Apple (NASDAQ:AAPL | AAPL Price Prediction), the most vertically integrated company in tech, is turning to Nvidia and Google Cloud to power its most advanced AI workloads. According to CNBC’s MacKenzie Sigalos, Apple software…
Whale Rock Capital founder and veteran hedge fund manager Alex Sacerdote laid out one of the clearest bull cases for the AI buildout on Episode 477 of the Invest Like the Best podcast. His…
As concerns grow that today’s AI rally is starting to resemble the dot-com bubble, hedge fund investor Gavin Baker pushed back on that comparison during a recent appearance on the All-In Podcast. Baker argued…
Live Updates Casey's General Stores Q4 Earnings Coverage Wrap-Up4:52pm ETThat wraps up our initial coverage of Casey’s General Stores’ Q4 results. Thank you for stopping by! The company’s Q4 earnings call will be on…
Alex Sacerdote, founder of Whale Rock Capital, dropped a line on a recent Invest Like the Best episode that stopped listeners cold: “When we were buying Nvidia in 2023, we were paying 4 times…
On Friday, June 5, Bitcoin fell below $60,000 for the first time since October 2024, putting the asset down roughly 50% from its peak. While Bitcoin has rebounded to over $63,000 as of Monday, June 8,…
Lawrence Lepard, a longtime bitcoin investor and author, spoke with host Adam Taggart on the Thoughtful Money podcast episode “The Next Big Money Printing Cycle Is Almost Here,” and planted a contrarian flag. With…
Apple (NASDAQ:AAPL | AAPL Price Prediction) finally put its rebuilt Siri on the WWDC stage on Monday, June 8, and the market verdict was swift. The stock spiked 3% during the keynote and flipped…
While the market spent Friday selling tech, Hightower Chief Investment Strategist Stephanie Link sees the sell-off as a way to get in on the next major opportunity. Speaking on CNBC the morning of June…
OpenAI just took its most concrete step yet toward Wall Street, while going out of its way to say it has not actually decided to go public. The company confidentially filed S-1 IPO paperwork…
Lawrence Lepard, a longtime bitcoin investor and advocate, laid out one of the most aggressive bull cases for Strategy (NASDAQ:MSTR | MSTR Price Prediction) on a recent appearance on Thoughtful Money with Adam Taggart.…
Eric Ries, author of the legendary book The Lean Startup and, more recently, Incorruptible, and a governance advisor to Anthropic since 2021, delivered a sharp critique of the AI investment boom. He told CNBC’s Squawk Box on June…
The conventional narrative today about the coming mega-IPO wave is that it will provide liquidity for early investors and employees at companies like SpaceX, OpenAI, and Anthropic while giving the public a chance to participate in…
Wall Street woke up Monday to a session where the bond market is calling the shots. A stronger-than-expected jobs report and sticky inflation worries pushed Treasury yields higher, forcing investors to rethink expectations for Federal Reserve rate…
OpenAI is preparing what CNBC’s Joe Kernen, citing Financial Times reporting, called “The biggest update to ChatGPT since the product launched. It’s already been four years.” The revamp is designed to push ChatGPT beyond…
Wall Street opened Monday with mixed performance. Chip stocks are rebounding, lifting NASDAQ futures and pulling the index back from Friday’s brutal session. However, the Dow is heading in the opposite direction as crude…
BNP Paribas is warning clients that this week’s SpaceX IPO could do something the AI rally has not yet had to absorb: force a wave of selling in the very semiconductor stocks that have…
After years of lagging the market, healthcare may be taking on a new role in investor portfolios. Speaking on CNBC, Mizuho healthcare strategist Jared Holz reframed the sector, arguing that years of underperformance have…
While much of the market is gearing up to chase the SpaceX listing on day one, Constellation Research Chairman Ray Wang appeared on CNBC’s Squawk Box this morning, June 5, with a different message…
The phrase sounds almost impossible: a short squeeze involving index funds. After all, index funds are designed to be passive, rules-based buyers, not active traders caught on the wrong side of a position. Yet…
