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Market News
Latest financial news and analysis from global markets
GOOGL
Bill Ackman Bought Google After the ChatGPT Panic (Up 300%). He Bought Amazon After Liberation Day (Up 36%). Now He’s Backing Up The Truck Again.
Although Wall Street has spent the better part of two years lecturing investors that the AI trade is crowded, the capex bill is unpayable, and the mega-caps have run out of room to grow, Bill Ackman keeps surfacing at exactly those moments to buy. His Pershing Square just disclosed a new position in Microsoft (NASDAQ:MSFT) ... Bill Ackman Bought Google After the ChatGPT Panic (Up 300%). He Bought Amazon After Liberation Day (Up 36%). Now He’s Backing Up The Truck Again.
MSFT
Bill Ackman Bought Google After the ChatGPT Panic (Up 300%). He Bought Amazon After Liberation Day (Up 36%). Now He’s Backing Up The Truck Again.
Although Wall Street has spent the better part of two years lecturing investors that the AI trade is crowded, the capex bill is unpayable, and the mega-caps have run out of room to grow, Bill Ackman keeps surfacing at exactly those moments to buy. His Pershing Square just disclosed a new position in Microsoft (NASDAQ:MSFT) ... Bill Ackman Bought Google After the ChatGPT Panic (Up 300%). He Bought Amazon After Liberation Day (Up 36%). Now He’s Backing Up The Truck Again.
V
The Professor Who Tracks Every US IPO Just Issued a Warning on SpaceX: “Most of the Time, Things Don’t Go According to Plan.”
Wall Street braces for what could be the largest stock market debut in history, but the most cited academic on US IPO performance is warning buyers to sit on their hands. SpaceX is reportedly targeting a valuation of roughly $1.75 trillion in its planned offering, and Reuters this morning lined the deal up against three ... The Professor Who Tracks Every US IPO Just Issued a Warning on SpaceX: “Most of the Time, Things Don’t Go According to Plan.”
AMZN
Here’s Why Amazon (AMZN) Might Be the Ultimate Hard-Asset and AI Infrastructure Stock
Most mega-cap and Mag 7 names are either asset-light platforms or asset-heavy industrials. Amazon is one of the very few that owns the dirt and the compute. That dual ownership, hardened by $44.2 billion of Q1 CapEx and a stated $200 billion CapEx plan for 2026, is the rarest setup in the market. The hard-asset ... Here’s Why Amazon (AMZN) Might Be the Ultimate Hard-Asset and AI Infrastructure Stock
NVDA
Here’s Why Amazon (AMZN) Might Be the Ultimate Hard-Asset and AI Infrastructure Stock
Most mega-cap and Mag 7 names are either asset-light platforms or asset-heavy industrials. Amazon is one of the very few that owns the dirt and the compute. That dual ownership, hardened by $44.2 billion of Q1 CapEx and a stated $200 billion CapEx plan for 2026, is the rarest setup in the market. The hard-asset ... Here’s Why Amazon (AMZN) Might Be the Ultimate Hard-Asset and AI Infrastructure Stock
KO
Strait of Hormuz closure causes Diet Coke shortage in India as food brands brace for wider impacts
From Diet Coke to bags of chips, the ongoing closure in the Strait of Hormuz is affecting some of consumers' favorite items across the globe.
JPM
Stocks are near all-time highs — but a new report finds 53% of Americans think investing is a ‘bad idea’
Nearly half of Americans describe current economic conditions as ‘poor,’ while 73% believe the economy is getting worse — not better.
RTX
Rocket Lab Targets Missile Defense and Golden Dome as Its Next Growth Market
RTX just found itself a great partner to help build the Golden Dome.
LMT
Rocket Lab Targets Missile Defense and Golden Dome as Its Next Growth Market
RTX just found itself a great partner to help build the Golden Dome.
NVDA
Iran War Fallout: Israel Needs 10,000 Rockets From BAE Systems -- Quick!
Iran didn't attack Israel with drones in its most recent war -- but it did in the last war, and might again in the next.
INTC
Iran War Fallout: Israel Needs 10,000 Rockets From BAE Systems -- Quick!
Iran didn't attack Israel with drones in its most recent war -- but it did in the last war, and might again in the next.
MSFT
Pershing Square takes new Microsoft stake, calls it a bargain
Ackman began building the position in February after Microsoft stock fell, calling the software giant's valuation "highly compelling"