Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) is sitting on a Google Cloud backlog that nearly doubled quarter-on-quarter to $462 billion, and Sundar Pichai went on the most recent earnings call and said, in plain…
For retirees building a dividend core, two names come up more reliably than almost any others. The Schwab U.S. Dividend Equity ETF (NYSE:SCHD) and the Vanguard High Dividend ETF (NYSE:VYM) have each earned a…
Seema Shah, Chief Global Strategist at Principal Asset Management, recently pushed back against the growing chorus of AI-bubble warnings on a CNBC appearance, telling viewers her outlook on equities remains “still very constructive” even…
David Bahnsen, Chief Investment Officer at The Bahnsen Group, appeared on CNBC’s Squawk Box this morning with a specific warning. His tell is more clinical. “I think a bubble gets ready to pop is…
The JD Power 2026 U.S. Initial Quality Study was just released. Deeply troubled, Rivian (NASDAQ: RIVN | RIVN Price Prediction) ranks last among all brands, a place usually occupied by Chrysler and Dodge. The…
The utility sector sell-off narrative pivots on a “cost of capital lag,” with critics warning that rising expenses will outpace rate adjustments and squeeze payouts. American States Water (NYSE:AWR), a CPUC-regulated California water monopoly…
The average enterprise is spending $11.5 million on AI this year, and most cannot point to a dollar of return. That is the uncomfortable framing from a recent segment of The AI Daily Brief,…
NextEra Energy (NYSE: NEE | NEE Price Prediction) and Enbridge (NYSE: ENB) both just reported, and the contrast matters. Big Tech wants uninterrupted power for AI training, and these two answer that demand from…
Shares of Palo Alto Networks (NASDAQ:PANW | PANW Price Prediction) are up 9% to $331.91 at midday Monday, leading a sharp rally across cybersecurity platform leaders. CrowdStrike (NASDAQ:CRWD) stock is up 7% to $747.84,…
Real estate investor Pace Morby recently sat down with the hosts of The Iced Coffee Hour and dropped a line that cuts to the core of the argument for whether it’s best to buy…
The Dow Jones Industrial Average added Alphabet today, and the timing is the joke. Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) replaces Verizon (NYSE:VZ) in the 30-stock benchmark on the same day the stock is…
CoreWeave (NASDAQ:CRWV) has had a violent ride since its March 2025 IPO, and the recent pullback has reset the risk/reward in shareholders’ favor. With the stock at $96.58 after a 18.12% drop over the…
It has been assumed up until recently that the primary challenge to Tesla’s (NASDAQ: TSLA | TSLA Price Prediction) self-driving business was Google Waymo. Other technologies from smaller companies exist. And major legacy car…
Few stocks have captured the AI infrastructure narrative like Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction). After NVIDIA CEO Jensen Huang publicly called Marvell “the next trillion-dollar company,” the question shifted from whether the…
A CNBC report by Luke Fountain, aired June 29, 2026, walks through a sequence that government watchdogs have flagged and the White House has rejected. President Trump’s Q1 2026 financial disclosures show a purchase…
