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Omor Ibne Ehsan | Jul 3, 2026 at 8:51 AM EDT

Wall Street Is Split on Meta’s Secret Cloud Move, and One Side Is Very Wrong

Meta Platforms (NASDAQ:META | META Price Prediction) is reportedly considering renting idle GPU capacity as a cloud business, and the…

Trey Thoelcke | Jul 3, 2026 at 7:05 AM EDT

Alphabet and Ferrari Both Turned $1,000 Into Over $10,000 in a Decade but Diverged Sharply This Year

Alphabet and Ferrari both turned a modest stake into a fortune over ten years, but the past twelve months tell…

Omor Ibne Ehsan | Jul 2, 2026 at 3:17 PM EDT

Did the World’s Best AI Lab Really Sell to Google for Just $5 Million?

On a recent Diet TBPN segment, Jordi Hays and his co-host wandered back to December 2010, when a young neuroscientist…

David Moadel | Jul 2, 2026 at 2:16 PM EDT

Intel Sinks 6% Even as HSBC Sees 60% Upside, AMD Slides 5% as Chip Stocks Pull Back

Intel (NASDAQ:INTC | INTC Price Prediction) shares are down 6% to $119.83 at midday Thursday, leading a sharp pullback across…

Omor Ibne Ehsan | Jul 2, 2026 at 1:10 PM EDT

Meta Wants to Sell You Its AI Compute. AWS, Azure, and Google Just Got a New Rival

The most expensive infrastructure buildout in corporate history just found a possible second act. On Wednesday, CNBC’s Julia Boorstin reported…

Omor Ibne Ehsan | Jul 2, 2026 at 12:05 PM EDT

Is OpenAI’s IPO a Hot Mess or Just Media Noise? Two Reporters Can’t Agree

Ed Elson and tech reporter Alex Heath spent a recent segment of Prof G Markets arguing about the same set…

Omor Ibne Ehsan | Jul 2, 2026 at 11:39 AM EDT

Trump Just Cleared Anthropic to Go Global, and Google DeepMind Should Be Sweating

Washington quietly reversed course on one of the more consequential AI export restrictions of the year, and the beneficiary happens…

Omor Ibne Ehsan | Jul 2, 2026 at 11:22 AM EDT

The Mag 7 Just Lost $2.3 Trillion in a Single Month. Here’s the AI Fear Behind It

The Magnificent 7 erased $2.3 trillion in market cap in June alone, the largest monthly loss ever for the group,…

Alex Sirois | Jul 2, 2026 at 11:14 AM EDT

Forget Super Micro Computer: Google Wins as AI Infrastructure Rotation Gains Momentum in July

Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) is dominating AI infrastructure headlines again this week, pitched as the cheap…

Omor Ibne Ehsan | Jul 2, 2026 at 9:54 AM EDT

A Strategist Says Big Tech Is ‘Completely Underappreciated’ With a PEG Under 1 as Everyone Bails

Venu Krishna went on CNBC’s Closing Bell Overtime on June 30 and argued that the money fleeing Big Tech is…

Omor Ibne Ehsan | Jul 2, 2026 at 9:24 AM EDT

A Portfolio Manager Says the Real Crowded Trade Isn’t the Mag 7. It’s Hiding in Plain Sight

Zachary Hill, Head of Portfolio Management at Horizon Investments, went on CNBC this morning and said the quiet part loud.…

David Moadel | Jul 1, 2026 at 1:20 PM EDT

SpaceX Falls 6% Despite a Bullish Dan Ives Rating as Rocket Lab Climbs 5%, Virgin Galactic Rises 3%

Space stocks are diverging sharply at midday Wednesday, with the market’s newest space giant sliding even as smaller rivals rally…

Alex Sirois | Jul 1, 2026 at 1:05 PM EDT

Alphabet Vs. Amazon: Alphabet’s High-Margin Ad Machine Fuels AI, Amazon’s Costly Retail Logistics Don’t

Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) and Amazon (NASDAQ:AMZN) both dropped Q1 2026 results in late April. Google leaned on…

David Moadel | Jul 1, 2026 at 10:31 AM EDT

Meta Platforms Jumps 10% on Potential Plans to Sell AI Compute, Challenging Amazon, Microsoft, Google

Shares of Meta Platforms (NASDAQ:META | META Price Prediction) are up 10% to $619 in morning trading, marking one of…

Marc Guberti | Jul 1, 2026 at 7:55 AM EDT

MTUM Investors: Watch Micron’s Weight at the November Reconstitution

The iShares MSCI USA Momentum Factor ETF (NYSEARCA:MTUM) has run hard this year, climbing 30% year to date and 38%…

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Google : GOOGL

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Wall Street Is Split on Meta’s Secret Cloud Move, and One Side Is Very Wrong

Alphabet and Ferrari Both Turned $1,000 Into Over $10,000 in a Decade but Diverged Sharply This Year

Did the World’s Best AI Lab Really Sell to Google for Just $5 Million?

Intel Sinks 6% Even as HSBC Sees 60% Upside, AMD Slides 5% as Chip Stocks Pull Back

Meta Wants to Sell You Its AI Compute. AWS, Azure, and Google Just Got a New Rival

Is OpenAI’s IPO a Hot Mess or Just Media Noise? Two Reporters Can’t Agree

Trump Just Cleared Anthropic to Go Global, and Google DeepMind Should Be Sweating

The Mag 7 Just Lost $2.3 Trillion in a Single Month. Here’s the AI Fear Behind It

Forget Super Micro Computer: Google Wins as AI Infrastructure Rotation Gains Momentum in July

A Strategist Says Big Tech Is ‘Completely Underappreciated’ With a PEG Under 1 as Everyone Bails

A Portfolio Manager Says the Real Crowded Trade Isn’t the Mag 7. It’s Hiding in Plain Sight

SpaceX Falls 6% Despite a Bullish Dan Ives Rating as Rocket Lab Climbs 5%, Virgin Galactic Rises 3%

Alphabet Vs. Amazon: Alphabet’s High-Margin Ad Machine Fuels AI, Amazon’s Costly Retail Logistics Don’t

Meta Platforms Jumps 10% on Potential Plans to Sell AI Compute, Challenging Amazon, Microsoft, Google

MTUM Investors: Watch Micron’s Weight at the November Reconstitution

Live Nasdaq Composite: Chip Stocks Buckle Under Capex Pressure as Markets Hunt Leadership

AST SpaceMobile Falls 13% on a $1B Convertible Raise and Launch-Provider Acquisition Talk

Why Is Buffett Back On TV As Berkshire Shares Fall?

Price Prediction: After a Record 77% Profit Jump, Where Does TSMC Stock Go From Here?

She Moved to Vermont to Be Near the Grandkids. Now Her New State Taxes Her Social Security Check.

High Earners Lose $1,900 in 401(k) Tax Breaks: The HSA Strategy That Replaces It

AST SpaceMobile Falls 13% on a $1B Convertible Raise and Launch-Provider Acquisition Talk

Why Is Buffett Back On TV As Berkshire Shares Fall?

Google : GOOGL

All Google Articles

Wall Street Is Split on Meta’s Secret Cloud Move, and One Side Is Very Wrong

Alphabet and Ferrari Both Turned $1,000 Into Over $10,000 in a Decade but Diverged Sharply This Year

Did the World’s Best AI Lab Really Sell to Google for Just $5 Million?

Intel Sinks 6% Even as HSBC Sees 60% Upside, AMD Slides 5% as Chip Stocks Pull Back

Meta Wants to Sell You Its AI Compute. AWS, Azure, and Google Just Got a New Rival

Is OpenAI’s IPO a Hot Mess or Just Media Noise? Two Reporters Can’t Agree

Trump Just Cleared Anthropic to Go Global, and Google DeepMind Should Be Sweating

The Mag 7 Just Lost $2.3 Trillion in a Single Month. Here’s the AI Fear Behind It

Forget Super Micro Computer: Google Wins as AI Infrastructure Rotation Gains Momentum in July

A Strategist Says Big Tech Is ‘Completely Underappreciated’ With a PEG Under 1 as Everyone Bails

A Portfolio Manager Says the Real Crowded Trade Isn’t the Mag 7. It’s Hiding in Plain Sight

SpaceX Falls 6% Despite a Bullish Dan Ives Rating as Rocket Lab Climbs 5%, Virgin Galactic Rises 3%

Alphabet Vs. Amazon: Alphabet’s High-Margin Ad Machine Fuels AI, Amazon’s Costly Retail Logistics Don’t

Meta Platforms Jumps 10% on Potential Plans to Sell AI Compute, Challenging Amazon, Microsoft, Google

MTUM Investors: Watch Micron’s Weight at the November Reconstitution

Live Nasdaq Composite: Chip Stocks Buckle Under Capex Pressure as Markets Hunt Leadership

AST SpaceMobile Falls 13% on a $1B Convertible Raise and Launch-Provider Acquisition Talk

Why Is Buffett Back On TV As Berkshire Shares Fall?

Price Prediction: After a Record 77% Profit Jump, Where Does TSMC Stock Go From Here?

Featured Reads

She Moved to Vermont to Be Near the Grandkids. Now Her New State Taxes Her Social Security Check.

High Earners Lose $1,900 in 401(k) Tax Breaks: The HSA Strategy That Replaces It