4 hours ago
SpaceX (SPAX.PVT), OpenAI (OPAI.PVT), and Anthropic (ANTH.PVT) have scale and tech appeal. IPO history says those help — but profits are still the cleaner test.
That matters as ****** eX pitches investors on a record $75 billion public offering. The company has rockets, satellites, Starlink, defense demand, and one of the biggest private-market stories on the planet. What it may not have is the one thing Wall Street eventually asks every growth story to show: that the business can make money.
SpaceX's filing shows the scale, but also the gap. The company generated nearly $19 billion in revenue in 2025 but posted a net loss of nearly $5 billion, according to its IPO paperwork. That gives investors plenty of business to ****** yze — but not a profitable one yet.
A great company can still be a rough trade on IPO day. After the opening rush, the question shifts from who wants access to what the business can already prove.
That is where the data gets uncomfortable.
That matters as ****** eX pitches investors on a record $75 billion public offering. The company has rockets, satellites, Starlink, defense demand, and one of the biggest private-market stories on the planet. What it may not have is the one thing Wall Street eventually asks every growth story to show: that the business can make money.
SpaceX's filing shows the scale, but also the gap. The company generated nearly $19 billion in revenue in 2025 but posted a net loss of nearly $5 billion, according to its IPO paperwork. That gives investors plenty of business to ****** yze — but not a profitable one yet.
A great company can still be a rough trade on IPO day. After the opening rush, the question shifts from who wants access to what the business can already prove.
That is where the data gets uncomfortable.
11 hours ago
Interested in Docusign Inc.? Here are five stocks we like better.
DocuSign posted solid Q1 results, with revenue up 9% year over year to $830 million and non-GAAP operating income rising 18%. Free cash flow reached $289 million, and the company completed a record $318 million stock buyback during the quarter.
AI-native IAM is becoming a bigger growth driver for the company, with 40,000 customers now using the platform and IAM reaching 12.6% of total ARR, up from 10.8% last quarter. Management said it remains on track for IAM to represent about 18% of ARR by fiscal 2027 year-end.
Docusign maintained its fiscal 2027 outlook, forecasting about 9% full-year revenue growth and continued margin expansion. The company also highlighted new AI product launches and partnerships, including integrations with Anthropic, Harvey, and others to deepen its agreement workflow platform.
These 3 Beaten-Down Stocks Just Announced Massive Share Buybacks
DocuSign posted solid Q1 results, with revenue up 9% year over year to $830 million and non-GAAP operating income rising 18%. Free cash flow reached $289 million, and the company completed a record $318 million stock buyback during the quarter.
AI-native IAM is becoming a bigger growth driver for the company, with 40,000 customers now using the platform and IAM reaching 12.6% of total ARR, up from 10.8% last quarter. Management said it remains on track for IAM to represent about 18% of ARR by fiscal 2027 year-end.
Docusign maintained its fiscal 2027 outlook, forecasting about 9% full-year revenue growth and continued margin expansion. The company also highlighted new AI product launches and partnerships, including integrations with Anthropic, Harvey, and others to deepen its agreement workflow platform.
These 3 Beaten-Down Stocks Just Announced Massive Share Buybacks
1 day ago
The May jobs report looked strong on the surface. Underneath, it had the market's favorite problem: concentration.
Call it the labor market's "Magnificent Three": The leisure and hospitality, local government, and healthcare sectors drove nearly all of last month's 172,000 payroll gain.
Friday's payroll report smashed expectations, with the unemployment rate holding at 4.3% and prior months revised higher. But the sector breakdown mattered just as much as the headline. Leisure and hospitality added 70,000 jobs, local government added 55,000, and healthcare added 35,200.
Everything else added only 11,800 jobs.
That makes the jobs market look a lot like the stock market. The headline number is holding up, but the leadership is narrow.
Call it the labor market's "Magnificent Three": The leisure and hospitality, local government, and healthcare sectors drove nearly all of last month's 172,000 payroll gain.
Friday's payroll report smashed expectations, with the unemployment rate holding at 4.3% and prior months revised higher. But the sector breakdown mattered just as much as the headline. Leisure and hospitality added 70,000 jobs, local government added 55,000, and healthcare added 35,200.
Everything else added only 11,800 jobs.
That makes the jobs market look a lot like the stock market. The headline number is holding up, but the leadership is narrow.
1 day ago
The ***** eX IPO is coming, and the new aerospace stock could begin trading as early as June 12. For many investors, it's a highly anticipated opportunity to invest in one of the most exciting companies in the world, led by Elon Musk. But it isn't going to come cheap, with its valuation likely going to be at least $1.5 trillion.
That puts it in line with another one of Musk's companies: Tesla (NASDAQ: TSLA), which has a comparable market cap. Both companies are chasing some lofty long-term goals, and both are fairly expensive. On June 12, which stock will be the better buy: ***** eX or Tesla?
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
SpaceX stock, when it becomes available later this month, is going to be one of the hottest new stocks to buy in years, and demand could be amazing right out of the gate. Many investors may be anticipating a surge in value when it begins trading; thus, many people have been looking for ways to gain exposure to ***** eX even before its IPO, to take advantage of that early rally.
It's not a guarantee that will happen, and IPOs can be incredibly volatile in their early days, but it's likely one of the reasons investors are eager to gain exposure as quickly as they can.
That puts it in line with another one of Musk's companies: Tesla (NASDAQ: TSLA), which has a comparable market cap. Both companies are chasing some lofty long-term goals, and both are fairly expensive. On June 12, which stock will be the better buy: ***** eX or Tesla?
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
SpaceX stock, when it becomes available later this month, is going to be one of the hottest new stocks to buy in years, and demand could be amazing right out of the gate. Many investors may be anticipating a surge in value when it begins trading; thus, many people have been looking for ways to gain exposure to ***** eX even before its IPO, to take advantage of that early rally.
It's not a guarantee that will happen, and IPOs can be incredibly volatile in their early days, but it's likely one of the reasons investors are eager to gain exposure as quickly as they can.
2 days ago
We recently published Jim Cramer Warned About Market Manipulation & Discussed These 22 Stocks. Microsoft Corporation (NASDAQ:MSFT) is one of the stocks discussed by Jim Cramer.
Software giant Microsoft Corporation (NASDAQ:MSFT)’s shares are down by 2.2% over the past year and by 4.8% year-to-date. Recently, RBC Capital reiterated a Buy rating and a $640 share price target on the firm. It remarked that Microsoft Corporation (NASDAQ:MSFT) could expand its presence in the artificial intelligence market this year. Cramer has also regularly discussed the software company throughout 2026. Most of his remarks have expressed disappointment about the Copilot software. In this appearance, the CNBC TV host expressed relief that the shares had finally started to move upwards:
“Oh I’m glad [the shares are up]. Well I’m glad because some people felt that I was responsible for the. . .the stock came back. I was just simply saying, like when you’re on the Best Buy call, it was not a Microsoft love fest. . .you have to believe that some of the business that Dell had went to Microsoft. You know Microsoft is a big provider of corporate software and Dell does corporate software.”
Photo by Microsoft Edge on Unsplash
Auxier **** et Management discussed Microsoft Corporation (NASDAQ:MSFT) in its Q1 2026 investor letter:
Software giant Microsoft Corporation (NASDAQ:MSFT)’s shares are down by 2.2% over the past year and by 4.8% year-to-date. Recently, RBC Capital reiterated a Buy rating and a $640 share price target on the firm. It remarked that Microsoft Corporation (NASDAQ:MSFT) could expand its presence in the artificial intelligence market this year. Cramer has also regularly discussed the software company throughout 2026. Most of his remarks have expressed disappointment about the Copilot software. In this appearance, the CNBC TV host expressed relief that the shares had finally started to move upwards:
“Oh I’m glad [the shares are up]. Well I’m glad because some people felt that I was responsible for the. . .the stock came back. I was just simply saying, like when you’re on the Best Buy call, it was not a Microsoft love fest. . .you have to believe that some of the business that Dell had went to Microsoft. You know Microsoft is a big provider of corporate software and Dell does corporate software.”
Photo by Microsoft Edge on Unsplash
Auxier **** et Management discussed Microsoft Corporation (NASDAQ:MSFT) in its Q1 2026 investor letter:
3 days ago
Sometimes, the smartest investment wins happen behind closed doors long before the opening bell rings on Wall Street. Artificial intelligence (AI) heavyweight Anthropic confidentially filed for a U.S. initial public offering (IPO) on Monday, June 1, beating rival OpenAI to the punch in the scramble toward public markets.
Fresh off a late May funding round that valued the Claude Code creator at $965 billion post money, Anthropic now sits ahead of OpenAI in the valuation pecking order. If Anthropic reaches Wall Street with a $1 trillion valuation, the debut could rank among the most significant stock market arrivals in years.
A $60 Billion Reason to Buy Dell Stock Now
This High-Yield Home Improvement Stock Just Hiked Its Dividend by 4.2%
Get exclusive insights with the FREE Barchart Brief newsletter. Subscribe now for quick, incisive midday market ***** ysis you won't find anywhere else.
Fresh off a late May funding round that valued the Claude Code creator at $965 billion post money, Anthropic now sits ahead of OpenAI in the valuation pecking order. If Anthropic reaches Wall Street with a $1 trillion valuation, the debut could rank among the most significant stock market arrivals in years.
A $60 Billion Reason to Buy Dell Stock Now
This High-Yield Home Improvement Stock Just Hiked Its Dividend by 4.2%
Get exclusive insights with the FREE Barchart Brief newsletter. Subscribe now for quick, incisive midday market ***** ysis you won't find anywhere else.
3 days ago
We just covered the
ChatGPT Stock Portfolio: Top 7 Picks For 2026. Amphenol Corporation (NYSE:APH) ranks #3 (see ChatGPT Stock Portfolio: Top 4 Picks For 2026).
Number of Hedge Funds: 112
Electronic and fiber optic connectors maker Amphenol Corporation (NYSE:APH) was another key AI pick of ChatGPT. According to an April 10 post by Rallies Arena, ChatGPT opened a position in APH “for AI exposure without more AI froth.”
The chatbot said that in a high interest rate environment, it wants a stock that would give short-term growth with strong cash flow and margins and Amphenol Corporation (NYSE:APH) checks those boxes.
ChatGPT Stock Portfolio: Top 7 Picks For 2026. Amphenol Corporation (NYSE:APH) ranks #3 (see ChatGPT Stock Portfolio: Top 4 Picks For 2026).
Number of Hedge Funds: 112
Electronic and fiber optic connectors maker Amphenol Corporation (NYSE:APH) was another key AI pick of ChatGPT. According to an April 10 post by Rallies Arena, ChatGPT opened a position in APH “for AI exposure without more AI froth.”
The chatbot said that in a high interest rate environment, it wants a stock that would give short-term growth with strong cash flow and margins and Amphenol Corporation (NYSE:APH) checks those boxes.
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.
Card skimming, where thieves steal your information after illegally modifying a business’s card reader, is on the rise. There was a 40% increase in skimming reports in 2023, according to FICO data, with an average of about 200 cards affected in each skimming event.
In this article:
What is a credit card skimmer?
How to spot a credit card skimmer
Card skimming, where thieves steal your information after illegally modifying a business’s card reader, is on the rise. There was a 40% increase in skimming reports in 2023, according to FICO data, with an average of about 200 cards affected in each skimming event.
In this article:
What is a credit card skimmer?
How to spot a credit card skimmer
3 days ago
Shares of Arm Holdings (NASDAQ: ARM), the world's leading central processing unit (CPU) chip designer, soared 68% in May, according to data from S&P Global Market Intelligence. This stellar performance brings the stock's 2026 return to a jaw-dropping 268%, as of June 2. The S&P 500 index returned 11.7% over this period.
For context, shares of artificial intelligence (AI) chip and infrastructure leader Nvidia (NASDAQ: NVDA) gained 8.4% in May. And last month, the S&P 500 returned 5.3%, and the tech-heavy Nasdaq Composite index returned 8.4%.
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 »
On May 20, Arm stock surged 15.1% after Wall Street firm Bernstein initiated coverage with a buy rating and issued very bullish comments. Moreover, the stock kept moving up on the momentum from this catalyst, gaining 37.4% in the three days following these actions.
Another likely catalyst was Nvidia's May 20 release of powerful results for its fiscal first quarter. (Revenue surged 85% year over year, and adjusted earnings per share, or EPS, soared 140% year over year.) Arm and Nvidia are partners.
For context, shares of artificial intelligence (AI) chip and infrastructure leader Nvidia (NASDAQ: NVDA) gained 8.4% in May. And last month, the S&P 500 returned 5.3%, and the tech-heavy Nasdaq Composite index returned 8.4%.
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 »
On May 20, Arm stock surged 15.1% after Wall Street firm Bernstein initiated coverage with a buy rating and issued very bullish comments. Moreover, the stock kept moving up on the momentum from this catalyst, gaining 37.4% in the three days following these actions.
Another likely catalyst was Nvidia's May 20 release of powerful results for its fiscal first quarter. (Revenue surged 85% year over year, and adjusted earnings per share, or EPS, soared 140% year over year.) Arm and Nvidia are partners.
4 days ago
BlackRock’s iShares Bitcoin Trust (IBIT) controls 794,428 BTC worth $58 billion and dominates the spot ETF market with the tightest spreads and lowest friction for large allocators, while Fidelity Wise Origin Bitcoin Fund (FBTC) holds 182,842 BTC with self-custody through Fidelity Digital ***** ets, and ARK 21Shares Bitcoin ETF (ARKB) holds 33,105 BTC with the lowest fee at 0.21% for long-term accumulators.
U.S. spot Bitcoin ETFs collectively control 1.29 million BTC—more than any private entity including Satoshi Nakamoto’s dormant holdings—demonstrating that institutional inflows rather than price appreciation drive growth, as holdings expanded despite Bitcoin declining 16% year-to-date.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and 21Shares Bitcoin ETF didn't make the cut. Grab the names FREE today.
The U.S. spot Bitcoin ETF complex now controls more Bitcoin than any single private entity on the planet, including the dormant wallets attributed to Satoshi Nakamoto. Three funds drive that dominance: BlackRock's iShares Bitcoin Trust ETF (NASDAQ:IBIT), the Fidelity Wise Origin Bitcoin Fund (CBOE:FBTC), and the ARK 21Shares Bitcoin ETF (CBOE:ARKB). Combined, they hold roughly 1,000,000 BTC, with the broader U.S. spot ETF group at 1,289,495 BTC.
The shift matters because pre-approval skeptics argued spot ETFs would attract trader flow and little else. More than two years past the January 2024 launch, the picture looks different. IBIT alone holds 794,428 BTC worth roughly $58 billion. FBTC sits second at 182,842 BTC. ARKB, the smaller cost-leader, holds 33,105 BTC. MicroStrategy is no longer the dominant institutional holder of bitcoin by any reasonable measure.
U.S. spot Bitcoin ETFs collectively control 1.29 million BTC—more than any private entity including Satoshi Nakamoto’s dormant holdings—demonstrating that institutional inflows rather than price appreciation drive growth, as holdings expanded despite Bitcoin declining 16% year-to-date.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and 21Shares Bitcoin ETF didn't make the cut. Grab the names FREE today.
The U.S. spot Bitcoin ETF complex now controls more Bitcoin than any single private entity on the planet, including the dormant wallets attributed to Satoshi Nakamoto. Three funds drive that dominance: BlackRock's iShares Bitcoin Trust ETF (NASDAQ:IBIT), the Fidelity Wise Origin Bitcoin Fund (CBOE:FBTC), and the ARK 21Shares Bitcoin ETF (CBOE:ARKB). Combined, they hold roughly 1,000,000 BTC, with the broader U.S. spot ETF group at 1,289,495 BTC.
The shift matters because pre-approval skeptics argued spot ETFs would attract trader flow and little else. More than two years past the January 2024 launch, the picture looks different. IBIT alone holds 794,428 BTC worth roughly $58 billion. FBTC sits second at 182,842 BTC. ARKB, the smaller cost-leader, holds 33,105 BTC. MicroStrategy is no longer the dominant institutional holder of bitcoin by any reasonable measure.
4 days ago
June 02, 2026, 11:50 am EDT
Space stocks have been
all the rage lately
, ahead of ****** eX’s
massive
initial public offering. Virgin Galactic
SPCE
-37.03%
, however, isn’t keeping up.
SPCE
-37.03%
Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
Space stocks have been
all the rage lately
, ahead of ****** eX’s
massive
initial public offering. Virgin Galactic
SPCE
-37.03%
, however, isn’t keeping up.
SPCE
-37.03%
Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
4 days ago
We just covered From Fired Researcher to $13.7 Billion King: How Leopold Aschenbrenner Broke the Hedge Fund World and Micron Technology, Inc. (NASDAQ:MU) ranks 8th on this list.
Micron Technology, Inc. (NASDAQ:MU) 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 1.7 million shares. Previously, Leopold Aschenbrenner had bought a stake in this chip giant in the third quarter of 2025. This position consisted of PUT bets worth 300,000 shares and was sold off completely by the next quarter. Micron designs, develops, manufactures, and sells memory and storage products. Latest reports from Goldman Sachs suggest that NVIDIA and Micron together will account for a third of S&P 500 EPS growth this year alone.
READ MORE: Mark Cuban Stock Portfolio: 8 Best Stocks to Buy.
Even as Micron Technology (NASDAQ:MU) rides the AI wave, it is facing competitive headwinds. With calendar 2026 HBM capacity fully locked in, supply chain allocations for upcoming advanced architectures show a distinct shift. NVIDIA reportedly selected SK Hynix and Samsung over Micron for the primary, high-volume supply allocations of top-tier ultra-advanced platforms. Memory is historically a commodity. If Micron loses out on the highest-margin, tier-1 architectural slots to SK Hynix and Samsung, it will be forced to compete on price for secondary allocations. Hedge funds argue that Micron is being priced at a premium multiple, yet it remains highly vulnerable to being out-scaled by foreign competitors who operate with lower structural capital costs.
While we acknowledge the potential of MU 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.
Micron Technology, Inc. (NASDAQ:MU) 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 1.7 million shares. Previously, Leopold Aschenbrenner had bought a stake in this chip giant in the third quarter of 2025. This position consisted of PUT bets worth 300,000 shares and was sold off completely by the next quarter. Micron designs, develops, manufactures, and sells memory and storage products. Latest reports from Goldman Sachs suggest that NVIDIA and Micron together will account for a third of S&P 500 EPS growth this year alone.
READ MORE: Mark Cuban Stock Portfolio: 8 Best Stocks to Buy.
Even as Micron Technology (NASDAQ:MU) rides the AI wave, it is facing competitive headwinds. With calendar 2026 HBM capacity fully locked in, supply chain allocations for upcoming advanced architectures show a distinct shift. NVIDIA reportedly selected SK Hynix and Samsung over Micron for the primary, high-volume supply allocations of top-tier ultra-advanced platforms. Memory is historically a commodity. If Micron loses out on the highest-margin, tier-1 architectural slots to SK Hynix and Samsung, it will be forced to compete on price for secondary allocations. Hedge funds argue that Micron is being priced at a premium multiple, yet it remains highly vulnerable to being out-scaled by foreign competitors who operate with lower structural capital costs.
While we acknowledge the potential of MU 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.
5 days ago
Dell Technologies (DELL) was viewed as a mature PC and enterprise hardware company fighting for relevance in a rapidly changing tech landscape. Now, the artificial intelligence (AI) boom is rewriting that story. On Thursday, Dell stock surged around 39% after the company delivered blockbuster earnings, fueled by explosive demand for AI-optimized servers and data center infrastructure.
With AI server orders skyrocketing, revenue guidance soaring, and partnerships tied closely to the massive global AI buildout, Wall Street is increasingly viewing Dell not as a legacy tech name, but as one of the biggest emerging winners of the AI infrastructure race.
Billionaire Mark Cuban Asks Why Insurance Companies Pay $2,500 for an MRI When ‘a Center Down the Street’ Only Charges $350
The Quantum Computing Boom Is Back. IBM Proves It Is the Smartest Stock to Buy
Micron Stock Is Trading at 42x Trailing Earnings. **** ysts Say That’s Still Cheap.
With AI server orders skyrocketing, revenue guidance soaring, and partnerships tied closely to the massive global AI buildout, Wall Street is increasingly viewing Dell not as a legacy tech name, but as one of the biggest emerging winners of the AI infrastructure race.
Billionaire Mark Cuban Asks Why Insurance Companies Pay $2,500 for an MRI When ‘a Center Down the Street’ Only Charges $350
The Quantum Computing Boom Is Back. IBM Proves It Is the Smartest Stock to Buy
Micron Stock Is Trading at 42x Trailing Earnings. **** ysts Say That’s Still Cheap.
