Stock Update
Active managers miss the rally of a lifetime
Only 22% of active funds have beaten the market in 2025, the worst showing in more than two decades, as Big Tech’s surge leaves Wall Street’s “smart money” in the dust
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Oklo teams up with European nuclear developer on $2B fuel and manufacturing plan
Oklo(OKLO) announced on Friday that it is partnering with Newcleo, a European developer of advanced nuclear reactors
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CoreWeave pushes back on shareholder revolt over Core Scientific deal
After staying on the opposition it received to its proposed $9 billion acquisition of Core Scientific (CORZ), AI hyperscaler CoreWeave (CRWV) finally responded last week, calling the proposal its “best and final” offer
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Snowflake and Palantir are partnering on enterprise AI analytics platform
Defense contracts have been so central to Palantir’s (PLTR) meteoric growth story that the software firm has been called “the AI arms dealer of the 21st century” by one national security expert.
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Wall Street piles into leveraged NVDA bets as analysts warn of systemic risk
Dip buyers are going all-in on Nvidia, pouring a record $132 million into the 2x leveraged NVDA ETF as the AI boom fuels a new wave of speculative mania
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TeraWulf makes $3.2 billion debt offering to fund data center expansion plans
TeraWulf (WULF) is planning to offer $3.2 billion in senior secured notes to help finance a portion of the expansion for its Google (GOOG)-backed data center in New York.
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Waymo expanding into Europe for the first time beginning next year
Alphabet’s (GOOG) Waymo announced on Wednesday that it plans to offer service in London beginning in 2026, marking its first move into Europe.
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Central banks are hoarding gold like it’s the 1970s, and Ray Dalio says you should too
Investors from Ray Dalio to Jeffrey Gundlach warn the central bank buying spree reflects deepening anxiety about debt, inflation, and the durability of the dollar-based order
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Is GameStop becoming modern-day Berkshire? Early investor says Wall Street is missing its second act
Once a meme stock punchline, GameStop (GME) is quietly building a fortress balance sheet and a patient, Buffett-like playbook for its next act.
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BigBear.ai ramps up edge AI capabilities with newest partnership
BigBear.ai (BBAI) said this week that it has partnered with Silicon Valley defense technology company Tsecond to develop AI-enabled edge infrastructure
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Citi CEO is bullish on tokenized deposits but sees an ‘overfocus’ on stablecoins
Moynihan says tokenization carries less "friction" than stablecoins
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Everyone in the AI sector is gunning for Nvidia, even when they’re working with it
Nvidia (NVDA) announced a partnership with Oracle (ORCL) to help accelerate the digital transformation in Abu Dhabi
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Stocks weathered tariff storm at the expense of American consumer, say Wall Street strategists
Even though American companies have shown an ability to absorb Trump’s tariffs, Goldman Sachs economists Elsie Peng and David Mericle say US consumers will bear the brunt of the impact.
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Broadcom will help OpenAI design its own chips in new multi-year partnership
OpenAI is buying 10 gigawatts of computer chips from Broadcom (AVGO) as part of a multi-year partnership that the two companies announced on Monday
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Schwab: Retail investors shunning the Magnificent Seven, except for Nvidia and Amazon
Perhaps “buy low, sell high” has gone out of fashion as a formula for how to make money trading on the stock market.
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SoundHound AI expands partnership with French insurer Apivia Courtage
According to SoundHound, these AI solutions have allowed the insurance company’s “human teams” to focus more on working with brokers and clients
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Rare earth stocks surge after China clamps down on exports and Trump threatens ‘massive’ tariffs
Rare earth material stocks rose on Friday as Beijing tightened its exports of the critical minerals.
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Ferrari’s record plunge raises red flag about wealthy consumer
The luxury automaker’s weak outlook wiped out billions in market value and hints that even the rich may be feeling the pinch
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