The 'Big Short' increased its short positions in NVIDIA, Palantir, Oracle, Caterpillar, and SOXX, and added to its long position in Molina.

A Snapshot of Michael Burry’s Latest Portfolio Adjustments

Futu News12minutes ago

Moving Past Buffett: Greg Abel Picked 3 New Stocks in Q1, Now Up $1.2 Billion 5 Months Later

Warren Buffett led Berkshire Hathaway (NYSE:BRK)(NYSE:BRK) for decades. The first quarter without Buffett as CEO saw successor Greg Abel make major changes and take three new positions. Those new

Benzinga43minutes ago

Jensen Huang clarifies details of the $50 billion financing plan, and NVIDIA's credit risk eases.

Jensen Huang stated that NVIDIA’s support in the $500 billion AI infrastructure financing initiative would be 'capped at no more than 25% of any single project,' positioning the company in a supplementary role. Analysts noted that this clarification alleviated some market uncertainty, as NVIDIA has brought in multiple parties and its own exposure is not as severe as investors initially feared. Following the announcement, NVIDIA’s bond spreads and credit default swap prices both narrowed.

wallstreetcn02:57

Polymarket Loads Up on Robinhood, Coinbase, Nasdaq Veterans Ahead of Its Biggest US Test

Polymarket is building out its U.S. operation as rival Kalshi races ahead in the domestic prediction market business.Kalshi has turned sports trading into a huge growth engine, while Polymarket is

Benzinga02:46

Nvidia's Chip Boom Is Spreading: JPMorgan Says These 6 Stocks Could Ride It

NVIDIA Corp. (NASDAQ:NVDA) may still be the face of the artificial intelligence chip boom, but JPMorgan says the next phase of the semiconductor rally could spread much further across the industry.•

Benzinga02:35

AI computing power enters the era of financialization: CME Group announces plans to launch two futures contracts in October

① CME Group announced plans with Silicon Data to launch two computing power futures contracts on October 5, 2026, pending regulatory approval; ② The two futures contracts will track the hourly rental cost indices of NVIDIA H100 and B200 GPUs, respectively, providing AI developers and hyperscale cloud service providers with tools to hedge against computing power costs.

cls.cn02:00