Microsoft (NASDAQ:MSFT | MSFT Price Prediction) and its legendary CEO, Satya Nadella, stand to win when OpenAI does, given its stake and evolving relationship. As OpenAI readies for an IPO that could…
Joey Frenette Hyperscalers are pouring hundreds of billions into AI infrastructure, but one strategist thinks the technology itself will make those data centers obsolete before they pay off. The historical precedents he points to…
The spring volatility that rattled mega-cap AI names has created an opening. Three of the largest AI franchises in the market are trading meaningfully below their 52-week highs, yet the operating data…
On a recent Diet TBPN segment, John Coogan and callers Quinn Thompson and Nick Carter spent a chunk of the show trying to make sense of what happened to SpaceX’s (NASDAQ:SPCX | SPCX…
On Tuesday’s TBPN, the conversation drifted from SpaceX’s eye-watering private mark to Snap’s eye-watering hardware price tag. Host John Coogan and his callers landed on a useful pairing. SpaceX trading at around…
Vanda Research’s Viraj Patel walked CNBC viewers through one of the strangest sessions of the year on June 16, with a direct message: Retail investors sold the rest of the market to…
June is a natural moment for mid-year reflection. Short-term traders are squaring quarterly books, but long-term investors should be doing something different: Stepping back to ask which businesses have already produced multi-decade…
Microsoft (NASDAQ:MSFT | MSFT Price Prediction) has underperformed in 2026, down 18.2% year to date even as the company posted a 123% YoY jump in AI run-rate revenue. That dislocation is the…
Vandita Jadeja On the evening of June 1, 2026, Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) priced one of the largest equity offerings in corporate history: an upsized $84.75 billion raise spanning Class A common,…
Shares of SpaceX (NASDAQ:SPCX | SPCX Price Prediction) are up 14% in early trading Tuesday, zooming to $219. This pushes the newly public rocket and connectivity giant’s market cap past $2.9 trillion,…
Live Updates ChatGTP Loses Market Share12:46pm ETChatGPT’s grip on the AI chatbot market is loosening, with its global market share dropping below 50% for the first time, according to TechCrunch. Sensor Tower…
It’s been a month since Pershing Square USA (NYSE:PSUS) and Pershing Square (NYSE:PS), the new plays led by star hedge fund manager Bill Ackman, went live on the public markets. The reception…
SpaceX’s after-hours high last night at $229.85 briefly pushed its market value above $3 trillion, leapfrogging two of the largest companies in the world. Amazon (NASDAQ:AMZN | AMZN Price Prediction) carries a…
Although the AI buildout has minted trillions in fresh market value across Wall Street, Howard Marks thinks buyers of these stocks are kidding themselves about what they actually own. On a recent…
Two retirees walk into retirement with the same amount of money. One builds a portfolio that pays $120,000 a year but barely grows. The other settles for $65,000 a year and focuses…
