Price is syncing
Reported smart-money activity is still available below.
1 month
+0.7%
price return
Year to date
+3.9%
price return
Recent earnings
3/4
quarters beat
Big funds
8
hold this stock
News tone
Bullish
50 articles, 7 days
Filed positions and reported activity tied to this stock.
8 funds hold a position, insiders have been net selling, and 7 market voices are discussing it.
Real smart money
Baillie Gifford & Co
Q1 2026 13F
$7.1B
position
AQR
Q1 2026 13F
$5.5B
position
Citadel
Ken Griffin · Q1 2026 13F
$3.3B
position
BlackRock
Q1 2026 13F
$335.8B
position
State Street
Q1 2026 13F
$173.3B
position
FMR LLC
Q1 2026 13F
$173.3B
position
JPMorgan Chase
Q4 2025 13F
$85.1B
position
Bank of America
Q1 2026 13F
$33.3B
position
Insiders
Influencers
Recent coverage and its overall tone.
News
Coverage is bullish
31 bullish · 15 neutral · 4 bearish
Tone of tracked coverage
AI: Apple thinking 'out of the box' on AI chips and M&A. AI-RTZ #1152
Leans bullishJul 19Earnings To Watch: Crown Holdings (CCK) Reports Q2 Results Tomorrow
NeutralJul 19Prediction: SOXX Is About to Outperform SMH. Here's Why.
Leans bullishJul 18Nvidia: Jensen Huang's Company Is Still the King of AI, and the Stock Is a Buy
BullishJul 18FHEQ ETF Profile: Dividends, Returns (BOATS:FHEQ)
Leans bullishJul 18Nvidia: Jensen Huang's Company Is Still the King of AI, and the Stock Is a Buy
Leans bullishJul 18VE4R ETF Profile: Dividends, Returns (MUN:VE4R)
Leans bullishJul 18UCRP ETF Profile: Dividends, Returns (FWB:UCRP)
NeutralJul 18P Equity Research 📰Bullish
Jul 14 · Says Morgan Stanley road show feedback indicates accelerating near-term revenue with strong expectations.
Paradis LabsBullish
Jul 12 · Argues AI is not a bubble and dismisses NVDA-CSCO comparisons as lazy, suggesting macro conditions differ.
TheValueistBullish
Jul 11 · 3x · Says they have long-term conviction in the generative AI infrastructure trade, citing stocks like NVDA, MU, SNDK, LITE.
Top traders
Trader 9B0Short
entry $207.21 · +$123K unrealized
$13.1M
position
Trader 80FShort
entry $205.41 · +$95 unrealized
$124K
position
Trader 989Short
entry $205.17 · -$55 unrealized
$103K
position
Trader 002Long
entry $207.56 · -$1K unrealized
$99K
position
Trader 232Short
entry $221.91 · +$3K unrealized
$39K
position