Dr. Michael Burry of The Big Short fame has been making huge headlines in the past year, most notably for his bearish views on the AI trade. With bearish put options against two of the highest flyers in all of tech in recent years (GPU juggernaut Nvidia (NASDAQ:NVDA) and AI software government contractor Palantir (NASDAQ:PLTR)), ... Burry Isn’t Alone in Loading Up on PayPal — Here’s Why It’s Time ...
Dr. Michael Burry of The Big Short fame has been making huge headlines in the past year, most notably for his bearish views on the AI trade. With bearish put options against two of the highest flyers in all of tech in recent years (GPU juggernaut Nvidia (NASDAQ:NVDA) and AI software government contractor Palantir (NASDAQ:PLTR)), ... Burry Isn’t Alone in Loading Up on PayPal — Here’s Why It’s Time to Follow the Smart Money
GDMatt66/iStock Editorial via Getty Images If you follow my work closely, you will almost certainly know that one of the companies that I have been the most bearish about in recent years is electric vehicle giant Tesla ( TSLA ). I have covered, in previous articles, many of the challenges that the company has faced, such as leadership issues here and declining market share here . I would say that ...
GDMatt66/iStock Editorial via Getty Images If you follow my work closely, you will almost certainly know that one of the companies that I have been the most bearish about in recent years is electric vehicle giant Tesla ( TSLA ). I have covered, in previous articles, many of the challenges that the company has faced, such as leadership issues here and declining market share here . I would say that my calls on the stock have been pretty solid so far. Yes, the company is up 14.4% since I reaffirmed it as a "Strong Sell" back in April of this year. That's at a time when the S&P 500 is up 6.3%. But since I originally turned bearish about it in June of 2023, the firm has underperformed the market, rising by only 54.5%, while the S&P 500 is up 63.9%. Since I define a bearish rating as one in which I expect the company to underperform the market for the foreseeable future, I would call this a success. One thing that those who are bullish about the company often cite is innovation when it comes to the robotaxi industry. Back in 2018, I even argued that this could be a golden opportunity for the company. But management, for whatever reason that we could debate, has continuously fallen short of expectations here. The company’s technology, while potentially offering long-term benefits that would exceed what other competitors are utilizing, particularly on the cost and scalability side of things, has fallen short and permitted other players to grow much more rapidly than it has. Certainly the biggest threat comes from Waymo, which is majority owned by Google parent Alphabet ( GOOG ) ( GOOGL ). I believe that Tesla will not come to dominate this industry. In fact, I suspect that it will be no more than a marginal player in what is shaping up to be a massive market opportunity. This further adds to my argument that the list of reasons to be bullish about the electric vehicle giant is much shorter than what its bulls would say it is. Waymo is eating Tesla’s lunch When it comes to t...
GDMatt66/iStock Editorial via Getty Images If you follow my work closely, you will almost certainly know that one of the companies that I have been the most bearish about in recent years is electric vehicle giant Tesla ( TSLA ). I have covered, in previous articles, many of the challenges that the company has faced, such as leadership issues here and declining market share here . I would say that ...
GDMatt66/iStock Editorial via Getty Images If you follow my work closely, you will almost certainly know that one of the companies that I have been the most bearish about in recent years is electric vehicle giant Tesla ( TSLA ). I have covered, in previous articles, many of the challenges that the company has faced, such as leadership issues here and declining market share here . I would say that my calls on the stock have been pretty solid so far. Yes, the company is up 14.4% since I reaffirmed it as a "Strong Sell" back in April of this year. That's at a time when the S&P 500 is up 6.3%. But since I originally turned bearish about it in June of 2023, the firm has underperformed the market, rising by only 54.5%, while the S&P 500 is up 63.9%. Since I define a bearish rating as one in which I expect the company to underperform the market for the foreseeable future, I would call this a success. One thing that those who are bullish about the company often cite is innovation when it comes to the robotaxi industry. Back in 2018, I even argued that this could be a golden opportunity for the company. But management, for whatever reason that we could debate, has continuously fallen short of expectations here. The company’s technology, while potentially offering long-term benefits that would exceed what other competitors are utilizing, particularly on the cost and scalability side of things, has fallen short and permitted other players to grow much more rapidly than it has. Certainly the biggest threat comes from Waymo, which is majority owned by Google parent Alphabet ( GOOG ) ( GOOGL ). I believe that Tesla will not come to dominate this industry. In fact, I suspect that it will be no more than a marginal player in what is shaping up to be a massive market opportunity. This further adds to my argument that the list of reasons to be bullish about the electric vehicle giant is much shorter than what its bulls would say it is. Waymo is eating Tesla’s lunch When it comes to t...
PJT Partners Inc. Chief Executive Officer Paul Taubman said the private credit market’s issues are a “public relations” challenge as investors started to fully realize that many of the products weren’t fully liquid. “Retail clearly is going to stop fueling the growth in AUM for private credit,” Taubman said Monday in a Bloomberg Television interview at the Milken Institute Global Conference in Bev...
PJT Partners Inc. Chief Executive Officer Paul Taubman said the private credit market’s issues are a “public relations” challenge as investors started to fully realize that many of the products weren’t fully liquid. “Retail clearly is going to stop fueling the growth in AUM for private credit,” Taubman said Monday in a Bloomberg Television interview at the Milken Institute Global Conference in Beverly Hills. “There’s an increasing realization it’s an institutional product, not a retail product.” Fears about valuations and the impacts of artificial intelligence on some borrowers have created turmoil in the $1.8 trillion private-credit market in recent weeks. Blue Owl Capital Inc. said last week that sentiment in the industry is far grimmer than reality. “There will be nicks and bruises and losses along the way,” Taubman said. “Underwriting standards are tightening up.” Taubman — who said he doesn’t see private credit as a systemic issue — warned that industries seeking to pull in retail capital have to do so carefully. Private Credit Could Spark Psychological Contagion, Barr Warns ‘Golden’ or ‘Garbage’: Milken Signals New Private Credit Era “It’s simply a marketing challenge in an environment that resulted from an unanticipated change in values and desires for liquidity from retail,” Taubman said. “I suspect that the lesson will be that retail is a wonderful channel, but you really need to treat it with kid gloves when you try and tap that market.”
Raw sugar futures rose to the highest in more than a month as investors trim bearish bets on expectations that mills at top supplier Brazil will focus on producing sugar-cane ethanol instead of the sweetener. The most-active contract in New York climbed as much as 1.7% on Monday to above 15 cents a pound, rising for a second-straight session. While the Middle East war is seen as increasing demand ...
Raw sugar futures rose to the highest in more than a month as investors trim bearish bets on expectations that mills at top supplier Brazil will focus on producing sugar-cane ethanol instead of the sweetener. The most-active contract in New York climbed as much as 1.7% on Monday to above 15 cents a pound, rising for a second-straight session. While the Middle East war is seen as increasing demand for the biofuel, declining ethanol prices in Brazil are also limiting mills’ appetite to shift even more cane to make the product. There is still uncertainty over the market’s capacity to absorb large ethanol production, said Bruno Lima , director for soft commodities at StoneX, referring to the amount of sugar cane that mills are dedicating to the sweetener or ethanol. Sugar futures have moved above the 200-day moving average, a key technical bullish sign. Money managers have already trimmed some of their short positions, according to weekly CFTC data . Still, prices could move beyond 17 cents a pound if the trend continues, Archer Consulting’s Arnaldo Correa said in a note to clients. Cocoa futures also rose in New York, reaching the highest since February. Prices are recovering after steep losses this year, amid concerns over lack of access to fertilizer and potential impacts of the El Niño weather phenomenon in West Africa. Raw sugar prices climbed 1.6% to 15.19 cents per pound as of 10:59 a.m. in New York Cocoa rose 7.4% to 3,861 per metric ton Arabica coffee moved higher while cotton retreated
Alphabet (NASDAQ: GOOGL) trades at $344.40, while Wall Street’s consensus price target sits at $377.29, implying the stock has roughly 9.5% upside. Alphabet owns Google Search, YouTube, Google Cloud, Waymo, and the Gemini AI platform. The stock remains a focal point as AI and cloud growth accelerate at scale, while management commits unprecedented capital to infrastructure ... Analysts See 10% Ups...
Alphabet (NASDAQ: GOOGL) trades at $344.40, while Wall Street’s consensus price target sits at $377.29, implying the stock has roughly 9.5% upside. Alphabet owns Google Search, YouTube, Google Cloud, Waymo, and the Gemini AI platform. The stock remains a focal point as AI and cloud growth accelerate at scale, while management commits unprecedented capital to infrastructure ... Analysts See 10% Upside for Alphabet Following Q1 Earnings
格隆汇5月4日｜阿联酋暗示，其与美国就货币互换展开的谈判，意在加入一个可获得美联储流动性支持的小范围俱乐部，而非出于对外部融资的需求。“此事正在讨论中，”阿联酋外贸国务部长Thani Al Zeyoudi周一在阿布扎比活动上被问及与美国的互换安排时表示，“这是少数国家才有的安排。这并非为了纾困。”他虽未直接提及美联储，也未说明阿联酋正与哪些官员沟通，但列举了欧洲央行以及英国、日本、加拿大和瑞士的货...
格隆汇5月4日｜阿联酋暗示，其与美国就货币互换展开的谈判，意在加入一个可获得美联储流动性支持的小范围俱乐部，而非出于对外部融资的需求。“此事正在讨论中，”阿联酋外贸国务部长Thani Al Zeyoudi周一在阿布扎比活动上被问及与美国的互换安排时表示，“这是少数国家才有的安排。这并非为了纾困。”他虽未直接提及美联储，也未说明阿联酋正与哪些官员沟通，但列举了欧洲央行以及英国、日本、加拿大和瑞士的货币当局。目前只有这些经济体与美联储建立了常设美元流动性互换安排，这使其能够在市场承压时动用这些美元流动性额度，向辖区内金融机构提供支持。
Needham raised its price target on CleanSpark (NASDAQ:CLSK) stock to $18 from $17 while maintaining a Buy rating, after meeting with management on Monday, May 4. The catalyst: CleanSpark indicated it is in “advanced discussions” with a direct investment-grade (IG) hyperscaler customer for its data center capacity. For investors, the price target raised by Needham ... Needham Raises CleanSpark Pric...
Needham raised its price target on CleanSpark (NASDAQ:CLSK) stock to $18 from $17 while maintaining a Buy rating, after meeting with management on Monday, May 4. The catalyst: CleanSpark indicated it is in “advanced discussions” with a direct investment-grade (IG) hyperscaler customer for its data center capacity. For investors, the price target raised by Needham ... Needham Raises CleanSpark Price Target on Hyperscaler Talks: Is the Bitcoin Miner Pivoting to AI?
MapLight Therapeutics (NASDAQ:MPLT) Chief Administrative and Accounting Officer Jonathan Gillis disclosed the direct sale of 69,835 shares of common stock in multiple open-market transactions on April 27 and April 28, 2026, according to an SEC Form 4 filing . MapLight Therapeutics is a clinical-stage biotechnology company leveraging a proprietary platform to identify and modulate neural circuits l...
MapLight Therapeutics (NASDAQ:MPLT) Chief Administrative and Accounting Officer Jonathan Gillis disclosed the direct sale of 69,835 shares of common stock in multiple open-market transactions on April 27 and April 28, 2026, according to an SEC Form 4 filing . MapLight Therapeutics is a clinical-stage biotechnology company leveraging a proprietary platform to identify and modulate neural circuits linked to disease. With a diversified pipeline addressing multiple high-need central nervous system indications, the company seeks to create differentiated therapies for complex neuropsychiatric and neurodegenerative disorders. Its strategy emphasizes innovation in drug discovery and translational research to establish a competitive edge in the biopharmaceutical sector. Gillis’ $2 million late-April transaction was part of a Rule 10b5-1 trading plan, a common tool that allows company insiders to transact shares on a predetermined basis, mitigating the appearance of insider trading. The stock had returned nearly 80% year over year as of April 28. Continue reading
Shopify (NASDAQ:SHOP) currently trades around $125.83, while Wall Street’s average price target sits at $159.70. This means Wall Street analysts, on average, see about 27% upside for the stock today. Shopify powers commerce for millions of merchants, from small businesses to large brands like SKIMS and Supreme. Its platform spans storefronts, payments, point-of-sale, capital, and ... Analysts See ...
Shopify (NASDAQ:SHOP) currently trades around $125.83, while Wall Street’s average price target sits at $159.70. This means Wall Street analysts, on average, see about 27% upside for the stock today. Shopify powers commerce for millions of merchants, from small businesses to large brands like SKIMS and Supreme. Its platform spans storefronts, payments, point-of-sale, capital, and ... Analysts See 27% Upside for Shopify After 30% Selloff
Key PointsCohen has had GameStop focus on collectibles in recent years, and has experience running a large e-commerce company as the co-founder of Chewy.
Key PointsCohen has had GameStop focus on collectibles in recent years, and has experience running a large e-commerce company as the co-founder of Chewy.
Clinical-stage biotech is one of the few corners of the market where a sub-$30 share price genuinely matters: small-cap oncology names can re-rate violently around a single Phase 3 readout or FDA decision, and 2026 is stacked with catalysts. For retail investors scanning headlines, the question is rarely about valuation multiples (most of these companies ... Buy These 3 Clinical-Stage Biotechs Und...
Clinical-stage biotech is one of the few corners of the market where a sub-$30 share price genuinely matters: small-cap oncology names can re-rate violently around a single Phase 3 readout or FDA decision, and 2026 is stacked with catalysts. For retail investors scanning headlines, the question is rarely about valuation multiples (most of these companies ... Buy These 3 Clinical-Stage Biotechs Under $30 With Solid Cash Runways
Advanced Micro Devices (NASDAQ:AMD) stock received an analyst downgrade from HSBC on Monday, May 4, with the firm cutting its rating to Hold from Buy while nudging the price target to $340 from $335. The call lands one day before AMD reports its Q1 2026 earnings on May 5, and after a blistering 77% rally ... HSBC Downgrades AMD to Hold After 77% Rally: Is the AI Chip Trade Out of Steam?
Advanced Micro Devices (NASDAQ:AMD) stock received an analyst downgrade from HSBC on Monday, May 4, with the firm cutting its rating to Hold from Buy while nudging the price target to $340 from $335. The call lands one day before AMD reports its Q1 2026 earnings on May 5, and after a blistering 77% rally ... HSBC Downgrades AMD to Hold After 77% Rally: Is the AI Chip Trade Out of Steam?