On a recent Diet TBPN segment, John Coogan and callers Quinn Thompson and Nick Carter spent a chunk of the show trying to make sense of what happened to SpaceX’s (NASDAQ:SPCX | SPCX…
On the evening of June 1, 2026, Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) priced one of the largest equity offerings in corporate history: an upsized $84.75 billion raise spanning Class A common,…
Joel South Warren Buffett stepped down as Berkshire Hathaway’s (NYSE:BRK.B) CEO a little over 6 months ago, though he’s still the chairman. Greg Abel has been entrusted with steering the company, and he has largely…
Intel (NASDAQ:INTC | INTC Price Prediction) stock is trading at $121 in Wednesday morning action, up 3% after Bernstein boosted its price target on the chipmaker. The share-price bump caps a remarkable…
CNBC’s Leslie Picker walked viewers through the mechanics of last week’s blockbuster listing on June 15. She framed SpaceX (NASDAQ: SPCX | SPCX Price Prediction) as more than the biggest IPO ever…
Shares of SpaceX (NASDAQ:SPCX | SPCX Price Prediction) are up 14% in early trading Tuesday, zooming to $219. This pushes the newly public rocket and connectivity giant’s market cap past $2.9 trillion,…
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…
Jeremy Phillips 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…
