Key Points John Ternus became Apple’s chief executive on Sept. 1, 2026, taking over from Tim Cook after a 15-year run at the top. Cook is not leaving Apple. He becomes executive chairman of the board, and Ternus joins the board the same day, per Apple’s April 20, 2026 announcement. Ternus inherits an installed base … Read more
The Mispriced Winner of the AI Boom
Russ Cohen
Listen to the audio version of this article (generated by AI). Nvidia says memory pricing is “extreme”… so why is the memory maker priced for a crash?… the bigger waves Wall Street can’t see… where Luke Lango is hunting One week ago, Nvidia (NVDA) delivered a blowout earnings report, punctuated by guidance calling for another … Read more
If Elon Musk Puts Data Centers in Space, Here’s Who Gets Paid
Russ Cohen
The offshore oil boom offers a clue about where some of the biggest gains could go… Listen to the audio version of this article (generated by AI). Editor’s Note: My colleague, InvestorPlace Senior Investment Analyst Luke Lango, has spent months studying what Elon Musk is building across Tesla, SpaceX, xAI, and the rest of his … Read more
Is This Market About to Roll Over?
The worst month for stocks opens in the red… fresh attacks in the Middle East… why Louis is rooting for a weak jobs report… the Chinese bots behind the data-center backlash… two questions that Eric Fry asks to find “powerful” stocks As I write on Tuesday, the first day of September, stocks are solidly in … Read more
Bill Ackman Just Made His Biggest Portfolio Overhaul in Years, Adding Netflix, Visa, and Mastercard to Pershing Square. What's the Thesis Behind the Switch?
Key Points Ackman’s hedge fund has averaged annual gains of around 16%. That’s well above the stock market’s average. The portfolio’s concentration suggests a lot of confidence. 10 stocks we like better than Netflix › Bill Ackman is the Founder and CEO of the Pershing Square Capital Management hedge fund company. Many investors follow his … Read more
What the AI Industry Could Learn from the Three Mile Island Meltdown
What Three Mile Island can teach AI investors about the populist risk nobody is pricing in Listen to the audio version of this article (generated by AI). By the time anyone in the control room figured out what was happening, a stuck valve in a Harrisburg, PA, reactor had melted half the core. Thankfully, nobody … Read more