I’ve been following Peter Diamandis’s commentary on AI infrastructure for the better part of two years now, and his recent observation on the “Moonshots with Peter Diamandis” podcast (EP 246) is stunningly…
Adams Diversified Equity Fund (NYSE:ADX) has distributed income to shareholders since 1929, making it one of the oldest closed-end funds in the United States. Its yield of roughly 8% attracts income investors,…
Intel (NASDAQ:INTC | INTC Price Prediction) stock is down 5% in midday trading Tuesday, slipping from $65.18 to $62 after snapping a nine-session winning streak. The pullback follows an extraordinary run that…
Live Updates Nasdaq Resilience 12:31pm ETThe Nasdaq Composite is on a historic run. The tech-heavy index has clawed back all of its losses from both the Iran war market sell-off and the…
The origin story of Google buying DeepMind is worth understanding if you own Alphabet Inc. (NASDAQ:GOOGL | GOOGL Price Prediction) or if you are following AI whatsoever. (All of us?) The Funding…
Jeremy Phillips Billionaire investor Stanley Druckenmiller is known for making bold moves when conviction is high, and his latest portfolio changes suggest he sees a major opportunity developing in one corner of the market.…
Intel (NASDAQ:INTC | INTC Price Prediction) shares are advancing 5% on Monday, continuing one of the most remarkable turnarounds in the semiconductor sector. INTC shares gained from $62.38 to $65 and change…
CoreWeave (NASDAQ:CRWV) stock is surging 12% in Friday’s session, climbing from a prior close of $92 to $103, after the company announced a multiyear agreement with Anthropic to provide cloud computing capabilities…
Quantum computing is no longer a physics experiment. Google’s Willow chip, IBM’s quantum roadmap expansion, and IonQ’s commercial contracts have pushed the technology from research labs toward real enterprise applications. Markets are…
Chips have fueled the AI gold rush, sending valuations of stocks like Nvidia (NASDAQ:NVDA | NVDA Price Prediction) soaring as investors piled in. Six months later, though, the hardware leader sits flat…
The AI arms race has been rolling since ChatGPT landed in late 2022, and one quote from that era keeps coming back to me as I look at where Alphabet (NASDAQ:GOOGL |…
Wall Street’s conviction around Alphabet‘s (NASDAQ:GOOGL | GOOGL Price Prediction) long-term story keeps building. William O’Neil has reinstated coverage of Alphabet stock with a Buy rating, a signal that the firm sees…
David Moadel Live Updates Market Turnaround12:52pm ETThe markets have recovered earlier losses in a whipsaw trading session, with all three of the major stock market averages now in the green. The Nasdaq Composite is…
I’ve been watching the AI infrastructure buildout pretty much every quarter for the past two years now, and I keep coming back to the same question: is this a bubble, or is…
The Broadcom/Google deal announced this week signals a structural shift in AI infrastructure competition. Here’s Bloomberg’s Neil Campling: “The key factor is this is a five-year long-term agreement between Broadcom and Google.…
