Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of Billionaire Ken Fisher’s Latest Portfolio: 10 Best Stocks to Buy. Contract chip manufacturing giant Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the most important companies in the world. It is the only foundry capable of manufacturing high-end chips at scale and with stable yields. […]
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of Billionaire Ken Fisher’s Latest Portfolio: 10 Best Stocks to Buy. Contract chip manufacturing giant Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the most important companies in the world. It is the only foundry capable of manufacturing high-end chips at scale and with stable yields. […]
According to a recent SEC filing , Nan Fung Group Holdings Ltd reduced its position in Oculis (NASDAQ:OCS) by 163,957 shares during the first quarter of 2026. The estimated value of the trade was $4.3 million, based on the quarter’s average closing price. Oculis Holding AG is a clinical-stage biopharmaceutical company developing novel topical therapies for ophthalmic and neuro-ophthalmic diseases....
According to a recent SEC filing , Nan Fung Group Holdings Ltd reduced its position in Oculis (NASDAQ:OCS) by 163,957 shares during the first quarter of 2026. The estimated value of the trade was $4.3 million, based on the quarter’s average closing price. Oculis Holding AG is a clinical-stage biopharmaceutical company developing novel topical therapies for ophthalmic and neuro-ophthalmic diseases. Nan Fung's Q1 trim of its Oculis stake looks less like a vote of no confidence and more like routine portfolio rebalancing. But the context around Oculis has grown considerably more complicated since the end of Q1. Continue reading
Amazon.com, Inc. (NASDAQ:AMZN) is one of Billionaire Ken Fisher’s Latest Portfolio: 10 Best Stocks to Buy. eCommerce and cloud computing giant Amazon.com, Inc. (NASDAQ:AMZN)’s shares are up by 22% over the past year and by 12.2% year-to-date. It is one of the major players in the cloud computing industry and targets the needs of the […]
Amazon.com, Inc. (NASDAQ:AMZN) is one of Billionaire Ken Fisher’s Latest Portfolio: 10 Best Stocks to Buy. eCommerce and cloud computing giant Amazon.com, Inc. (NASDAQ:AMZN)’s shares are up by 22% over the past year and by 12.2% year-to-date. It is one of the major players in the cloud computing industry and targets the needs of the […]
Jensen Huang's South Korea visit wasn't all business. The Nvidia CEO met esports legend Faker, dined with tech titans, drew crowds like a rockstar, and even threw out the ceremonial first pitch at a baseball game. (Source: Bloomberg)
Jensen Huang's South Korea visit wasn't all business. The Nvidia CEO met esports legend Faker, dined with tech titans, drew crowds like a rockstar, and even threw out the ceremonial first pitch at a baseball game. (Source: Bloomberg)
Investors pivoted away from skyrocketing tech stock as the Nasdaq fell more than 4% in a single session on Friday. Today I’m breaking down why I think the market’s meteoric rise is still rational, and how the software sector proves that investors are grounded in reality. The question came one day after Marvell Technology stock added 33% in its best single trading session ever, boosted by public co...
Investors pivoted away from skyrocketing tech stock as the Nasdaq fell more than 4% in a single session on Friday. Today I’m breaking down why I think the market’s meteoric rise is still rational, and how the software sector proves that investors are grounded in reality. The question came one day after Marvell Technology stock added 33% in its best single trading session ever, boosted by public comments from Nvidia CEO Jensen Huang that the company would someday be worth $1 trillion.
Alphabet Inc. (NASDAQ:GOOGL) is one of Billionaire Ken Fisher’s Latest Portfolio: 10 Best Stocks to Buy. Technology giant Alphabet Inc. (NASDAQ:GOOGL)’s shares are among the top performers in Fisher Investments’ portfolio. They are up by 121% over the past year and by 18% year-to-date. The firm started June on a strong note after it announced […]
Alphabet Inc. (NASDAQ:GOOGL) is one of Billionaire Ken Fisher’s Latest Portfolio: 10 Best Stocks to Buy. Technology giant Alphabet Inc. (NASDAQ:GOOGL)’s shares are among the top performers in Fisher Investments’ portfolio. They are up by 121% over the past year and by 18% year-to-date. The firm started June on a strong note after it announced […]
Apple Inc. (NASDAQ:AAPL) is one of Billionaire Ken Fisher’s Latest Portfolio: 10 Best Stocks to Buy. Consumer electronics giant Apple Inc. (NASDAQ:AAPL)’s shares are up by 53% over the past year and by 14% year-to-date. The firm was at the center of coverage from several analysts in May. For instance, Melius Research raised the share […]
Apple Inc. (NASDAQ:AAPL) is one of Billionaire Ken Fisher’s Latest Portfolio: 10 Best Stocks to Buy. Consumer electronics giant Apple Inc. (NASDAQ:AAPL)’s shares are up by 53% over the past year and by 14% year-to-date. The firm was at the center of coverage from several analysts in May. For instance, Melius Research raised the share […]
Quantum Space has agreed to go public through a merger with special purpose acquisition company Inflection Point Acquisition Corp. VI ( IPFX ), seeking a listing on the Nasdaq under ticker symbol “QSPC.” The transaction, unanimously approved by the boards of both companies, is expected to close in the fourth quarter of 2026, subject to shareholder approval and customary closing conditions. Quantum...
Quantum Space has agreed to go public through a merger with special purpose acquisition company Inflection Point Acquisition Corp. VI ( IPFX ), seeking a listing on the Nasdaq under ticker symbol “QSPC.” The transaction, unanimously approved by the boards of both companies, is expected to close in the fourth quarter of 2026, subject to shareholder approval and customary closing conditions. Quantum Space has a pre-money equity value of $600M. Post-transaction, Quantum Space is expected to have an equity value of ~$1.2B, assuming no redemptions by Inflection Point's public shareholders. Existing Quantum Space equity holders are expected to retain ~50% ownership in the pro forma company. In addition to ~$253M held in Inflection Point's trust account (assuming no redemptions by the public stockholders), the transaction includes commitments for a convertible PIPE at $12 per share of approximately $300M. The PIPE is being led by Inflection Point Asset Management, with participation from additional new institutional investors. Quantum Space plans to use the proceeds to accelerate production of its Ranger platform and expand its manufacturing footprint. Inflection Point is backed by a SPAC sponsor team with experience taking technology companies public, including prior transactions involving Intuitive Machines ( LUNR ) and USA Rare Earth ( USAR ). More on Inflection Point Acquisition Corp. VI Inflection Point Acquisition Corp VI raises $220M in initial public offering Financial information for Inflection Point Acquisition Corp. VI
State Council approves employment plan Premier Li Qiang chaired a State Council executive meeting Friday to review employment work and approve the 15th Five-Year Plan for the implementation of the employment-first strategy. The meeting also discussed efforts to advance new industrialization and develop future industries. Dreame reportedly under government inspection
State Council approves employment plan Premier Li Qiang chaired a State Council executive meeting Friday to review employment work and approve the 15th Five-Year Plan for the implementation of the employment-first strategy. The meeting also discussed efforts to advance new industrialization and develop future industries. Dreame reportedly under government inspection
A company that generates cash isn’t automatically a winner. Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand.
A company that generates cash isn’t automatically a winner. Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand.
DKosig Yesway ( YSWY ) is continuing its organic growth push with a plan to open six to eight new stores in Arizona this year and a heavier wave of about 26 stores in 2027 across the Arizona market and the surrounding Southwest. Early site plans call for stores in communities such as Douglas and Willcox under the Allsup’s banner, reflecting the chain’s typical focus on smaller and midsize markets ...
DKosig Yesway ( YSWY ) is continuing its organic growth push with a plan to open six to eight new stores in Arizona this year and a heavier wave of about 26 stores in 2027 across the Arizona market and the surrounding Southwest. Early site plans call for stores in communities such as Douglas and Willcox under the Allsup’s banner, reflecting the chain’s typical focus on smaller and midsize markets rather than dense urban cores. The sites follow Yesway's (YWSY) preferred large-format prototype of roughly 5,800 square feet, situated on multi-acre lots with extensive fueling positions and a heavy emphasis on prepared food, including the Allsup’s "World Famous Burrito" platform that has become a brand signature. During Yesway's ( YSWY ) first earnings conference call with analysts, CEO Thomas Trkla said the company feels good about Arizona. "It's got a very strong customer, strong receptivity to our food service program, and very good demographics that are very similar to New Mexico and West Texas. So we think it's a great state for us," he noted. In general, Yesway's ( YSWY ) growth strategy is to lean into new-to-industry builds while still selectively using acquisitions and raze-and-rebuild projects. Since 2021, the company has opened dozens of new stores via both self-funded and build-to-suit models, and by early 2023 it had scaled to more than 435 locations across nine states. The current five-year plan calls for opening about 130 additional stores through 2031. At the same time, Yesway ( YSWY ) has also been pruning its network, selling a block of underperforming Midwest stores as it reallocates capital toward higher-growth Sun Belt and Plains markets. Yesway ( YSWY ) closed at $22.18 on Friday after pricing its IPO at $20 per share in late April. More on Yesway Yesway, Inc. (YSWY) Q1 2026 Earnings Call Transcript Yesway: No Way I'm Buying This Yesway: Not Necessarily Saying Yes To This Convenience Player Yesway outlines $210M-$220M fiscal 2026 adjusted EBITDA outl...