The average enterprise is spending $11.5 million on AI this year, and most cannot point to a dollar of return. That is the uncomfortable framing from a recent segment of The AI…
Omor Ibne Ehsan The Dow Jones Industrial Average added Alphabet today, and the timing is the joke. Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) replaces Verizon (NYSE:VZ) in the 30-stock benchmark on the same day the…
U.S. telecom and media giants are moving in opposite directions in midday trading. Comcast (NASDAQ:CMCSA | CMCSA Price Prediction) stock is up 7% to $24.76, while AT&T (NYSE:T) stock is down 5%…
The Vanguard S&P 500 ETF (NYSEARCA:VOO) just became the first exchange-traded fund in history to cross one trillion dollars in assets, a milestone State Street had penciled in as one of its…
Space stocks are catching a bid in Friday midday trading. Virgin Galactic (NYSE:SPCE) stock is up 13% to $2.83, AST SpaceMobile (NASDAQ:ASTS) stock is up 9% to $71.72, and Rocket Lab (NASDAQ:RKLB…
Sarah Kunst of Cleo Capital went on CNBC Friday morning and said what a lot of portfolio managers have been muttering to themselves all week. “People are wondering if putting all of…
On CNBC’s Closing Bell Overtime Thursday, the conversation circled back to the question every AI investor is now asking out loud. When do OpenAI and Anthropic stop pretending they want to stay…
Tesla (NASDAQ: TSLA | TSLA Price Prediction) and Google (NASDAQ: GOOGL) both reported Q1 FY2026 earnings that sharpened the autonomy debate in opposite directions. Tesla leaned on a global fleet streaming video…
Melius Research’s head of tech research, Ben Reitzes, told CNBC to lean into chip-stock weakness and stay clear of the cloud giants paying for the buildout. “I’m telling them to buy on…
When the company selling AI shovels suggests you grab a different shovel, it is worth a look. On a Fox Business segment June 25, 2026, blue-collar advocate Ken Rusk relayed NVIDIA (NASDAQ:NVDA…
Omor Ibne Ehsan Five researchers out of Google’s core AI team in seven days, and the market noticed. Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) shares fell 5.09% over the past week to $345.29, and dropped…
Three legendary hedge fund managers walked away from Alphabet, Delta, and Southwest Gas, yet all three stocks kept climbing after the exit. Whether that makes the billionaires look wrong or simply early…
Philippe Laffont went on CNBC this morning with a framework that skips the usual bitcoin-versus-gold debate and lands somewhere more concrete. “Is there going to be a $10 trillion company in 10…
Omor Ibne Ehsan Four straight down sessions have erased more than $900 billion in equity value, with the proximate cause tracing to Seoul. The Kospi fell nearly 10% in its worst session in years, and…
Anyone who bought IonQ (NYSE:IONQ | IONQ Price Prediction) bought a specific thesis: that trapped-ion architecture will win the race to commercial quantum computing. The stock rewards conviction when headlines break the…
