Before Michael Burry shut down Scion Asset Management in late 2025 and pivoted to publishing a Substack newsletter warning of an “AI Bubble,” his final 13F filings reportedly disclosed put options against…
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…
Intel (NASDAQ:INTC | INTC Price Prediction) stock is ripping higher Thursday morning, up 10% to around $133 in early trading. The catalyst is a high-profile announcement out of Washington that ties the…
Hyperscalers are pouring hundreds of billions into AI infrastructure, but one strategist thinks the technology itself will make those data centers obsolete before they pay off. The historical precedents he points to…
Jim Cramer told Mad Money viewers on June 16 that Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) is the AI hardware name he is tracking most closely, after NVIDIA (NASDAQ:NVDA) CEO Jensen…
Nancy Pelosi filed a Periodic Transaction Report earlier this year, disclosing a purchase of AllianceBernstein (NYSE:AB | AB Price Prediction) units in the $1,000,001 to $5,000,000 range, with a transaction date of January 16,…
The spring volatility that rattled mega-cap AI names has created an opening. Three of the largest AI franchises in the market are trading meaningfully below their 52-week highs, yet the operating data…
Nvidia (NASDAQ:NVDA | NVDA Price Prediction) CEO Jensen Huang clearly wasn’t fazed when AI stocks tanked after the overheated U.S. jobs numbers, which seemingly fanned fears of rate hikes to come. In…
On a recent Diet TBPN segment, John Coogan and callers Quinn Thompson and Nick Carter spent a chunk of the show trying to make sense of what happened to SpaceX’s (NASDAQ:SPCX | SPCX…
Simon White, Bloomberg macro strategist, has been making rounds with a thesis that should rattle anyone who lived through 2008. Speaking on Bloomberg Businessweek, White described what he calls “the financialization of…
Jordi Visser of 22V Research made a striking claim on a recent episode of The Pomp Podcast with Anthony Pompliano: “Building data centers on land might be at this point more complicated…
Vanda Research’s Viraj Patel walked CNBC viewers through one of the strangest sessions of the year on June 16, with a direct message: Retail investors sold the rest of the market to…
Shares across the AI infrastructure complex are trading mixed after well-known short seller Jim Chanos publicly compared today's artificial intelligence capital spending boom to the 1999-2000 telecom build-out. NVIDIA (NASDAQ:NVDA) stock is…
The U.S. government’s roughly 10% stake in Intel, acquired in 2025 at about $20.47 per share, has turned into one of the most lucrative trades on Uncle Sam’s books. Intel (NASDAQ:INTC |…
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,…
