Berkshire Hathaway, now under CEO Greg Abel, disclosed in its Q1 2026 13F filing the acquisition of almost 40 million shares of Delta Air Lines (NYSE:DAL | DAL Price Prediction), a position…
David Tepper’s Appaloosa Management trimmed NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) by roughly 13% of shares and cut AMD (NASDAQ:AMD) by roughly 32% of shares while nearly doubling its Amazon position, adding…
Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) stock is down 6% in Monday midday trading, sliding to around $346. The selloff in Alphabet shares is the most prominent move among the hyperscalers today.…
David Moadel It’s hard to know what to make of quantum computers. On the one hand, it may very well be like where AI was five or seven years ago. And, if that’s the…
It really doesn’t matter who made the statement if he or she really, really knows what they are talking about. Richard Liu, founder and chair of JD.com, said that “sooner or later”…
Live Updates Big Tech, Down Big but Chip Stocks Shine12:38pm ETBig Tech stocks are down big today, including Google parent Alphabet (Nasdaq: GOOGL), which at a 5% drop is suffering its most…
The SPDR Dow Jones Industrial Average ETF Trust (NYSEARCA:DIA) has climbed about 7% year to date and is up almost 22% over the past year, but those returns hide a dramatic shift…
Jeff Bezos built one of the largest fortunes in history by dominating a roughly $7 trillion global ecommerce market. His next act aims at a target an order of magnitude larger. In…
Amazon (NASDAQ:AMZN | AMZN Price Prediction) trades at $237.50 after a 10.33% pullback over the last month. With AWS reaccelerating, advertising compounding, and custom silicon scaling fast, I see the recent weakness…
Vandita Jadeja Rich Greenfield of LightShed Partners just framed the most consequential strategic pivot in legacy media in a decade. On CNBC, the analyst argued that Fox (NASDAQ:FOXA | FOXA Price Prediction) is doing…
Mark Cuban built a fortune Forbes pegged at $6 billion on its 2025 Forbes 400 list by being more careful about what he refused to fund than what he chased. His framework,…
Michael Williams At the Everpure Accelerate 2026 summit in Las Vegas, Everpure, the company formerly known as Pure Storage, put a number on the AI infrastructure cycle consuming Wall Street. CFO Tarek Robbiati said…
Amazon CEO Andy Jassy used the Q1 2026 earnings call to declare AI’s adoption speed has no precedent. “We’ve never seen a technology grow as rapidly as AI. In the first three…
Joel South Evercore ISI’s head of internet research Mark Mahaney has a contrarian message for investors who’ve watched the Magnificent 7 lag the broader market. On CNBC’s “Closing Bell Overtime” on June 18, 2026,…
Danielle Liverance 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 
