Billionaire investor Bill Ackman of Pershing Square has laid out one of the more provocative big-cap calls of this AI cycle. On the All-In Podcast, he argued that today's mega-cap incumbents are…
Ten years ago, Facebook was still Facebook. The company hadn’t yet bought into the metaverse, the Cambridge Analytica scandal hadn’t hit, and Mark Zuckerberg wasn’t talking about superintelligence. Since then, Meta (NASDAQ:META…
Alex Sirois For retirement-focused investors weighing the two ad giants, the question is direct: Should you own Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) or Meta Platforms (NASDAQ:META) right now? Both print cash, both dominate…
Joel South Shares of Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) are pulling back slightly midday Thursday, but the stock’s run over the past month has been historic. AMD stock is up 55%…
President Trump privately signed an artificial intelligence executive order that landed considerably softer than what Big Tech and its lobbyists had been bracing for. CNBC’s Megan Cassella, reporting on the development June…
Omor Ibne Ehsan Meta Platforms (NASDAQ:META | META Price Prediction) employees are facing a double whammy. Not only is the company going through mass, successive layoffs, but the remaining employees are now supposed to forego…
Omor Ibne Ehsan Meta Platforms (NASDAQ:META | META Price Prediction) at $622.98 looks stretched on any rally toward $650, where the math behind its escalating AI capital bill stops working in shareholders’ favor. The stock…
Alex Sirois Elon Musk spent the last two years pushing Grok and feuding with OpenAI. The host of The AI Daily Brief argues he has quietly changed jobs. SpaceX is now functioning as a…
Omor Ibne Ehsan The hosts of The AI Daily Brief dropped a line this week that should reframe how every investor thinks about the AI capex cycle. “Part of the reason that they were opposing…
On June 1, CNBC reported that Berkshire Hathaway (NYSE:BRK-B | BRK-B Price Prediction) invested an additional $10 billion in Alphabet (NASDAQ:GOOGL) through a private stock purchase, deepening its bet on artificial intelligence.…
If you have retirement capital to allocate today and you’re staring at Meta Platforms (NASDAQ:META | META Price Prediction) and Netflix (NASDAQ:NFLX), the question is simple: Which one belongs in a portfolio…
Joel South CoreWeave (NASDAQ:CRWV) at $124.82 screens as a wait-and-see setup over the next 12 months, with a working reference value near $138.56. The stock has whipsawed since its 2025 IPO, with tension between…
Alex Sirois The Number Micron Technology (NASDAQ:MU | MU Price Prediction) crossed a $1.16 trillion market capitalization and now sits at $1,189,601,487,240 — roughly $1.19 trillion — as of 10:21 AM ET on June…
Rich Duprey Pre-Market Stock Futures: Futures are trading lower on Tuesday, but the technology tsunami continued on Monday, as all major indices dipped into the red early on news that Iran was halting the…
Shares of Applied Optoelectronics (NASDAQ:AAOI) are up 20% in midday trading to around $190, snapping back hard from a Friday close of $158.41. The single-session pop lifts the stock’s year-to-date (YTD) 2026…
