Gavin Baker’s Atreides Dumps 100% of Stake in Microsoft, Pours $376,685,000 Into Zoom, Akamai and Three AI Plays Markets & Investments May 23, 2026 Gavin Baker’s Atreides Management is making big changes to its portfolio, exiting its entire Microsoft (MSFT) position while deploying hundreds…
BlackRock’s Rick Rieder Favors One Equity Area With Greater Upside Amid ‘Extraordinary Uncertainty’ Markets & Investments April 8, 2026 BlackRock CIO Rick Rieder says he’s eyeing one stock sector that he believes offers big upside potential, despite market uncertainty.…
JPMorgan Exec Issues Contrarian Call on Software, Says Investors Missing Out on Bigger Opportunity in AI Shakeout Banks March 3, 2026 A senior JPMorgan credit executive says investors are missing a golden opportunity as the market has become too focused on…
