Tracking Ken Fisher's Fisher Asset Management Portfolio – Q2 2026 Update

Key Points Nebius demonstrates a substantially stronger trajectory in this comparison, as its top-line figures have grown consistently over recent periods. Over the last eight quarters, Nebius recorded a pattern of continuous quarter-over-quarter expansion, whereas Strategy maintained a mostly flat profile with minor fluctuations. Investors analyzing the two companies should watch whether this widening performance…

12:01 AM, 17th July 2026, 50 seconds ago England’s councils are collecting only a fraction of fines issued for landlord offences, even as local authority inspection numbers grow. The National Residential Landlords Association (NRLA) says councils are carrying out more checks under the Housing, Health and Safety Rating System. However, the collection of financial penalties…

(Bloomberg) — Executives at some of Wall Street’s biggest names have faced a barrage of recent questions about whether artificial intelligence has crippled the value of their software investments. Their answers have a common refrain: There’s nothing to see here.  But public data from mutual funds, which invest in many of these same companies, show…

Although the days of corporate pushes for environmental, social and corporate governance-based investing have waned, climate risk data is an increasingly hot commodity for commercial real estate.  Developers and investors alike are building or buying their own predictive, physics‑based models as insurers raise premiums, federal climate data pipelines shrink and extreme weather losses mount.  “Climate…

Included in the 23 proposals of a new roadmap unveiled on Thursday by the Mamdani administration are small elevators in walk-up buildings, official acknowledgment of tenant unions, a reassessment of credit checks, and the commonly enforced stipulation that prospective tenants must earn 40 times the monthly rent. The report outlines 23 recommendations structured around four…

It was revealed on Thursday that the European Union has hit Google with a €890 million ($1 billion) fine, marking the first time the tech giant has been penalized under the bloc’s Digital Markets Act (DMA). The decision highlights Europe’s determination to curb the influence of Big Tech, even as US President Donald Trump has…