Ken Griffin made Nvidia and Amazon his largest holdings in Q4 2024, betting on robotaxi development and AI infrastructure. Analysis of both investments.
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Samsung and SK Hynix surged over 10% Wednesday as Trump’s Iran ceasefire comments sparked a broad rally in Korean tech stocks after March’s selloff.
Anthropic exposed Claude Code’s source code—512K lines across 1,900 files. It’s the company’s second security incident this week, though no customer data leaked.
Brent crude dropped over 5% after Trump indicated a potential US withdrawal from Iran within weeks, briefly falling below $100 per barrel for the first time.
CoreWeave (CRWV) stock surged 12% after announcing an $8.5B investment-grade loan for AI infrastructure, marking $28B in financing over 12 months.
Nike (NKE) stock plummeted 9% after issuing weak Q4 guidance and warning of a 20% China revenue decline, despite beating third-quarter estimates.
SpaceX assembles 21-bank team for Project Apex IPO. The space company eyes $75B raise at $1.75T valuation in June 2026 with significant retail allocation.
Tesla (TSLA) stock rises as French registrations surge 203% in March to 9,569 vehicles. Nordic markets show similar strength with Norway up 178%.
ARK Invest purchased $240M in OpenAI stock across three ETFs on March 31, 2026, coinciding with OpenAI’s $122B raise at an $852B valuation.
Microsoft (MSFT) unveils $5.5B Singapore AI investment through 2029. Stock rises 3% despite worst quarter since 2008. Q2 revenue: $81.3B, Azure up 39%.
Amazon (AMZN) ends 8-year Amex partnership, unveiling two new U.S. Bank business cards on Mastercard network with up to 5% back. Transition set for August.
Rocket Lab (RKLB) stock rallied 12% on German approval of Mynaric acquisition. Analysts maintain bullish stance with $90 target, citing supply chain benefits.
Interactive Brokers debuts crypto trading for European retail investors, offering Bitcoin, Ethereum, and 9 other digital assets via MiCA-compliant platform.
Bitcoin jumped nearly 2% to $67,800 while stocks posted monthly highs as Iran signals openness to ending conflict with security guarantees in place.
Trump sets 2-3 week timeline for US exit from Iran. Bitcoin up 1.6%, Ethereum gains 3.5%, S&P 500 rallies 2.91% as markets respond positively to withdrawal news.