News

Tiger Global Management has taken a new stake in Lumentum Holdings, a key supplier of optical technology for AI data centers. The move underscores growing investor interest in AI infrastructure beyond chipmakers.

Snowflake shares rose 3.8% after Bank of America raised its price target to $205, citing strong positioning ahead of earnings and sustained enterprise AI demand.

AMD disclosed a new 65,516-share stake in Marvell Technology in its latest 13F filing, valued at $6.49 million. The position has since gained roughly 66%, yielding an unrealized profit of about $4.3 million.

DoorDash (NASDAQ:DASH) is attracting billionaire investors as a top five-year stock pick. Wolfe Research highlights strong revenue growth and unit economics.

Meta Platforms’ stock dropped 11% amid AI spending concerns, while Alphabet surged 16% after strong Q1 earnings. Key financial highlights and market reactions analyzed.

TD Cowen upgraded Carnival Corporation to its ‘Top Picks’ list and raised the price target to $34, citing strong execution and industry-leading yield. The firm maintained a Buy rating while lowering estimates for competitors.

Goldman Sachs and KBW analysts reiterated Buy and Outperform ratings on Citigroup, citing improved profitability and strategic growth plans.

Deutsche Bank and Raymond James have raised their price targets for Charles Schwab, signaling strong investor confidence in the financial services giant’s strategic direction and market performance.

Wall Street analysts reiterate Buy ratings for Capital One Financial Corporation (COF) despite missing Q1 2026 revenue and EPS estimates.

Warren Buffett’s retirement as Berkshire Hathaway CEO prompts questions about the $330 billion portfolio. First 13-F filing under Greg Abel reveals new positions in Macy’s and Delta, exits from Amazon, Mastercard, and Visa, and a big bet on Alphabet.