The long-awaited SpaceX IPO next week positions the company at roughly $2 trillion in market value. On CNBC’s Morning Call Sheet on Friday, June 5, Adam Kobeissi, Editor in Chief of The Kobeissi Letter,…
Apple’s Worldwide Developers Conference kicks off Monday, and according to Wall Street Journal business columnist Tim Higgins, speaking on CNBC, AI will dominate the agenda. After years of being labeled a laggard in the…
Billionaire investor Bill Ackman of Pershing Square has laid out one of the more provocative big-cap calls of this AI cycle. On the All-In Podcast, he argued that today's mega-cap incumbents are being treated…
Elon Musk used a JPMorgan-hosted investor event this week to pitch SpaceX as entering a new chapter, telling Jamie Dimon that the company is “embarking on a massive new growth phase, and we need…
On CNBC’s Squawk Box on June 4, 2026, Andrew Yang, CEO of Noble Mobile and founder of the Forward Party, made a candid admission about how AI is reshaping his own company and called…
Cem Karsan, founder of Kai Volatility Advisors and a recurring guest on Adam Taggart’s Thoughtful Money podcast, delivered a warning that cuts deeper than typical valuation concerns. The danger he sees is a slow…
SpaceX is heading toward one of the largest equity offerings ever, and one of Wall Street’s most-followed futurists says investors can focus on the Starlink satellite broadband business alone. The Starlink business by itself,…
Bill Ackman’s Pershing Square has closed the book on one of its most ambitious activist campaigns. According to CNBC reporting based on The Wall Street Journal, the firm sold its entire stake in Universal…
It’s not every day the most influential CEO in artificial intelligence publicly anoints another semiconductor company as the next trillion-dollar stock. That is what happened when NVIDIA’s Jensen Huang praised Marvell Technology (NASDAQ:MRVL |…
Broadcom held the line on its AI guidance for its upcoming third quarter on Wednesday night, but the stock still fell 15% on Thursday morning. That counterintuitive outcome sits at the center of KeyBanc…
Jim Cramer defended CrowdStrike (NASDAQ:CRWD | CRWD Price Prediction) on Thursday’s Mad Dash after the cybersecurity leader’s post-earnings selloff, arguing that net new annual recurring revenue came in well above expectations. CrowdStrike reported its…
CNBC's Jim Cramer made a paradoxical call before the SpaceX IPO, predicting the stock could double on its opening trade to a $4 trillion valuation while publicly trying to talk retail investors out of…
Live Updates Lululemon Q1 Earnings Coverage Wrap-Up4:33pm ETThat wraps up our initial coverage of Lululemon’s Q1 results. Thank you for stopping by! Lululemon's Earnings Call Starts Now - What To Watch4:31pm ETWith the guidance…
Live Updates Rubrik Q1 Earnings Coverage Wrap-Up4:32pm ETThat wraps up our initial coverage of Rubrik’s Q1 results. Thank you for stopping by! What Analysts Are Still Wondering About Rubrik After Q1 Earnings4:28pm ETWhat We…
Live Updates C3.ai's Founder Returns as CEO5:03pm ETGuidance Bombshell: FY27 Implies Another Year of Decline The headline beat masks the real shock. FY27 revenue guidance of $210.0M to $240.0M sits below the FY26 midpoint…
Live Updates CrowdStrike Q1 Earnings Coverage Wrap-Up5:02pm ETThat wraps up our initial coverage of CrowdStrike’s Q1 results. Thank you for stopping by! Unexpected Surprises From CrowdStrike's Q1 Earnings Results4:54pm ETWhat Wasn’t Priced In The…
Live Updates Broadcom's Conference Call Ends with Shares Down 12%. But Investors Missed CEO Hock Tan Teasing the Stock's Next Catalyst6:13pm ETBroadcom’s conference call is over. You can scroll below to see all of…
Jensen Huang is pushing back hard on the idea that AI is gutting software engineering jobs. Speaking with Bloomberg on June 1, the CEO of NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) called the prevailing…
Lance Roberts of RIA Advisors joined Adam Taggart on the Thoughtful Money podcast and brought a sharper version of the market concentration argument that retirement investors holding broad S&P 500 index funds may want…
Live Updates GitLab Q1 Earnings Coverage Wrap-Up4:55pm ETThat wraps up our initial coverage of GitLab’s Q1 results. Thank you for stopping by! What to Watch in Q2 After GitLab Crushes Q1 Earnings4:48pm ETWhat Investors…
