When Cathie Wood makes a move, Wall Street tends to pay attention. Her trades have become something of a market signal, especially when they involve the high-growth themes she has consistently backed. And in September, that shopping list included a little bit of everything — ****** e, fintech, crypto and biotechnology — while ARK Investment Management trimmed several large technology and healthcare positions.
In fintech, ARK Innovation ETF (ARKK) has been steadily adding to its Robinhood Markets (HOOD) bet. On Sept. 4, the fund bought 28,589 HOOD shares worth roughly $3.5 million, just a day after the stock jumped 16.6%. ARK then returned to the checkout counter on Sept. 8, purchasing another $3.3 million worth of Robinhood's shares. The buying reflects growing optimism around Robinhood's prediction markets, banking, and crypto businesses. The additions have also pushed HOOD into ARKK's top 10 holdings, with a 4.17% portfolio weight.
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#Stock #sept #markets #worth

Tech stocks were volatile on Monday as strengthening AI optimism from bullish Nvidia (NVDA) earnings last week clashed with increased odds of a Fed interest rate hike in September.
It's a momentous day for one company in particular — Apple (AAPL). Longtime CEO Tim Cook steps down on Sept. 1 and will hand the reins to senior vice president of hardware engineering John Ternus.
Cook was seen as a savvy operator, navigating the company through tariffs, supply chain snarls, and the launch of new products such as the Apple Watch and AirPods. He also quadrupled Apple's yearly revenue.
Elsewhere in tech, it was a mixed bag. Semiconductor stocks edged higher on the whole, while software stocks wavered, coming off a big week of decisively strong earnings. Several of the "Magnificent Seven" hyperscaler stocks, however, dropped as concerns about higher borrowing costs and capital expenditures weighed on shares.
OpenAI (OPAI.PVT) fought back against allegations that it stole trade secrets from Apple (AAPL), according to a new court filing published on Monday, as a legal battle between the two highly secretive tech firms heats up.

#stocks #Apple #Tech #company

Irving, Texas-based McKesson Corporation (MCK) distributes pharmaceuticals, medical-surgical supplies, and health and beauty care products. With a market cap of $100.1 billion, the company also develops, implements, and supports software that facilitates the integration of data throughout the health enterprise. In addition, McKesson offers **** ytic, care management, and patient solutions for payers.
Shares of this healthcare giant have outperformed the broader market over the past year. MCK has gained 25.5% over this time frame, while the broader S&P 500 Index ($SPX) has rallied nearly 20.5%. However, in 2026, MCK stock is up 5.5%, compared to the SPX's 12.1% rise on a YTD basis.
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#data #Health #care #broader

(Bloomberg) -- FTX co-founder Gary ***** and former Alameda Research Chief Executive Officer Caroline Ellison avoided financial penalties under a settlement with the US derivatives regulator over their roles at the collapsed cryptocurrency exchange.
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#gary #Research #executive #ellison

Billionaire investor David Tepper of Appaloosa Management has made a name for himself as one of the world's top investment minds. The hedge fund manager is worth an estimated $23.7 billion, and he was recently busy selling high-flying memory stocks while adding to positions in several Magnificent Seven names.
This includes Amazon (NASDAQ: AMZN), Meta Platforms (NASDAQ: META), Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOGL), and Nvidia (NASDAQ: NVDA). Let's dive into why Tepper likely likes these stocks.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Tepper's largest position is in Amazon, representing over 15% of his portfolio, and he was adding more shares in Q2. It's easy to see why Tepper would like the stock. Amazon is both the market leader in cloud computing and e-commerce, and it's been showing strong growth in both areas.
The company's cloud computing unit, AWS, has been seeing accelerating growth, with revenue climbing 37% year over year in Q2, its fastest growth in four and a half years. With a huge backlog, partnerships with Anthropic and OpenAI, and the company spending aggressively on high-return AI infrastructure projects, the strong growth should continue.

#NASDAQ

Stocks are slipping but the S&P 500 is still on track to end the week near records after a boost from slowing inflation and some AI-related stocks.
The benchmark U.S. index opened higher, but was recently down slightly after closing out yesterday's session at an all-time high for the 27th time this year.
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#wife #anthropic

Wall Street has been fretting over a potential AI bubble burst and whether huge AI spending by companies would ever pay off. But Cathie Wood is doubling down. Ark recently bought 80,000 shares of Nvidia (NASDAQ:NVDA) across five funds. Ark also decreased its stake in Roblox (NYSE: RBLX).
Nvidia bears say AI infrastructure spending is running too hot and will eventually slow. That will directly impact Nvidia as its GPU sales will slow down.
Bulls say that fear misses the point. Nvidia's data center networking revenue jumped nearly 200% year over year last quarter. That shows Nvidia is capturing value beyond the GPU itself, through racks, interconnects, and software. Roughly half of data center revenue now comes from AI cloud, industrial, enterprise, and sovereign customers rather than the handful of hyperscalers everyone watches closely. Combined, Meta, Amazon, Microsoft, and Alphabet plan to spend up to $725 billion this year, up 77% year over year, and Nvidia is positioned to capture 35% to 40% of that.
The bear case is about the balance sheet, not the growth rate. Nvidia's inventories more than doubled year over year, and prepaid expenses grew over 40%, as the company locks up more supply commitments to protect delivery timelines. Three customers make up 30%, 18%, and 16% of Nvidia's accounts receivable, so any shift by a major buyer toward custom chips would hit hard. Non-marketable securities, mostly stakes in AI startups and infrastructure partners, now make up 17% of Nvidia's total ****** ets.
Cathie Wood of ARK Investment Management

#year #NVIDIA #spending #infrastructure

Our ****** ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
Performance was driven by solid execution across regulated jurisdictions, with adjusted EPS growing 16% in the first half of the year despite weather being 25% warmer than normal.
Management attributed the strong results to approximately $16 million in new revenue from rate updates and significant benefits from Texas House Bill 4384, which allows for the deferral of depreciation and ad-valorem taxes.
Strategic positioning is focused on maintaining customer affordability, keeping average bills flat year-over-year while investing in system integrity and growth.
The company is seeing a broadening opportunity to serve large load customers, specifically driven by rising demand for gas-fired generation, data centers, and advanced manufacturing.

#House

Last week, David Ellison's Paramount Skydance agreed to delay the closing of its proposed acquisition of Warner Bros. Discovery until June 2027 as it confronts a legal challenge from a coalition of 12 state attorneys general. The delay gives the companies more time to defend the transaction in court. It also gives almost everything that threatens the transaction more time to get worse.
Paramount already faces an imposing collection of headwinds: shifting legal counsel, declining cable subscriptions, a fragile architecture of financing and an impending "ticking fee" that will increase the cost of delay. But the company's greatest challenge in the year ahead may be time itself. As Vince Lombardi reportedly said after a close loss: "We didn't lose the game; we just ran out of time." Hollywood has seen this movie before, and only a decade ago.
AT&T announced its agreement to acquire Time Warner in October 2016. The Justice Department sued to block the transaction in November 2017, forcing the companies into a lengthy legal battle before AT&T finally completed the acquisition in June 2018.
While AT&T and Time Warner fought in court and then struggled to integrate their operations, an emboldened Disney moved with greater strategic clarity. Disney announced its agreement to acquire most of 21st Century Fox in December 2017, completed the acquisition in March 2019 and launched Disney+ that November. HBO Max did not launch until May 2020.
The significance was not merely that Disney's service arrived six months earlier. Disney had used the Fox acquisition to strengthen its content library, ******* ume control of Hulu and build a clear consumer proposition around Disney, Pixar, Marvel, Star Wars and National Geographic.

#time #acquisition

Elena Khoziaeva's story is basically a masterclass in staying somewhere because it's actually good. Khoziaeva, CFA, shared her journey from Belarus to a Houston master's degree, from walking into Bridgeway in 1998 as partner number six to 25-plus years later as the Co-CIO of a firm now running roughly $5 billion on the latest Behind the Ticker episode with host Brad Roth, founder and CIO of Thor Funds. What makes Bridgeway drastically different than your average shop was baked in from the very beginning of the firm. It gives away half its profits to a foundation fighting genocide, caps pay so no partner earns more than 7x the lowest-paid employee, and runs on a research culture where being wrong in a meeting isn't a career risk but half the point. Khoziaeva calls the approach systematic rather than quantitative, but it all comes down to trusting the process, being open to arguments internally to shape better strategies, and not getting defensive when the model's wrong.
Then there's BSVO, the EA Bridgeway Omni Small-Cap Value ETF, one of the more interesting products in a crowded category. It's got a real 15-year track record (born as a mutual fund in 2010, wrapped as an ETF in 2023), holds roughly 600 names instead of the usual sub-200, and deliberately goes smaller and cheaper than the Russell 2000 Value benchmark, with an average market cap under $3 billion. The value screen runs across the whole universe rather than sector-by-sector, which is why it naturally tilts toward financials and energy and away from healthcare currently, not because anyone's trying to time sectors, but because that's just where the cheapest stuff happens to sit.
The bigger picture Khoziaeva paints is a valuation gap that's stretched further than usual, with small value trading around a 14-15 P/E while large growth sits in the 30s, and the book-to-market gap versus the S&P 500 is nearly double its historical norm. Her line for advisors is memorable: "the tighter the spring, the more powerful the release"and Q1 2026 proved it, with small value up 5% while large growth dropped 10%. Her advice isn't to time it, though but to hold the allocation, stay systematic, and let the spring do what springs do.
To learn more about Bridgeway Capital Management, go here.
Disclaimer: The market insights, projections, and investment strategies expressed in this article are solely those of the contributor and do not necessarily reflect the views or opinions of ETF.com. This content is provided for informational purposes only and does not constitute financial, investment, or legal advice.

#market #partner #firm #average

Many artificial intelligence stocks have suffered the wrath of unhappy investors over the past several months, and Oracle (NYSE: ORCL) and Nvidia (NASDAQ: NVDA) are no exception.
Investors have become increasingly skeptical that all the spending on AI infrastructure will pay off, and that's put pressure on companies' share prices, with Oracle tumbling 28% and Nvidia sliding 9% over the past three months.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
With their share prices declining and AI spending pessimism on the rise, is it time for investors to ditch Oracle and Nvidia? Not so fast.
Some shareholders have grown skeptical of Nvidia's AI dealings lately. For example, Nvidia is in talks with OpenAI to provide the ChatGPT maker with $250 billion in funding to help it build data centers. Separate talks are happening about how Nvidia will supply the GPUs for those data centers.

#spending

Hedge fund giant Citadel on Thursday purchased a distressed portion of AI protege hedge fund Situational Awareness. The move sent a bullish shock through the U.S. stock market and was broadly credited with triggering Friday's positive market action. Situational Awareness, run by former OpenAI employee Leopold Aschenbrenner, had swelled to more than $20 billion in ***** ets in the two years since its founding.
That ramp up required heavy leverage, funded by banks. And as artificial intelligence-related stocks came under recent pressure, Situational Awareness could not keep up with margin calls forcing it to raise cash. Reuters reported that the California-based fund lost 67% of its value in July, after selling $16 billion of its public portfolio.
Citadel founder and fund manager Ken Griffin has made a long-term strategy of digging diamonds out of ash. Citadel made similarly aggressive moves during Enron's bankruptcy in 2001, during the meltdown of hedge fund Sowood Capital as the Great Recession took hold in 2007, and in propping up hedge fund Melvin Capital in 2021 as meme stock investors piled in against the firm's short bet on GameStop (GME).
"During market stress, the collective judgment of our business leaders, risk managers and portfolio managers enables us to capitalize on market opportunities when others, who depend on simplistic stop-loss approaches, cannot," Griffin wrote in a 2023 letter, as reported by Reuters.

#market

Moving abroad comes with a lot of decisions. What type of visa do you need? Should you rent or buy? One other interesting question: What do you do with your individual retirement account?
Take the example of Amanda, who — now in her mid-30s — is moving to the U.K. for her job as a cybersecurity expert. She loves the idea of life in London, but she doesn't know what the future holds. Maybe she'll meet someone and decide to make the move permanent, or she'll move back to the U.S. at some point.
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#moving #amanda #london

Alphabet (GOOG, GOOGL) earnings out later today will likely mark a moment of truth for tech investors.
That is, whether to stick with a renewed "Magnificent Seven" bull trade or buy the steep sell-off in semiconductor stocks and perhaps load back up on both by the year's end.
Quick insight: Over the past month, the performance gap between semiconductor stocks and Magnificent Seven stocks has expanded, as seen in the Yahoo Finance AlphaSpace chart below.
The Magnificent Seven comprises Apple (AAPL), Alphabet, Microsoft (MSFT), Amazon (AMZN), Meta (META), Tesla (TSLA), and Nvidia (NVDA).
The divergence reflects investor indecision on whether the previously virtuous circular relationship between chips and hyperscaler capex is sustainable, given that hyperscaler forward free cash flow is likely to turn negative in this quarter, Evercore ISI strategist Julian Emanuel explained in a new note on Wednesday.

#semiconductor

Clipway, a London-based firm set up by a team of Ardian veterans, has reached a $6.4 billion final close on its maiden fund—a global record for a debut secondaries vehicle.
The raise defies a trend toward capital consolidating around scale incumbents, as it leverages an AI-driven sourcing system built to compete with much larger rivals.
The firm—which was set up just three years ago by a founding team including Vincent Gombault, Ingmar Vallano, and Benoît Verbrugghe—started raising its first fund, Clipway Secondary Fund I, in 2023 with a $4 billion target.
The fund closes 60% above its original goal and drew commitments from 186 LPs, with Europe supplying 44% of capital, North and Latin America 21%, the Middle East 18% and Asia 17%. Some of the firm's strategic partners include Mubadala Investment Company, Carmignac and General Atlantic.
Clipway sets itself apart by embedding its own tech-enabled system, TESS, throughout its investment process—a database covering more than 38,500 private companies that screens and underwrites deals before a human reviews them.

#investment #team #capital

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July 18, 2026 12:00 pm ET
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Costco wants to give its shoppers an easier way to buy gas.

Omeros Corp. (NASDAQ:OMER) is one of the 10 best stocks under $10 that could triple.
On June 26, Omeros Corp. (NASDAQ:OMER) released an update regarding the Committee for Medicinal Products for Human Use's (CHMP) review of a marketing authorization application for the company's narsoplimab. This antibody targets MASP-2 to cure hematopoietic stem cell transplant-related thrombotic microangiopathy.
oatautta/Shutterstock.com
After an oral explanation meeting, Omeros stated that the CHMP adopted a negative opinion on the filing. The company plans to request a reconsideration of the opinion and seek ***** sment by an Ad Hoc Expert Panel, which is an independent group of external clinical and scientific specialists to be ***** embled by the EMA.
Later, on June 26, Brandon Folkes from H.C. Wainwright cut the price target on Omeros Corp. (NASDAQ:OMER) from $40 to $33, which still implies an adjusted upside of more than 233%. The ***** yst kept a Buy rating on the stock despite an unfavorable opinion on Yartemlea shared by the CHMP.

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Reference ID: #341fd4c7 -7e15-11f1-9bf9-3c8748264b65

Americans lost a shocking $3.5 billion to imposter scams in 2025, according to data from the Federal Trade Commission (1). These losses are around three times greater than in 2020. Imposter scams were the leading cause of fraud last year, with almost one in three fraud reports related to scammers impersonating others via phone, text, or other means.
Imposter scams involve a criminal pretending to be someone they're not, like a bank rep or government official, to convince the victim to give them money or personal details. These scams often target older Americans (2), but it's not just seniors who pay the price. Young people can find themselves facing financial losses too — in some cases because they tried to help a parent.
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