News und Analysen

Micron (NASDAQ: MU) stock is bouncing back Wednesday after a substantial sell-off in Tuesday's trading. The company's share price was up 7.1% as of 12:30 p.m. ET. At the same point in the session,

IBM (NYSE: IBM) is one of my largest holdings. I've owned it for around a decade, buying into the turnaround before it actually happened, correctly believing that this company, which is more than a

Recent news coming out of Meta Platforms (NASDAQ: META) and Amazon (NASDAQ: AMZN) offers the latest proof for why Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG) is one of the best artificial intelligence

On February 17, 2026, Grizzlyrock Capital disclosed in a new SEC filing that it increased its position in Magnite (NASDAQ:MGNI) by 181,000 shares, with the estimated transaction value at $3.00

HubSpot (NYSE: HUBS) is reinventing its growth model around artificial intelligence, and the market may be mispricing what that means for future earnings. If revenue accelerates and margins expand

On February 17, 2026, Brave Warrior Advisors disclosed a buy of 3,224,632 shares of Millrose Properties (NYSE:MRP), an estimated $101.14 million trade based on fiscal fourth quarter 2025 average

Daktronics (NASDAQ: DAKT) stock, which makes jumbotron-sized electronic scoreboards and displays for convention centers and sports stadiums, tumbled 11.3% through 9:50 a.m. ET Wednesday after

Broadcom (NASDAQ: AVGO) is emerging as a serious AI infrastructure contender, driven by accelerating demand for custom chips and a massive multi-year backlog. So, the question is not whether AI

David Tepper's Appaloosa Management is primarily composed of the portfolio manager's personal wealth after returning most of its outside capital to clients in recent years. That means the moves in

Shopify (NASDAQ: SHOP) just delivered a 15-fold surge in AI-powered search orders after integrating Google AI into its platform. With revenue growing by more than 30% but margins tightening, this

After crushing the market in 2025, Shopify (NASDAQ: SHOP) has had a very different experience this year, at least so far. The stock is down 25% since 2026 started.

Will the e-commerce specialist

Apple (NASDAQ: AAPL) and Meta Platforms (NASDAQ: META) are among the largest corporations on equity markets. Both have produced outstanding returns over the past decade or so.

And the good news for

MercadoLibre (NASDAQ: MELI) has been a rewarding growth stock, up about 1,500% over the last decade. It continues to grow rapidly, as it still has tremendous opportunities to expand across a large

Two weeks ago, on Feb. 17, institutional investors with at least $100 million in assets under management were required to file Form 13F with regulators. A 13F is an invaluable data set that allows

Successful investing involves patiently holding shares in a growing business -- that's all there is to it. But sometimes, market pullbacks create rare opportunities to buy shares in a competitively

Microsoft is currently the world's fourth-largest company by market capitalization, with a market cap of $2.9 trillion. However, I think two companies with smaller market caps look poised to surpass

Shares of Atlassian (NASDAQ: TEAM) continued to bear the brunt of the software sell-off last month as the collaboration-based software company disappointed the market with its fourth-quarter

Thanks to the immediate surge in online shopping after the onset of the COVID-19 pandemic, Etsy (NYSE: ETSY) shares rocketed higher. They were up 610% over the 24-month period leading up to their

Capricorn Investment Group LLC disclosed in a February 17, 2026, SEC filing that it sold shares of Navitas Semiconductor Corporation (NASDAQ:NVTS).

According to a February 17, 2026, SEC filing

There's no denying that computing technology powerhouse Nvidia and all of its hardware peers led the way during the earliest part of the artificial intelligence (AI) revolution. As the business

It's easy to speculate about where MercadoLibre (NASDAQ: MELI) could be by 2029. Will it solidify its dominance across Latin America? Will fintech become the primary growth engine? Will competition

With the latest round of 13F forms out, we have some new insights into what stocks are in the portfolios of billionaire hedge fund managers. One fund I follow is Third Point, run by billionaire

Netflix (NASDAQ:NFLX), global streaming TV and film platform, closed Tuesday at $97.7, up 0.63%. The stock’s move reflects continued enthusiasm following bullish analyst calls and optimism after