Morgan Stanley says there is a growing AI power gap, and IREN will be important in helping generate the power needed for AI compute.

Burry revealed in a new Substack post that he holds LULU and views it as a hold for at least 3-5 years.

HSBC and Deutsche are both out with very positive coverage on Oracle, saying the selloff is overdone.

Melius Research is out with a bullish note on Tesla, focusing on the opportunity ahead with autonomy and its A15 chip due for release in mid-2027.

Bullish is down sharply in the last month, but Ark Invest is adding shares of the crypto exchange company.

President Donald Trump continues to take aim at major health insurance companies and says he only supports sending money to individuals, not subsidies for insurance companies.

Appaloosa took a new position in Whirlpool.

Wells Fargo maintains a $120 price target on shares, warning that its focus on AI and autonomous driving cannot make up for falling sales and delivery estimates.

Surf Air is giving Palantir 6 million shares as prepayment. Which is a better company to invest in as the two work together?

Aixtron is a German semiconductor maker tapped by Kerrisdale and Barclays to benefit in the next wave of AI investing. Shares are up 33% in the last month.