Key PointsTech companies are focusing increasingly on building out computing power to support artificial intelligence.Corning captured a number of key deals, revealing demand for i
Key PointsArtificial intelligence (AI) stocks often have high growth potential and valuations.This AI stock is still priced as a bargain.10 stocks we like better than Rivian Automo
Key PointsFirst Trust bought 1,599,172 shares of Tri Pointe Homes last quarter; the estimated transaction value was about $65.06 million (based on average Q1 pricing).Meanwhile, th
Key PointsFirst Trust Capital Management bought 1,814,200 shares of National Storage Affiliates last quarter; the estimated trade size was $61.29 million based on quarterly average
Key PointsNvidia is the largest company in the world right now, but don't be surprised if it gets even bigger.Nvidia's latest results provide a clear indication that its AI chip do
Key PointsSuperstring Capital sold 330,983 shares of UroGen Pharma Ltd last quarter; the estimated transaction value was $6.64 million based on quarterly average pricing.The quarte
Key PointsSuperstring Capital acquired 730,548 shares of Vir Biotechnology last quarter; the estimated trade size was $5.82 million based on quarterly average prices.The quarter-en
Key PointsAmazon's cloud computing platform is delivering strong growth.Meta Platforms is using AI to improve its ad business.Nebius is delivering unreal growth. These 10 stocks co
Key PointsPertento Partners acquired 815,333 shares of Astronics last quarter; the estimated trade size was $59.07 million based on quarterly average prices.The quarter-end value o
Key PointsPertento Partners reduced its SIMO holding by 738,875 shares; the estimated trade value was $89.68 million (based on quarterly average pricing).The quarter-end SIMO posit
Key PointsThe Fairholme Fund sold 377,800 JOE shares for approximately $24.84 million across three days in May 2026.The sale reduced the Fund's position by 2.35%, leaving 15.7 mill
Key PointsThe Iran war led to a surge in energy stock prices. As tensions have cooled, share prices have stagnated.Earnings growth for the sector has been strong in 2026, but it's
Key PointsShawSpring old 1,148,861 shares of Shift4 Payments last quarter; the estimated transaction value was $63.41 million based on quarterly average prices.Meanwhile, the quart
TradingKey - According to media reports including The Information, OpenAI is preparing to confidentially submit a draft IPO filing to the SEC, with a potential listing as early as this September. With
Key PointsSea Limited operates three core businesses spanning e-commerce, digital financial services, and gaming. Sea delivered accelerating revenue growth during the first quarter
Key PointsShawSpring exited 253,959 shares of monday.com last quarter; the estimated trade value was $24.37 million based on quarterly average prices.The quarter-end position value
Key PointsOil prices have risen dramatically in 2026, driven higher by the geopolitical conflict in the Middle East. Some of the most important oil companies didn't benefit as much
Key PointsAn entity controlled by CEO Jack Bendheim, sold 18,608 shares of Common StockThis transaction represented about 20% of Bendheim's total reported ownership before the sale
Key PointsTarget's comparable sales rose 5.6% in its fiscal first quarter -- its first positive reading in five quarters.The retailer raised its full-year sales growth forecast to
Key PointsMicrosoft has been caught in the SaaS sell-off but has strong growth opportunities ahead.Uber is facing potential robotaxi headwinds but has multiple partnerships in the
Key PointsShapiro Capital Management sold 1,580,551 shares of Graphic Packaging Holding Company last quarter, with the estimated transaction value at $19.92 million based on quarte
Key PointsBitcoin boasts a market capitalization of around $1.5 trillion, making it the world's largest cryptocurrency. Ark Investment Management, which is run by seasoned technolo
Key PointsShapiro Capital initiated a new stake in Lionsgate Studios, with 9,309,570 shares added last quarter. The estimated trade value was $85.91 million (based on quarterly ave
Key PointsMP Materials inked major deals with Apple and the Department of Defense last July.However, recent geopolitical changes are perhaps causing a revaluation of the stock. 10
Key PointsBig pharma still needs additional late-stage obesity drug assets.Viking’s obesity pipeline could attract major pharmaceutical acquisition interest.The company controls on
Key PointsProsight Management increased its Nektar Therapeutics holding by 180,367 shares last quarter, an estimated $10.27 million buy based on average prices during the quarter.T
Key PointsProsight bought 468,463 shares of GeneDx Holdings, estimated at $42.72 million based on average first-quarter 2026 prices.The quarter-end value of the position rose by $2
Key PointsSpaceX plans to go public soon, and Goldman Sachs is serving as the lead underwriter.This IPO, along with other mega-deals, shows that dealmaking is on the upswing for Wa
Key PointsLaffont showed a preference for companies further up the supply chain for AI computing.The hedge fund manager cut his fund's stake in hyperscalers, chipmakers, and energy
Key PointsIVV and VOO offer the same expense ratio and nearly identical one- and five-year total returns.VOO boasts a much higher assets under management (AUM), which can provide g