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President Donald Trump pushed back against reports of depleting munitions, saying that the nation is ramping up domestic weapons production. Trump took to Truth Social early Thursday and said the U.S. has “massive” amounts of munitions, especially of certain types,...
Liquidation reduced his equity stake by 21% through a pre-arranged trading plan, though he retains over 533,000 shares across direct and indirect holdings.
Insider liquidated 28% of equity holdings following option exercise at $51.23 strike, capturing gains as stock surged 76% over one year.
Paul Tudor Jones didn't become a Wall Street legend by making bold, exciting trades. He became a legend by prioritizing capital over profit.
VGT has quietly turned into a three-stock concentration problem for long-term holders, and selling to fix it means handing the IRS a check. There is a pairing strategy that rebalances the exposure without triggering a single taxable event.
Westinghouse is a hidden asset for Cameco.
Sunrun’s latest internal fair value estimate has shifted from US$18.84 to US$17.05, signaling a more conservative stance on the stock’s pricing. This reset lines up with recent Street research that balances enthusiasm for Sunrun’s grid scale storage and AI related projects with concerns about execution, cash generation, and sector level risks. As you read on, you will see how these moving pieces shape the evolving Sunrun narrative and what that can mean for your own view on the stock. Stay...
The non-discretionary disposition was tied to equity vesting.
The best robotics investments may lie deeper in the supply chain.
Tesla’s deliveries in the UK have fallen sharply as the popularity of the carmaker’s Chinese rivals surges.
Tesla’s deliveries in the UK have fallen sharply as the popularity of the carmaker’s Chinese rivals surges.
Huffman exercised options at $25.29 and immediately sold under a pre-scheduled Rule 10b5-1 trading plan, reducing his stake by 5% while maintaining 380,711 indirect shares.
ARM Holdings Plc (NASDAQ:ARM) has become one of the key beneficiaries of the AI boom. It has expanded beyond its traditional smartphone business into the fastest-growing cloud and data center markets. The company’s energy-efficient CPU designs are increasingly being adopted by major cloud providers building AI data centers. As ARM continues to grow its presence […]
Insider retains 127,060 shares valued at $13 million following structured liquidity event under Rule 10b5-1 trading plan. Stock has gained 42% over the past year.
A lot of AMD's success has already been priced into the stock.
Hims & Hers Health (NYSE:HIMS) has issued a public response to a Federal Trade Commission lawsuit that challenges aspects of its telehealth practices and use of patient data. The company addressed the FTC action by outlining its position on how it handles telehealth consultations and consumer information, aiming to reassure users and investors. The lawsuit raises questions about regulatory risk for telehealth providers and how patient data is collected, stored, and used across the...
Alphabet's quarter was boosted by huge SpaceX gains.
Workday (WDAY) is back in focus after Antipodes Partners trimmed its position in the stock during Q2 2026. The fund cited concerns about AI pressure on Workday’s seat based pricing and long term margins. See our latest analysis for Workday. Workday’s recent pullback in total shareholder return over one and five years contrasts with sharp short term share price momentum, with a 40.53% 90 day share price return and a series of AI related sector sell offs putting valuation and risk firmly back...
Adobe stock has lost around 58% over the past 5 years, yet its current valuation checks still suggest the shares lean cheap rather than expensive, which puts the recent bounce in focus for investors trying to judge where value really sits. Over the past 5 years Adobe has declined about 58%, which means long term holders are still sitting on substantial losses despite the recent rebound. Participation in initiatives such as the new Open Source AI Cybersecurity Alliance can support...
Datadog (DDOG) sells software that helps companies monitor the performance and security of cloud applications. Its tools track servers, applications, software logs, and other systems behind cloud and artificial intelligence products. Datadog reported second-quarter revenue of $1.12 billion, up 36% ...
The rig count in the Permian Basin was up three this week, the latest count Friday by Baker Hughes shows, with 263 rigs active in the region. A year ago, 256 rigs were active in the region. Nationally, the oil and gas rig count is unchanged from last week at 588 rigs. A year ago, 539 rigs were active. The count shows that 454 rigs sought oil, up three from the previous week, and 124 explored ...
Uber Technologies Inc. says the next phase of AI will focus less on consuming more tokens and more on improving efficiency, reducing costs and maximizing value. Uber Lowers AI Cost Per Token On Wednesday, Uber CTO Praveen Neppalli said the...
The fast-casual salad chain fell again on its latest earnings report.
AI-battered hedge fund Situational Awareness made a big bet this week in Source Foundry, a private company aiming to reinvent the way chips are manufactured, according to people familiar with the matter.
What Vistra’s latest earnings event means for stock watchers Vistra Corp (VST) put fresh numbers on the table with its second quarter 2026 earnings, reporting sales of US$4,017 million and net income of US$305 million, alongside updated six month results. The company also reaffirmed full year guidance and highlighted stronger adjusted EBITDA. Recent dividend declarations and data center related power demand are keeping investor attention on how Vistra’s cash generation and capital allocation...
White House Science and Technology Advisor Michael Kratsios said some companies are blaming artificial intelligence (AI) for layoffs they likely would have carried out anyway, arguing the explanation "plays better in the press." Kratsios Questions AI Layoff Narrative On Tuesday,...
On July 30, Apple Inc. (NASDAQ:AAPL) released its fiscal third-quarter 2026 report, and the company’s shares dropped as much as 10% in the sell-off. This was a striking reaction to a quarter that produced record earnings per share and beat Wall Street’s revenue estimates. The drop says less about what Apple just did and more […]
U.S. stocks rose Friday after July payroll data came in far weaker than expected, giving the Federal Reserve reason to hold off on raising interest rates next month.
GE Vernova's recent post-earnings dip is a good buying opportunity.
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