Back in June 2024, researcher Leopold Aschenbrenner left OpenAI’s superalignment team and predicted that Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) stock would “explode.” Two years later, that call has aged remarkably well.…
Jeremy Phillips 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…
I keep hitting the buy button on Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction), and June’s volatility has only sharpened the urge. Every time the market panics that the Fed will hold rates…
Alex Sirois Wall Street has been buying AI like a trade, but BlackRock's Jay Jacobs argues the real money moves across three distinct phases spanning a decade, and most investors are parked in the…
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…
Brad Gerstner's Altimeter Capital fully exited its entire 519,290-share Alphabet (NASDAQ:GOOGL) position in Q1 2026, according to the firm's 13F filed May 15, 2026 (SEC CIK 0001541617). In its place, Gerstner opened…
SpaceX just rewrote the IPO record book. The company sold more than 555 million shares at $135 each, raising $75 billion and landing a valuation of nearly $1.8 trillion. According to CNBC’s…
When 13F filings for Q1 2026 hit in May, the smart-money positioning on Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) split clean down the middle. On the sell side, Stanley Druckenmiller exited his…
The pitch behind the Dan Ives Wedbush AI Revolution ETF (NASDAQ:IVES) was simple when it launched. Wall Street’s loudest AI bull would put his name on a basket of the companies he…
Shares of Adobe (NASDAQ:ADBE | ADBE Price Prediction) are down 5% in Thursday midday trading, slipping to roughly $222.60 and pressing against a 52-week low of $220.17. The latest leg lower extends…
Live Updates Oracle Falls 1:46pm ETOracle (NYSE:ORCL | ORCL Price Prediction) is taking a hard hit, shedding more than 11% after laying out plans to raise approximately $40 billion through a combination…
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…
Peter Boockvar, Chief Investment Officer at One Point BFG Wealth Partners, told CNBC on June 10 that the technical setup under the AI trade has gotten silly. “Stocks in the AI trade…
The Defiance Large Cap ex-Mag 7 ETF (NASDAQ:XMAG) and the Roundhill Magnificent Seven ETF (NASDAQ:MAGS) are photographic negatives of one another. MAGS holds only the seven mega-caps driving the AI cycle, while…
