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Khac Phu Nguyen
Asset Management
Blackstone Just Made a $4 Billion Power Play--And It Could Reshape the U.S. Grid
AI data centers, soaring electricity demand, and a utility arms race--Blackstone's latest move could signal a new era.
Stocks:
BX
7 hours ago
Khac Phu Nguyen
Vehicles & Parts
Carvana's 12-Day Surge Could Be Just the Beginning as S&P 500 Inclusion Triggers Buying Frenzy
Wall Street upgrades, index-fund demand, and a used-car rebound are propelling Carvana into a new valuation gear.
Stocks:
CVNA
7 hours ago
Khac Phu Nguyen
Construction
Cardinal Surges on Nasdaq Debut Amid Year-End IPO Frenzy
The North Carolina-based infrastructure firm pops 9.5% on day one, riding a wave of pre-holiday public offerings.
Stocks:
CDNL
7 hours ago
Khac Phu Nguyen
Software
Adobe Just Landed Inside ChatGPT -- And It Could Change Everything
Photoshop, Acrobat, and Express now run inside ChatGPT, giving Adobe access to 800M users in a single bold move.
Stocks:
ADBE
7 hours ago
Khac Phu Nguyen
Retail - Cyclical
Chewy Just Unleashed a Secret Weapon--and Wall Street Nearly Missed It
A surprise beat, a loyalty surge, and a wild stock swing--why Chewy's quiet power play could reshape pet retail.
Stocks:
CHWY
7 hours ago
Khac Phu Nguyen
Interactive Media
SpaceX's $1.5 Trillion IPO Could Break Wall Street -- And Change Everything
A Musk-led listing may kickstart a tidal wave of mega-IPOs and force public markets to rewrite the rules
Stocks:
RBLX
PLTR
COIN
7 hours ago
Khac Phu Nguyen
Asset Management
Apollo Just Wrote a $3 Billion Check to Chase America's Power Gold Rush
Capital Power strikes fast-track alliance with Apollo to snap up US gas plants as data center boom fuels energy scramble.
Stocks:
APO
7 hours ago
Khac Phu Nguyen
Software
Uber's EV Dreams Are Dying--Here's Why That Should Worry Investors
The ride-hailing giant is slashing electric vehicle incentives just as emissions surge and political winds shift.
Stocks:
UBER
7 hours ago
Khac Phu Nguyen
Software
Oracle's $520 Billion Cloud Dream Faces a Debt Nightmare
AI hype gave Oracle its biggest rally in 30 years--now investors are bracing for a costly comedown
Stocks:
ORCL
7 hours ago
Aerospace & Defense
AeroVironment's (AVAV) Q2 Report: Strong Revenue but EPS Miss and Margin Concerns
Stocks:
AVAV
7 hours ago
Khac Phu Nguyen
Retail - Cyclical
Wall Street and Temasek Are Fighting for a Piece of Swiggy's $1.1B India Delivery Play
Global giants are piling into Swiggy's discounted share sale as India's ultra-fast grocery war enters a new phase
Stocks:
AMZN
7 hours ago
Khac Phu Nguyen
Semiconductors
Intel Just Slashed Its EU Fine by ?140 Million -- Here's Why That Matters Now
Europe's long-running antitrust war with Intel takes a dramatic turn as judges trim the penalty once again
Stocks:
INTC
7 hours ago
Khac Phu Nguyen
Banks
HSBC's $300 Million Tax Storm Could Upend Europe's Biggest Dividend Scandal
A looming settlement tied to Cum-Cum trades raises fresh scrutiny over French banking giants and Wall Street players in Paris.
Stocks:
HSBC
7 hours ago
Khac Phu Nguyen
Italy's ?400 Million Tax Showdown: Campari Family Nears Record Settlement
Lagfin's proposed deal could end a high‑profile probe after €1.3 billion in seized Campari shares
8 hours ago
Khac Phu Nguyen
Semiconductors
Trump's Chip Loophole: Nvidia's H200 Heads to China -- But Blackwell Stays Locked Away
The AI chip export drama takes a fresh turn, with Trump unlocking Nvidia's H200 for China while B200 remains untouchable.
Stocks:
NVDA
AMD
8 hours ago
Industrial Products
GE Vernova Hits Record Highs with Strong Revenue Outlook and Capital Returns
Stocks:
GEV
8 hours ago
Retail - Cyclical
Chewy (CHWY) Surges with Strong Q3 Results and Optimistic Guidance
Stocks:
CHWY
8 hours ago
Retail - Cyclical
Casey's General (CASY) Reports Strong Q2 Results with Revenue Growth
Stocks:
CASY
8 hours ago
Nauman Khan
Industrial Products
GE Vernova Stock Climbs to Record High After Bullish 2026 Outlook
Wall Street Hits Street-High Price Target as GE Vernova Tops Power Orders
Stocks:
GEV
8 hours ago
Paul Tudor Jones Reduces Stake in SPDR S&P 500 ETF Trust by 0.72%
Stocks:
SPY
QQQ
NVDA
IBIT
MSFT
9 hours ago
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