Research worth reading twice.

Cathie Wood and Stanley Druckenmiller Both Bet Bigger on Amazon

New 13F filings show ARK's Cathie Wood and Stanley Druckenmiller's Duquesne Family Office both added to Amazon in the second quarter as AWS growth accelerated to 37% -- even as free cash flow swung negative on ballooning AI capex.

Aug 21, 2026

Wall Street Splits Over Robinhood After Tom Lee's Bearish Call

Fundstrat's Tom Lee, a well-known crypto bull, surprised markets with a bearish call on Robinhood -- triggering pushback from CNBC panelists who point to record deposits and a 39% jump in Gold subscribers as reasons the stock still deserves its premium.

Aug 21, 2026

Micron's $10 Billion Bet Signals No End to the AI Memory Boom

Micron will spend $10 billion over the next decade on a new research lab as DRAM prices surge 400% and data center demand drives record earnings -- but a history of boom-bust cycles keeps the stock's multiple in check.

Aug 21, 2026

Toll Brothers Shares Jump as Luxury Home Buyers Shrug Off Slowdown

Toll Brothers beat earnings and revenue estimates despite falling deliveries, as its affluent customer base kept buying and orders grew 5% -- sending shares to their biggest one-day jump since June.

Aug 20, 2026

TJX Beats on Earnings but Marmaxx Stumble Dings the Stock

TJX Companies topped Wall Street estimates on both sales and profit, but a self-inflicted slowdown at T.J. Maxx and Marshalls sent shares lower -- creating what analysts call a buying opportunity for patient investors.

Aug 20, 2026

Treasury Doubles Bond Buybacks as 30-Year Yields Hit 19-Year High

The U.S. Treasury will double its buyback of long-dated bonds to at least $4 billion per operation after 30-year yields hit their highest level since 2007, offering investors a signal on where borrowing costs may be headed next.

Aug 20, 2026