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Stock Performance

Argosy Reframes Portfolio After Q1 Letter on AI Capex Risks

Argosy says shifting from AI‑exposed names into cash‑return and consolidation plays aims to protect returns if AI capex profits fade.

AI Competition Shifts to Chips and Power as Anthropic Nears $1 Trillion and Dell Posts Blockbuster Quarter

Ackman’s Pershing Square Reveals $2.1 Billion Microsoft Stake, Exits Alphabet

AMD Soars on AI Beat as Arm Warns of Supply Limits for New AGI CPU

Strategy Signals Bitcoin Sales After Record Loss as Saylor Reaffirms Accumulation

Palantir Sinks for the Week After Blowout Quarter as Karp Rebukes Short Sellers

Palantir Sheds $73 Billion in Six-Day Slide as Valuation Fight Reignites

Microsoft’s Q4 Revenue Exceeds Estimates as Azure Crosses $75 Billion