Is Pepsico (PEP) the best stock in billionaire Paul Singer’s portfolio?

Is Pepsico (PEP) the best stock in billionaire Paul Singer’s portfolio?

We just covered the Billionaire Paul Singer’s 10 Best Stock Picks. Pepsico (NASDAQ:PEP) is ranked No. 8 (see Billionaire Paul Singer’s Top 5 Stock Picks). Elliott stake: $197,994,750 Pepsico’s (NASDAQ:PEP) recent quarterly results showed that its turnaround plan is working. The company delivered a strong quarter with revenue and EPS exceeding expectations, supported by organic…

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This trillion-dollar AI stock has seen a steeper rise in its market cap than Nvidia this year. Is it a purchase?

This trillion-dollar AI stock has seen a steeper rise in its market cap than Nvidia this year. Is it a purchase?

NVIDIA reached a major milestone last year. The leader in artificial intelligence (AI) chips became the world’s largest company when it reached $4 trillion in market value. But the company did not stop there. Nvidia has continued to advance and today remains the largest company, but now worth more than $5 trillion. In recent years,…

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The CEO of a major data center provider just explained the growing problem of AI

The CEO of a major data center provider just explained the growing problem of AI

Modine Manufacturing (MOD) rose approximately 5% after earnings, but the bigger story may be what management revealed about the growing tension within AI data center buildouts. CEO Neil Brinker described cooling infrastructure as a mission-critical part of the AI ​​expansion cycle, and “Hyperscalers are racing to secure the cooling capacity needed to support next-generation AI…

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Here’s Why Tenet Healthcare (THC) Is One of the Cheap NYSE Stocks to Buy According to Analysts

Here’s Why Tenet Healthcare (THC) Is One of the Cheap NYSE Stocks to Buy According to Analysts

Tenet Healthcare Corporation (NYSE:THC) is one of the Cheap New York Stock Exchange Stocks to Buy According to Analysts. On April 30, Tenet Healthcare Corporation reported a strong first quarter of 2026, with net income available to common shareholders reaching $702 million, or $8.01 per diluted share, a significant increase from $406 million in the…

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Intel urges PC makers to switch to its latest chips amid demand for AI. This could be the margin boost INTC stock needs.

Intel urges PC makers to switch to its latest chips amid demand for AI. This could be the margin boost INTC stock needs.

The AI ​​PC story is gaining speed, with global semiconductor revenue expected to surpass $1 trillion for the first time in 2026. This jump is primarily driven by strong demand for AI, with the Computing and Data Storage segment alone expected to grow 41.4% year-over-year to surpass $500 billion. On top of that, Gartner expects…

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Applied optoelectronics soars 24%, Lumentum jumps 17%, Coherent rallies 13% as optics trade catches fire

Applied optoelectronics soars 24%, Lumentum jumps 17%, Coherent rallies 13% as optics trade catches fire

Quick reading Applied Optoelectronics (AAOI) shares rose on strong Q1FY26 earnings, indicating 51% year-over-year revenue growth driven by demand for 800G transceivers for AI data centers. Lumentum (LITE) shares rose as the company’s fiscal third-quarter guidance projects more than 85% year-over-year growth, extending a historic rally in optical networking components. Coherent (COHR) stock rallied on…

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