Aug 20, 2026 by Marc GubertiIs Palantir Still a Buy After Its 33% Rally Over the Past Month?This recent rally brought Palantir back into the green compared to a year ago. Is now a good time to buy the stock?
Aug 20, 2026 by Keithen DruryForget Micron for a Minute: This Memory Competitor Just Crossed a Major Profitability MilestoneSandisk has now been profitable for a whole year.
Aug 20, 2026 by Adam SpataccoBillionaire Stanley Druckenmiller Sold Broadcom and Bought the Same Artificial Intelligence (AI) Stock Berkshire Piled $17 Billion IntoStanley Druckenmiller's investment firm just swapped out Broadcom for a member of the "Magnificent Seven."
Aug 20, 2026 by Bryan WhiteGrok 4.6 Matches the Frontier Models at a 60% Discount. Now SpaceX Has the Developers to Use It.Coding is one of the largest categories of enterprise AI spending, and Cursor delivers the customers.
Aug 20, 2026 by Brendan CoffeyAutomatic Data Processing vs. Microsoft: Which Technology Stock Is a Better Buy in 2026?ADP's 20% net margin and $5.2B free cash flow contrast sharply with Microsoft's 40% margin and $67B cash generation, revealing starkly different paths to shareholder value.
Aug 20, 2026 by Brendan CoffeyBillionaire John Malone Buys 51K Liberty Latin America Shares. What Does This Mean for Investors?Malone's indirect acquisition via a charitable remainder unitrust boosts his total beneficial ownership to 4.0 million shares, or roughly 1% of Class A Common Shares.
Aug 20, 2026 by Micah ZimmermanBroadcom vs. AMD vs. Nvidia: Three Different AI Chip Strategies, Three Very Different Valuations. Here's the Metric That Explains the Gap.Nvidia's AI ecosystem gives it an edge in the AI chip trade -- here's how Broadcom and AMD stack up.
Aug 20, 2026 by Robert IzquierdoArista Networks vs. CoreWeave: What Revenue Trends Tell Investors About These Artificial Intelligence CompaniesCoreWeave's revenue gap with Arista has shrunk by half in just two years, but profitability tells a starkly different story.
Aug 20, 2026 by Geoffrey SeilerBillionaire Bill Ackman Just Sold 25% of His Stake in This Big Tech Giant for 2 AI RivalsAckman sold shares of Amazon and Alphabet while buying shares of Microsoft and Meta Platforms.
Aug 20, 2026 by Keithen DruryAlphabet Just Made a $200 Billion Infrastructure Move: Here Is What It Means for InvestorsAlphabet is spending heavily on AI infrastructure, and for good reason.
Aug 20, 2026 by Adam SpataccoBillionaire Stanley Druckenmiller Sells Micron and Is Piling Into This Other Unstoppable Artificial Intelligence (AI) Chip Stock InsteadDruckenmiller's Duquesne Family Office just dumped its entire position in Micron stock.
Aug 20, 2026 by Will HealyUiPath CEO Daniel Dines Sells 1.4 Million Shares for $22.5 MillionDines executed the sale under a pre-arranged Rule 10b5-1 trading plan, maintaining a 5% ownership stake with ~26.5 million shares still held directly.
Aug 20, 2026 by Matthew BenjaminJPMorgan Just Announced a Huge Price Target for This Tech StockThe investment bank sees Sandisk's share price rising 26%
Aug 20, 2026 by Keithen DruryAmazon's AWS Backlog Just Hit $496 Billion: Is the Stock a Screaming Buy Under $270?AWS is Amazon's most important segment.
Aug 20, 2026 by Rich SmithWhy Wolfspeed Stock Crashed TodayIn might be time to turn tail and run from Wolfspeed.
Aug 20, 2026 by Keithen DruryIs AMD Catching Up With Nvidia? Here's the Best Stock to Buy Today.AMD's stock is crushing Nvidia's, but that's not consistent with how the businesses are doing.
Aug 20, 2026 by Keith NoonanWhy ScanSource Stock Is Soaring TodayScanSource's fiscal Q4 report arrived with plenty for shareholders to be happy about.
Aug 20, 2026 by Geoffrey SeilerThis Billionaire Was Recently Loading Up on "Magnificent Seven" StocksDavid Tepper added shares of Amazon, Meta, Alphabet, and Nvidia to his portfolio in Q2.
Aug 20, 2026 by Keithen DrurySpaceX Stock Is Down 38% From Its High. Here's Where It Will Be by 2028.SpaceX has a lot of work to do just to justify its current valuation.
Aug 20, 2026 by Harsh ChauhanPrediction: Micron Stock Could Go Parabolic After Aug. 26Nvidia's solid results and the arrival of its Vera Rubin chips will be a tailwind for Micron Technology.