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Alphabet shares just brushed a 52-week high, Google Cloud is exploding, and a $514 billion backlog is waiting to be unlocked. Whether $400 becomes a ceiling or a launching pad depends on a few catalysts that Wall Street may still be underestimating.
Three companies with nothing in common all sent checks to shareholders within the same two-day window, and the reasons behind each payment reveal something very different about where each business is headed.
Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter. The letter can be downloaded here. The second quarter reflected a sharp shift from geopolitical uncertainty and oil market volatility to a powerful equity rally led by semiconductor companies. Despite the broader market strength, the Fund declined […]
Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter. The letter can be downloaded here. The second quarter reflected a sharp shift from geopolitical uncertainty and oil market volatility to a powerful equity rally led by semiconductor companies. Despite the broader market strength, the Fund declined […]
IonQ (IONQ) stock trades at about $37, roughly 55% below its high inside the last year. The market did not do that: over the past twelve months the S&P 500 returned 16.6% while IonQ lost 33.4%. Its own numbers went the other way, which makes the downside hard to size.
Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter. The letter can be downloaded here. The second quarter reflected a sharp shift from geopolitical uncertainty and oil market volatility to a powerful equity rally led by semiconductor companies. Despite the broader market strength, the Fund declined […]
Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter. The letter can be downloaded here. The second quarter reflected a sharp shift from geopolitical uncertainty and oil market volatility to a powerful equity rally led by semiconductor companies. Despite the broader market strength, the Fund declined […]
Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter. The letter can be downloaded here. The second quarter reflected a sharp shift from geopolitical uncertainty and oil market volatility to a powerful equity rally led by semiconductor companies. Despite the broader market strength, the Fund declined […]
Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter. The letter can be downloaded here. The second quarter reflected a sharp shift from geopolitical uncertainty and oil market volatility to a powerful equity rally led by semiconductor companies. Despite the broader market strength, the Fund declined […]
Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter. The letter can be downloaded here. The second quarter reflected a sharp shift from geopolitical uncertainty and oil market volatility to a powerful equity rally led by semiconductor companies. Despite the broader market strength, the Fund declined […]
Both Alphabet and Apple just reported blowout quarters, but one of them is sitting on a regulatory time bomb aimed directly at its core revenue engine while the other faces little more than a rounding error.
Should cars that drive themselves have steering wheels? The low-cost two-seat purpose-built robo-taxi doesn’t have pedals or a steering wheel. It’s part of Tesla’s plan to grow and dominate the fledgling robo-taxi industry.
Are investors dying to invest in a technology that might literally kill them? After an Anthropic employee put the chances of AI doing that at more than 10%, economist Owen Lamont quipped that it was “like Robert Oppenheimer doing an IPO for the Manhattan Project in 1945.” Factoring human extinction into stock values is silly, so let’s hope for the best and just stick to stocks.
Does Ackman know something Wall Street doesn't?
Apple, Taiwan and Alphabet's have been highlighted in this Investment Ideas article.
The IPO could break records and send profits at Amazon and Alphabet soaring.
Florida's lack of a state income tax and wealth tax is pulling the ultrawealthy to three localities in particular.
Robotics needs to broaden its pitch beyond hardware to attract women and other talent drawn to solving real-world problems.
Eurozone households have hundreds of billions of euros invested in US technology. Analysts say Europe has the money and promising companies, but too few become accessible investments for ordinary savers.View on euronews
Fortum Oyj (HLSE:FORTUM) just tied its future Loviisa nuclear output to Google through a multi decade power purchase agreement, which gives the utility clearer long term revenue visibility around its planned lifetime extension investments. Recent trading suggests investors are leaning into that story. Fortum Oyj’s share price return is up 19.3% over the past month and 28.3% year to date, while the 1 year total shareholder return of 59.3% points to momentum that has been building rather than...
Blackstone (NYSE:BX) CFO Michael Chae said the firm sees a constructive backdrop for corporate profits, investment deployment and fundraising, citing accelerating earnings growth, expanding margins and demand for capital across infrastructure, private credit and private wealth markets. Speaking at
Workday (NasdaqGS:WDAY) has appointed Sarah Kennedy Ellis as Chief Marketing Officer, effective immediately. Ellis previously held senior marketing roles at Google and Adobe, bringing large scale enterprise software and cloud marketing experience. Her remit covers Workday's global marketing, brand narrative and go to market messaging for its AI focused product portfolio. The Sarah Kennedy Ellis CMO move only hints at how Workday may reshape its AI era marketing and growth story. We have also...
MediaTek launched its Dimensity 9600 Pro on September 15 using Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) 2-nanometer technology, putting TSMC’s newest node into a flagship mobile chip. MediaTek also has $3.5 billion of financing from NVIDIA Corporation (NASDAQ:NVDA) and a broader Nvidia partnership spanning custom AI chips, PCs and automotive. The smartphone launch is another […]
Tesla, Inc. (NASDAQ:TSLA) spent nearly two years raising anticipation for the Cybercab. When the time arrived on September 3 in Austin, the result was a stock that popped, then rapidly returned all of its gains, and a robotaxi race that still seems to be Alphabet’s to lose. Tesla, Inc. (NASDAQ:TSLA) had its long-awaited Cybercab launch […]
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