft, citing 'compelling' valuation

Bill Ackman's hedge fund Pershing Square will disclose a ‌new position in Microsoft later in ‌the day, the billionaire investor said on Friday, arguing ​that the tech giant sits at a "highly compelling valuation". Ackman's new closed-end fund Pershing Square USA, which debuted on the NYSE ‌last month, has ⁠also recently made Microsoft a core holding, he said in a ⁠post on social media platform X. Pershing's bet on Microsoft comes amid Ackman's growing ​appetite for ​tech holdings.

Vuzix Q1 Earnings Call Highlights
MarketBeat97d agoneutral
Vuzix Q1 Earnings Call Highlights

Vuzix (NASDAQ:VUZI) reported a smaller first-quarter loss as operating expenses declined, while revenue fell year over year amid lower product sales, management said on the company’s first-quarter 2026 earnings call. Chief Executive Officer Paul Travers said the company is continuing to focus its s

Bloomberg97d agoneutral
Trump Traded Nvidia, Boeing, Intel in Flurry of Transactions

(Bloomberg) -- President Donald Trump’s latest financial disclosures show that he made a slew of stock and bond purchases with major American companies in the first quarter of the year totaling in the tens of millions of dollars and possibly more. Most Read from BloombergHormuz Oil Flows Creep Higher as More Supertankers ExitIran’s Kharg Island Oil Jetties Empty Again Yesterday, Satellite ShowsWhat Is The Thucydides Trap and Why Did Xi Raise It With Trump?Xi Tells US CEOs on Trump Visit That Chi