Alphabet delivered a blockbuster second-quarter report on July 23 that silenced the doubters — at least temporarily. The Google parent posted total revenue of $119.8 billion, up 24% year over year, while Google Cloud surged 82%, and operating income climbed 30% with margins expanding to 34%. The results arrived at a critical moment: investors have been nervous for months that the AI infrastructure boom was running out of steam. Alphabet's report was a direct rebuttal.The headline number that matters most for the AI trade is capex. Alphabet not only maintained its massive spending plans — it ra...

Paul Tudor Jones is one of the most respected macro investors alive, and right now he has his eye on a trade that most retail investors haven't even thought about: the Japanese yen. In a recent episode of the "Invest Like The Best" podcast, the billionaire hedge fund legend described his current positioning philosophy — studying markets like a boxer studying an opponent, biding his time, and swinging hard when the right opening appears. His latest big swing? The yen, particularly against the US dollar, which he believes is setting up for a significant reversal after years of multi-decade lows....

Big Tech just delivered its most consequential earnings week of 2026, and the market's verdict is in. Apple, Meta Platforms, Alphabet, Amazon, and Microsoft — the five Magnificent Seven giants that together account for roughly $15.5 trillion in combined market cap — all reported results, and all beat expectations on both the top and bottom lines. But not all stock moves were equal. The deciding factor? How Wall Street felt about each company's artificial intelligence spending plans and whether cloud revenue growth was keeping pace with those soaring costs. Here is the scorecard by the numbers...

Qualcomm just handed investors a surprise they weren't expecting. The chipmaker's stock rocketed as much as 20% on Thursday after the company revealed it has secured a custom silicon chip deal with an unnamed leading hyperscaler — one of the cloud giants that collectively control the world's AI infrastructure. Shares were trading around $180.97, up roughly 16%, by midday after the announcement on the company's earnings call. The move erased months of underperformance in a single session, and it raises a crucial question for investors: is this the beginning of Qualcomm's breakout into AI infras...

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Salesforce is trading at $163 per share — down nearly 42% over the past 52 weeks — and a growing number of institutional investors believe the selloff has gone too far. The stock has been caught in what fund managers are calling the “SaaSpocalypse”: a broad market panic that AI will make software companies like Salesforce obsolete. One major global investment fund is now calling this “a significant investment opportunity” and making the case that the market fundamentally misunderstands what Salesforce actually is. Montaka Global Investments laid out its bull case for Salesforce (NYSE: CRM) in...

Advanced Micro Devices has been one of the great investing success stories of this AI era. The stock closed at $552.33 on July 22, 2026, giving it a market cap of nearly $901 billion after surging 231.77% over the past 52 weeks. But some of the savviest investors who bought AMD at its lows are now quietly reducing their positions — and their reasoning offers a valuable lesson for retail investors about when to stay, when to trim, and what valuation risk actually looks like. White Falcon Capital Management, a long-term value-focused fund, disclosed in its Q2 2026 investor letter that it purcha...

The Federal Reserve may be done cutting rates — and Wall Street is starting to price in the opposite. Fed funds futures now show an 82% probability that the central bank raises interest rates at its September meeting, a stunning reversal from just one week ago when those odds sat below 53%. The catalyst: Brent crude oil crossed $100 a barrel on Thursday for the first time since late May, driven by escalating military conflict between the U.S. and Iran. The implications for retail investors are significant and immediate. The surge in rate-hike expectations was fueled by a one-two punch of hot ...

Bond investors have endured one of the most volatile stretches in decades, but BlackRock’s Rick Rieder says the worst is behind us — and that right now is one of the best moments in 20 years to be earning income from fixed income. Rieder, BlackRock’s chief investment officer for global fixed income and manager of the iShares Flexible Income Active ETF (BINC), told CNBC on Thursday that investors are entering a new interest rate regime under Federal Reserve Chair Kevin Warsh — one characterized by higher real rates but significantly less volatility. “Revel in the glow of higher real rates and h...

Biotech has staged one of the most dramatic comebacks in the market this year, and veteran fund managers say the rally is far from over. The State Street SPDR S&P Biotech ETF (XBI) has surged nearly 80% over the past 12 months, while the iShares Biotechnology ETF (IBB) is up more than 40%. For comparison, the S&P 500 is up about 19% over the same period. The sector is being driven by a powerful combination: a wave of expiring pharmaceutical patents forcing large drugmakers to acquire smaller biotech companies, a rebound in clinical trial activity, and a regulatory environment that has ...