
AMD Surges Again — Comparing AMD, Intel, and NVIDIA in the 2026 Chip Stock Race
AMD led the large-cap chip complex with a 5-8% intraday surge, but the 2026 year-to-date scoreboard reads Intel +200%, AMD +93%, NVIDIA +18% — a striking reversal of conventional wisdom.

4 Mega-Cap Stocks With $400–$5,400 Share Prices Positioned for a Potential Split in 2026
Meta, Microsoft, Booking Holdings, and Eli Lilly — with share prices ranging from $400 to over $5,000 — are leading candidates for stock splits in 2026. Retail accessibility and momentum catalysts are the main arguments.

Over Half of America's Largest Cities See Home Price Declines — Case-Shiller Hits Weakest Since July 2023
The S&P Case-Shiller March reading showed more than half of 20 major US cities posting year-over-year declines. Seattle led losses at -2.5%, while Chicago and New York bucked the trend with gains above 4%.

SpaceX IPO Filing Reveals Mars Ambitions, Grok Risks, and 1,300 Cybertruck Purchases
SpaceX has released its 300-page investor prospectus targeting a $1.75 trillion Nasdaq listing in June. Starlink is the only profitable division, while the AI segment is bleeding cash and intra-empire conflicts of interest take center stage.
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Latest news and analysis on financial markets

Nvidia's 85% Revenue Surge Still Couldn't Lift the Stock — A Textbook 'Sell the News' Event
Nvidia posted $81.6B in Q1 revenue (+85% YoY) and guided Q2 to $91B — demolishing every estimate. Yet the stock fell. A textbook buy-the-rumor, sell-the-news moment driven by 30x forward earnings valuation.

Nokia Surges 140% YTD — Nvidia's $1B Bet Rebrands It as an AI Infrastructure Play
Nokia started as a paper mill in 1865. In 2026, it's one of the market's hottest AI infrastructure stocks — up 140% YTD after Nvidia's $1B strategic investment and a surge in AI data center optical network orders.

eBay's 176% Three-Year Rally Decoded — Is the Buyback Engine Built to Last?
eBay stock surged 176% over three years on a dual engine of earnings growth and buybacks. But with 40% of shareholder returns funded by debt and TikTok Shop looming, the machine faces real stress tests.
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NVDA Earnings Tonight — Target, Lowe's & TJX Also in Focus
Wednesday, May 20, 2026 brings a packed earnings slate — NVDA, Target, Lowe's, TJX, and Intuit all reporting. Markets are on edge ahead of Nvidia's results.

Masayoshi Son Q1 2026 Portfolio — INTC at 33% Concentration, TMUS Cut 65%
Masayoshi Son's SoftBank Group revealed its Q1 2026 13F filing, maintaining INTC as the top holding at 33.6% of the portfolio, while slashing TMUS by 65% and fully exiting LMND, UBER, CRCL, and COIN.

Ken Griffin Q1 2026 Portfolio — SPY Up 28%, Major Stakes in TSLA & GLD
Citadel Advisors' Q1 2026 13F filing shows a 28% increase in SPY exposure to $24.2B and a 15% boost in GLD to $9.4B. TSLA leads individual stock holdings at $13.5B, with NVDA close behind at $11.7B.

From Seoul to the World — How a Korean Asset Manager Became a Global ETF Player
Park Hyun-jooA Korean asset manager acquires an American ETF firm. Wall Street raised an eyebrow. Seven years later Global X's AUM crossed $35B.

Silicon Valley, not Wall Street. Creation, not investment. From the PayPal Mafia to a $500K bet on Facebook — the trilogy of the most contrarian operator of his era.

From Buffett's 21-year-old beginnings in Omaha to Munger's final words at 99. The defining decisions that shaped the value investing era.

A one-eyed doctor read 130 pages of fine print no one else bothered with. Two years of silence and ridicule — then 489% returns.

The man Buffett called "my brain." A philosophy distilled into one sentence: invert, always invert.

From a 7-year war against Herbalife to a 100x trade in 30 days during COVID. The evolution of an activist investor forged by defeat.

Twelve years after The Big Short — where has Burry been? A chronicle of warnings that never stopped.
Smart Money
Real-time tracking of 200+ Wall Street investment gurus

Masayoshi Son Q1 2026 Portfolio — INTC at 33% Concentration, TMUS Cut 65%
Masayoshi Son's SoftBank Group revealed its Q1 2026 13F filing, maintaining INTC as the top holding at 33.6% of the portfolio, while slashing TMUS by 65% and fully exiting LMND, UBER, CRCL, and COIN.

Ken Griffin Q1 2026 Portfolio — SPY Up 28%, Major Stakes in TSLA & GLD
Citadel Advisors' Q1 2026 13F filing shows a 28% increase in SPY exposure to $24.2B and a 15% boost in GLD to $9.4B. TSLA leads individual stock holdings at $13.5B, with NVDA close behind at $11.7B.

Howard Marks Q1 2026 Portfolio — QQQ Initiated, SMH & SPY Fully Exited
Oaktree Capital restructured its $3.9B portfolio in Q1 2026, initiating positions in QQQ and XOP while fully liquidating SMH, SPY, and INDV.

Google and Blackstone Launch AI TPU Cloud Venture — $5B Investment, 500 MW by 2027, Cracks in Nvidia's Dominance
Google and Blackstone are forming a joint venture to deliver TPU-powered compute as a service. Blackstone commits $5 billion in equity and targets 500 MW online by 2027, marking a structural challenge to Nvidia's AI compute dominance.
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