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Bill Ackman Loads Up on 6 New Stocks: Pershing Square Portfolio Now Targets 20% EPS Growth
Bill Ackman revamps Pershing Square's portfolio, adding six stocks like Netflix and Visa, aiming for durable earnings growth amid economic challenges.
Niloy Chakrabarti Aug 14, 2026
Warren Buffett's Successor Greg Abel Uses Berkshire's $365B Cash Pile to Break 14-Quarter Selloff Streak
Under Greg Abel, Berkshire Hathaway has taken a bold approach, including a $10 billion stake in Alphabet and an $8.5 billion acquisition of Taylor Morrison, diverging from Warren Buffett's caution.
Niloy Chakrabarti Aug 10, 2026
'Big Short' Michael Burry Bets Against Oracle and Nebius: Says AI Profits Don't Add Up
Michael Burry reveals short positions against Oracle and Nebius, alleging that cloud companies are understating depreciation by extending the useful life of assets by artificially boosting earnings.
Niloy Chakrabarti Aug 07, 2026
AMD Shares Crash Despite Q2 Beat as AI Spending Soars and Gaming Revenue Slumps
AMD stock fell as its Q2 beat was overshadowed by rising capex, gaming revenue declines, and Elon Musk declaring that SpaceX will fully commit to Nvidia over space data centres plans.
Niloy Chakrabarti Aug 05, 2026
Jim Cramer Calls Jeff Bezos' $4B Amazon Stock Sale a 'Buzzkill' Amid Record Rally
Jeff Bezos plans to sell 15 million Amazon shares worth $4.07 billion, which could be a drag on the robust stock rally after a Q2 earnings beat.
Niloy Chakrabarti Aug 04, 2026
Apple Stock Falls Despite 'Strongest June Quarter': The iPhone Issue Investors Couldn't Ignore
Apple's record June quarter sees iPhone sales soar, but supply chain constraints and investor concerns loom. Discover how Apple's diversification efforts are challenged by reliance on its flagship product.
Niloy Chakrabarti Jul 31, 2026
Micron Technology CEO Sold $37.2M of the Stock Days Before South Korea's KOSPI Crash
Micron Technology's stock fell sharply amid a semiconductor sell-off driven by AI spending concerns and Chinese competition, with CEO Sanjay Mehrotra selling shares before the decline.
Niloy Chakrabarti Jul 29, 2026
Elon Musk Lost More Than the Combined Wealth of Many Billionaires: Yet Nobody Is Within Striking Distance
Elon Musk's net worth has dropped by over $734 billion in 43 days, largely due to the SpaceX stock crash, despite the company continuing to achieve technical engineering milestones.
Niloy Chakrabarti Jul 28, 2026
'AI Isn't a Bubble, AI Stocks Are': Peter Schiff Warns as SpaceX Drops 46% From Peak
Peter Schiff warns that an AI bubble may have already burst, as SpaceX and other frontier AI models face stiff competition from the newly-launched Kimi K3 model from China's Moonshot AI startup.
Niloy Chakrabarti Jul 21, 2026
Cathie Wood Sells $11.7 Million of AMD Stock 2 Days After Ed Zitron Forecast Its Fall Due to OpenAI
Cathie Wood's Ark Invest sold 23,573 AMD shares after AI critic Ed Zitron claimed OpenAI's unsustainable finances are impacting chipmakers, raising risks of a market crash.
Niloy Chakrabarti Jul 20, 2026
'Abel's Not Doing Anything I Don't Approve Of': Warren Buffett Says He Was Behind Berkshire's Alphabet Trade
Warren Buffett says he initiated Berkshire Hathaway's Alphabet trade and regrets not investing sooner in the company, despite GEICO being an early client of the tech giant.
Niloy Chakrabarti Jul 17, 2026
OpenAI's Collapse Is a Matter of 'When, Not If': Ed Zitron Warns the Stock Market Will Pay the Price
Tech analyst Ed Zitron critiques OpenAI's role in the AI bubble, predicting its collapse could mirror the Lehman Brothers' impact on the financial market.
Niloy Chakrabarti Jul 17, 2026
Major Stock Market Crash Is Coming: Wall Street Analyst Warns Oracle Could Be the First to Fall
Oracle's financial stability is at risk due to mounting debt, a credit downgrade by S&P Global, and heavy reliance on OpenAI's successful IPO.
Niloy Chakrabarti Jul 16, 2026
SpaceX Slips Below Its $135 IPO Price: How Elon Musk's Company Lost Nearly $1B a Day Since Listing
SpaceX stock fell below its IPO price amid market volatility due to the upcoming stock lockup expiry and Starship test launches, but analysts remain optimistic on the company's growth potential.
Niloy Chakrabarti Jul 16, 2026
Stripe's $60.50/Share PayPal Offer Is 'Simply Too Low', Says Michael Burry: Values Shares at Up to $115
PayPal shares rose over 21% during premarket hours on Wednesday after Stripe's $53 billion buyout offer, and Michael Burry's claim that he won't sell the stock despite the premium.
Niloy Chakrabarti Jul 15, 2026
Why Is PayPal Stock Surging? Stripe's $53 Billion Buyout Offer Marks a Major Shift in Fintech
Stripe and Advent's $53 billion bid for PayPal highlights a strategic shift towards consolidation in fintech, valuing PayPal's global network over its beaten-down stock price.
Niloy Chakrabarti Jul 15, 2026
'SpaceX Will Be Worth More Than the Rest of Earth': Elon Musk Makes Boldest Prediction Yet
Elon Musk's bold prediction about SpaceX's future value and the strategic implications of its partnership with Anthropic, the current AI leader.
Niloy Chakrabarti Jul 10, 2026
Bezos Seeks $10B for Blue Origin in First Outside Fundraising: SpaceX Is Worth Nearly 15 Times More
Jeff Bezos' Blue Origin seeks $10 billion in its first external funding round, marking a strategic shift as it aims to expand its space infrastructure amidst rising industry costs and stiff rivalry from SpaceX.
Niloy Chakrabarti Jul 09, 2026
Michael Burry Bets on Beaten-Down DraftKings, Flutter Despite Threat From Prediction Markets
Michael Burry opened positions in DraftKings and Flutter, and shared how he uses his unique IV15 valuation metric to identify potential value stocks.
Niloy Chakrabarti Jul 09, 2026
Microsoft's Biggest Gaming Layoffs Hit 37-Year Veteran Engineer Behind Xbox Backward Compatibility
Microsoft is cutting 4,800 jobs as part of a major companywide restructuring, including the Xbox division, impacting the gaming industry and veteran developers like Kevin LaChapelle.
Niloy Chakrabarti Jul 09, 2026
'AI Narrative May Die a Death by a Thousand Cuts': Michael Burry's Memory Chip Bet Gains Credibility
Michael Burry warns of an AI stock bubble, citing unsustainable valuations and investor FOMO. He predicts a gradual decline in AI spending rather than a sudden bubble burst.
Niloy Chakrabarti Jul 06, 2026
Why Michael Burry's Caterpillar Short Is Bigger News Than His AI Bets Against Nvidia and Tesla
Michael Burry bets against Caterpillar, questioning its AI-driven valuation surge. Explore his investment strategy and the implications for the stock market.
Niloy Chakrabarti Jul 02, 2026
'I Was Wrong': Robert Kiyosaki Admits Gold Call Failed but Still Predicts $35,000
Robert Kiyosaki admitted he made a mistake in predicting a gold price trend reversal, soon after claiming earlier he had mastered technical chart analysis after learning for years.
Niloy Chakrabarti Jul 01, 2026
Apple and Micron Blame Each Other for Price Hikes and Memory Shortage
Apple and Micron are at odds over rising memory prices, with Apple blaming suppliers and Micron pointing to aggressive buying tactics that killed margins during the 2023 price collapse.
Niloy Chakrabarti Jul 01, 2026
Michael Burry's Adobe Bet Makes Sense After Russell Inclusion, Record Q2 Results on Agentic AI Momentum
Optimism around Adobe's stock rebound gained fresh momentum after its inclusion in Russell indexes and the launch of new AI offerings.
Niloy Chakrabarti Jul 01, 2026
Michael Burry Says He Is Tempted to Bet Against SpaceX, Rejects $2T Valuation Outright
Michael Burry explores bets against SpaceX, arguing it is a small space company with a big valuation, as its stock has crashed drastically since its IPO this month.
Niloy Chakrabarti Jun 26, 2026
Cathie Wood Bumps SpaceX Stake Amid Selloff as Musk Loses More Than Buffett's Net Worth Overnight
Ark Invest, led by Cathie Wood, bought over 210,000 SpaceX shares during a $152 billion market crash. Learn about Roku share sales post-Fox acquisition and Ark's evolving strategy in disruptive markets.
Niloy Chakrabarti Jun 23, 2026
Another AI Firm Is Paying SpaceX $6.3B for Nvidia Compute After Google and Anthropic's $26B Commitment
SpaceX has partnered with Reflection AI, securing a $150 million monthly deal to provide computing power, enhancing open-source AI development amid growing concerns over closed AI systems.
Niloy Chakrabarti Jun 23, 2026
Elon Musk-Ro Khanna Feud Explained: Why the Trillionaire Wants the Congressman Arrested
The controversy between Elon Musk and Representative Ro Khanna focuses on allegations of insider trading and the impact of USAID cuts.
Niloy Chakrabarti Jun 23, 2026
Trump's 'Oligarchic Friends' Gain $210B in a Day: Bernie Sanders Says the Economy Is 'Insanely Rigged'
Senator Bernie Sanders criticises the wealth surge of tech billionaires, highlighting economic struggles faced by American families amid inflation and poverty.
Niloy Chakrabarti Jun 18, 2026
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