The artificial intelligence boom has triggered one of the largest infrastructure buildouts in technology history. The largest cloud providers are on pace to spend more than $750 billion on AI infrastructure this…
Rich Duprey SpaceX (NASDAQ:SPCX | SPCX Price Prediction) stock is down 8% on Thursday, June 18, sliding to $176 a day after the Federal Reserve’s latest policy decision. The pullback broke a three-day winning…
Live Updates Amazon's AI Chip Expansion12:20pm ETAmazon (NASDAQ:AMZN | AMZN Price Prediction) shares are climbing 2.1% after Bloomberg reported the company is in talks to sell its custom-built AI chips for use…
On Tuesday’s TBPN, the conversation drifted from SpaceX’s eye-watering private mark to Snap’s eye-watering hardware price tag. Host John Coogan and his callers landed on a useful pairing. SpaceX trading at around…
On the evening of June 1, 2026, Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) priced one of the largest equity offerings in corporate history: an upsized $84.75 billion raise spanning Class A common,…
The performance of some members of the Magnificent 7 has fallen apart. And several companies have climbed the list of those controlling market movements. The Mag 7, as it is sometimes called,…
The optics told the story before the lawyers did. At the recent America 250 UFC card on the White House lawn, Mark Zuckerberg sat ringside while Anthropic CEO Dario Amodei was nowhere…
I keep buying Amazon (NASDAQ:AMZN | AMZN Price Prediction) and I am not going to apologize for it. The stock is down 6.86% over the past month while CNBC anchors argue about…
Alex Sirois Jeff Bezos is back in an operating seat for the first time since stepping down from Amazon (NASDAQ:AMZN | AMZN Price Prediction), pointing a $12 billion war chest at what he calls…
Eric Bleeker Live Updates ChatGTP Loses Market Share12:46pm ETChatGPT’s grip on the AI chatbot market is loosening, with its global market share dropping below 50% for the first time, according to TechCrunch. Sensor Tower…
Although the AI buildout has minted trillions in fresh market value across Wall Street, Howard Marks thinks buyers of these stocks are kidding themselves about what they actually own. On a recent…
Amazon (NASDAQ:AMZN | AMZN Price Prediction) just posted its fifth straight earnings beat, yet the stock is up just 3.35% year to date despite AWS posting its fastest growth in 15 quarters…
Vandita Jadeja Drop $500 into the VanEck Semiconductor ETF (NYSEARCA:SMH) starting in June, 2016, add another $500 every month, and the math pegs the account at $495,000 this week. Total contributions across those ten…
Hyperscaler cloud platforms are doing something rare in the AI era: turning eye-watering capital expenditures into accelerating top-line growth. With Q2 earnings reports landing in July, June is shaping up as a…
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…
