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Russ Cohen

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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 ...

Russ Cohen

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Forget Robotaxi and Optimus: Billionaire Stanley Druckenmiller May Have Invested in Tesla for a Very Different Reason

Key Points Many Tesla bulls have high conviction about the company’s AI infrastructure efforts, Optimus and Robotaxi. For now, Optimus has yet to be deployed commercially, while Robotaxi’s growth has been uninspiring. Druckenmiller’s options may still prove profitable, as many investors are likely overlooking a key performance metric. These 10 stocks could mint the next ...

Russ Cohen

Blockchain

Crypto Market Update: Strategy Returns to Profit in Bitcoin Rebound

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 31) as of 10:00 a.m. UTC. Bitcoin price update Bitcoin (BTC) was priced at US$78,501.69, up by 0.6 percent over the past 24 hours. ​Bitcoin price chart ...

Russ Cohen

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Amazon vs. Alibaba: Which AI and E-Commerce Stock Is the Better Buy?

Amazon AMZN and Alibaba Group BABA lead e-commerce on their continents, each evolving into cloud and AI powerhouses. Amazon dominates North American and international marketplaces, with Amazon Web Services (“AWS”) anchoring global cloud infrastructure. Alibaba, via Taobao and Tmall, remains China’s commerce backbone, with Alibaba Cloud as a regional AI leader. Both companies reported quarters ...

Russ Cohen

Market News

Warsh Puts a Rate Hike Back in Play

Listen to the audio version of this article (generated by AI). Warsh’s hawkish Jackson Hole comments… why the AI trade may take it in stride… a new flareup in the Middle East… the Canada trade-war headlines to look past… and the plays underneath them Two weeks ago, we told you not to expect Fed Chair ...

Russ Cohen

Market News

Where the Smart Money Is Moving Next in the AI Boom

Listen to the audio version of this article (generated by AI). Every quarter, Wall Street looks closely at NVIDIA Corporation’s (NVDA) latest results for clues about where the artificial intelligence boom may be headed next. And on the latest earnings call, the company revealed something that caught my attention. Higher memory costs are reportedly forcing ...