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Billionaire Philippe Laffont Has 30% of Coatue’s $22.7 Billion Portfolio Invested in 4 Artificial Intelligence (AI) Stocks — and Nvidia Isn’t One of Them

ByMario Cazombo

Important data releases happen with frequency on Wall Street. A seemingly endless parade of earnings reports, economic data releases, and policy changes from the Donald Trump administration, can make it easy for something important to get overlooked by investors. Arguably the most-telling of all data releases occurred three weeks ago on May 15. This marked…

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Billionaire Stanley Druckenmiller Sold Palantir and Amazon and Is Piling Into This Artificial Intelligence (AI) Stock Instead

ByMario Cazombo

Back in 2022, billionaire Stanley Druckenmiller made a sizable bet on chipmaker Nvidia. The company has gone on to become one of the biggest winners of advancements in generative AI, for which its graphics processing units (GPUs) are well suited. Druckenmiller has also been an investor in Palantir Technologies (NASDAQ: PLTR), which has used AI…

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Tracking Chase Coleman’s Tiger Global Portfolio – Q1 2025 Update

ByMario Cazombo
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Why Taiwan Semiconductor Stock Popped Today

ByMario Cazombo

Shares of Taiwan Semiconductor Manufacturing Company (NYSE: TSM) jumped 3% through 2:35 p.m. ET after CEO C.C. Wei told shareholders at the company’s annual general meeting that TSMC expects to earn “record profit” in 2025. Of particular interest to investors, Wei said he’s “not afraid” that President Donald Trump’s tariffs turmoil will keep TSMC from…

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Thornburg International Growth Fund Q1 2025 Commentary

ByMario Cazombo
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Harbor Capital Appreciation Fund Q1 2025 Commentary

ByMario Cazombo
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3 No-Brainer Artificial Intelligence (AI) Stocks to Buy Right Now

ByMario Cazombo

The burgeoning artificial intelligence (AI) market boasts no shortage of high-flying stocks. Yet today’s volatile macroeconomic climate, fueled by the Trump administration’s ever-evolving tariff policies, necessitates choosing AI businesses that can thrive through this unpredictability. Three AI companies with the ability to do so are Dell Technologies (NYSE: DELL), Nvidia (NASDAQ: NVDA), and Taiwan Semiconductor…

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2 Millionaire-Maker Artificial Intelligence (AI) Stocks

ByMario Cazombo

Making $1 million from a single investment is no easy task unless you’ve already got $900,000 ready to invest. When investors dream of becoming millionaires, they often have grand visions of a stock that rises 100 times in value and turns a small investment into a huge winner. While those examples do exist, they’re quite…

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Tracking Dan Loeb’s Third Point Portfolio – Q1 2025 Update

ByMario Cazombo