This Palantir Analyst Turns Bullish; Here Are Top 5 Upgrades For Tuesday

This Hedge Fund Portfolio Shrinks 17% as Billionaire Bets Big on Gold

Paulson's hedge fund reduced its equity book to $2.58B in Q2, exiting two positions and opening a stake in Alphabet.

Consumer Tech (Aug 31-Sep 4): NVIDIA Buys World's Largest Open AI Developer, Trump Claims Total Control On Hormuz & More

President Donald Trump recently claimed the U.S. has “total control” over the Strait. NVIDIA acquire Hugging Face for $12.93 billion.

Benzinga Bulls and Bears: Palo Alto, Ciena, Lululemon

Benzinga examined the prospects for many investors’ favorite stocks over the last week — here’s a look at some of our top stories.

Founder-Led Companies That Are Redefining Technology and Growth

The article examines founder-led companies, which represent about 11% of large-cap U.S. companies but comprise nearly 15% of the S&P 500's market capitalization. Founder-led businesses have historically delivered stronger returns (25% annually over the past decade vs. 14% for the S&P 500). Five companies highlighted as appealing founder-run stocks are NVIDIA, Amazon, Palantir Technologies, Dell Technologies, and Fortinet, all positioned to benefit from AI infrastructure demand, cloud expansion, and cybersecurity growth.

Shares of software companies are trading lower after August's hotter-than-expected payrolls report increased expectations that the Federal Reserve could raise interest rates at its next meeting. A stronger U.S. dollar and higher rate expectations are weighing on growth stocks by reducing investor appetite for higher-risk assets.

JP Morgan Maintains Overweight on Replimune Group, Raises Price Target to $21

JP Morgan analyst Anupam Rama maintains Replimune Group (NASDAQ:REPL) with a Overweight and raises the price target from $20 to $21.