Here's Why I'm Finally Investing in Kratos Defense Stock
I first wrote about Kratos Defense & Security Solutions (KTOS +5.86%) in October 2025, and at the time, I recommended waiting for a more reasonable valuation. While the company was one of the more interesting drone stocks, it was also trading for as much as 200 times forward earnings.
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Read MoreWall Street: New double record for SP 500 and Nasdaq
The resilience of the U.S. economy and good corporate results boosted investor optimism in the Wall Street on the prospects for further profitability of U.S. companies, driving stocks toward their best month since late 2020. In fact, April ended in the best way possible, with strong gains for the Dow and a new double-digit record for the Nasdaq and S&P 500.
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Read MoreCathie Wood buys $14.1 million of megacap tech stock
Cathie Wood, chief of Ark Investment Management, often trades during earnings season.
This time, the timing worked. She picked up shares of a megacap tech company just before results, and the stock has since surged following the report.
In 2025, the flagship Ark Innovation ETF gained 35.49%,
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Read MoreAn early-stage VC shares why he's not investing in AI coding startups — but doubling down on these founders
He’s invested in over 600 companies and oversees $72 million in assets. But you won’t find a vibe-coding company in his portfolio of the earliest-stage startups.
Jussi Salovaara, the cofounder and managing partner at startup accelerator Antler Asia,
Read MoreWarren Buffett's 'Last Call' Delivers 40% — Greg Abel Faces A Tough Act To Follow
Warren Buffett placed his final bet and that Alphabet investment has returned roughly 40% in six months, even as Berkshire Hathaway shares lag the S&P 500 under new CEO Greg Abel.
The first Berkshire Hathaway annual meeting since Warren Buffett’s departure witnessed everything from AI discussions to future efforts to grow the company.
Read MoreThe Burst
Why Billionaires Are Betting Big on This Bitcoin ETF
Recently, a surprising number of billionaire hedge fund managers have been buying a single ETF. This fund, the iShares Bitcoin Trust ETF (IBIT), is a spot Bitcoin ETF that tracks the performance of the world’s largest cryptocurrency.
Managers such as Ken Griffin and Israel Englander have decided to buy this fund despite their proven acumen in picking individual stocks that outperform the market.
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Read MoreThe Ivy
Nvidia Still Dominates AI, But the Ground Beneath It Is Shifting
Nvidia has been the undisputed king of the AI hardware empire.
But even monarchs can be overthrown, especially when their biggest allies start eyeing the throne.
Who’s threatening NVIDIA now and will they win?
Key Points
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Nvidia still leads AI hardware, but growth is slowing and major clients are building their own chips.
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Read MoreThe Spotlight
Hyper Rich Politician Buys A Boatload Of..
Nancy Pelosi is among the highest earners in Congress with a salary of $223,000 yet her stock portfolio has grabbed the attention of watchers for its performance relative to the market and size.
Her portfolio has some grown to an astonishing $223 million. In the words of one X user, what started as a mockery,
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