Key Points Pershing was able to purchase Netflix stock after a major sell-off earlier this year. Ackman also took new positions in Visa and Mastercard. Ackman and his team bought the dip on stocks that investors have sold amid concerns about disruption from artificial intelligence. 10 stocks we like better than Netflix › Say what … Read more
AI’s Biggest Problem Right Now – And the Portfolio of Companies Solving It
Russ Cohen
A recent AI deal reveals an unexpected group of companies that could benefit from the industry’s biggest bottlenecks. Listen to the audio version of this article (generated by AI). Editor’s Note: Last week, you heard from my InvestorPlace colleague Luke Lango about a challenge facing AI investors: With so many opportunities out there, which stocks … Read more
Trump Tariff Refunds Just Topped $100 Billion, and These Companies Are Receiving Some of the Largest Checks
Russ Cohen
Key Points Donald Trump’s “Liberation Day” tariffs were invalidated by the U.S. Supreme Court in February 2026, triggering the need to refund approximately $166 billion to American businesses. Several of America’s best-known companies have received or expect to collect between $500 million and $2.4 billion in International Emergency Economic Powers Act (IEEPA) tariff refunds. However, … Read more
Crypto Market Update: Tether Completes First KPMG Financial Audit
Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Here’s a quick recap of the crypto landscape for Monday (August 17) as of 12 noon UTC. Bitcoin price update Bitcoin (BTC) was priced at US$63,261.75, up by one percent over the past 24 hours. Chart via The … Read more
Meet the Dividend Stock That Warren Buffett Backed for Decades. Here's Why It Just Hit an All-Time High Under Greg Abel.
Key Points Buffett has praised Coca-Cola as an “inevitable,” meaning that people will always buy it, and it will always dominate its industry. It has always focused on large-scale marketing campaigns to strengthen its relationship with its customers. It has raised its dividend annually for 64 years, resulting in a large annual payout for Berkshire … Read more
Satya Nadella's Microsoft Stock Jumped 18% in a Week After Azure's Annual Revenue Topped $100 Billion for the First Time. Is It Still a Buy?
Key Points Microsoft Azure’s cloud revenue jumped to $100 billion after the company invested heavily in AI infrastructure. Microsoft’s shares are still relatively cheap, and the company’s free cash flow is in good shape, even with a ramp-up in capex spending. 10 stocks we like better than Microsoft › Microsoft (NASDAQ: MSFT) pulled off what … Read more