On a recent episode of Barron’s Streetwise, host Jack Hough answered a listener named William who was nervous about how much money he had made in AI-adjacent names like Dell (NYSE:DELL | DELL…
Two of the most-watched retail trading proxies in America filed very different sets of paperwork last year. Nancy Pelosi averaged roughly one trade every 22 days over the past 12 years. Donald…
On Fox Business’s The Bottom Line this week, Mike Rowe told viewers: “You cannot reinvigorate the trades without reimagining the way we train the next generation of workers. These jobs by and…
When an AI agent browses, recommends, and buys on a shopper's behalf, the retailer is just one piece of a much larger value chain. Five public companies sit at the center of…
Meta Platforms (NASDAQ:META | META Price Prediction) is reportedly considering renting idle GPU capacity as a cloud business, and the market has picked sides. Meta shares climbed 7% in the past five…
Alphabet and Ferrari both turned a modest stake into a fortune over ten years, but the past twelve months tell a completely different story for each. Which compounding machine still deserves a…
On a recent Diet TBPN segment, Jordi Hays and his co-host wandered back to December 2010, when a young neuroscientist named Demis Hassabis raised a small amount of funding for a research…
Omor Ibne Ehsan Intel (NASDAQ:INTC | INTC Price Prediction) shares are down 6% to $119.83 at midday Thursday, leading a sharp pullback across chip names. Advanced Micro Devices (NASDAQ:AMD) stock is off 5% to $511.67,…
The most expensive infrastructure buildout in corporate history just found a possible second act. On Wednesday, CNBC’s Julia Boorstin reported that “Sources close to the situation do confirm that META is working…
Ed Elson and tech reporter Alex Heath spent a recent segment of Prof G Markets arguing about the same set of facts and reaching almost opposite conclusions. Elson thinks OpenAI is a…
Washington quietly reversed course on one of the more consequential AI export restrictions of the year, and the beneficiary happens to be the one U.S. lab most aggressively courting overseas customers. Bloomberg…
The Magnificent 7 erased $2.3 trillion in market cap in June alone, the largest monthly loss ever for the group, even as the Nasdaq heads for its best quarter since 2020. CNBC’s…
Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) is dominating AI infrastructure headlines again this week, pitched as the cheap hardware proxy for the next leg of the datacenter buildout. The underlying…
Venu Krishna went on CNBC’s Closing Bell Overtime on June 30 and argued that the money fleeing Big Tech is running the wrong direction. His pitch: a PEG ratio below 1 for…
Zachary Hill, Head of Portfolio Management at Horizon Investments, went on CNBC this morning and said the quiet part loud. “The semis and the memory names are the most crowded ones in…
