Key PointsVazirani Asset Management initiated a new position in Allied Gold Corporation, buying 148,400 shares in the first quarter; the estimated transaction value was $4.48 million based on quarterly average prices.

Key PointsClearway Energy is a leader in producing clean power.

Key PointsAll of the Invesco Nasdaq 100 ETF's top 10 holdings are tech companies.

Key PointsNuScale Power is a nuclear power start-up.

Key PointsNorth Reef sold 2,875,245 shares of Stellar Bancorp in the first quarter; the estimated trade size was $103.10 million based on quarterly average pricing.

Key PointsBuffett says most people would be well-served by a portfolio of 90% S&P 500 ETFs and 10% Treasury bills.

Key PointsAnchor Capital sold 116,967 shares of Patrick Industries in the first quarter; the estimated transaction value was $14.46 million (based on Q1 2026 average pricing).

Key PointsNorth Reef Capital Management added 1,952,930 shares of Trustmark Corporation in the first quarter; the estimated trade size was $82.37 million based on quarterly average pricing.

Key PointsA sharp sell-off in Cloudflare stock was driven more by AI-driven efficiency shifts than demand weakness.

Key PointsAnchor Capital purchased 189,817 shares of Knowles; the estimated trade value was $4.80 million based on quarterly average prices.

Key PointsAnchor Capital acquired 40,352 additional shares of McGrath RentCorp; the estimated transaction value was $4.49 million based on quarterly average pricing.

Key PointsSea Cliff Partners sold 1,334,112 Sprinklr shares in the first quarter; the estimated transaction value was $8.28 million (based on quarterly average prices).

Key PointsNvidia topped revenue expectations in every quarter of its fiscal 2026.

Key PointsSea Cliff Partners Management sold 102,519 Planet Fitness shares in the first quarter; the estimated transaction value was $9.01 million (based on quarterly average prices).

Key PointsA Roth IRA conversion could reduce your future retirement tax bill.

Key PointsSea Cliff Capital added 55,359 shares of Integer Holdings in the first quarter; the estimated transaction value was $4.71 million (based on quarterly average pricing).

Key PointsNorth Reef added 5,550,000 Alkami shares in the first quarter, with an estimated trade value of $102.21 million based on quarterly average pricing.

Key PointsInflation is still stubborn and causing uncertainty in the market.

Key PointsOccidental's break-even cost of $38 per barrel means it could see record profits even if oil falls below $100/barrel.

Key PointsThe semiconductor company's revenue growth is accelerating.

Key PointsAcquired 354,575 shares; estimated trade size $4.19 million (based on quarterly average price)

Key PointsThe GLP-1 drug market could be worth $190 billion by 2035.

Key PointsVisa's valuation looks historically attractive, even as dividends continue to grow rapidly.

Key PointsChevron's CEO is pointing out the potential for a 1970s-style oil crisis due to the ongoing Strait of Hormuz closure.

AMD (NASDAQ: AMD) just reported what is arguably the best quarter in the company's history, and CEO Lisa Su sees a clear path to scale earnings rapidly from here. In this video, we'll discuss the latest results and whether the stock is too expensive to buy right now.