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Platinum’s Brands Fund Posts Small Q2 Gain but Trails After AI-Led Market

The manager says strong company profits, buybacks and early signs of job growth could help consumer stocks recover.

Aehr Test Systems Soars After Q4 Beat and $130–$150M FY2027 Guidance

Cathie Wood Increases Stakes in Meta and CoreWeave After Meta Moves to Sell Excess AI Compute

Paul Pelosi Bought Up to $6 Million in Intel and Uber Call Options, Filings Show

U.S. Government Secures Staggered, Approved Rollouts of Frontier AI Models

Small Caps Gain Attention as Vanguard’s VB Looks Like an Overlooked Opportunity

Arm Shifts From IP Licensor to Seller With Its Own AGI Data‑Center CPU

Qualcomm Surges After Daiwa Upgrade, Extending AI-Fueled Rally

Himax Soars to Multi-Year High on Q1 Beat and Bullish Q2 Outlook

CoreWeave Q1 Results Due Thursday With Big Move Priced In

AppLovin Rebounds as Software Stocks Recover, Still Far Below 2025 Peak

Broadcom Locks In Google TPU Deal Through 2031 and 3.5 GW Anthropic Access

Meta Pullback Deepens as Wall Street Reassesses AI Spending and $9 Trillion Payout Goal

Magellan Sees Market Rotation as TSMC Rises and Big‑Tech AI Leaders Lose Steam

TSMC Touted as Top AI Chip Play in New Yahoo Finance Pick

DAX Slips Below 25,000 as Earnings Steer Trade and U.S. Data Looms

Palantir Faces Split Calls Ahead of Earnings as New Buy Meets Hold

Buffett’s 2026 Investing Test: Stay Within Your Circle of Competence

Goldman Starts Super Micro at Sell With $26 Target as Margin Fears Deepen

ClearBridge Growth Strategy Posts Third Straight Outperformance in Q4 2025