The latest round of 13F filings is in, offering a rare look behind the curtain of the world's most successful investors. From massive bets on AI infrastructure to the next wave of energy demand, see h
Post-tax season liquidity often sparks rallies.

Meta and Nvidia Team to Bolster AI Infrastructure

12:41pm, Wednesday, 18'th Feb 2026
Meta formed a multiyear partnership with Nvidia to advance its artificial intelligence infrastructure plans. The collaboration will help support Meta's development of data centers designed for AI trai
Insight into Steven Cohen (Trades, Portfolio)'s Fourth Quarter 2025 13F Filing Steven Cohen (Trades, Portfolio) recently submitted the 13F filing for the fourt
The major stock indexes rose on Wednesday morning as the AI rally found its footing after a string of volatile sessions colored by concerns about AI-driven disruption.

Did Nvidia Just Deliver a Crushing Blow to AMD?

11:42am, Wednesday, 18'th Feb 2026
Advanced Micro Devices ( NASDAQ:AMD | AMD Price Prediction ) has been advancing its AI chip offerings, including the Instinct MI450 series accelerators set for deployment with OpenAI starting in the s
Gavin Baker is not a household name like Buffett or Druckenmiller, but among serious technology investors, his views on AI carry enormous weight.
Typically, anyone who manages tens of billions of dollars would garner heavy publicity. There are exceptions, though, and one particular fund manager mysteriously gets left out of the cultural convers
Wedbush argued that the current “AI threat” trade against software and cybersecurity was misplaced and compared it to previous disconnected technology fears...
Nvidia Corporation remains the AI market leader, with unmatched growth, margins, and a dominant software-hardware ecosystem that competitors struggle to replicate. Investor sentiment is the main near-
The software sector is in turmoil. Is the worst to come, or is this a generational buying opportunity?
The consensus price target hints at a 38.2% upside potential for Nvidia (NVDA). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate r

Meta Will Deploy Millions of Nvidia Processors

10:42am, Wednesday, 18'th Feb 2026
Meta plans to deploy millions of Nvidia processors, marking a significant shift from the traditional use of x86 architecture and Intel CPUs. Bloomberg Intelligence's Mandeep Singh explains why this mo
Duan Yongping, a renowned investor and entrepreneur known as ‘the Chinese Warren Buffett,' has submitted his fourth-quarter 2025 13F filing, offering a detailed snapshot of his most recent portfolio
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