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Whale Rock’s latest portfolio moves point to Snowflake and Twilio as two software stocks that could thrive despite AI disruption and a shifting enterprise spending environment.
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Analysts believe NVDA will beat management's revenue estimates. Should investors expect the same?
While Beyond Meat recently executed a 30-for-1 reverse stock split, should you buy, sell or hold the stock now?
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Jeffrey Gundlach has beef with Nvidia's new $500 billion fund. Here's how the plan affects ETFs that may be in your portfolio.
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Wall Street sees 85% upside in Broadcom versus 45% for Microsoft. But bigger upside doesn't always mean the better buy. Here's why I'm sticking with Microsoft as the smarter AI stock for 2026.
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Two space stocks are priced for a perfect future. A third is already cashing checks. Here's what Rocket Lab, AST SpaceMobile, and Karman really cost.
Thanedar and others were late to filing disclosures.
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ADBE stock has rebounded sharply from its 2026 lows. While the valuations are still reasonable, it would be prudent to take some profits off the table here.
Whale Rock slashed its Nvidia position in Q2, but Nvidia’s accelerating AI revenue and Wall Street targets suggest the hedge fund’s move may be more about portfolio rotation than weakening fundamentals....
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KeyBanc says Zscaler stock is not out of juice just yet. Here’s why its analyst recommends buying ZS shares heading into the Q4 earnings on Sept. 3.
