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…
The Berkshire Hathaway annual meeting is in the rearview mirror, and investors are now parsing Greg Abel’s early portfolio moves as CEO. The Q1 2026 13F told a clear story: Abel is…
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…
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…
June is a natural moment for mid-year reflection. Short-term traders are squaring quarterly books, but long-term investors should be doing something different: Stepping back to ask which businesses have already produced multi-decade…
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,…
Value stocks have been doing marginally better compared to previous years, but they’ve still failed to narrow the gap. Vanguard’s S&P 500 Value ETF (NYSEARCA:VOOV) is up 20% over the past year, which is…
Shares of SpaceX (NASDAQ:SPCX | SPCX Price Prediction) are up 14% in early trading Tuesday, zooming to $219. This pushes the newly public rocket and connectivity giant’s market cap past $2.9 trillion,…
The iShares Core Dividend Growth ETF (NYSEARCA:DGRO) was built for investors who want a paycheck that gets bigger every year, not a yield chase. DGRO tracks the Morningstar US Dividend Growth Index,…
Apple (NASDAQ:AAPL | AAPL Price Prediction | AAPL Price Prediction) just reported its best March quarter ever, with iPhone 17 demand pushing revenue to $111.18 billion and Services to a fresh record…
Warren Buffett stepped down as CEO of Berkshire Hathaway (NYSE: BRK-B | BRK-B Price Prediction)Â on December 31, 2025, after six decades leading the conglomerate he transformed from a struggling textile mill into…
The SPDR S&P 500 ETF Trust (NYSEARCA:SPY) is the default core holding for tens of millions of investors. It tracks the S&P 500, charges 0.0945% in expenses, pays a 1.25% dividend yield, and has…
Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction) screens favorably at $427.92, with shares sitting roughly 4% below the 52-week high of $450.16 after a historic run higher. The question is whether…
The Defiance Large Cap ex-Mag 7 ETF (NASDAQ:XMAG) and the Roundhill Magnificent Seven ETF (NASDAQ:MAGS) are photographic negatives of one another. MAGS holds only the seven mega-caps driving the AI cycle, while…
There’s been a lot of buzz surrounding Apple (NASDAQ:AAPL | AAPL Price Prediction) after its big WWDC week. The latest Siri AI innovations look quite impressive, but, of course, if we’ve learned…
Joey Frenette 
