Gavin Baker’s Atreides Management is making big changes to its portfolio, exiting its entire Microsoft (MSFT) position while deploying hundreds…
Browsing: Markets & Investments
An investor who gained legendary status after nailing the 2008 housing market collapse says he sold some of his equity…
Prominent tech investor Gavin Baker says most of the money in AI at the model layer is surprisingly going into…
Fundstrat head of research Tom Lee believes that the upcoming SpaceX IPO will be a big lift for consumers who…
JPMorgan chief executive Jamie Dimon is issuing a counterintuitive statement about the US national debt, arguing that it is serving…
The chief investment officer at Morgan Stanley warns that the stock market looks primed for a corrective move as long-term…
A senior strategist at the independent research firm Evercore ISI believes that in the bull-case scenario, the S&P 500 could…
Brad Gerstner’s Altimeter is making dramatic changes in its portfolio, dumping tens of millions of dollars in Alphabet (GOOGL) in…
A former global head of commodities research at Goldman Sachs believes that the boom in AI CapEx will propel one…
Stanley Druckenmiller’s Duquesne Family Office has opened new stakes to the tune of more than $160 million in companies primed…