Duquesne Family Office's billionaire boss swapped out one high-flying artificial intelligence (AI) beneficiary for another ...

The smart money is making a very specific bet right now: both ExxonMobil and Chevron are being priced for an oil environment significantly richer than what we’re seeing today. The capital allocation ...

UBS calls the contrast between its rapturous Nvidia earnings estimates and the stock’s discount valuation “seemingly unsustainable.” ...

NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) has not solely become a trillion-dollar company because it made the best chips, but it became one because it was seemingly the only company that could ...

The move would split off the money-losing social media platform as the company pursues a merger with a fusion power company.

Is GEV a good stock to buy now? We came across a bullish thesis on GE Vernova Inc. on R. Dennis’s Substack by OppCost. In this article, we will summarize the bulls’ thesis on GEV. GE Vernova Inc.’s ...

Seven of Wall Street's most influential businesses are doling out between $11.9 billion and $27.1 billion to their investors each year.

We came across a bullish thesis on Plug Power Inc. on Danny’s Substack by Danny Green. In this article, we will summarize the bulls’ thesis on PLUG. Plug Power Inc.’s share was trading at $1.79 as of ...

Big tech companies aren't the only ones betting big on AI infrastructure; Wall Street institutions are loading up on shares of this cool stock.

Low Fed interest rates as a driver of economic growth, inflation, or both is thoroughgoing Keynesian nonsense.

Here’s a depressing but all too predictable headline from The Wall Street Journal last week: “Detroit’s EV Pullback Is Costing $50 Billion.” Yikes. That’s a lot of money for the American auto industry ...

The Senate passed a landmark housing bill Thursday with a rare show of bipartisan support, but one Democrat still voted “no.” Brian Schatz of Hawaii was the lone Democrat to vote against the 21st ...