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Bill Ackman Returns to Netflix After $400 Million Loss, Takes Positions in Visa and Mastercard
TradingKey - Billionaire investor Bill Ackman's Pershing Square revealed in its latest disclosure that the firm initiated a new position in Netflix (NFLX) in the second quarter, while also buying Visa (V), Mastercard (MA), S&P Global (SPGI), Intercontinental Exchange (ICE), and Alcon (ALC), adding a total of six companies.
Samsung vs SK Hynix vs CXMT: Who Wins the AI Memory War and Which Stock Should You Buy?
SK Hynix will earn more in 2026 than in its prior 27 years combined. Samsung gained 27% in a single day. CXMT just listed at $487B. Here is a direct comparison of all three and which one makes the most sense to own right now.
August Kicks Off: Palantir, AMD, SanDisk Earnings and NFP Jobs Report - 5 Stocks and 3 Macro Events to Watch
The biggest tech earnings week is over. Now comes the hangover test. Palantir reports Monday. AMD reports Tuesday. SanDisk reports Wednesday. NFP drops Friday. Here are the 5 stocks and 3 macro events that define the week of August 3 to 7, 2026.
Meta Partners With BlackRock for $14 Billion Data Center Ahead of Earnings
Meta announced a partnership with BlackRock to build a super data center, and its stock price rose instead of falling.
Figma (FIG) Down 80% From Peak — 46% Revenue Growth, $30 Target
Figma fell 8.6% Tuesday after breaking its rising trendline. The stock is down 80% from its IPO-era peak but growing revenue 46% with a 139% net retention rate. Average analyst target $30.56. Q2 earnings August 5. Here is the setup.
AI Chip Stocks See Turnaround After Slump? JPMorgan Says Pullback May Be Entry Opportunity, Semiconductor Fundamentals Remain Strong
TradingKey - Recently, the AI industry chain has undergone a significant correction, with the semiconductor sector facing notable pressure. However, JPMorgan does not believe this adjustment signals the end of the AI rally. The firm’s strategy team views the current market movement as capital reallocation and valuation digestion rather than a deterioration of industry fundamentals. As earnings expectations continue to improve and market positioning scales back, chip stocks may be building momentum for the next rally.
