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TSMC Raises 2026 Capex to $54 Billion, Prompting Investors to Buy Seagate

Stronger demand from hyperscaler customers is lifting spending on advanced fabs and boosting the case for large‑capacity storage providers

Pershing Square Sells Out of Universal Music After Bid Rejection

Paul Tudor Jones Says AI-Fueled Rally Has 1–2 Years Left

Baron Health Care Fund Falls 6.97% in Q1, Repositions for Long-Term Growth

Marvell to Buy Polariton to Boost AI Data-Center Optics

Micron Scales HBM4 Production for AI as Demand Outlook Strengthens

Stocks Slip as Oil Tops $80 and AI Chip Export Risk Weighs on Semis

Ray Dalio Reaffirms Gold as ‘Safest Money,’ Warns of Looming Capital War

Baron Real Estate Fund Tops REIT Benchmarks in Q3, Details New Iron Mountain Stake

Arthur Hayes Says Fed’s Repo Backstop Will Drive ‘Stealth QE,’ Reviving Bitcoin

Longleaf Partners’ Q3 Letter: Fund Lags Benchmarks as Buybacks Drive Value Plan