Ten years ago, Oracle (NYSE: ORCL | ORCL Price Prediction) was the database company everyone respected but few investors loved. It had missed the first wave of cloud, ceded ground to Amazon…
The All-In podcast (hosts Chamath Palihapitiya, Jason Calacanis, David Sacks, and David Friedberg) recently hosted Coatue’s Thomas Laffont, surfacing an idea they called the “10X paradox.” The takeaway carries direct implications for…
The pitch for Vanguard Growth ETF (NYSEARCA:VUG) sits at the cheap end of a long-running debate about whether active stock pickers can beat an index dominated by mega-cap growth names. VUG charges…
Billionaire investor Bill Ackman of Pershing Square has laid out one of the more provocative big-cap calls of this AI cycle. On the All-In Podcast, he argued that today's mega-cap incumbents are…
On CNBC’s Squawk Box on June 4, 2026, Andrew Yang, CEO of Noble Mobile and founder of the Forward Party, made a candid admission about how AI is reshaping his own company…
If you’re a patient, retirement-focused investor weighing Amazon (NASDAQ:AMZN | AMZN Price Prediction) against Microsoft (NASDAQ:MSFT), the question is straightforward: Which mega-cap cloud stock deserves a core slot in a long-duration portfolio…
Two megacap pullbacks, one decision: should a retirement-focused investor add Alphabet (NASDAQ: GOOGL | GOOGL Price Prediction) or Amazon (NASDAQ: AMZN) on this dip? Both have slipped over the past month, both…
Anthropic is joining in on the IPO fray to win tens of billions in capital and likely a valuation in the trillions. This IPO could significantly benefit Amazon (NASDAQ:AMZN | AMZN Price Prediction),…
Amazon (NASDAQ:AMZN | AMZN Price Prediction | AMZN Price Prediction) is executing the most aggressive capital expansion in its history, and the market remains uncertain. AWS posted 28% growth, the fastest in…
Vandita Jadeja President Trump privately signed an artificial intelligence executive order that landed considerably softer than what Big Tech and its lobbyists had been bracing for. CNBC’s Megan Cassella, reporting on the development June…
Four days. That is the gap between Anthropic closing a $65 billion Series H round at a $960 billion post-money valuation and the company confidentially submitting draft IPO paperwork to the SEC,…
Artificial intelligence has turned semiconductor stocks into the market’s biggest winners. Nvidia (NASDAQ:NVDA | NVDA Price Prediction), Broadcom (NASDAQ:AVGO), Advanced Micro Devices (NASDAQ:AMD), and other chipmakers have captured investors’ attention as demand…
Rich Duprey Elon Musk spent the last two years pushing Grok and feuding with OpenAI. The host of The AI Daily Brief argues he has quietly changed jobs. SpaceX is now functioning as a…
Live Updates Quantum IPO1:56pm ETQuantinuum (NASDAQ:QNT) made its public market debut Thursday on the Nasdaq, the product of a merger between Honeywell’s quantum computing division and UK-based Cambrs.idge Quantum. The listing arrives…
The hosts of The AI Daily Brief dropped a line this week that should reframe how every investor thinks about the AI capex cycle. “Part of the reason that they were opposing…
