Philippe Laffont went on CNBC this morning with a framework that skips the usual bitcoin-versus-gold debate and lands somewhere more concrete. “Is there going to be a $10 trillion company in 10…
Omor Ibne Ehsan Mid-year 2026 is a stress test for long-term conviction. The S&P’s mega-cap leaders have diverged sharply this year, with Microsoft giving back gains as AI capex skeptics resurface, Visa drifting on litigation…
Anyone who bought IonQ (NYSE:IONQ | IONQ Price Prediction) bought a specific thesis: that trapped-ion architecture will win the race to commercial quantum computing. The stock rewards conviction when headlines break the…
Most retirees shop for dividend portfolios the same way people shop for cars: they focus on what they get today. A portfolio yielding $90,000 a year feels like the retirement equivalent of…
Microsoft (NASDAQ:MSFT | MSFT Price Prediction) is the rare mega-cap where the bear case centers on valuation rather than business quality: the stock got ahead of itself. After a sharp drawdown from…
Vandita Jadeja xAI, the part of SpaceX (NASDAQ: SPCX | SPCX Price Prediction) that operates Grok, was always going to drive the entire company under. SpaceX had almost $19 bullion in revenue last year.…
Badly damaged tech company Oracle (NASDAQ: ORCL | ORCL Price Prediction) fired 21,000 people. It said they were being replaced by AI. It is 13% of the company’s total workforce. Oracle took…
CNBC’s Brian Sullivan walked viewers through a landmark energy agreement that paints the picture for how much electricity the AI buildout actually needs. Chevron has signed a 20-year power purchase agreement with…
Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) stock is down 6% in Monday midday trading, sliding to around $346. The selloff in Alphabet shares is the most prominent move among the hyperscalers today.…
David Moadel A recent appearance by Fiona Fung, who manages the Claude Code and Cowork teams at Anthropic, on Lenny Rachitsky’s Podcast offered a window into how one of the world’s most prominent AI…
The SPDR Dow Jones Industrial Average ETF Trust (NYSEARCA:DIA) has climbed about 7% year to date and is up almost 22% over the past year, but those returns hide a dramatic shift…
Apple’s next chief executive has tipped his hand on artificial intelligence, and the message is the opposite of what is coming out of Redmond, Mountain View and Menlo Park. John Ternus, who…
Joel South Dell Technologies (NYSE:DELL | DELL Price Prediction) has staged one of the most dramatic comebacks of the AI cycle, with shares up 235.68% year to date through June 17. The question now…
The biggest story in AI this week is a personnel move. Noam Shazeer, Google DeepMind’s VP of Engineering and a Gemini co-lead, is leaving for OpenAI in what the hosts of the…
Satya Nadella did something unusual on June 14. The CEO of a roughly $2.93 trillion company bypassed the earnings stage and the conference circuit, and posted to his personal blog, “sn scratchpad,”…
Joel South 
