Sarah Kunst of Cleo Capital went on CNBC Friday morning and said what a lot of portfolio managers have been muttering to themselves all week. “People are wondering if putting all of…
On CNBC’s Closing Bell Overtime Thursday, the conversation circled back to the question every AI investor is now asking out loud. When do OpenAI and Anthropic stop pretending they want to stay…
Tesla (NASDAQ: TSLA | TSLA Price Prediction) and Google (NASDAQ: GOOGL) both reported Q1 FY2026 earnings that sharpened the autonomy debate in opposite directions. Tesla leaned on a global fleet streaming video…
Melius Research’s head of tech research, Ben Reitzes, told CNBC to lean into chip-stock weakness and stay clear of the cloud giants paying for the buildout. “I’m telling them to buy on…
When the company selling AI shovels suggests you grab a different shovel, it is worth a look. On a Fox Business segment June 25, 2026, blue-collar advocate Ken Rusk relayed NVIDIA (NASDAQ:NVDA…
Omor Ibne Ehsan Five researchers out of Google’s core AI team in seven days, and the market noticed. Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) shares fell 5.09% over the past week to $345.29, and dropped…
Three legendary hedge fund managers walked away from Alphabet, Delta, and Southwest Gas, yet all three stocks kept climbing after the exit. Whether that makes the billionaires look wrong or simply early…
Philippe Laffont went on CNBC this morning with a framework that skips the usual bitcoin-versus-gold debate and lands somewhere more concrete. “Is there going to be a $10 trillion company in 10…
Omor Ibne Ehsan Four straight down sessions have erased more than $900 billion in equity value, with the proximate cause tracing to Seoul. The Kospi fell nearly 10% in its worst session in years, and…
Anyone who bought IonQ (NYSE:IONQ | IONQ Price Prediction) bought a specific thesis: that trapped-ion architecture will win the race to commercial quantum computing. The stock rewards conviction when headlines break the…
Berkshire Hathaway’s Q1 2026 13F filing, dated May 15, 2026, covering positions held as of March 31, 2026, offers the cleanest read yet on how Greg Abel is steering Berkshire’s $300+ billion…
Philippe Laffont, billionaire founder and portfolio manager of Coatue Management, framed artificial intelligence as the defining economic shift of the coming decades and predicted that the first $10 trillion company is on…
Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) has been one of the loudest AI winners of the past 12 months, but a sharp June pullback has reset the setup heading into the second…
On CNBC last week, Kate Rooney walked viewers through a number that should reframe how tech investors think about their portfolios. “The biggest tech companies are now expected to spend about $750…
Omor Ibne Ehsan Shares of CoreWeave (NASDAQ:CRWV) are sliding midday Monday, with CoreWeave stock down 5% to $112 as the AI cloud infrastructure provider makes its official NASDAQ 100 debut. The move turns what is…
