Stanley Druckenmiller’s Duquesne Family Office has opened new stakes to the tune of more than $160 million in companies primed…
Browsing: Markets & Investments
Morgan Stanley’s chief investment officer says the earnings backdrop is strong enough and the AI tailwind broad enough to justify…
A Bank of America analyst says ServiceNow (NOW) has cracked the code on turning artificial intelligence into actual revenue growth,…
Veteran Wall Street strategist Ed Yardeni believes the Federal Reserve will raise interest rates, noting that the bond market is…
Billionaire investor Ray Dalio’s Bridgewater Associates made sweeping additions to its AI-related holdings in Q1 2026, deploying more than $1.631…
Situational Awareness LP, an AI-focused investment fund, has disclosed one of the most concentrated bearish positions against the semiconductor complex…
Morgan Stanley’s chief cross-asset strategist says the S&P 500 has a meaningful runway ahead, driven by an earnings story that…
Steve Eisman, the investor made famous by his bet against the US housing market ahead of the 2008 financial crisis,…
A senior Goldman Sachs executive says the first quarter earnings season was broadly exceptional, but warns that speculative behavior is…
Billionaire investor Bill Ackman says the market is significantly undervaluing Microsoft, and he reveals that he poured more than $2…