We just covered From Fired Researcher to $13.7 Billion King: How Leopold Aschenbrenner Broke the Hedge Fund World and Advanced Micro Devices, Inc. (NASDAQ:AMD) ranks 5th on this list. Advanced Micro Devices, Inc. (NASDAQ:AMD) is a new addition to the 13F portfolio of Situational Awareness LP. The fund declared a new stake in the company […]
We just covered From Fired Researcher to $13.7 Billion King: How Leopold Aschenbrenner Broke the Hedge Fund World and Advanced Micro Devices, Inc. (NASDAQ:AMD) ranks 5th on this list. Advanced Micro Devices, Inc. (NASDAQ:AMD) is a new addition to the 13F portfolio of Situational Awareness LP. The fund declared a new stake in the company […]
We just covered From Fired Researcher to $13.7 Billion King: How Leopold Aschenbrenner Broke the Hedge Fund World and Broadcom Inc. (NASDAQ:AVGO) ranks 4th on this list. Broadcom Inc. (NASDAQ:AVGO) is a new addition to the 13F portfolio of Situational Awareness LP. The fund declared a new stake in the company in filings for the […]
We just covered From Fired Researcher to $13.7 Billion King: How Leopold Aschenbrenner Broke the Hedge Fund World and Broadcom Inc. (NASDAQ:AVGO) ranks 4th on this list. Broadcom Inc. (NASDAQ:AVGO) is a new addition to the 13F portfolio of Situational Awareness LP. The fund declared a new stake in the company in filings for the […]
These 2 Artificial Intelligence (AI) Memory Chip Stocks Just Joined the $1 Trillion Club. Here's How You Can Buy Them Both for Just $60. The Globe and Mail
These 2 Artificial Intelligence (AI) Memory Chip Stocks Just Joined the $1 Trillion Club. Here's How You Can Buy Them Both for Just $60. The Globe and Mail
We just covered From Fired Researcher to $13.7 Billion King: How Leopold Aschenbrenner Broke the Hedge Fund World and Oracle Corporation (NYSE:ORCL) ranks 3rd on this list. Oracle Corporation (NYSE:ORCL) is a new addition to the 13F portfolio of Situational Awareness LP. The fund declared a new stake in the company in filings for the […]
We just covered From Fired Researcher to $13.7 Billion King: How Leopold Aschenbrenner Broke the Hedge Fund World and Oracle Corporation (NYSE:ORCL) ranks 3rd on this list. Oracle Corporation (NYSE:ORCL) is a new addition to the 13F portfolio of Situational Awareness LP. The fund declared a new stake in the company in filings for the […]
Schneider Downs Wealth Management Advisors increased its position in Federated Hermes (NYSE:FHI) during the first quarter, acquiring an estimated $3.56 million in shares based on average quarterly pricing, according to a May 14, 2026, SEC filing. According to a Securities and Exchange Commission (SEC) filing dated May 14, 2026, Schneider Downs Wealth Management increased its holdings in Federated ...
Schneider Downs Wealth Management Advisors increased its position in Federated Hermes (NYSE:FHI) during the first quarter, acquiring an estimated $3.56 million in shares based on average quarterly pricing, according to a May 14, 2026, SEC filing. According to a Securities and Exchange Commission (SEC) filing dated May 14, 2026, Schneider Downs Wealth Management increased its holdings in Federated Hermes by 65,025 shares during the first quarter. The estimated value of these purchases was $3.56 million, based on the mean closing price for the quarter. The quarter-end value of the position rose by $16.04 million, reflecting both the additional shares and market movement. Federated Hermes, Inc. is a leading asset management holding company with a diversified suite of investment products and a global client base. The firm’s scale and expertise in both active and quantitative investment strategies underpin its competitive position in the asset management industry. Consistent profitability and a stable revenue stream from management fees provide a resilient business model. Continue reading
We just covered From Fired Researcher to $13.7 Billion King: How Leopold Aschenbrenner Broke the Hedge Fund World and NVIDIA Corporation (NASDAQ:NVDA) ranks 2nd on this list. NVIDIA Corporation (NASDAQ:NVDA) is a new addition to the 13F portfolio of Situational Awareness LP. The fund declared a new stake in the company in filings for the […]
We just covered From Fired Researcher to $13.7 Billion King: How Leopold Aschenbrenner Broke the Hedge Fund World and NVIDIA Corporation (NASDAQ:NVDA) ranks 2nd on this list. NVIDIA Corporation (NASDAQ:NVDA) is a new addition to the 13F portfolio of Situational Awareness LP. The fund declared a new stake in the company in filings for the […]
The United States Oil Fund (NYSEARCA:USO) has been the most consequential commodity trade of 2026, and the next 12 months will decide whether that trade survives or unwinds. USO trades near $131 on May 27, up roughly 98% year to date and more than double its level a year ago, driven almost entirely by the ... The Oil Chokepoint That Could Unwind USO’s 98% Rally in the Next 12 Months
The United States Oil Fund (NYSEARCA:USO) has been the most consequential commodity trade of 2026, and the next 12 months will decide whether that trade survives or unwinds. USO trades near $131 on May 27, up roughly 98% year to date and more than double its level a year ago, driven almost entirely by the ... The Oil Chokepoint That Could Unwind USO’s 98% Rally in the Next 12 Months
Redwire (NYSE: RDW) stock recorded massive gains this week. The space-tech company's share price rose 60.1% in a stretch of trading that saw the S&P 500 gain 1.8% and the Nasdaq Composite gain 2.6%. While bullish momentum for the broader market played a role in sending Redwire's valuation higher, bullish momentum for space stocks was particularly strong this week thanks to excitement surrounding S...
Redwire (NYSE: RDW) stock recorded massive gains this week. The space-tech company's share price rose 60.1% in a stretch of trading that saw the S&P 500 gain 1.8% and the Nasdaq Composite gain 2.6%. While bullish momentum for the broader market played a role in sending Redwire's valuation higher, bullish momentum for space stocks was particularly strong this week thanks to excitement surrounding SpaceX's upcoming IPO. Even though space stocks saw pullbacks in conjunction with the explosion of Blue Origin's rocket on Friday, Redwire still managed to book a huge valuation gain. The stock is up 223% year to date. Image source: Getty Images. Continue reading
Despite rallying Friday, shares of Salesforce ( CRM ) are still down 28% year-to-date, largely over investor concerns that AI will hamper the SaaS heavyweight's growth. We asked Seeking Alpha analysts Justin Purohit and Johnny Zhang if they thought Salesforce would be able to thrive in an AI-dominated world. Justin Purohit : I certainly believe Salesforce ( CRM ) can thrive in an AI world. This is...
Despite rallying Friday, shares of Salesforce ( CRM ) are still down 28% year-to-date, largely over investor concerns that AI will hamper the SaaS heavyweight's growth. We asked Seeking Alpha analysts Justin Purohit and Johnny Zhang if they thought Salesforce would be able to thrive in an AI-dominated world. Justin Purohit : I certainly believe Salesforce ( CRM ) can thrive in an AI world. This is largely because it is embedding AI directly into an already deeply entrenched enterprise platform. While some investors worry AI could commoditize parts of CRM’s business, I view Agentforce and Data Cloud as tools that can expand wallet share and strengthen customer stickiness over time. The key debate is whether AI becomes disruptive to CRM or additive to it, and so far, I believe the early adoption trends suggest the latter. Johnny Zhang : Can Salesforce ( CRM ) thrive in an AI world? The answer is, of course, yes. More specifically, CRM is thriving as adoptions of the Agenticforce 360 ecosystem are growing rapidly. However, the market has largely underappreciated that and its data moat, which will be its competitive edge. As a leading customer relationship management company, CRM has developed a large scale of enterprise data from customers across different industries over decades. In an agentic AI world, companies that can acquire data and monetize it through AI will be the ultimate winners. As I mentioned in my recent analysis, revenue from the Agentforce 360 platform has been accelerating significantly since 2H FY2026. We previously saw Agentforce and Data 360 ARR was up 200% YoY to $2.7B in 4Q FY2026. In the recent 1Q FY2027 earnings, Agentforce and Data 360 ARR jumped 26% sequentially to $3.4B compared to 4Q FY2026. In addition, more than half of Agentforce and Data 360 bookings come from existing customers, showing strong customer retention. Even so, investors are discounting CRM's AI expansion, as reflected by its 12x P/E fwd and 10x P/CFO fwd. This is because Ag...
The S&P 500 is near record highs. Micron just became a $1 trillion company in 48 trading days. Credit spreads are historically tight. Jamie Dimon has seen this before. The JPMorgan Chase CEO has spent the better part of 2026 watching markets climb through the same risks he has been flagging for ...
The S&P 500 is near record highs. Micron just became a $1 trillion company in 48 trading days. Credit spreads are historically tight. Jamie Dimon has seen this before. The JPMorgan Chase CEO has spent the better part of 2026 watching markets climb through the same risks he has been flagging for ...
Aid workers in Uganda are watching the Ebola crisis unfold in the neighboring Democratic Republic of Congo. They're doing what they can to prepare for an uptick in cases, but foreign aid cuts aren't helping. (Image credit: Leonard Musinguzi)
Aid workers in Uganda are watching the Ebola crisis unfold in the neighboring Democratic Republic of Congo. They're doing what they can to prepare for an uptick in cases, but foreign aid cuts aren't helping. (Image credit: Leonard Musinguzi)
A deadly strike during the first days of the Iran war hit far away in the Indian Ocean, jolting a quiet seaside town and showing how far the conflict's reach extends.
A deadly strike during the first days of the Iran war hit far away in the Indian Ocean, jolting a quiet seaside town and showing how far the conflict's reach extends.
Broadcom (AVGO) has become a central AI infrastructure stock after a run of product launches and partnerships, including its 50G PON home gateway SoC with integrated AI and a new FuriosaAI collaboration. See our latest analysis for Broadcom. Those AI focused product launches and partnerships are landing against strong price momentum, with Broadcom’s 90 day share price return of 40.13% and a 1 year...
Broadcom (AVGO) has become a central AI infrastructure stock after a run of product launches and partnerships, including its 50G PON home gateway SoC with integrated AI and a new FuriosaAI collaboration. See our latest analysis for Broadcom. Those AI focused product launches and partnerships are landing against strong price momentum, with Broadcom’s 90 day share price return of 40.13% and a 1 year total shareholder return of 86.06% signalling that enthusiasm has been building over time. If...