10 hours ago
Money is a story we agree to believe. A dollar buys a dollar's worth because we all act as if it does, and a company is worth whatever the next buyer will pay, not a penny more.
For most of the past century, the biggest stores of that belief were countries and the giant public companies their citizens could actually own a slice of. You could buy Coca-Cola, your local bank, or the carmaker down the highway, and the value sat in plain sight on a stock exchange.
That arrangement is quietly breaking. Some of the most valuable enterprises on Earth are now private, held by venture funds and insiders rather than the public, and ordinary investors stay locked out until the company decides to let them in.
The hottest of them all just took two steps that bring it closer to your brokerage account.
Anthropic, the artificial intelligence (AI) lab behind the Claude chatbot, confidentially filed for an initial public offering (IPO) on June 1.
For most of the past century, the biggest stores of that belief were countries and the giant public companies their citizens could actually own a slice of. You could buy Coca-Cola, your local bank, or the carmaker down the highway, and the value sat in plain sight on a stock exchange.
That arrangement is quietly breaking. Some of the most valuable enterprises on Earth are now private, held by venture funds and insiders rather than the public, and ordinary investors stay locked out until the company decides to let them in.
The hottest of them all just took two steps that bring it closer to your brokerage account.
Anthropic, the artificial intelligence (AI) lab behind the Claude chatbot, confidentially filed for an initial public offering (IPO) on June 1.
18 hours ago
We recently compiled a list of the 10 Popular Penny Stocks on Robinhood to Watch in 2026. TScan Therapeutics, Inc. (NASDAQ:TCRX) is one of the most popular penny stocks.
TheFly reported on May 6 that TCRX announced its first-quarter 2026 financial results, covering the period ended March 31, 2026, along with a corporate update. The company reported revenue of $1.0 million versus $2.2 million in the prior-year quarter, reflecting lower research activity tied to its collaboration with Amgen. Research and development expenses totaled $21.9 million compared to $29.8 million a year earlier, while general and administrative expenses were $8.2 million versus $8.6 million, driven mainly by reduced professional costs and timing of spending.
The corporation’s net loss improved to $28.7 million from $34.1 million, supported by $0.5 million in net interest income compared with $2.1 million previously. Cash and cash equivalents stood at $128.1 million as of March 31, 2026, excluding $5.0 million restricted cash, with a runway expected into the second half of 2027. The update also outlined pipeline progress across heme malignancies, solid tumors, and autoimmune programs, including upcoming clinical milestones and preclinical developments.
In separate news, on April 27, TScan Therapeutics, Inc. (NASDAQ:TCRX) announced acceptance of a scientific abstract for presentation at the ASGCT 29th Annual Meeting in Boston, held May 11–15, 2026. The poster focuses on CD45-targeted TCR-T therapies aimed at eliminating residual disease and reducing relapse risk after allogeneic stem cell transplantation.
TScan Therapeutics, Inc. (NASDAQ:TCRX) is a clinical-stage biotechnology company developing T cell receptor (TCR)-engineered therapies for cancer and autoimmune diseases. It uses a proprietary platform to identify immune targets and design treatments that activate the body’s own T cells to fight disease.
TheFly reported on May 6 that TCRX announced its first-quarter 2026 financial results, covering the period ended March 31, 2026, along with a corporate update. The company reported revenue of $1.0 million versus $2.2 million in the prior-year quarter, reflecting lower research activity tied to its collaboration with Amgen. Research and development expenses totaled $21.9 million compared to $29.8 million a year earlier, while general and administrative expenses were $8.2 million versus $8.6 million, driven mainly by reduced professional costs and timing of spending.
The corporation’s net loss improved to $28.7 million from $34.1 million, supported by $0.5 million in net interest income compared with $2.1 million previously. Cash and cash equivalents stood at $128.1 million as of March 31, 2026, excluding $5.0 million restricted cash, with a runway expected into the second half of 2027. The update also outlined pipeline progress across heme malignancies, solid tumors, and autoimmune programs, including upcoming clinical milestones and preclinical developments.
In separate news, on April 27, TScan Therapeutics, Inc. (NASDAQ:TCRX) announced acceptance of a scientific abstract for presentation at the ASGCT 29th Annual Meeting in Boston, held May 11–15, 2026. The poster focuses on CD45-targeted TCR-T therapies aimed at eliminating residual disease and reducing relapse risk after allogeneic stem cell transplantation.
TScan Therapeutics, Inc. (NASDAQ:TCRX) is a clinical-stage biotechnology company developing T cell receptor (TCR)-engineered therapies for cancer and autoimmune diseases. It uses a proprietary platform to identify immune targets and design treatments that activate the body’s own T cells to fight disease.
22 hours ago
Airbnb, Inc. (ABNB), headquartered in San Francisco, California, operates a platform that enables hosts to offer stays and experiences to guests. Valued at $83.1 billion by market cap, the company offers lodging, homestay, and tourism services via websites and mobile applications.
Companies worth $10 billion or more are generally described as “large-cap stocks,” and ABNB perfectly fits that description, with its market cap exceeding this mark, underscoring its size, influence, and dominance within the travel services industry. ABNB is a leading player in the travel sector, offering 7.7 million unique accommodation listings worldwide. ABNB has disrupted traditional hospitality models with its innovative platform, catering to travelers seeking personalized and authentic experiences.
Dear Microsoft Stock Fans, Mark Your Calendars for June 2
Microsoft Stock Is Up Nearly 30% From Its March Lows, But You Shouldn’t Sell MSFT Just Yet
Dell Stock Could Be Worth 30% More - Based on Strong AI Demand and FCF
Companies worth $10 billion or more are generally described as “large-cap stocks,” and ABNB perfectly fits that description, with its market cap exceeding this mark, underscoring its size, influence, and dominance within the travel services industry. ABNB is a leading player in the travel sector, offering 7.7 million unique accommodation listings worldwide. ABNB has disrupted traditional hospitality models with its innovative platform, catering to travelers seeking personalized and authentic experiences.
Dear Microsoft Stock Fans, Mark Your Calendars for June 2
Microsoft Stock Is Up Nearly 30% From Its March Lows, But You Shouldn’t Sell MSFT Just Yet
Dell Stock Could Be Worth 30% More - Based on Strong AI Demand and FCF
1 day ago
Another well-known retail name is set to disappear from high streets as ongoing financial pressure and intensifying competition continue to reshape the retail industry.
For more than three decades, the company has built its reputation as a destination for discounted designer and branded fashion. Despite its established name, loyal customer base, and value-focused business model, the retailer has been unable to overcome the challenges facing many traditional clothing chains.
Its collapse highlights the mounting pressures facing brick-and-mortar retailers as e-commerce growth, rising operating costs, and changing consumer expectations transform how people shop. Consumers are increasingly prioritizing convenience, lower prices, and faster delivery, forcing many legacy brands to rethink their business models.
Founded in 1993, Leading Labels is a multi-brand fashion retailer and outlet chain across the UK and Ireland, offering discounted men's and women's apparel from brands including Calvin Klein, Wrangler, and Elle. After years of financial strain, the company has confirmed all remaining stores will close.
Leading Labels is closing its 15 remaining stores after entering liquidation, with clearance sales already underway across the chain as the business winds down operations.
For more than three decades, the company has built its reputation as a destination for discounted designer and branded fashion. Despite its established name, loyal customer base, and value-focused business model, the retailer has been unable to overcome the challenges facing many traditional clothing chains.
Its collapse highlights the mounting pressures facing brick-and-mortar retailers as e-commerce growth, rising operating costs, and changing consumer expectations transform how people shop. Consumers are increasingly prioritizing convenience, lower prices, and faster delivery, forcing many legacy brands to rethink their business models.
Founded in 1993, Leading Labels is a multi-brand fashion retailer and outlet chain across the UK and Ireland, offering discounted men's and women's apparel from brands including Calvin Klein, Wrangler, and Elle. After years of financial strain, the company has confirmed all remaining stores will close.
Leading Labels is closing its 15 remaining stores after entering liquidation, with clearance sales already underway across the chain as the business winds down operations.
1 day ago
By Sinéad Carew
June 3 (Reuters) - Software stocks have rebounded from a punishing selloff as investors are betting that AI may boost the sector rather than leaving it for dead.
The iShares Expanded Tech-Software Sector ETF has surged nearly 42% from its April low, turning fears that AI would rip the heart out of the industry into hopes that software firms will enlist AI as a valuable ally. The software ETF is down under 2% for 2026 after earlier falling 30%.
Now investors are flocking to firms they see succeeding at integrating AI and adjusting price models by charging clients based on actual usage – while steering clear of firms that are too dependent on traditional pricing, which involves subscription fees based on headcount.
Analysts and portfolio managers point to security providers Datadog and Palo Alto Networks, chip design software developer Synopsys and giants Oracle and Microsoft as some of their favorites.
June 3 (Reuters) - Software stocks have rebounded from a punishing selloff as investors are betting that AI may boost the sector rather than leaving it for dead.
The iShares Expanded Tech-Software Sector ETF has surged nearly 42% from its April low, turning fears that AI would rip the heart out of the industry into hopes that software firms will enlist AI as a valuable ally. The software ETF is down under 2% for 2026 after earlier falling 30%.
Now investors are flocking to firms they see succeeding at integrating AI and adjusting price models by charging clients based on actual usage – while steering clear of firms that are too dependent on traditional pricing, which involves subscription fees based on headcount.
Analysts and portfolio managers point to security providers Datadog and Palo Alto Networks, chip design software developer Synopsys and giants Oracle and Microsoft as some of their favorites.
2 days ago
At the end of 2025, the Social Security Administration announced that benefits would be getting a 2.8% cost-of-living adjustment. But that didn't give retirees much to celebrate. That's because they also learned that the cost of Medicare Part B was set to rise substantially in the new year.
Seniors who are enrolled in both Medicare and Social Security have their Part B premiums deducted from their monthly benefits automatically. So when it was announced that the cost of Part B would increase from $185 to $202.90, many beneficiaries knew their Social Security raise was basically toast.
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 »
But Part B isn't the only Medicare cost that increased in 2026. You may be looking at other increases, depending on your health, income, and Part D coverage.
Although most Medicare enrollees do not pay a premium for Part A as they do for Part B, there are costs ***** ociated with receiving hospital care under Part A.
Seniors who are enrolled in both Medicare and Social Security have their Part B premiums deducted from their monthly benefits automatically. So when it was announced that the cost of Part B would increase from $185 to $202.90, many beneficiaries knew their Social Security raise was basically toast.
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 »
But Part B isn't the only Medicare cost that increased in 2026. You may be looking at other increases, depending on your health, income, and Part D coverage.
Although most Medicare enrollees do not pay a premium for Part A as they do for Part B, there are costs ***** ociated with receiving hospital care under Part A.
2 days ago
By Mike Dolan
June 1 (Reuters) -
What matters in U.S. and global markets today
By Mike Dolan, Editor-at-Large, Finance and Markets
A new month, but the same market obsessions. Iran and AI continue to compete for investors’ attention, with the latter winning out for now, as last week's momentum looks set to continue into Monday.
June 1 (Reuters) -
What matters in U.S. and global markets today
By Mike Dolan, Editor-at-Large, Finance and Markets
A new month, but the same market obsessions. Iran and AI continue to compete for investors’ attention, with the latter winning out for now, as last week's momentum looks set to continue into Monday.
2 days ago
Following a powerful earnings report from Dell (NYSE: DELL) last week, rival Hewlett Packard Enterprise (NYSE: HPE) just released blowout numbers of its own, sending the computer stock up 24.3% through 10 a.m. ET.
Heading into last night's earnings report, ***** ysts expected HPE to earn $0.53 per share on $9.8 billion in quarterly sales. Instead, HPE earned $0.79 per share on $10.7 billion in sales -- and raised guidance.
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 »
CEO Antonio Neri boasted of an "exceptional" Q2, featuring "record-breaking revenue, higher-than-anticipated profitability, and increased free cash flow." Boosted by surging demand for AI servers for artificial intelligence data centers, HPE's sales surged 40%, producing powerful profits along the way. Gross profit margins shot up more than eight full percentage points to 36.5%. Non-GAAP earnings beat expectations, while earnings calculated under generally accepted accounting principles (GAAP) nearly tripled to $1.26 per share.
Best of all, whereas a year ago, HPE burned $900 million in cash, this time the company generated $900 million in positive free cash flow.
Heading into last night's earnings report, ***** ysts expected HPE to earn $0.53 per share on $9.8 billion in quarterly sales. Instead, HPE earned $0.79 per share on $10.7 billion in sales -- and raised guidance.
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 »
CEO Antonio Neri boasted of an "exceptional" Q2, featuring "record-breaking revenue, higher-than-anticipated profitability, and increased free cash flow." Boosted by surging demand for AI servers for artificial intelligence data centers, HPE's sales surged 40%, producing powerful profits along the way. Gross profit margins shot up more than eight full percentage points to 36.5%. Non-GAAP earnings beat expectations, while earnings calculated under generally accepted accounting principles (GAAP) nearly tripled to $1.26 per share.
Best of all, whereas a year ago, HPE burned $900 million in cash, this time the company generated $900 million in positive free cash flow.
2 days ago
We just covered From Fired Researcher to $13.7 Billion King: How Leopold Aschenbrenner Broke the Hedge Fund World and Oracle Corporation (NYSE:ORCL) ranks 3rd on this list.
Oracle Corporation (NYSE:ORCL) is a new addition to the 13F portfolio of Situational Awareness LP. The fund declared a new stake in the company in filings for the first quarter of 2026. This stake consists of PUT bets worth close to 7 million shares. The firm offers products and services that address enterprise information technology environments worldwide. Cloud services account for the largest share in the revenue mix for the company. In recent months, Oracle has started building data centers within AWS, Azure, and Google Cloud. It is also partnering with OpenAI on a $300 billion Stargate AI project. The contract backlog of the company has reached close to half a trillion dollars.
READ ALSO: Lone Pine’s Non-AI Strategy Falters: 10 Non-AI Stocks Weighing Down Stephen Mandel’s 2026 Returns.
Apart from Leopold Aschenbrenner, other prominent fund managers with bearish bets on Oracle Corporation (NYSE:ORCL) include Ken Griffin, Israel Englander, D.E. Shaw, Chris Rokos, and Sander Gerber, among others. The bear case for the stock revolves around converting the massive contract backlog into recognized revenue. This would require building physical data centers, like the proposed Stargate AI cluster, that do not yet exist. Bearish money managers are betting that the market has prematurely priced in this $553 billion backlog as immediate earnings, completely ignoring the intense execution risk, supply-chain delays for cooling turbines, and power-grid connectivity bottlenecks that could push actual revenue recognition.
While we acknowledge the potential of ORCL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
Oracle Corporation (NYSE:ORCL) is a new addition to the 13F portfolio of Situational Awareness LP. The fund declared a new stake in the company in filings for the first quarter of 2026. This stake consists of PUT bets worth close to 7 million shares. The firm offers products and services that address enterprise information technology environments worldwide. Cloud services account for the largest share in the revenue mix for the company. In recent months, Oracle has started building data centers within AWS, Azure, and Google Cloud. It is also partnering with OpenAI on a $300 billion Stargate AI project. The contract backlog of the company has reached close to half a trillion dollars.
READ ALSO: Lone Pine’s Non-AI Strategy Falters: 10 Non-AI Stocks Weighing Down Stephen Mandel’s 2026 Returns.
Apart from Leopold Aschenbrenner, other prominent fund managers with bearish bets on Oracle Corporation (NYSE:ORCL) include Ken Griffin, Israel Englander, D.E. Shaw, Chris Rokos, and Sander Gerber, among others. The bear case for the stock revolves around converting the massive contract backlog into recognized revenue. This would require building physical data centers, like the proposed Stargate AI cluster, that do not yet exist. Bearish money managers are betting that the market has prematurely priced in this $553 billion backlog as immediate earnings, completely ignoring the intense execution risk, supply-chain delays for cooling turbines, and power-grid connectivity bottlenecks that could push actual revenue recognition.
While we acknowledge the potential of ORCL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
3 days ago
SELLAS Life Sciences Group, Inc. (NASDAQ:SLS) was one of the stocks on Jim Cramer’s radar on Mad Money as he explained that many investors might be missing out on the market’s biggest winners. Responding to a caller’s question about the company, Cramer stated:
Oh, this life science company that is, look, okay, so this is a good example. This stock’s up a great deal, alright? And you know, it’s losing a little money. It’s a great spec, and even though it’s up, I used to say, you know, I can’t touch it. I used to say that. I can’t do that right now, I can’t. I’m going to say two thumbs up or whatever to SLS. It. It’s that kind of market.
Photo by Yiorgos Ntrahas on Unsplash
SELLAS Life Sciences Group, Inc. (NASDAQ:SLS) is a clinical-stage company focused on creating new treatments for cancer, specifically targeting the disease with its main product candidates, galinpepimut-S and SLS009. To advance these treatments forward, the company partners with major names like Merck, GenFleet Therapeutics, and Memorial Sloan Kettering Cancer Center for clinical trials and development.
While we acknowledge the potential of SLS as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
Oh, this life science company that is, look, okay, so this is a good example. This stock’s up a great deal, alright? And you know, it’s losing a little money. It’s a great spec, and even though it’s up, I used to say, you know, I can’t touch it. I used to say that. I can’t do that right now, I can’t. I’m going to say two thumbs up or whatever to SLS. It. It’s that kind of market.
Photo by Yiorgos Ntrahas on Unsplash
SELLAS Life Sciences Group, Inc. (NASDAQ:SLS) is a clinical-stage company focused on creating new treatments for cancer, specifically targeting the disease with its main product candidates, galinpepimut-S and SLS009. To advance these treatments forward, the company partners with major names like Merck, GenFleet Therapeutics, and Memorial Sloan Kettering Cancer Center for clinical trials and development.
While we acknowledge the potential of SLS as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
3 days ago
Edgewise Therapeutics (EWTX) stock rocketed Monday after pharma giant Servier agreed to buy the biotech's muscular dystrophy business for up to $2.65 billion.
The deal includes Edgewise's experimental drug, sevasemten. Edgewise will receive $1.55 billion up front and up to $1.1 billion in potential milestone payments.
Servier's acquisition frees Edgewise up to focus on its cardiovascular efforts. The company is testing a drug called EDG-7500 for patients with hypertrophic cardiomyopathy, or HCM. In this condition, the heart muscle becomes stiff, making it difficult to pump blood efficiently.
Edgewise plans to use the proceeds to fund EDG-7500 through its potential approval.
In morning trades, Edgewise Therapeutics shares surged more than 16% to 39.94. Shares opened at a record high. The stock has a strong IBD Digital Composite Rating of 89 out of a best-possible 99. This means Edgewise stock ranks in the top 11% of all stocks when it comes to 12-month performance.
The deal includes Edgewise's experimental drug, sevasemten. Edgewise will receive $1.55 billion up front and up to $1.1 billion in potential milestone payments.
Servier's acquisition frees Edgewise up to focus on its cardiovascular efforts. The company is testing a drug called EDG-7500 for patients with hypertrophic cardiomyopathy, or HCM. In this condition, the heart muscle becomes stiff, making it difficult to pump blood efficiently.
Edgewise plans to use the proceeds to fund EDG-7500 through its potential approval.
In morning trades, Edgewise Therapeutics shares surged more than 16% to 39.94. Shares opened at a record high. The stock has a strong IBD Digital Composite Rating of 89 out of a best-possible 99. This means Edgewise stock ranks in the top 11% of all stocks when it comes to 12-month performance.
3 days ago
Some offers on this page are from advertisers who pay us, which may affect which products we write about, but not our recommendations. See our Advertiser Disclosure.
When deciding where to keep your money, you aren’t limited to banks. You might find that a credit union is a better fit. Credit unions typically offer similar products and services to traditional banks. However, they’re owned and operated by members, which often translates to fewer fees, competitive interest rates, and more personalized service.
We compared the top NCUA-insured credit unions with a broad field of membership and evaluated key metrics such as membership eligibility requirements, fees, customer experience, product choice, account features, and each credit union’s commitment to environmental and social responsibility. (See our full methodology here.)
The following is a look at our ranking of the 10 best credit unions for 2026. Read on to learn more about each credit union, why they made our list, and how to join each one.
Pentagon Federal Credit Union (PenFed for short) serves nearly 3 million members globally. It offers checking and savings accounts, credit cards, auto loans, home loans, and more.
When deciding where to keep your money, you aren’t limited to banks. You might find that a credit union is a better fit. Credit unions typically offer similar products and services to traditional banks. However, they’re owned and operated by members, which often translates to fewer fees, competitive interest rates, and more personalized service.
We compared the top NCUA-insured credit unions with a broad field of membership and evaluated key metrics such as membership eligibility requirements, fees, customer experience, product choice, account features, and each credit union’s commitment to environmental and social responsibility. (See our full methodology here.)
The following is a look at our ranking of the 10 best credit unions for 2026. Read on to learn more about each credit union, why they made our list, and how to join each one.
Pentagon Federal Credit Union (PenFed for short) serves nearly 3 million members globally. It offers checking and savings accounts, credit cards, auto loans, home loans, and more.
4 days ago
We just covered the From Fired Researcher to $13.7 Billion King: How Leopold Aschenbrenner Broke the Hedge Fund World and SharonAI Holdings Inc. (NASDAQ:SHAZ) ranks 26th on this list.
SharonAI Holdings Inc. (NASDAQ:SHAZ) is a new addition to the 13F portfolio of Situational Awareness LP. The fund declared a new stake in the company in filings for the first quarter of 2026. This stake consists of close to 796,000 shares. The firm operates as a computing company specializing in accelerated compute platforms, AI infrastructure, and cloud GPU environments. It operates through a hybrid model that combines deployment in data centers with the development of its data center facilities in strategic locations. Its platform integrates compute, storage, networking, and automation into a unified enterprise solution serving AI labs, hyperscale customers, research institutions, and regulated industries.
Leopold Aschenbrenner likes SharonAI Holdings Inc. (NASDAQ:SHAZ) stock. As a premier NeoCloud provider utilizing high-density NVIDIA clusters, the bull case for the firm is entirely built on an unprecedented backlog conversion cycle set to activate in H2 2026. During the Q1 2026 earnings call, management confirmed major enterprise contract wins. SHAZ secured a massive five-year, $1.25 billion contract with ESDS, an India-based IT services powerhouse. This landmark deal is locked in to begin revenue recognition in September 2026. Post-quarter, SHAZ executed a $950 million, five-year take-or-pay infrastructure agreement with a global technology firm in the Asia-Pacific region. Revenue is scheduled to hit the tape in Q3/Q4 2026.
While we acknowledge the potential of SHAZ as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
READ NEXT: Growth Stock Portfolio: 12 Stock Picks by Carl C. Icahn and Chris Rokos Stock Portfolio: Top 10 Stock Picks.
SharonAI Holdings Inc. (NASDAQ:SHAZ) is a new addition to the 13F portfolio of Situational Awareness LP. The fund declared a new stake in the company in filings for the first quarter of 2026. This stake consists of close to 796,000 shares. The firm operates as a computing company specializing in accelerated compute platforms, AI infrastructure, and cloud GPU environments. It operates through a hybrid model that combines deployment in data centers with the development of its data center facilities in strategic locations. Its platform integrates compute, storage, networking, and automation into a unified enterprise solution serving AI labs, hyperscale customers, research institutions, and regulated industries.
Leopold Aschenbrenner likes SharonAI Holdings Inc. (NASDAQ:SHAZ) stock. As a premier NeoCloud provider utilizing high-density NVIDIA clusters, the bull case for the firm is entirely built on an unprecedented backlog conversion cycle set to activate in H2 2026. During the Q1 2026 earnings call, management confirmed major enterprise contract wins. SHAZ secured a massive five-year, $1.25 billion contract with ESDS, an India-based IT services powerhouse. This landmark deal is locked in to begin revenue recognition in September 2026. Post-quarter, SHAZ executed a $950 million, five-year take-or-pay infrastructure agreement with a global technology firm in the Asia-Pacific region. Revenue is scheduled to hit the tape in Q3/Q4 2026.
While we acknowledge the potential of SHAZ as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
READ NEXT: Growth Stock Portfolio: 12 Stock Picks by Carl C. Icahn and Chris Rokos Stock Portfolio: Top 10 Stock Picks.
4 days ago
We just covered the 12 Best Stocks to Invest In According to Jim Simons’ Renaissance Technologies and Roblox Corporation (NYSE:RBLX) ranks 12th on this list.
Roblox Corporation (NYSE:RBLX) has featured in the 13F portfolio of Renaissance Technologies since the second quarter of 2021. Back then, this position comprised 754,000 shares and was sold off by the next quarter. A new position was then disclosed in the fourth quarter of 2021, comprising 5.4 million shares. Since then, the stock has been a mainstay in the portfolio of the fund. By mid-2022, the fund had grown this stake to 11.5 million shares. Thereafter, it trimmed the holding, bringing it down to around 4.3 million shares by the middle of 2024. Filings for the first quarter of 2026 show that the fund owned 7.1 million shares in the firm, up over 7% compared to filings for the previous quarter.
Roblox Corporation (NYSE:RBLX) operates an immersive platform for connection and communication in the United States and internationally. The stock has suffered in recent weeks after management slashed full-year 2026 bookings guidance down to a range of $7.33 billion–$7.6 billion, from an initial $8.28 billion–$8.55 billion forecast, citing short-term friction from newly implemented child-safety and age-verification protocols. However, elite investors are looking past this to examine the raw infrastructure metrics. In Q1 2026, Daily Active Users surged 35% year-over-year to 132 million, proving that the core network of the platform remains incredibly strong. Q1 2026 bookings actually grew 43% year-over-year, and the company posted $1.4 billion in Q1 revenue, beating baseline structural expectations.
While we acknowledge the potential of RBLX as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
READ NEXT: Growth Stock Portfolio: 12 Stock Picks by Carl C. Icahn and Chris Rokos Stock Portfolio: Top 10 Stock Picks.
Roblox Corporation (NYSE:RBLX) has featured in the 13F portfolio of Renaissance Technologies since the second quarter of 2021. Back then, this position comprised 754,000 shares and was sold off by the next quarter. A new position was then disclosed in the fourth quarter of 2021, comprising 5.4 million shares. Since then, the stock has been a mainstay in the portfolio of the fund. By mid-2022, the fund had grown this stake to 11.5 million shares. Thereafter, it trimmed the holding, bringing it down to around 4.3 million shares by the middle of 2024. Filings for the first quarter of 2026 show that the fund owned 7.1 million shares in the firm, up over 7% compared to filings for the previous quarter.
Roblox Corporation (NYSE:RBLX) operates an immersive platform for connection and communication in the United States and internationally. The stock has suffered in recent weeks after management slashed full-year 2026 bookings guidance down to a range of $7.33 billion–$7.6 billion, from an initial $8.28 billion–$8.55 billion forecast, citing short-term friction from newly implemented child-safety and age-verification protocols. However, elite investors are looking past this to examine the raw infrastructure metrics. In Q1 2026, Daily Active Users surged 35% year-over-year to 132 million, proving that the core network of the platform remains incredibly strong. Q1 2026 bookings actually grew 43% year-over-year, and the company posted $1.4 billion in Q1 revenue, beating baseline structural expectations.
While we acknowledge the potential of RBLX as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
READ NEXT: Growth Stock Portfolio: 12 Stock Picks by Carl C. Icahn and Chris Rokos Stock Portfolio: Top 10 Stock Picks.
4 days ago
Dow Jones futures edged higher Sunday night, while S&P 500 futures and Nasdaq futures rose along with crude oil prices. President Donald Trump reportedly has toughened terms for a potential Iran deal framework, according to multiple reports. The U.S. widened AI chip exports to bar Chinese firms' overseas units from accessing cutting-edge Nvidia and Advanced Micro Devices (AMD) chips.
Broadcom (AVGO), Ciena (CIEN), CrowdStrike Holdings (CRWD), Palo Alto Networks (PANW), Argan (AGX) and Credo Technology (CRDO) are notable earnings reports this coming week, with Broadcom stock, Ciena, Argan and Credo all close to buy areas. The jobs report looms Friday.
The stock market hit fresh highs this past week on U.S.-Iran deal hopes. Some AI infrastructure firms, notably optical stocks such as Lumentum (LITE), came under pressure. Software continued to recover on strong earnings reports.
Five members of the elite trillion-dollar club are near buy points: Tesla (TSLA), Google-parent Alphabet (GOOGL), Amazon.com (AMZN), Nvidia (NVDA) and Eli Lilly (LLY).
Nvidia stock, Google, Eli Lilly and Broadcom are on Leaderboard. Google stock, Credo Technology, Argan, CrowdStrike and Broadcom are on the IBD 50. Google, Broadcom, Palo Alto Networks and Amazon stock are on the IBD Big Cap 20. Broadcom stock is on IBD Sector Leaders.
Broadcom (AVGO), Ciena (CIEN), CrowdStrike Holdings (CRWD), Palo Alto Networks (PANW), Argan (AGX) and Credo Technology (CRDO) are notable earnings reports this coming week, with Broadcom stock, Ciena, Argan and Credo all close to buy areas. The jobs report looms Friday.
The stock market hit fresh highs this past week on U.S.-Iran deal hopes. Some AI infrastructure firms, notably optical stocks such as Lumentum (LITE), came under pressure. Software continued to recover on strong earnings reports.
Five members of the elite trillion-dollar club are near buy points: Tesla (TSLA), Google-parent Alphabet (GOOGL), Amazon.com (AMZN), Nvidia (NVDA) and Eli Lilly (LLY).
Nvidia stock, Google, Eli Lilly and Broadcom are on Leaderboard. Google stock, Credo Technology, Argan, CrowdStrike and Broadcom are on the IBD 50. Google, Broadcom, Palo Alto Networks and Amazon stock are on the IBD Big Cap 20. Broadcom stock is on IBD Sector Leaders.
