Joe Raedle ARK Invest’s latest trading activity displayed a decisive rotation toward AI infrastructure, genomics, and frontier energy tech while trimming exposure to certain semiconductor and internet names. The portfolio manager added exposure in CoreWeave ( CRWV ), an AI cloud infrastructure company, and bought a total of over 83K shares worth close to $5.8M. This was followed by a major build-u...
Joe Raedle ARK Invest’s latest trading activity displayed a decisive rotation toward AI infrastructure, genomics, and frontier energy tech while trimming exposure to certain semiconductor and internet names. The portfolio manager added exposure in CoreWeave ( CRWV ), an AI cloud infrastructure company, and bought a total of over 83K shares worth close to $5.8M. This was followed by a major build-up in Kodiak AI ( KDK ), an autonomous trucking and AI logistics company, with ARKQ ( ARKQ ) purchasing 230K shares. Meanwhile, Ark made a notable allocation into OpenAI ( OPENAI ), Series C, with ARKF ( ARKF ), ARKK ( ARKK ) and ARKW ( ARKW ) collectively acquiring 348,995 shares or units. The firm said that this is the first time it has included direct cap table exposure to the AI company behind ChatGPT. Cathie's Ark also added to Oklo ( OKLO ), a nuclear energy and advanced fission startup, buying around 56K shares via ARKQ. Ark Invest ( ARKK ) also selectively added to consumer platform exposure through DoorDash ( DASH ). In healthcare and genomics, ARKG ( ARKG ) led purchases in Arcturus Therapeutics ( ARCT ), acquiring above 16K shares. It also bought GeneDx ( WGS ), a genetic testing and precision medicine company, buying 39K shares across ARKG ( ARKG ) and ARKK ( ARKK ). These buys highlight continued conviction in next-generation sequencing, RNA therapeutics. On the selling side, Ark executed its largest exit in terms of shareholding from Strata Critical Medical ( SRTA ), offloading 745k shares worth around $3M. The firm also trimmed holdings in diagnostics company Veracyte ( VCYT ). In semiconductors, ARK reduced exposure to Teradyne ( TER ), following the trend seen over the last few weeks. Additional reductions were seen in consumer and fintech-linked names, including Pinterest ( PINS ), Discovery ( DSY ) and Japan’s largest internet platform, LY Corp. More on Ark Invest OpenAI Won't Save ARKK ARKK: Wood Is Selling A Rosy Outlook For 2026 And I'm Not Buying It AR...
Parsons Corporation ( PSN ) on Monday said that it has been selected by the Utah Department of Transportation to develop, implement, and maintain a statewide vehicle-to-everything (V2X) maintenance and management system under a 10-year agreement. The company will deploy its iNET software to deliver a cloud-based platform to manage connected vehicle devices across the state, providing real-time sys...
Parsons Corporation ( PSN ) on Monday said that it has been selected by the Utah Department of Transportation to develop, implement, and maintain a statewide vehicle-to-everything (V2X) maintenance and management system under a 10-year agreement. The company will deploy its iNET software to deliver a cloud-based platform to manage connected vehicle devices across the state, providing real-time system monitoring, performance analytics, and operational insights. The contract marks new work for Parsons and establishes a new statewide customer relationship, expanding its portfolio in connected vehicle and intelligent transportation systems. PSN +0.79% premarket to $56.77. Source: Press Release More on Parsons Parsons: A More Balanced Situation Here Parsons Corporation (PSN) Presents at Barclays 43rd Annual Industrial Select Conference Transcript Parsons Corporation (PSN) Q4 2025 Earnings Call Transcript Parsons outlines 4.5% revenue growth target for 2026 following record backlog and margin expansion Parsons plunges after Q4 revenue miss, soft earnings
Michael M. Santiago/Getty Images News Goldman Sachs ( GS ) said on Monday that its private credit fund was the only non-traded business development company in the peer group that saw repurchase requests below the standard 5% quarterly cap during the first quarter. GS shares were +0.17% pre-market to 864.50. Peer group is said to refer to the top five non-traded BDC managers by sales volume, which ...
Michael M. Santiago/Getty Images News Goldman Sachs ( GS ) said on Monday that its private credit fund was the only non-traded business development company in the peer group that saw repurchase requests below the standard 5% quarterly cap during the first quarter. GS shares were +0.17% pre-market to 864.50. Peer group is said to refer to the top five non-traded BDC managers by sales volume, which includes all relevant funds for Blackstone ( BX ), Blue Owl ( OWL ), Apollo ( APO ), Ares ( ARES ), and HPS, owned by BlackRock ( BLK ). GS Credit estimated that its redemptions totaled 17,281,858 shares, or just under 5% of shares outstanding as of December 31, 2025. "We are pleased to announce that all repurchase requests are expected to be fulfilled in full," the financial services provider said in a letter to shareholders. "We believe these results highlight the strong position of GS Credit relative to the broader non-traded BDC industry," said the letter. The fund saw positive net flows of ~7.1% of the December 31, 2025, net asset value. Comparatively, peers experienced negative net flows during the quarter. GS Credit generated ~$823M of proceeds from repayments and sales of portfolio investments, up from $669M in the fourth quarter of 2025. The private credit fund saw $1.04B in gross subscriptions during Q1, bringing its sources of liquidity from repayments, sales, and new subscriptions to about $1.86B. More on Goldman Sachs Goldman Sachs: Selloff Represents Good Entry Point For Investors Goldman Sachs: Capital Markets Titan At A Discounted Valuation Goldman Sachs Remains A Stock To Hold, Despite Uncertainty In Markets (Downgrade) Anthropic weighs IPO as soon as October amid race with OpenAI, report says Former GS CEO sees elevated risk of private market markdowns
The United States market has experienced a notable upswing, rising 3.5% over the past week and an impressive 31% over the last year, with earnings projected to grow by 16% annually. In this thriving environment, identifying high growth tech stocks involves looking for companies that not only capitalize on current technological trends but also demonstrate strong potential for sustained revenue expa...
The United States market has experienced a notable upswing, rising 3.5% over the past week and an impressive 31% over the last year, with earnings projected to grow by 16% annually. In this thriving environment, identifying high growth tech stocks involves looking for companies that not only capitalize on current technological trends but also demonstrate strong potential for sustained revenue expansion and innovation.
At the 6G@UT Forum, InterDigital, Inc. demonstrated significant advancements in AI-enhanced services and energy-efficient edge intelligence. The company highlighted its pioneering efforts in real-time Over-the-Air Federated Learning (OTA-FL) training, which optimizes spectrum resources and promotes energy-efficient AI training directly at edge devices. Additionally, InterDigital showcased innovati...
At the 6G@UT Forum, InterDigital, Inc. demonstrated significant advancements in AI-enhanced services and energy-efficient edge intelligence. The company highlighted its pioneering efforts in real-time Over-the-Air Federated Learning (OTA-FL) training, which optimizes spectrum resources and promotes energy-efficient AI training directly at edge devices. Additionally, InterDigital showcased innovations in AI-enabled teleoperation to enhance real-time remote operations over cellular networks,...
格隆汇4月6日｜今日金融圈最“炸”的一份材料，来自外媒的一篇关于霍尔木兹海峡的“第一手战地情报”。当全世界盯着卫星图猜霍尔木兹海峡“关没关”时，Citrini Research的“3号分析师”冒着生命危险乘快艇进入霍尔木兹海峡海峡附近水域、观察船舶、与当地人/船员交流等，发现了很多不一样的数据。关键结论信息如下： 结论一：IRGC主导新通行规则——伊朗革命卫队正现场制定和执行“谁能通过”的新规矩，巡逻艇和无人机活动频繁，海峡处于“动态执法”状态，而非简单“开/关”二元状态。 也就是说，霍尔木兹海峡目前存在显著但受控的通行量。船舶主要避开主航道，转而使用靠近伊朗海岸/Qeshm岛附近的“隐秘小通道”(little slit near the island of Qeshm and Iran)。3号分析师亲眼观察并拍摄到油轮，包括4月2日主航道通过的tanker。通行的船舶通过中间人向伊朗/IRGC申请许可并支付高额通行费(可能达数百万美元，偏好人民币支付)，形成一种“私有化收费公路”(privatized toll road)。 结论二：霍尔木兹海峡并未布雷 这是Citrini Research依据3号分析师现场实地调研、实地访谈后发布的《Strait of Hormuz： A Citrini Field Trip》报告最重要的实地判断之一。船舶实际通行(包括大型VLCC)也直接证明了这一点，推翻了部分市场/情报机构的猜测。 结论三：AIS(船舶自动识别系统)数据及公开船舶通行数据存在巨大盲区 分析师亲眼看到更多船舶在通行，尤其是使用某些“隐藏走廊”(靠近伊朗海岸的许可通道)、暗AIS(关闭信号)或不完全依赖公开跟踪的船只。传统卫星图像、匿名情报来源和AIS数据都滞后或不完整，导致市场对真实流量存在明显低估。报告指出，AIS系统在当前环境下每天大约漏报50%的实际过往船舶，市场依赖的公开数据已不可靠。“每个人都在用同一套陈旧的卫星图像和AIS数据，后来发现，这些数据缺失了实际通行量的一半左右。”
Super Micro (NASDAQ: SMCI) still has a real AI growth story behind it, but the latest developments may have turned this into a credibility test first. That tension could decide whether the stock rebounds hard or stays discounted. Stock prices used were the market prices of March 25, 2026. The video was published on March 30, 2026. Continue reading
Super Micro (NASDAQ: SMCI) still has a real AI growth story behind it, but the latest developments may have turned this into a credibility test first. That tension could decide whether the stock rebounds hard or stays discounted. Stock prices used were the market prices of March 25, 2026. The video was published on March 30, 2026. Continue reading
The United States market has recently experienced a notable upswing, climbing 3.5% in the last week and showing an impressive 31% increase over the past year, with earnings projected to grow by 16% annually. In this thriving environment, identifying growth companies with substantial insider ownership can be a promising strategy, as it often indicates management's confidence in the company's future...
The United States market has recently experienced a notable upswing, climbing 3.5% in the last week and showing an impressive 31% increase over the past year, with earnings projected to grow by 16% annually. In this thriving environment, identifying growth companies with substantial insider ownership can be a promising strategy, as it often indicates management's confidence in the company's future prospects.
Eoneren/E+ via Getty Images Co-authored with Beyond Saving Usually, I'm writing about what dividend stocks to buy, with a bias toward high yields. So naturally, people are always asking for my opinion on various dividend investments. One class of popular dividend investments that we haven't touched at High Dividend Opportunities are the rapidly growing class of ETFs that generate huge dividends th...
Eoneren/E+ via Getty Images Co-authored with Beyond Saving Usually, I'm writing about what dividend stocks to buy, with a bias toward high yields. So naturally, people are always asking for my opinion on various dividend investments. One class of popular dividend investments that we haven't touched at High Dividend Opportunities are the rapidly growing class of ETFs that generate huge dividends through options strategies. Perhaps the most popular ones today are the "YieldMax" family of funds. YieldMax is well known for having nosebleed distributions. With many funds offering yields that are well into the double-digits. 40, 50, even 80%. We've avoided them. Today, we explain why. Understand How Your Investments Make Money Many investors use the phrase "NAV erosion". However, a large number of investors fail to accurately identify what NAV erosion is. Many simply look at lower prices and assume that NAV has been "eroded". That is too simplistic an assumption because the market is filled with liquid assets that have changing prices. Consider iShares 20+ Year Treasury Bond ETF ( TLT ), an ETF that holds 20+ year Treasury Bonds. Its NAV has declined from over $130 to $86 over the past 10 years. Does that mean that TLT is "overpaying" or that NAV is "eroding"? Of course not. The Treasuries that TLT holds are going to pay out their par value at maturity 100% of the time. If they don't, you have bigger issues than what's in your investment portfolio. TLT's price/NAV changes to reflect what the current long-term interest rates are. Data by YCharts If we go back in time, to when the 20-year Treasury rate was near 5%, TLT was trading about where it is trading today: SA with Ycharts TLT's NAV didn't "erode" – the value it trades at changed to reflect current macro-economic conditions. If the 20-year Treasury is ever 1% again, then TLT will be trading over $160. TLT is a good example because it doesn't carry the complexities of credit risk or realizing losses like funds that inv...