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…
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…
The iShares MSCI USA Momentum Factor ETF (NYSEARCA:MTUM) has run hard this year, climbing 30% year to date and 38% over the past 12 months to roughly $326. Headline numbers, though, mask…
Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) and Verizon (NYSE:VZ) just delivered Q1 2026 results that reveal why S&P Dow Jones Indices swapped the telecom giant out of the Dow for the search…
Live Updates Mag 7 Stocks Fall in June12:01pm ETThe Magnificent Seven took a notable hit in June, shedding a combined $2.3 trillion in market capitalization, according to CNBC. Despite its Q2 advance,…
Pre-Market Stock Futures: Futures are trading lower after a big start to the holiday-shortened trading week, which saw every index trade higher, after the small-cap Russell 2000 eked out a tiny gain on…
Pre-Market Stock Futures: Futures are trading flat after a big start to the holiday-shortened trading week, which saw every index trade higher. The small-cap Russell 2000 eked out a tiny gain…
Lee Jackson 
