MICRON TECHNOLOGY

TAIWAN SEMICONDUCTOR MANUFACTURING CO

Micron pays $1.8B for Powerchip's Taiwan fab to fight AI memory crisis. 300K sq ft cleanroom adds DRAM capacity by H2 2027 amid record shortages.

Micron Bets $1.8 Billion on Taiwan Fab as AI Memory Shortage Deepens

GENERAL ELECTRIC

MICROSOFT

VISA

MOODYS CORP /DE/

S&P Global

CANADIAN PACIFIC KANSAS CITY LTD/CN

CANADIAN NATIONAL RAILWAY

Chris Hohn's TCI Fund Management earned $18.9B in 2025, beating Citadel's record. Concentrated aerospace bets on GE drove unprecedented hedge fund profits.

Chris Hohn's TCI Shatters Hedge Fund Records With $18.9 Billion Profit

SPDR GOLD TRUST

iShares Silver Trust

SPDR S&P 500 ETF TRUST

INVESCO QQQ TRUST, SERIES 1

Invesco CurrencyShares Euro Trust

Trump imposes 10% tariffs on 8 European allies Feb 1, rising to 25% in June over Greenland. EU considers 'trade bazooka' retaliation—what investors need to know.

Trump Threatens 25% Tariffs on 8 European Allies Over Greenland, Putting $8 Trillion in Transatlantic Assets at Risk

NVIDIA

Alphabet

AMAZON COM

Sequoia breaks VC taboo to join Anthropic's $25B raise at $350B valuation. What it means for the AI arms race with OpenAI and xAI.

Anthropic's $25 Billion Mega-Round Redraws AI's Investor Battlelines

INTUIT

ADOBE

Salesforce

ServiceNow

Snowflake

Datadog

Intuit plunges 14%, Adobe and ServiceNow fall 11%+ as Claude Cowork launch reignites AI disruption fears. Wall Street debates if selloff is overdone.

Claude Cowork Triggers $170B Software Stock Rout as AI Agent Fears Surge

Zenas BioPharma

CELGENE CORP /DE/

Zenas BioPharma CEO Lonnie Moulder bought $1.64M in ZBIO stock after a 52% crash. His track record: $10B+ in biotech exits including TESARO sold to GSK.

Zenas BioPharma CEO Bets $1.64M on Stock After 52% Crash—His Track Record: $10 Billion in Exits

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