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). Shares have climbed roughly 273% year to date through early October 2026, riding a memory supercycle that CEO Sanjay Mehrotra calls a…
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…
Qualcomm trades like a legacy modem company while quietly building the cheapest exposure to AI silicon in the entire Trump bull market, and that mispricing is the core investment thesis. Qualcomm (NASDAQ:QCOM | QCOM…
Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) currently trades at $33.28. That is striking for a company that just reported revenue more than doubling year over year. Supermicro builds AI-optimized servers and datacenter…
Apple (NASDAQ:AAPL | AAPL Price Prediction) just posted its best March quarter ever at $111.18 billion, while Intel (NASDAQ:INTC) followed with a sixth consecutive revenue beat. Now Bloomberg reports Apple is in early talks…
Andy Jassy is going all in. Amazon (NASDAQ:AMZN | AMZN Price Prediction) plans to deploy roughly $200 billion in CapEx in 2026, the largest single-year infrastructure bet in corporate history. The market is pricing…
Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) just rewrote what a Mag 7 quarter is supposed to look like. EPS of $5.11 against a $2.63 estimate, a 94% surprise, paired with revenue of $109.90B (+22% YoY)…
Oracle’s chart has flipped from broken to breaking out, and the fundamentals underneath the move say this trajectory will continue rather than fade. Oracle (NYSE:ORCL | ORCL Price Prediction) has rallied 24% in the…
Microsoft (NASDAQ:MSFT | MSFT Price Prediction) is the easiest large-cap decision a retirement portfolio will make this year, with shares trading at a forward P/E of 22 while the AI business compounds at triple…
Jim Cramer’s well-documented skepticism on Microsoft (NASDAQ:MSFT | MSFT Price Prediction) traces back to the company’s January earnings, when a strong headline beat triggered one of the worst single-day reactions the stock has seen…
