The money manager sees speculative excess in AI-related stocks and data-center investments, cautioning that momentum investing during a boom can end badly.
Peter Thiel’s hedge fund dumps Nvidia stake, cuts back Tesla position
Thiel Macro zeroed out its stake worth nearly $94 million in Nvidia during the three-month period.
Stocks making the biggest moves premarket: Alphabet, Zymeworks, lithium producers, Quantum Computing, Clearwater Analytics and more
These are some of the stocks posting the largest moves in premarket trading.
Alphabet rallies after Berkshire reveals stake. Why Buffett’s firm likely bought it
Despite the stellar rally in 2025, Alphabet’s valuation remains lower than many of its AI-driven megacap peers.
China slow-walks U.S. soybean purchases as stockpiles hit multi-year highs, undermining Trump’s trade deal claims
China will likely “slow-roll soybean purchases to bait the Trump administration into prolonged negotiations,” an analyst says.
Alibaba is helping Chinese military target the U.S., White House memo claims: FT
The Financial Times cited a White House memo that alleged Alibaba was providing tech support to Chinese military ‘operations’ against targets in the U.S.
New York Fed met with Wall Street firms about key lending facility: FT
The Fed sought feedback from dealers on the use of the central bank’s standing repo facility, a permanent lending tool that acts as a backstop for markets.
These underperforming groups may deliver AI-electric appeal. Here’s why.
Industrial and infrastructure stocks may soon share the spotlight with the artificial intelligence trade.
Warren Buffett’s Berkshire Hathaway reveals new position in Alphabet
Berkshire disclosed a $4.3 billion stake in Alphabet at the end of the third quarter, making the Google parent the conglomerate’s 10th largest equity holding.
Here’s where things stand on when the government will start releasing key economic reports
The departments of Labor and Commerce had not posted revised schedules as of Friday morning, but updates are expected soon.