A panel discussion on episode 1,089 of This Week in Tech (TWiT) debated sky-high AI valuations and capital allocation, with host Leo Laporte and guests Ian Thompson, Owen Thomas, and Doc Rock. They argued…
On a recent episode of The Peter Schiff Show Podcast, longtime gold bull and dollar bear Peter Schiff laid out a sovereign debt scenario for Japan that he believes is a dress rehearsal for…
On a recent episode of the Peter Schiff Show, economist Peter Schiff took aim at a wealth redistribution proposal floated by Sen. Adam Schiff, using Tesla (NASDAQ:TSLA) CEO Elon Musk as his case study.…
CNBC’s Brian Sullivan walked viewers through a landmark energy agreement that paints the picture for how much electricity the AI buildout actually needs. Chevron has signed a 20-year power purchase agreement with Microsoft to…
Stephanie Roth, chief economist at Wolfe Research, argued on a CNBC Morning Call that the AI capex cycle has runway, geopolitical risk is being absorbed by the stock market, and the Federal Reserve can…
Fiona Fung, who leads the Claude Code and Cowork teams at Anthropic, appeared on Lenny Rachitsky's Podcast with a striking claim: "Coding is no longer the bottleneck." Fung referenced an internal chart showing Anthropic…
A couple called The Ramsey Show and explained that their 84-year-old father-in-law lost his retirement money to bad investments and a divorce, lives on Social Security alone, carries $33,000 in credit card debt, and…
One of the most anticipated public offerings in recent memory is drawing skepticism. SpaceX (NASDAQ:SPCX | SPCX Price Prediction) currently has a valuation of roughly $2.44 trillion, up nearly 40% from its $1.75 trillion IPO. Morningstar analysts…
Dean Ball, formerly a White House Senior Policy Advisor and now working on frontier AI policy at OpenAI, delivered a pointed warning about where U.S. AI oversight may be heading on Nathan Labenz’s The…
A framework peace agreement between the Trump administration and Iran has shifted the outlook for energy prices and inflation heading into the new week, as discussed on Friday’s edition of Maria Bartiromo’s “Mornings with…
Value investor Tobias Carlisle made a contrarian case for Adobe (NASDAQ:ADBE | ADBE Price Prediction) on a recent episode of The Investor’s Podcast, telling co-hosts Stig Brodersen and Hari Ramachandra that “I think the…
On a recent episode of The Investor’s Podcast, investor Hari Ramachandra explained the bull case he saw for Meta Platforms after the stock fell roughly 20% from its peak, calling Meta Platforms (NASDAQ:META | META Price…
Chief Investment Officer at Bornite Capital, Dan Dreyfus, offered Talen Energy (NASDAQ:TLN | TLN Price Prediction) as one of his highest-conviction stock ideas during the All-In Podcast’s Best Ideas Pitch Competition, arguing the independent…
Citizens’ JMP Devin Ryan, Head of Financial Technology Research, argued on CNBC’s Squawk Box on June 12 that the real story of the SpaceX listing is the message it sends to every other private…
Jeff Bezos is back in the headlines with a private-market raise for his industrial AI startup, Prometheus. The company just closed a $12 billion Series B at a $41 billion valuation, only about six…
Walter Isaacson, the bestselling biographer of Elon Musk, Steve Jobs, and Benjamin Franklin, reframed the SpaceX IPO on a recent appearance on CNBC’s Squawk Box. His thesis: investors are funding the launch of a brand-new economic sector, and one…
SpaceX began trading on NASDAQ this morning, and one of the company’s longtime venture capital backers offered a loud endorsement. On CNBC’s Squawk Pod, David George, a partner at venture capital giant Andreessen Horowitz (a16z),…
CNBC Wealth Editor correspondent Robert Frank delivered a milestone moment on air this morning, saying: “By the end of today, Elon Musk will likely become the world’s first trillionaire.” This comes as the result…
On a recent Diet TBPN segment, co-host John Coogan read at length from an Economist piece making a striking claim about where corporate America now lives. The thesis, quoted directly: “Texas is steadily establishing…
SpaceX just rewrote the IPO record book. The company sold more than 555 million shares at $135 each, raising $75 billion and landing a valuation of nearly $1.8 trillion. According to CNBC’s Melissa Lee,…
