Figma (NYSE:FIG) co-founder and CEO Dylan Field offered a candid look at why some of the most powerful people in tech spend weekends tinkering with AI like teenagers in a garage, speaking at the…
Jim Cramer told Mad Money viewers on June 16 that Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) is the AI hardware name he is tracking most closely, after NVIDIA (NASDAQ:NVDA) CEO Jensen Huang publicly…
The Berkshire Hathaway annual meeting is in the rearview mirror, and investors are now parsing Greg Abel’s early portfolio moves as CEO. The Q1 2026 13F told a clear story: Abel is willing to…
The Magnificent Seven stocks dominate AI headlines, but the most interesting institutional positioning is happening one rung down the supply chain. The companies actually building, wiring, and connecting the AI factories trade at a…
The spring volatility that rattled mega-cap AI names has created an opening. Three of the largest AI franchises in the market are trading meaningfully below their 52-week highs, yet the operating data underneath them…
June is shaping up as a stock-picker’s month. Spring volatility has settled, and contrarian investors are scanning the wreckage for quality names trading well off their highs with identifiable recovery catalysts. Three large-cap stories…
Vanda Research’s Viraj Patel walked CNBC viewers through one of the strangest sessions of the year on June 16, with a direct message: Retail investors sold the rest of the market to fund a…
June is a natural moment for mid-year reflection. Short-term traders are squaring quarterly books, but long-term investors should be doing something different: Stepping back to ask which businesses have already produced multi-decade compounding, and…
On a recent Thoughtful Money interview with Adam Taggart titled Wall Street Is Running Investors Off A Cliff, Oxbow Advisors founder Ted Oakley delivered a blunt warning to retirement savers: “I think people that…
Income investors keep coming back to the same playbook in choppy markets: own businesses that have raised their payouts every single year, no matter what the economy is doing. June is a natural moment…
On the evening of June 1, 2026, Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) priced one of the largest equity offerings in corporate history: an upsized $84.75 billion raise spanning Class A common, Class C…
The new Federal Reserve Chair is talking dovish, and the bond market is calling his bluff. In a CNBC segment that aired June 16, 2026, senior economics reporter Steve Liesman walked through a peculiar…
Nuclear’s narrative shifted from theory to commitment this spring, and June is where capital flows show up in fundamentals. Thirty-eight countries have pledged to triple nuclear capacity by 2050, Meta has signed agreements for…
Hyperscaler cloud platforms are doing something rare in the AI era: turning eye-watering capital expenditures into accelerating top-line growth. With Q2 earnings reports landing in July, June is shaping up as a positioning window…
Consumer confidence is softening into the back half of spring, and the rotation out of growth and into recession-resistant cash flow is picking up speed. For investors looking to add ballast before the summer,…
AI infrastructure stocks have given investors a textbook entry window this month. The trio that anchors the spending cycle has all pulled back from spring highs, even as the underlying revenue trajectory keeps accelerating.…
Semiconductor leaders are coming into June 2026 with a fresh dent in the chart after a spring run that pushed valuations to uncomfortable levels. The trigger was Broadcom’s Q3 AI revenue guide, which came…
Healthcare has spent 2026 on the sidelines while the rest of the market does the heavy lifting. The Health Care Select Sector SPDR Fund (NYSEARCA:XLV) is down around 1% year to date even after…
Starboard Value, the activist hedge fund led by Jeff Smith, fully exited its positions in Salesforce (NYSE:CRM | CRM Price Prediction) and Autodesk (NASDAQ:ADSK) during the first quarter of 2026, disclosed in a 13F…
Defense contractors have spent the past year doing exactly what they are designed to do: Deliver predictable cash flow, lean on multi-year backlogs and reprice higher as geopolitical risk refuses to fade. With $52.9…
