In January 2007, Steve Jobs walked onstage at Macworld and detonated the mobile strategy of Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction). Google had been building a BlackBerry clone. Within months, Andy Rubin’s team scrapped…
I’ll say it plainly: I’m betting against Palantir Technologies (NASDAQ:PLTR | PLTR Price Prediction) at these levels, and I think the next 12 months will validate that call. The business is excellent. The stock…
The two largest names in enterprise software have been bruised, and the smart money is using the discount to add exposure. Oracle (NYSE:ORCL | ORCL Price Prediction) trades near $190 against a Wall Street…
Intel (NASDAQ:INTC | INTC Price Prediction) shares have gone vertical. The stock is up roughly 442% over the past year and 210% year to date, trading at $122.25 after touching a 52-week high of…
On the We Study Billionaires podcast (episode TIP813), Stig Brodersen laid out a bear case that puts Microsoft’s Office cash cow squarely in the crosshairs of generative AI. His framing matters because it targets…
The headline number is alarming, and it deserves precision before anything else. According to research presented on the Prof G Markets podcast by host Ed Elson and research lead Mia Silverio, one study revealed…
The 2026 tape has split in two. Semiconductor stocks have ripped higher on AI infrastructure demand, while software names that powered the last cycle have stalled or rolled over. NVIDIA (NASDAQ:NVDA | NVDA Price…
If you are a retirement-focused investor staring at Arm Holdings (NASDAQ:ARM | ARM Price Prediction) and Intel (NASDAQ:INTC) after both stocks have torn higher, the question is simple: Which one belongs in a portfolio…
Andreessen Horowitz closed its fifth crypto fund with a thesis that sounds like science fiction: autonomous AI agents holding crypto wallets, earning income, paying for compute and operating as independent economic actors within five…
Microsoft spent $7.5 billion on GitHub back in 2018, and analysts are now calling it one of the savviest deals in tech history. The question is whether the developer flywheel it built can actually…
On Animal Spirits Podcast Episode 463, Michael Batnick zeroed in on something more revealing than the doom-laden statistics a hedge fund manager had just rolled out. The manager cited stock market cap to GDP…
The AI semiconductor trade has a passport, and lately it has been stamped more often in Seoul than in San Jose. On a recent Reuters Morning Bid podcast segment titled Chip stock boom, the…
The Fast Money panel on CNBC zeroed in on the question every AI investor is asking: How much longer can NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) keep printing? One panelist captured the bear unease…
A guest on the TechSurge Deep Tech Podcast reframed the rare earth debate in stark terms this week, arguing that Washington’s supply chain panic misses the actual problem. The headline numbers are jarring: “For…
The most revealing data point from Wednesday’s earnings doubleheader came down to word choice. On May 6, Uber’s CEO said “local” five times and Disney’s CEO said “domestic” 12 times on their respective calls.…
The question for retirement-focused investors weighing Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) against NVIDIA (NASDAQ:NVDA) is no longer abstract: which AI chip story belongs in a long-duration portfolio right now? AMD just…
Of everything Uber (NYSE:UBER | UBER Price Prediction) said in its Q1 report yesterday, the real story is that Uber One has crossed 50 million members, and those members now drive half of Gross…
Few stocks embody the AI infrastructure trade quite like Micron Technology (NASDAQ:MU | MU Price Prediction). Shares climbed more than 260% year to date through early June 2026, riding a memory supercycle that CEO…
The first wave of the AI boom rewarded the most obvious names. The next wave spreads wealth across the entire infrastructure stack: foundries, custom silicon, networking fabric, and enterprise deployment tools. Hyperscaler CapEx is…
Here is the retirement insight most planners miss: the dollar target you are chasing will feel like nothing the morning after you hit it. Hit $1 million, $2 million or whatever the target happens…
