A Goldman Sachs tech specialist thinks one sector of the market looks particularly exciting amid historic stock gains. Peter Callahan, a telecom …
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stock
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Analysis
Ed Yardeni Pushes Back on Fears That SpaceX, Anthropic and OpenAI Will ‘Suck the Oxygen Out’ of the Stock Market – Here’s Why
by shayaanby shayaanThe president of Yardeni Research is dismissing fears that three major artificial intelligence (AI) companies going public – SpaceX, Anthropic and OpenAI …
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Analysis
US Stock Market Could Broaden As Tech Sector Looks Primed To Consolidate This Summer: Fundstrat’s Mark Newton
by shayaanby shayaanFundstrat technical strategist Mark Newton says the US stock market is poised to broaden beyond semiconductors and memory stocks, warning that tech …
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Analysis
Fundstrat’s Tom Lee Says 2027 and 2028 Could Witness the ‘Biggest Gains in the Stock Market in Our Lifetime’ – Here’s Why
by shayaanby shayaanFundstrat’s Tom Lee thinks 2027 and 2028 could represent a one-in-a-lifetime time period for stock gains. Lee says in a new interview …
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Analysis
Warren Buffett’s Berkshire Hathaway To Acquire $10,000,000,000 Worth of Alphabet Stock As Google Ramps Up AI Infrastructure Investment
by shayaanby shayaanAlphabet, the parent company of Google, announced Monday it is raising $80 billion in new equity capital to expand its artificial intelligence …
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In brief Lenovo gained 109% in May 2026—its biggest monthly rally since 1999. The announcement happens after Q4 revenue hit a record …
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Finance
Strategy situation ‘out of hand,’ says Arca CIO on $15B preferred stock burden
by shayaanby shayaanStrategy is facing renewed scrutiny over its preferred stock financing model as investors question whether dividend obligations could eventually pressure the company …
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Robinhood is suddenly breaking the crypto playbook. While Bitcoin price struggles to regain momentum and broader digital asset sentiment cools, HOOD stock …
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Analysis
Despite Tech Stock Rally, Hedge Fund Clients Are Taking Profits in One Related Sector: Goldman Sachs
by shayaanby shayaanHedge fund clients are selling out of semiconductor and equipment stocks even as technology shares climb to record highs, according to Goldman …
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Finance
Big Short’s Michael Burry Warns SEC Tokenized Stock Plan Risks ‘Snow Crash’ Future
by shayaanby shayaanMichael Burry warned this week that the U.S. may be heading toward a “Snow Crash cyber-punk future” as the U.S. Securities and …