Stocks

Nvidia shares rose after it said Blackwell GPUs power OpenAI's GPT-6 Astra Ultrafast, delivering up to eight times faster token generation than Astra Standard.

Niloy Chakrabarti Oct 02, 2026

ARK Invest sold $110M in AMD shares and bought $81M of Nvidia stock as Vera Rubin entered production, backing Nvidia's AI growth outlook.

Niloy Chakrabarti Oct 02, 2026

Bloom Energy shares rose more than 44% after Nancy Pelosi disclosed a multimillion-dollar investment, driven by AI data-centre demand and major deals.

Niloy Chakrabarti Sep 30, 2026

McDonald's shares fell 4.81% after it unveiled its $8.5bn NEXT strategy to modernise restaurants and revive customer traffic amid weak sales.

Niloy Chakrabarti Sep 24, 2026

ValueWorks founder Charles Lemonides names Lyft, Instacart, and Rivian as potentially undervalued alternatives to Uber, DoorDash, and Tesla, citing growth and valuation metrics.

Niloy Chakrabarti Sep 18, 2026

Michael Burry cites John Ioannidis's research essay while accusing OpenAI and Anthropic of using AI fears to build hype ahead of possible IPOs.

Niloy Chakrabarti Sep 15, 2026

Michael Burry has exited his December 2026-dated Nvidia put options entirely, citing concerns over rapid time decay, but continues to maintain short positions on other AI firms like Oracle and CoreWeave.

Niloy Chakrabarti Sep 10, 2026

Paul Pelosi's strategic investment in Bloom Energy is capitalising on the company's S&P 500 inclusion and rising demand for data centre power solutions, driving a 40% gain.

Niloy Chakrabarti Sep 09, 2026

Elon Musk's unique investment strategy focuses on product value, improvement roadmaps, and strong teams. His approach prioritises long-term business potential over short-term stock prices.

Christian Nogot Puno Sep 08, 2026

In August, the US economy added 162,000 jobs, far surpassing expectations and fuelling speculation of a Federal Reserve interest rate hike in September, impacting stock market dynamics.

Niloy Chakrabarti Sep 04, 2026

Dell Technologies stock surged 15% following a 203% rise in Q2 adjusted EPS, driven by record AI server revenue, as well as a 122% revenue growth in its traditional servers and networking segment.

Niloy Chakrabarti Sep 03, 2026

Michael Burry bought Nvidia call options as a hedge against his AI short positions. He has repeatedly warned of an AI bubble and how tech firms use accounting tricks to inflate balance sheets.

Niloy Chakrabarti Aug 27, 2026

Nvidia is reportedly planning to acquire Hugging Face for $12.9 billion, aiming to expand its influence in the AI ecosystem despite recent controversies involving deepfakes and cybersecurity breaches.

Niloy Chakrabarti Aug 27, 2026

Nvidia's Q2 revenue surged due to a 117% growth in data centre revenue, but CFO Colette Kress indicated that sales remain pressured by supply constraints.

Niloy Chakrabarti Aug 27, 2026

Nancy Pelosi ramped up investments in red-hot Bloom Energy and Intel stocks, which are directly benefiting from the AI boom and continued support from the Trump Administration.

Niloy Chakrabarti Aug 25, 2026

Michael Burry has sold his entire Alibaba stake and invested in JD.com, citing concerns over Alibaba's $10 billion stock sale to fund AI strategy amid rising capex and declining profits.

Niloy Chakrabarti Aug 24, 2026

Robinhood CEO Vlad Tenev envisions AI-powered trading increasing US stock ownership to 95%. Automated investing is rising, with over 100,000 users adopting hands-free trading accounts.

Niloy Chakrabarti Aug 24, 2026

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

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

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 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

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'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'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'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

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'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

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

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

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