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Coatue nearly exited Tesla, cut Nvidia stake during Q1, while adding new Lucid & Hertz stakes: in shift toward speculative recovery trades.
- 13F Filing
AMD stock drops 3% as chip stocks tumble following the Trump-Xi summit. Get the latest update on trade tensions and market rotation.
CME FedWatch now prices a Fed hike at 56% by December 2026. Polymarket sits at 33%. AI stocks, gold and silver are paying for the repricing.
With MU stock trading near 52-week highs, see why constrained memory supply could keep pricing power with Micron through 2028.
The first US-listed photonics ETF debuts as Lumentum, Coherent and AAOI fly. 15 of EUV's 40 holdings are already up over 100% YTD.
Micron (MU) stock gains 5% as NVIDIA's Jensen Huang joins President Trump's China trip. See why record $33B revenue estimates and high-stakes diplomacy are driving the memory giant toward $809.