Li Lu’s Himalaya Capital Puts 70% of Its Portfolio in Alphabet and PDD Holdings
Li Lu's Himalaya Capital has put 70% of its capital into just two stocks, Alphabet and PDD Holdings, according to…
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Goldman Sachs Expects Nvidia To Beat Estimates, But Warns Stock May Drop After Earnings Anyway
Goldman Sachs expects Nvidia to post a strong second-quarter for fiscal 2027 when it reports on August 26, but analyst…
Shein Launches Up to $1.8 Billion Hong Kong IPO After US, London Setbacks
Shein has launched book building for a Hong Kong initial public offering that could raise up to HK$13.86 billion, valuing…
Cathie Wood says Wall Street analysts are missing Circle’s threat to Visa and Mastercard
Cathie Wood argues Wall Street payments analysts are underestimating the threat Circle poses to Visa and Mastercard, pointing to CRCL's…
Druckenmiller and Loeb Both Exit Broadcom, Rotate Into Alphabet
Stanley Druckenmiller and Dan Loeb both exited Broadcom entirely and built new positions in Alphabet, according to their latest 13F…
