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…
Omor Ibne Ehsan 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…
Omor Ibne Ehsan 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…
Omor Ibne Ehsan Space stocks are diverging sharply at midday Wednesday, with the market’s newest space giant sliding even as smaller rivals rally on their own catalysts. SpaceX (NASDAQ:SPCX | SPCX Price Prediction) shares are…
Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) and Amazon (NASDAQ:AMZN) both dropped Q1 2026 results in late April. Google leaned on a high-margin ad engine and a suddenly explosive Cloud unit. Amazon leaned…
Shares of Meta Platforms (NASDAQ:META | META Price Prediction) are up 10% to $619 in morning trading, marking one of the sharpest single-session moves for the stock this year. The catalyst is…
