The public market is currently obsessed with the “brains” of artificial intelligence. Every quarter, retail investors and momentum traders wait with bated breath for Nvidia’s latest earnings print, counting how many specialised graphics processing units (GPUs) tech titans are buying. But underneath the hype, a cold, structural reality is beginning to settle over Silicon Valley. ...
Private market investments have seen a significant increase in allocations across institutional portfolios and, increasingly, private wealth strategies over the past decade. The traditional rationale is well known to be that investors earn an illiquidity premium in exchange for locking up capital in assets that cannot be readily traded. This is a bug that investors ...
Shares of have faced a notable degree of volatility in 2026. The stock started off the year hot, being up around 12% near the end of January. The company’s impressive Q4 2025 earnings report drove an over 10% single day gain. However, a convergence of pressures then hit the stock. This included artificial intelligence (AI) ...
Listen to the audio version of this article (generated by AI). Anyone who has ever watched a good fireworks show knows how it works. At first, a few bright bursts light up the night sky. A shower of sparks. A streak of color. A golden burst that crackles for a moment before fading back into ...
just posted what may be the best quarter in its history as a public company. 85% revenue growth, operating margins approaching 50%, $8 billion in combined cash and short-term securities, and zero signs of stress anywhere in the business. The stock sold off anyway. For investors trying to make sense of that, one of the ...
Two specific market signals that can reveal where institutional money is moving before the crowd catches on. Listen to the audio version of this article (generated by AI). Editor’s Note: Oil markets can’t seem to catch a break as geopolitical tensions, supply concerns, and global uncertainty continue to build, welcoming serious volatility. To explain how ...
Nvidia’s exceptional earnings failed to spark a stock rally. Should this be seen as a warning sign for the most expensive tech stocks? Discover 10 undervalued tech stocks that analysts are particularly bullish on. NVIDIA () reported for the first quarter of fiscal year 2027 on Wednesday evening, and the numbers were once again very ...
The Argument No One Is Making Loudly Sixteen consecutive years of positive sales growth is not an accident. It is not a function of a particularly benign cycle, a one-time acquisition, or a favorable macro that lifted every boat. It is what happens when a business owns a critical chokepoint in a $44 billion market, ...
Closed-end funds (CEFs) yield around 8% today—and that’s on average. Plenty yield more—and deliver their payouts safely, predictably and often monthly, too. Members of my CEF Insider service know this. As I write this, our portfolio yields a high 8.8% on average, even as many of our funds’ prices have risen with this year’s strong ...
After a couple of weeks of selling, buyers decided to step in and reverse the near-term trend. Buying volume stepped up in confirmed accumulation. It was a good trade for those who took advantage, and it’s increasingly looking like new trading ranges will come out of this. The () had a support level to work ...
