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This Fund Manager Has a Brilliant Strategy for Investing in AI Stocks

Key PointsFund manager Gavin Baker identified a "cross-sectional inefficiency" in AI stocks.He argued that valuations can't be accurate for both the cheap and expensive stocks in A

Source  The Motley Fool1780105800
Lennar vs. D.R. Horton: Which Consumer Stock Is a Better Buy in 2026?

Key PointsLennar utilizes a land-light strategy and maintains a massive presence across 26 states to drive consistent home deliveries.D.R. Horton leverages its position as the larg

Source  The Motley Fool1780104856
Amazon vs. Microsoft: What Their Revenue Trends Tell Investors

Key PointsAmazon generates higher total revenue than Microsoft, though the latter demonstrates a much smoother and more consistent baseline growth pattern.Amazon experiences distin

Source  The Motley Fool1780103923
Why This Fund Made a $189 Million Bet on Erasca as Shares Skyrocket 800%

Key PointsRTW Investments bought 16,010,524 shares of Erasca last quarter; the estimated transaction value was $189.23 million based on the quarter's average share price.The positi

Source  The Motley Fool1780102042
Tango Therapeutics Stock Is Up 840%, and This Fund Just Disclosed Buying $164 Million More

Key PointsRTW Investments added 11,809,392 shares of Tango Therapeutics last quarter; the estimated transaction value was $164.37 million based on average prices during the quarter

Source  The Motley Fool1780101709
Wall Street Thinks Intuitive Surgical Stock Can Soar Over 30%. Here's Why Analysts are Right.

Key PointsIntuitive Surgical's stock is trading near 52-week lows.The stock is down 30% from its most recent high-water mark. Intuitive Surgical's business remains strong, and the

Source  The Motley Fool1780101300
Mattel Stock Is Down 24%. Here's What a $50.9 Million Exit Could Mean

Key PointsPatient Capital sold 2,794,343 Mattel shares last quarter.The quarter-end stake value fell by $55.44 million, reflecting what filings show was a full exit.The Mattel sale

Source  The Motley Fool1780101280
nLIGHT Stock Has Soared 400%. Here's Why One Investor Bought More

Key PointsNeedham Investment Management added 65,000 shares of nLIGHT last quarter. The quarter-end position value increased by $39.95 million, reflecting both share purchases and

Source  The Motley Fool1780100948
What to Know About This Fund's $4.8 Million Bet on Lincoln Educational Services as Shares Surge 100%

Key PointsNeedham Investment Management purchased 152,500 shares of Lincoln Educational Services, with an estimated transaction value of $4.80 million based on quarterly average pr

Source  The Motley Fool1780100454
Stride Stock Is Down 40% This Past Year. Here's Why One Investor Added $58 Million

Key PointsVoss Capital acquired 711,726 shares of Stride last quarter; the transaction value was estimated at $57.73 million based on quarterly average pricing.Meanwhile, the quart

Source  The Motley Fool1780099713
Choice Hotels Stock Is Down 15%, but One Investor Bought $101 Million Last Quarter

Key PointsVoss Capital acquired 967,500 CHH shares last quarter; the estimated transaction value was $100.61 million based on average closing prices for the quarter.Meanwhile, the

Source  The Motley Fool1780099317
What to Know About This Fund's $140 Million FTI Consulting Bet Amid Rising Demand

Key PointsFiduciary Management purchased 823,713 shares of FTI Consulting last quarter; the estimated trade size was $140.52 million (based on quarterly average prices).Meanwhile,

Source  The Motley Fool1780098649
Stock Market Today, May 29: Microsoft Rises as $37 Billion AI Run Rate Highlights Cloud Growth

Microsoft (NASDAQ:MSFT), a global software and cloud solutions provider, closed Friday at $450.24, up 5.45%. The stock moved higher on reports of stronger AI-driven revenue, in-hou

Source  The Motley Fool1780098523
1 Stock Slated to Cash In on the SpaceX IPO

Key PointsCurrent SpaceX shareholders will be able to sell increasingly large portions of their stakes on a rolling schedule for the first 180 days after its IPO.Alphabet needs mor

Source  The Motley Fool1780098180
Fund Trims Simmons First National by $13 Million as Shares Lag the S&P 500

Key PointsRhino Investment Partners sold 642,196 shares of Simmons First National Corporation last quarter; the estimated transaction value was $12.82 million.Meanwhile, the quarte

Source  The Motley Fool1780098141
Anterix Stock Is Up 140%. Here's Why One Investor Just Bought $15.8 Million

Key PointsPlustick Management bought 499,596 shares of Anterix last quarter; the estimated trade value was $15.81 million based on quarterly average prices.The quarter-end position

Source  The Motley Fool1780097558
Fortune Brands Stock Is Down 24%. Here's Why It Seems One Investor Bought $113 Million

Key PointsAtlas FRM added 2,175,000 FBIN shares last quarter.The quarter-end position value increased by $84.76 million as a result.The change represents a 7.41% shift in 13F repor

Source  The Motley Fool1780096996
Accenture: A Strong Contender in the Consulting Space

Explore the exciting world of Accenture (NYSE: ACN) with our contributing expert analysts in this Motley Fool Scoreboard episode. Check out the video below to gain valuable insight

Source  The Motley Fool1780096800
What to Know About This Fund's $61.5 Million Exit From Ecovyst Amid a 75% Stock Rally

Key PointsMangrove Partners IM sold 5,447,873 shares of Ecovyst last quarter, with an estimated transaction value of $61.53 million based on quarterly average pricing.The quarter-e

Source  The Motley Fool1780096420
Why Viasat Stock Sank Today

Key PointsViasat's sales and earnings in fiscal Q4 came in below Wall Street's expectations, and forward guidance suggested only moderate growth. Blue Origin's recent launch explos

Source  The Motley Fool1780096222
What to Know About This Fund's $4.8 Million e.l.f. Beauty Exit After a Tough Year

Key PointsBridgefront Capital sold 59,427 e.l.f. Beauty shares last quarter; the estimated trade size was $4.83 million (based on quarterly average pricing).Meanwhile, the quarter-

Source  The Motley Fool1780095906
Innoviva Stock Is Up Just 10% This Past Year. Here's Why a Fund Bought $2.5 Million More

Key PointsDauntless Investment Group bought 116,863 shares of Innoviva in an estimated trade of $2.52 million last quarter.The quarter-end position value rose by $2.74 million, ref

Source  The Motley Fool1780095331
OneSpaWorld Posted Record Revenue for Last Quarter. Why Did a Fund Exit a $21.5 Million Stake?

Key PointsRanger Investment Management exited 1,012,656 shares of OneSpaWorld Holdings Limited last quarter.The quarter-end position value decreased by approximately $21.00 million

Source  The Motley Fool1780094851
Why Okta Stock Surged to a New 52-Week High Today

Key PointsOkta's identity protection solutions are growing even more valuable in the agentic AI era.The company's free cash flow margins are already impressive.10 stocks we like be

Source  The Motley Fool1780094756
What This $4.1 Million Methanex Sale Could Mean Amid an 80% Stock Surge

Key PointsCyrus Capital Partners sold 81,516 Methanex shares last quarter; the estimated transaction value was $4.10 million.Meanwhile, the quarter-end stake value decreased by $1.

Source  The Motley Fool1780094379
Higher-for-Longer Interest Rates Are Turning Berkshire Hathaway's Cash Hoard Into an Earnings Engine.

Key PointsBefore he retired at the end of 2025, Warren Buffett was letting cash pile up on Berkshire Hathaway's balance sheet.Successor Greg Abel allowed the cash level to rise eve

Source  The Motley Fool1780094100
Stock Market Today, May 29: Robinhood Surges Despite Bitcoin's Struggles

Robinhood Markets (NASDAQ:HOOD), a commission-free trading platform for stocks and crypto, closed Friday at $94.30, up 11.15%. The stock moved higher as investors reacted a slew of

Source  The Motley Fool1780093480
Why POET Technologies Stock Keeps Falling

Key PointsPOET Technologies' stock dropped 7.3% on Friday, extending a roughly 40% decline from its mid-May peak after Marvell's AI division canceled all purchase orders with the c

Source  The Motley Fool1780091763
Stock Market Today, May 29: Rivian Automotive Jumps on R2 SUV Launch Confirmation

Rivian Automotive (NASDAQ:RIVN), an electric truck and SUV maker, closed Friday at $16.3, up 7.24%. The stock moved higher after confirmation of a June 9 R2 SUV launch, while trade

Source  The Motley Fool1780091596
Amazon is Cutting Even More Jobs, Following the Mass Layoffs in January. Can It Maintain Its Cloud Dominance as Employees Exit?

Key PointsAmazon has eliminated thousands of AWS positions since last October.But those AI-driven streamlining strategies could pay off over the long term.10 stocks we like better

Source  The Motley Fool1780091400
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