Michael Burry is becoming more aggressive against three of the market’s biggest AI winners. The Big Short investor has replaced outright bearish positions in Nvidia, Palantir and Micron with longer-dated…
Ideas
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Archer Aviation stock (NYSE: ACHR) has fallen roughly 38% in 2026, but Cathie Wood is buying the dip. ARK Invest funds purchased about 2.57 million ACHR shares worth $12.1 million…
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Penguin Solutions delivered the kind of quarter needed to defend a 228% stock rally, but the valuation question has not disappeared. The AI infrastructure company reported an 888% jump in…
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Asian stocks diverged on Wednesday as South Korea’s KOSPI extended its retreat while Japan’s Nikkei 225 held close to 70,700, showing how differently the region’s two chip-heavy markets are absorbing…
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SpaceX stock (NASDAQ: SPCX) slipped after hours on Tuesday after the Financial Times reported that Elon Musk’s company is seeking $40 billion of financing to buy Nvidia AI chips. The…
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Anthropic is expanding access to its most advanced AI models to selected organisations for high-risk cybersecurity testing in collaboration with the US government. Oil prices were little changed as rising…
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CoreWeave stock climbed to $91.90 on Tuesday, tracking gains across other neocloud companies such as IREN and Nebius. The shares are now up more than 50% from their lowest level…
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US stocks ended higher on Tuesday, with the S&P 500 and Nasdaq Composite reaching record closing highs as technology stocks gained and Treasury yields eased from multi-year peaks. The S&P…
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Nebius Group shares jumped about 8% to around $253.25 on Tuesday, reversing the previous session’s 4.22% decline and breaking above the $250 resistance zone. The move followed a period of…
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FuelCell Energy (FCEL) stock gained on Tuesday due to renewed enthusiasm surrounding the firm’s strategic partnership with Fit Energy. In a press release this morning, Fit Energy said it plans…