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Microsoft Up Nine Percent, Meta Down Nine Percent — Same Evening, Same Bill
On Wednesday evening, minutes after the closing bell in New York, two of the most valuable companies on earth reported...
Six Hours Before the Rate Decision, It Is Still a Coin Flip — and That Is Exactly the Point
At 2:00 p.m. Eastern time on Wednesday, the Federal Reserve will announce what it is doing with the policy rate....
$950 Billion in Orders, Then the Worst Day in Two Decades — the Market Has Stopped Asking Whether AI Demand Is Real
Over the weekend, the memory chip industry received the strongest confirmation of demand it has ever been given. Samsung Electronics...
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15 INVESTORSWhat the world's best investors are buying & selling right now.
Apple trimmed to 22.6% — AXP now #2 at 20.5%, cash ~$300B
80% in AI puts (PLTR & NVDA) — plus contrarian Pfizer calls
New positions in financials (XLF) and equal-weight S&P (RSP) — trimmed biotech
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Start AI Portfolio Analysis →- The Trillion-Dollar Bid Changed Hands: Why the World’s Largest Companies Stopped Buying Their Own Stock
In the first quarter of 2026, Alphabet did not repurchase a single share of its own stock for the first…
- The TAM Trap: The Obesity Drug Market Grew Exactly as Promised — and Novo Nordisk Still Lost Three Quarters of Its Value
In the summer of 2024, Novo Nordisk was the most valuable company in Europe. Two years later, roughly a quarter…
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