Watch the Video Our conversation began with SoftBank’s sudden 40% drop from mid-October levels. Lee and I both agreed that few investors fully appreciate how central SoftBank has become to the global…
Watch the Video Lee opened the discussion by recalling a recent moment when I told listeners that Alphabet was my top tech pick. The timing turned out to be interesting. Shortly after,…
Shares of Alphabet Inc. (NASDAQ: GOOGL | GOOGL Price Prediction) have surged approximately 31% over the past month, climbing from around $244 in early November to above $320 in early December. The…
Alphabet jumped to the head of the AI pack with the release of Gemini 3. Its AI chips are providing a boost as well.
Douglas A. McIntyre Alphabet Inc. (NASDAQ: GOOG | GOOG Price Prediction) shares climbed 2.1% on Friday, November 28, 2025, as retail sentiment surged to 64 (bullish) while NVIDIA Corporation (NASDAQ: NVDA) sentiment dropped to 33…
Live Updates BofA on AI Competition 12:09pm ETBank of America analysts believe that while tensor processing units (TPUs) like Ironwood made by Google Cloud are competition for AI chips, demand favors Nvidia…
The S&P 500 has delivered roughly 13% annualized returns over the past decade, one of the strongest bull runs in modern history. Berkshire Hathaway (NYSE:BRK-A)(NYSE:BRK-B), long the gold standard for patient capital,…
Google parent Alphabet (NASDAQ:GOOG | GOOG Price Prediction)(NASDAQ:GOOGL) is often seen as a core tech giant focused on search, advertising, and cloud computing. Yet beneath its main operations lies a quieter side:…
Nvidia (NASDAQ:NVDA | NVDA Price Prediction) reported blockbuster earnings in Q3, with many believing that the report was enough to put an end to the “market crash” or the “AI bubble myth.”…
Omor Ibne Ehsan Live Updates Consumer Sentiment in the Doldrums12:18pm ETThe latest consumer data is out, and the outlook is gloomy at the worst possible time – the holidays. The University of Michigan’s final November…
Investors have spent a lifetime trying to decode Warren Buffett’s investing philosophy, but the foundation of his approach has long been far easier than most consider, and it’s all about staying consistent.…
Live Updates Tech Moguls Collaborate 11:47am ETTech moguls Elon Musk and Jensen Huang put the spotlight on a new 500-megawatt xAI venture in Saudi Arabia built around Nvidia’s technology. Huang said Nvidia…
Alphabet CEO Sundar Pichai says no company in the industry is immune if the AI bubble bursts. Could too much demand for electricity pop that bubble?
Douglas A. McIntyre Netflix has outperformed the S&P 500 so far this year, even though YouTube has moved ahead of it in U.S. streaming market share.
Alphabet (NASDAQ:GOOG | GOOG Price Prediction)(NASDAQ:GOOGL) dominates the search engine market with a greater than 90% share, powering billions of daily queries through Google Search. Yet its growth extends beyond that core…
