Trump’s second-term S&P 500 gain trails the 2017 rally
The S&P 500 gained roughly 13% to 16% in the first year of Trump's second term, well behind the 24.1%…
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SpaceX Stock Falls About 33% From Peak as Morgan Stanley Sees Nearly 100% Upside
SpaceX shares have dropped about 33% from their post-IPO peak, yet Morgan Stanley reaffirmed a buy rating and a price…
Bill Ackman puts 45% of Pershing Square USA’s portfolio into Microsoft, Meta and Uber
Bill Ackman's new closed-end fund, Pershing Square USA, has put roughly 45% of its portfolio into just three stocks: Microsoft,…
TSMC’s Foundry Market Share Hits 73% as AI Demand Widens the Gap
Taiwan Semiconductor Manufacturing controls roughly 73% of the global chip foundry market, well ahead of Samsung Foundry's roughly 5.9% share,…
Big Tech keeps $3 trillion of AI exposure off balance sheets through accounting footnotes
Nine major tech companies have amassed roughly $3 trillion in AI-related financial commitments that don't appear as liabilities on their…
