Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the best AI stocks to buy for 2026, according to billionaire David Tepper. On May 8, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) delivered April revenue figures that affirmed strong demand for artificial intelligence chips. The company’s April revenue was up 17.5% year over year to $13.08 […]
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the best AI stocks to buy for 2026, according to billionaire David Tepper. On May 8, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) delivered April revenue figures that affirmed strong demand for artificial intelligence chips. The company’s April revenue was up 17.5% year over year to $13.08 […]
Taiwan Semiconductor Manufacturing Company Limited (TSM): Top AI Stock to Buy According to Billionaire David Tepper on Robust Revenue Growth Yahoo! Finance Canada
Taiwan Semiconductor Manufacturing Company Limited (TSM): Top AI Stock to Buy According to Billionaire David Tepper on Robust Revenue Growth Yahoo! Finance Canada
Taiwan Semiconductor Manufacturing Company Limited (TSM): Top AI Stock to Buy According to Billionaire David Tepper on Robust Revenue Growth Yahoo Finance
Taiwan Semiconductor Manufacturing Company Limited (TSM): Top AI Stock to Buy According to Billionaire David Tepper on Robust Revenue Growth Yahoo Finance
Meta Platforms Inc. (NASDAQ:META) is one of the best AI stocks to buy for 2026, according to billionaire David Tepper. On May 8, the New York Times reported that Meta Platforms Inc. (NASDAQ:META) is increasingly pushing its 78,000 workers to use artificial intelligence as it also prepares to lay off some of them. The company […]
Meta Platforms Inc. (NASDAQ:META) is one of the best AI stocks to buy for 2026, according to billionaire David Tepper. On May 8, the New York Times reported that Meta Platforms Inc. (NASDAQ:META) is increasingly pushing its 78,000 workers to use artificial intelligence as it also prepares to lay off some of them. The company […]
Andrzej Rostek/iStock via Getty Images Listen below or on the go on Apple Podcasts and Spotify PPI posted its largest monthly increase since 2022 . (0:15) Nebius revenue surged nearly sevenfold . (1:24) Meta employees protest workplace tracking software . (2:17) This is an abridged transcript of the podcast: Our top story so far, sticky inflation alarms sounded this morning as wholesale prices pos...
Andrzej Rostek/iStock via Getty Images Listen below or on the go on Apple Podcasts and Spotify PPI posted its largest monthly increase since 2022 . (0:15) Nebius revenue surged nearly sevenfold . (1:24) Meta employees protest workplace tracking software . (2:17) This is an abridged transcript of the podcast: Our top story so far, sticky inflation alarms sounded this morning as wholesale prices posted their biggest monthly jump since the height of the post-Covid surge. The April Producer Price Index rose 1.4% month over month, well above the 0.5% consensus. March was revised up to 0.7%. On a year-over-year basis, PPI climbed 6%, the largest annual increase since December 2022. Much of April’s increase came from services, which rose 1.2%, with trade services accounting for a significant share. Margins for machinery and equipment wholesaling jumped 3.5%. Core PPI, excluding food and energy, increased 1% for the month, lifting the annual rate to 5.2%. Pantheon Macro noted one potential offset for policymakers: two key components that feed into core PCE — portfolio management and air transportation — were relatively soft. Fed swaps traders appeared to focus on that nuance, with the odds of a rate hike by year-end easing slightly, though markets still see rates higher at the end of 2027 than they are today. “The big picture is that the inflation data are uncomfortably hot for the FOMC right now,” Pantheon said, adding that while tariff effects are largely passed through and rent inflation is expected to cool, the recent run of data remains above the Fed’s 2% target. Among active stocks, Nebius ( NBIS ) is rallying after reporting a near sevenfold jump in revenue, driven by surging AI demand. CEO Arkady Volozh said the company continues to see “unprecedented demand” for compute. Alibaba ( BABA ) posted 11% like-for-like revenue growth in Q4, but profitability fell as higher AI spending and quick-commerce subsidies compressed margins. Seeking Alpha analyst Danil Sereda note...
The U.S.-listed electric vehicle complex is catching a coordinated bid in Wednesday’s midday session. Lucid Group (NASDAQ:LCID) shares are up 9% to around $6.57, NIO (NYSE:NIO) stock has rallied 7% to $6.52, and Tesla (NASDAQ:TSLA) shares have climbed 4% to roughly $450. The move spans geographies, with Lucid representing the U.S. luxury EV story, NIO ... Lucid Jumps 9%, NIO Rallies 7%, Tesla Rise...
The U.S.-listed electric vehicle complex is catching a coordinated bid in Wednesday’s midday session. Lucid Group (NASDAQ:LCID) shares are up 9% to around $6.57, NIO (NYSE:NIO) stock has rallied 7% to $6.52, and Tesla (NASDAQ:TSLA) shares have climbed 4% to roughly $450. The move spans geographies, with Lucid representing the U.S. luxury EV story, NIO ... Lucid Jumps 9%, NIO Rallies 7%, Tesla Rises 4% as EV Stocks Get Charged Up
Micron Technology Inc. (NASDAQ: MU) is one of the best AI stocks to buy for 2026, according to billionaire David Tepper. On May 10, Micron Technology Inc. (NASDAQ: MU) emerged as one of the forces behind the global semiconductor industry entering a melt-up phase. The industry has exploded to $3.8 trillion in market capitalization over […]
Micron Technology Inc. (NASDAQ: MU) is one of the best AI stocks to buy for 2026, according to billionaire David Tepper. On May 10, Micron Technology Inc. (NASDAQ: MU) emerged as one of the forces behind the global semiconductor industry entering a melt-up phase. The industry has exploded to $3.8 trillion in market capitalization over […]
The S&P 500 Index ($SPX ) (SPY ) today is up +0.18%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.58%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.60%. June E-mini S&P futures (ESM26 ) are up +0.12%, and June E-mini Nasdaq futures...
The S&P 500 Index ($SPX ) (SPY ) today is up +0.18%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.58%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.60%. June E-mini S&P futures (ESM26 ) are up +0.12%, and June E-mini Nasdaq futures...
Alphabet Inc. (NASDAQ:GOOGL) is one of the best AI stocks to buy for 2026, according to billionaire David Tepper. On May 5, Reuters reported that Alphabet Inc. (NASDAQ:GOOGL) is on the cusp of replacing Nvidia as the world’s most valuable company by market capitalization. The company has seen its market cap increase significantly on the […]
Alphabet Inc. (NASDAQ:GOOGL) is one of the best AI stocks to buy for 2026, according to billionaire David Tepper. On May 5, Reuters reported that Alphabet Inc. (NASDAQ:GOOGL) is on the cusp of replacing Nvidia as the world’s most valuable company by market capitalization. The company has seen its market cap increase significantly on the […]
Fuel stops are evolving into multi-energy hubs, with Pilot at the center of that shift. CEO Adam Wright discusses plans to expand the company’s EV charging footprint amid the energy shock on "Bloomberg Open Interest." (Source: Bloomberg)
Fuel stops are evolving into multi-energy hubs, with Pilot at the center of that shift. CEO Adam Wright discusses plans to expand the company’s EV charging footprint amid the energy shock on "Bloomberg Open Interest." (Source: Bloomberg)
Alibaba Group Holding Limited (NYSE:BABA) is one of the best AI stocks to buy for 2026, according to billionaire David Tepper. On May 8, Alibaba Group Holding Limited (NYSE:BABA) was on the defensive, refuting claims that it was one of the beneficiaries of billions of dollars’ worth of Super Micro computer servers containing Nvidia chips […]
Alibaba Group Holding Limited (NYSE:BABA) is one of the best AI stocks to buy for 2026, according to billionaire David Tepper. On May 8, Alibaba Group Holding Limited (NYSE:BABA) was on the defensive, refuting claims that it was one of the beneficiaries of billions of dollars’ worth of Super Micro computer servers containing Nvidia chips […]
Jian Fan/iStock via Getty Images Topline Summary And Update The fortunes of Replimune Group, Inc. ( REPL ) have been up and down over the past year, at first looking like a pretty straightforward FDA decision giving rise to one of the more protracted, confusing series of events that I felt would ultimately lead to an approval for their oncolytic virus in melanoma. Last month, it would appear as th...
Jian Fan/iStock via Getty Images Topline Summary And Update The fortunes of Replimune Group, Inc. ( REPL ) have been up and down over the past year, at first looking like a pretty straightforward FDA decision giving rise to one of the more protracted, confusing series of events that I felt would ultimately lead to an approval for their oncolytic virus in melanoma. Last month, it would appear as though this chapter has finally closed, leaving REPL to pick up the pieces and figure out what's coming next. As I write this, we're also digesting the news that the FDA commissioner is going to be leaving , which the market is interpreting as a potential positive. Today, I want to take a look at the prospects for REPL at this time. Why is the market holding on to hope here? Pipeline Updates RP1 The main project in REPL's pipeline is RP1, an oncolytic virus that I've covered at some length in previous articles, for which the company conducted a trial deemed nominally positive but with serious questions about data interpretation. Nonetheless, REPL proceeded with a BLA submission with the FDA, which was rejected back in July , but then they pursued a Type A meeting with the FDA, leading to a resubmission of their BLA in September. This raised new hope that the FDA may consider some kind of approval contingent on conducting a more thorough confirmatory trial; however, last month we got the word that the agency has again denied licensing for RP1 in melanoma. The CEO of REPL did not mince words in a response contained in the press release: It is deeply disappointing that the FDA has not exercised regulatory flexibility to meet patients’ needs given the data supporting strong efficacy and the favorable safety profile. Approximately 8,500 Americans with advanced melanoma die every year. The country's foremost melanoma specialists stood behind the RP1 data. Patients and caregivers pleaded for urgency. All of it was met with inconsistent communication and a fragmented and slow-moving ...