In May, the first ever “Enhanced Games” are happening in Vegas, where athletes will be able to compete openly without steroid tests. Unrelated… The founder of Interactive Brokers Group (NASDAQ:IBKR | IBKR Price Prediction)…
Cloudflare (NYSE:NET | NET Price Prediction) is down 11% today, and financial headlines are pointing fingers at insider selling. I’ve been watching pretty much every report on Cloudflare for years, as it’s my #2…
The AI arms race has been rolling since ChatGPT landed in late 2022, and one quote from that era keeps coming back to me as I look at where Alphabet (NASDAQ:GOOGL | GOOGL Price…
Drones that cost $10,000 to $100,000. Missiles that cost millions to shoot them down. Lasers that cost $10 per shot. Memorize those numbers. The conflicts over the next decade and beyond are going to…
If possible, Elon Musk’s recent appearance on the Moonshots with Peter Diamandis podcast may be the most sweeping claim he’s made yet. AI won’t just surpass human intelligence. It will do so by a…
I’ve been watching the AI infrastructure buildout pretty much every quarter for the past two years now, and I keep coming back to the same question: is this a bubble, or is this something…
nLIGHT (NASDAQ:LASR) has risen 837% over the past year, moving from $6.44 to $60.32. If you watched that happen from the sidelines, I understand the feeling. The question now is whether you missed it…
The Broadcom/Google deal announced this week signals a structural shift in AI infrastructure competition. Here’s Bloomberg’s Neil Campling: “The key factor is this is a five-year long-term agreement between Broadcom and Google. This is…
Editor’s note: A previous version of this article stated that this was Crowdstrike’s first-ever positive GAAP net income, which was incorrect. We regret the error. You’re going to have a higher volume of attacks…
Powell Industries (NASDAQ:POWL) has been one of my best decisions in recent memory. I bought shares in June 2024 at $55.17 per share, and as of April 7, 2026, the stock sits at $201.70,…
This week’s Amazon/USPS deal is one of the more interesting signals I’ve seen about where the company’s delivery strategy is actually headed. Amazon (NASDAQ:AMZN | AMZN Price Prediction) has struck a new agreement with…
Doug Clinton, CEO of Intelligent Alpha, was asked a simple question in a recent interview: which AI companies are the safest bets for investors in public markets right now? His answer: I think in…
Tesla (NASDAQ:TSLA | TSLA Price Prediction) has been one of the most debated stocks on Wall Street for years, and Jim Cramer just put the core tension into one sentence. “There’s only so long…
Here is a number worth sitting with: strip Nvidia and Micron out of Q1 S&P earnings and overall S&P earnings growth drops to roughly 3%. That came from James Lebenthal in a recent interview,…
Doug Boneparth, founder of Bone Fide Wealth, said in a recent interview: “You have a future here where AI will take the lead. Whether you have discounts today and you want to scoop those…
Dan Ives of Wedbush Securities has been one of the loudest voices calling defense AI a generational spending cycle, and his latest comments make the investment thesis more concrete. Asked about the fiscal 2026…
Nvidia (NASDAQ:NVDA | NVDA Price Prediction) is sitting at $177.39, down about 5% year to date, and Wedbush’s Dan Ives just called it a “table pounder” with 30 to 40% upside from current levels.…
Practically all of my personal investing is centered around AI companies, or those who will benefit from it. But we can’t ignore macro events. What happens if things get ugly out there? Not mild-recession…
I’ve kept an eye on Kyndryl Holdings (NYSE:KD | KD Price Prediction) since its IBM spinoff, and CEO Martin Schroeter has a gift for cutting through the noise. Asked about AI return on investment,…
Bloomberg’s Ed Ludlow reported live from Kennedy Space Center that Amazon (NASDAQ:AMZN | AMZN Price Prediction) is in talks to acquire Globalstar (NASDAQ:GSAT). What Globalstar has is very valuable licensed spectrum. Having a constellation…
