The AI Bubble That Isn’t
I’ve been watching the AI infrastructure buildout pretty much every quarter for the past two years now, and I keep coming back to the same question: is this a bubble, or is…
I’ve been watching the AI infrastructure buildout pretty much every quarter for the past two years now, and I keep coming back to the same question: is this a bubble, or is…
Alphabet‘s (NASDAQ:GOOGL | GOOGL Price Prediction) stock is up 4% in Wednesday’s session, moving from $305.46 to $317 as investors cheer the latest geographic expansion of Waymo’s autonomous ride-hailing service. That gain…
Live Updates Biggest Gainers11:53am ETHere’s a few of the stocks driving today’s market rally: Carnival Corp (NYSE: CCL) is up 10.5%. United Airlines (NYSE: UAL) is gaining 10.2%. Ciena Corp (NYSE: CIEN)…
This week’s Amazon/USPS deal is one of the more interesting signals I’ve seen about where the company’s delivery strategy is actually headed. Amazon (NASDAQ:AMZN | AMZN Price Prediction) has struck a new…
United Parcel Service (NYSE:UPS | UPS Price Prediction) stock is facing fresh pressure today after Bank of America trimmed its price target on the shares. BofA lowered its target on UPS stock…
Peter Lynch built one of the most storied records in investing history by managing the Fidelity Magellan Fund from 1977 to 1990, compounding capital at roughly 29.2% per year. His philosophy was…
Billionaires don’t buy on a whim as most retail investors do, since they have an extreme amount of resources they can spend before they make the decision to go ahead and buy…
Nvidia (NASDAQ:NVDA | NVDA Price Prediction) top boss, Jensen Huang, went ahead and answered the question that many investors are asking about: When will AGI (artificial general intelligence) arrive? Well, Huang thinks,…
AI spending has moved well past the hype phase. Consensus estimates now put 2026 hyperscaler capital expenditures at $611 billion, and the global AI market is projected to reach $4.8 trillion by…
The very spending that has some investors clutching their portfolios turns out to be the smartest infrastructure bet since the original cloud build-out. In today’s AI-driven economy, hyperscalers are racing to wire…
Monthly income checks from a portfolio of NVIDIA, Apple, Microsoft, and Alphabet sound appealing until you realize those same stocks have compounded at extraordinary rates for a decade. The investor’s dilemma is…
Active management in large-cap growth has a credibility problem. Most active funds charge more, trade more, and deliver less than the index over time. Fidelity Fundamental Large Cap Growth ETF (NYSEARCA:FFLG) is…
Weekly income checks from a basket of the world’s most powerful tech companies sound appealing, but the mechanics behind YieldMax Magnificent 7 Fund of Option Income ETFs (NYSEARCA:YMAG) are more complicated than…
Bloomberg’s Ed Ludlow reported live from Kennedy Space Center that Amazon (NASDAQ:AMZN | AMZN Price Prediction) is in talks to acquire Globalstar (NASDAQ:GSAT). What Globalstar has is very valuable licensed spectrum. Having…
Editor’s Note: a prior version of this story included a shortened section of a quote from Jim Cramer. This has been updated to include a full quote, and additional context. “David Faber:…