The two investors share several investments in common across Berkshire Hathaway and the Dan Ives Wedbush AI Revolution ETF (NYSE: IVES).
Source: https://www.benzinga.com/trading-ideas/long-ideas/26/04/5161…
Nvidia’s investment thesis from 2025 remains largely unchanged. Meta Platforms’ social media business is doing well, but the market is skeptical about the company’s AI infrastructure plans.
FIGS, GAP and CPRI enter the earnings season with strong momentum, margin discipline and positive ESPs, signaling potential earnings surprises.
The cruise sector is getting hit hard today. Royal Caribbean Cruises (NYSE:RCL) is leading the damage among the major operators, with RCL stock falling 6% to less than $270 as of midday Thursday.
