OpenAI IPO: 6 things to know before you buy the stock
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Wedbush Gives a Thumbs Up to Palantir’s AIPCon, But I Think AIPCon 2026 Was a Dud for PLTR Stock
Reputable broker Wedbush reckons that Palantir's (PLTR) AIPCon was a hit. Reiterating its "Outperform" rating on PLTR stock with a price target of $230, the firm said in a note to clients: "The common denominator for va…
Read more →Market Swings Fueled Marex (MRX) Rally
Night Watch Investment Management, an investment management firm, released its first-quarter 2026 investor letter. A copy of the letter is available to download here. In Q1 2026, Night Watch Investment Management LP app…
Read more →AAR Corp (AIR) is Gaining from an Aging Fleet of Airplanes
Night Watch Investment Management, an investment management firm, released its first-quarter 2026 investor letter. A copy of the letter is available to download here. In Q1 2026, Night Watch Investment Management LP app…
Read more →Brookdale (BKD) Surged Amid a Shortage in Senior Living Facilities
Night Watch Investment Management, an investment management firm, released its first-quarter 2026 investor letter. A copy of the letter is available to download here. In Q1 2026, Night Watch Investment Management LP app…
Read more →London Company Income Equity Strategy Added Berkshire Hathaway (BRK-B) Over Buyback Resumption
The London Company, an investment management company, released its first-quarter 2026 investor letter for its "The London Company Income Equity Strategy". A copy of the letter is available to download here. In early 202…
Read more →Intel Is Joining Hands With Hitachi to Bring Physical AI to Life. It Needs to Bring the INTC Stock Valuation Down, Too.
Just as inference and agentic AI are rapidly becoming the next steps of the AI revolution, physical AI's day in the spotlight is also edging closer. In fact, one study by consulting firm PwC predicts that the physical A…
Read more →What Makes Restaurant Brands International (QSR) a Strong Long-Term Investment?
The London Company, an investment management company, released its first-quarter 2026 investor letter for its “The London Company Income Equity Strategy”. A copy of the letter is available to download here. In early 202…
Read more →Dominion Energy (D) is Poised to Benefit from Data Center Expansion
The London Company, an investment management company, released its first-quarter 2026 investor letter for its "The London Company Income Equity Strategy". A copy of the letter is available to download here. In early 202…
Read more →Warren Buffett's favorite stock market indicator is screaming sell
It may be worthwhile to pay closer attention to OG investor Warren Buffett's favorite stock market indicator.
Read more →Buy, Hold, or Sell: Shaking Off a 21% Flash Crash, Is IonQ the Ultimate Quantum Speculation at $56?
IonQ outpaced SPY by 19% over 30 days, while Polymarket assigns 54.5% odds the US government takes a stake by year-end.
Read more →The Radical Bet At The Heart Of SpaceX's $1.75 Trillion IPO
There are data centers in Texas that were fully built out over a year ago, kitted with server racks, networking, and GPUs, and are sitting idle, waiting for a grid connection. It is a power problem, and it is the same p…
Read more →Stocks Are Heading Lower Again. Inflation Doesn't Move the Needle on Rates.
Wednesday was a scary day for Verizon Communications (VZ) and its customers. A widespread service outage affected cellular data and voice services for much of the day, prompting emergency alerts in Washington and New Yo…
Read more →Amazon secures $17.5 billion loan facility for AI spending
Amazon entered into a $17.5 billion term loan agreement on June 8, with Citibank N.A. serving as administrative agent, according to a filing with the Securities and Exchange Commission. The company said the funds would …
Read more →Lisata Therapeutics agrees to Kuva Labs buyout at $4 per share
Lisata Therapeutics Inc (NASDAQ:LSTA, FRA:8NE) has agreed to be acquired by privately held Kuva Labs Inc. for $4 per share in cash, plus a contingent value right worth up to an additional $3.00 per share tied to drug de…
Read more →Dodge and Cox Fund Initiated Booking Holdings (BKNG) on Overlooked Advantage
Dodge & Cox Fund, an investment management company, released its first-quarter 2026 investor letter for "Dodge and Cox Stock Fund". A copy of the letter is available to download here. U.S. equities declined broadly in Q…
Read more →OpenAI eyes 10 GW Ohio facility: The Information
OpenAI is in negotiations to lease a proposed 10-gigawatt data center campus on federal land in southern Ohio, with Nvidia (NASDAQ: NVDA) potentially backing the project financially, The Information reported on Wednesda…
Read more →Jedify raises $24M to help companies arm AI agents with context on their business
AI vendors promote their enterprise products as if they’re turnkey solutions, but the chances are low that AI agents will hit the ground running right away. Unless you put in the effort to train a model on the specifics…
Read more →What Makes Roper (ROP) an Attractive Bet?
Dodge & Cox Fund, an investment management company, released its first-quarter 2026 investor letter for "Dodge and Cox Stock Fund". A copy of the letter is available to download here. U.S. equities declined broadly in Q…
Read more →Xpeng’s AI Progress Should Give XPEV Stock a Big Boost in the Long Term
Electric vehicle (EV) maker Xpeng (XPEV) has made tremendous strides in AI and self-driving, enabling it to make a lucrative deal with Volkswagen (VWAGY) and helping it meaningfully boost its EV business. Based in China…
Read more →Dear Baidu Stock Fans, Mark Your Calendars for June 30
Chinese internet services provider Baidu (BIDU) shares fell 2.1% intraday on June 8, as the company’s name was added to the Department of Defense’s (DoD) list of Chinese military companies (CMC) operating in the U.S. Un…
Read more →The Chinese EV brand feared by American automakers is losing ground at home. Here’s how the US could compete
While the historic antagonism between China and the U.S. appears to be morphing into a sort of “co-opetition” complete with photo ops (1), potential trade agreements (2) and some progress towards recognizing shared goal…
Read more →Norway’s Kongsberg Gruppen Targets Sharp Rise in Revenue
At the start of every year, we publish our popular Periodic Table of Commodity Returns, an interactive infographic of the gains and losses across the commodities market. Gold stood out as a bright spot in 2024, deliveri…
Read more →Analyst sends blunt message as gold, silver reach multiyear highs
As of press time, the per-ounce gold price had climbed 3.4% in the past six months while silver prices rose by 12.98%.
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