Coatue’s Philippe Laffont rotates into platforms, cloud capacity, and long-term AI demand drivers with bold bets.

Sands Capital Management LLC, managed by Frank Sands, recently executed a significant transaction involving Nvidia Corporation (($NVDA)). The ...

Underweight positioning could fuel an extension of the stock-market rally. The S&P 500 sits a fraction shy of its record close. Inevitably the altitude makes some twitchy, pointing to perhaps 6,500 ...