Analyzing Seth Klarman (Trades, Portfolio)’s Latest 13F Filing for Q2 2025
The latest twist in Google’s antitrust drama throws a monkey wrench into Apple reports.
Cisco posted Q4 revenue up 7.6% to $14.67 billion and its 2026 forecast on track with strong AI infrastructure orders. Read more...
The company also issued slightly better than expected guidance. Read more...
AI losses and some new leadership hint at a possible stock market rotation. Cisco fell late. Cathie Wood and Nancy pick Tempus flashed a buy signal.
CoreWeave's stock dropped 20% after the renter of artificial intelligence data centers reported a bigger-than-expected loss. Read more...
AI cloud company CoreWeave said demand is “insatiable” for servers containing Nvidia hardware but analysts say the next generation could face a delay.
After bucking industry trends, fast-casual chains like Chipotle and Cava are finally feeling the consumer slowdown. Read more...
CoreWeave's stock dropped about 18% after the renter of artificial intelligence data centers reported a bigger-than-expected loss. Read more...
QUALCOMM Inc. (NASDAQ:QCOM) is one of the best large-cap tech stocks to buy now. On July 31, Bank of America Securities analyst Tal Liani reaffirmed his Buy...