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| Title | Published |
|---|---|
Tracking Cliff Asness' AQR Capital Management 13F Portfolio - Q1 2026 Update AQR Capital Management's Q1 2026 13F portfolio rose to ~$218B. Check out the portfolio's top positions, stake increases, and stake decreases here. | about 6 hours ago |
The Nuclear Trade Is Entering Phase 2 and These 3 ETFs Own Everything From Uranium Miners to Reactor Restarts Uranium spot prices powered Phase 1 of the nuclear trade, but reactor restarts, hyperscaler power deals, and SMR permits are rewriting the rules for what comes next, and the three ETFs built to capture it play very different hands. | about 8 hours ago |
Tesla, Intel, Google All Dropped After Earnings - Will Microsoft, Amazon, Meta Follow? Top tech stocks like Tesla, Intel, and Google dropped after earnings. So, what will Microsoft, Meta, and Amazon do after results? | about 11 hours ago |
Alphabet Is Getting ‘Ambitious’ With AI. Don’t Get Ambitious With GOOGL Stock. Alphabet is doubling down on AI and has been gradually raising its capex budget. The stock has come off its 2026 highs, and any further weakness would make the stock a compelling buy. | about 11 hours ago |
3 Major Reasons to Buy Microsoft Before July 29 Q4 Earnings Microsoft shares sit nearly 25% below their 52-week high even as Azure accelerates and its AI business explodes, which raises a pointed question about whether Wall Street has mispriced one of the most dominant growth stories in tech ahead of its July 29 earnings report. | about 12 hours ago |
Microsoft Stock Is Near a 1-Year Low. That Could Change on July 29. Microsoft must deliver on two fronts or risk another sell-off. | about 13 hours ago |
Inside DGRW: How a 32% Payout Ratio Keeps Distributions Safe While Markets Shift Inside DGRW: How a 32% Payout Ratio Keeps Distributions Safe While Markets Shift | about 13 hours ago |
Tracking Cliff Asness' AQR Capital Management 13F Portfolio - Q1 2026 Update
AQR Capital Management's Q1 2026 13F portfolio rose to ~$218B. Check out the portfolio's top positions, stake increases, and stake decreases here.
The Nuclear Trade Is Entering Phase 2 and These 3 ETFs Own Everything From Uranium Miners to Reactor Restarts
Uranium spot prices powered Phase 1 of the nuclear trade, but reactor restarts, hyperscaler power deals, and SMR permits are rewriting the rules for what comes next, and the three ETFs built to capture it play very different hands.
Tesla, Intel, Google All Dropped After Earnings - Will Microsoft, Amazon, Meta Follow?
Top tech stocks like Tesla, Intel, and Google dropped after earnings. So, what will Microsoft, Meta, and Amazon do after results?
Alphabet Is Getting ‘Ambitious’ With AI. Don’t Get Ambitious With GOOGL Stock.
Alphabet is doubling down on AI and has been gradually raising its capex budget. The stock has come off its 2026 highs, and any further weakness would make the stock a compelling buy.
3 Major Reasons to Buy Microsoft Before July 29 Q4 Earnings
Microsoft shares sit nearly 25% below their 52-week high even as Azure accelerates and its AI business explodes, which raises a pointed question about whether Wall Street has mispriced one of the most dominant growth stories in tech ahead of its July 29 earnings report.
Microsoft Stock Is Near a 1-Year Low. That Could Change on July 29.
Microsoft must deliver on two fronts or risk another sell-off.
Inside DGRW: How a 32% Payout Ratio Keeps Distributions Safe While Markets Shift
Inside DGRW: How a 32% Payout Ratio Keeps Distributions Safe While Markets Shift