The New Magnificent 15
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,…
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,…
The optics told the story before the lawyers did. At the recent America 250 UFC card on the White House lawn, Mark Zuckerberg sat ringside while Anthropic CEO Dario Amodei was nowhere…
I keep buying Amazon (NASDAQ:AMZN | AMZN Price Prediction) and I am not going to apologize for it. The stock is down 6.86% over the past month while CNBC anchors argue about…
Jeff Bezos is back in an operating seat for the first time since stepping down from Amazon (NASDAQ:AMZN | AMZN Price Prediction), pointing a $12 billion war chest at what he calls…
Live Updates ChatGTP Loses Market Share12:46pm ETChatGPT’s grip on the AI chatbot market is loosening, with its global market share dropping below 50% for the first time, according to TechCrunch. Sensor Tower…
Although the AI buildout has minted trillions in fresh market value across Wall Street, Howard Marks thinks buyers of these stocks are kidding themselves about what they actually own. On a recent…
Amazon (NASDAQ:AMZN | AMZN Price Prediction) just posted its fifth straight earnings beat, yet the stock is up just 3.35% year to date despite AWS posting its fastest growth in 15 quarters…
Drop $500 into the VanEck Semiconductor ETF (NYSEARCA:SMH) starting in June, 2016, add another $500 every month, and the math pegs the account at $495,000 this week. Total contributions across those ten…
Hyperscaler cloud platforms are doing something rare in the AI era: turning eye-watering capital expenditures into accelerating top-line growth. With Q2 earnings reports landing in July, June is shaping up as a…
Jeff Bezos is back in the headlines with a private-market raise for his industrial AI startup, Prometheus. The company just closed a $12 billion Series B at a $41 billion valuation, only…
Shares of Arm (NASDAQ:ARM | ARM Price Prediction) are up 11% in midday trading on Friday, June 12, changing hands near $379. Qualcomm (NASDAQ:QCOM) stock is also rallying, climbing 5% to trade…
Artificial intelligence is reshaping nearly every corner of the technology industry, but it is also transforming corporate finance. Companies are no longer just competing for customers or market share. They are competing…
Jeff Bezos sat down with CNBC on June 11, 2026, to make the case that his next act could become even bigger than Amazon. As co-founder and co-CEO of Prometheus, Bezos is…
Scott Galloway and Ed Elson laid out the math on Prof G Markets and it should make every fast food shareholder uneasy: roughly 30 million Americans, about 1 in 8 US adults,…
Although Wall Street has rewarded every hyperscaler willing to pledge more silicon, more concrete, and more megawatts over the past 24 months, the math behind the AI data center boom is finally…