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 On a recent episode of the Animal Spirits podcast titled Talk Your Book: AI Is Not a Bubble, Alger portfolio manager Dr. Ankur Crawford made a deceptively simple argument that cuts against…
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…
Seema Mody walked CNBC viewers through it earlier this week, with the kind of detail that suggests the bankers had already started circling. “SpaceX is exploring the prospect of this mega bond…
I keep buying NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) because every quarter the company reports, the math behind my thesis gets stronger. That is the whole confession. I have been adding on…
Vandita Jadeja Live Updates Markets Lose Steam1:53pm ETThe markets have run out of steam ahead of Micron’s earnings after the bell. After leading the market higher earlier today with a 4% gain, MU stock…
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…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) stock is returning to a key price level on Tuesday, trading near $200 in midday action and down 4% on the day. The slide comes as…
David Moadel Shares of optical and photonics suppliers are tumbling at midday Tuesday, with Applied Optoelectronics (NASDAQ:AAOI) stock leading the decline, down 13% to $149. Coherent (NYSE:COHR | COHR Price Prediction) stock is off…
Shares of Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) and Intel (NASDAQ:INTC) are leading a sharp midday slide in chip stocks on Tuesday. AMD stock down 5% to $523 while Intel…
The artificial intelligence boom has created a new industrial race. Companies are spending hundreds of billions of dollars building the computing infrastructure needed to power AI models, but the challenge is no…
Rich Duprey Every retail trader on Reddit, X, and CNBC is fixated on SpaceX (NASDAQ:SPCX | SPCX Price Prediction), the long-awaited Musk rocket IPO that prediction markets already value at roughly $1.17 trillion before…
Everyone is still piling into Palantir Technologies (NASDAQ:PLTR | PLTR Price Prediction) after another blowout earnings report, with U.S. commercial revenue exploding 133% year over year and CEO Alex Karp bragging about…
I keep buying NVIDIA, and the recent pullback handed me another reason to do it again. The story behind that buy button is simple. NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) sells the…
Alex Sirois Intel (NASDAQ:INTC | INTC Price Prediction) ripped higher last week after former President Donald Trump posted on Truth Social that Apple (NASDAQ:AAPL) had agreed to design and manufacture chips with Intel inside…
