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 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…
At the Everpure Accelerate 2026 summit in Las Vegas, Everpure, the company formerly known as Pure Storage, put a number on the AI infrastructure cycle consuming Wall Street. CFO Tarek Robbiati said…
If you bought ProShares UltraPro QQQ (NASDAQ:TQQQ) thinking you were getting three times the Nasdaq-100 for the long haul, the fund’s own math has a different plan for your money. The product…
Berkshire Hathaway (NYSE:BRK.B), now run by CEO Greg Abel with Warren Buffett serving as chairman, disclosed in Q1 2026 13F filings that it nearly tripled its Alphabet stake to roughly 57.8 million shares…
SpaceX (NASDAQ:SPCX | SPCX Price Prediction) stock is down 8% on Thursday, June 18, sliding to $176 a day after the Federal Reserve’s latest policy decision. The pullback broke a three-day winning…
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…
Joel South 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 
