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InsightsAnother billionaire dumps mega-cap stock for AI betThe headline number is brutal for Alphabet bulls. Duquesne sold all 385,000 shares of Alphabet (GOOGL) Class A stock during the quarter. That same stake had been aggressively built up just one quarter earlier, from roughly 102,000 shares to 385,000.
InsightsGoldman Sachs sends blunt message on Fed interest rate cutsAccording to TheFly, the bank expects the next two Fed interest rate cuts to come in December 2026 and March 2027, pushing its previous timeline back by one quarter. 
InsightsBlackstone Data Center REIT Seeks to Raise $1.75 Billion in IPOBlackstone Digital Infrastructure Trust Inc. is seeking to raise as much as $1.75 billion in a US initial public offering, offering investors the chance to capitalize on a surge in building artificial intelligence infrastructure.
InsightsCathie Wood sells $75M of surging semiconductor stockOn April 24, Wood’s Ark funds sold a total of 215,643 shares of Advanced Micro Devices Inc. (AMD), according to Ark’s daily trade information. 
InsightsJPMorgan's CEO has an urgent and concerning message for investorsJPMorgan Chase just reported strong first-quarter results. Its CEO used the earnings call to warn investors not to get comfortable.
InsightsCoreWeave stock climbs 10% on Anthropic dealCoreWeave closed out the trading day 10% higher on Friday after the company announced it is entering a multiyear agreement with Anthropic that will see the AI cloud company provide Anthropic with computing capabilities to build and power its AI models.