A recent This Week in Tech (TWiT) episode titled “Flock of SQLs,” explored an unintended consequence of the AI boom that feels meaningful for semiconductor and consumer hardware stocks. A global RAM…
D.A. Davidson Head of Technology Research Gil Luria recently appeared on CNBC to flag what he calls a contradictory set of AI-cycle assumptions baked into chip and software valuations. His call was…
Last week, Michael Burry disclosed via Substack that he had bought December 2028 LEAP call options on Microsoft with strikes near $700 struck well above the roughly $356 to $360 level the…
Omor Ibne Ehsan Dan Ives went on CNBC with a message for anyone watching Big Tech bleed out in June. Nearly $3 trillion in market cap has evaporated this month on AI capex skepticism, and…
Microsoft (NASDAQ:MSFT | MSFT Price Prediction) is the stock every cloud bull and AI evangelist keeps pointing at, drawn by an AI business that just crossed a $37 billion annual run rate…
A comfortable American retirement now runs closer to $70,000 a year than the figures your parents used. Replacing that income from a portfolio is harder than it was a generation ago, because…
Artificial intelligence has turned the stock market into a contest over who will own the infrastructure powering the next decade of computing. Investors have poured hundreds of billions of dollars into AI…
Rich Duprey Microsoft (NASDAQ:MSFT | MSFT Price Prediction) stock is rebounding sharply Friday afternoon, with shares up 5% to $371 as the broader memory and semiconductor tape stabilizes. The bounce offers a rare bright…
The Vanguard S&P 500 ETF (NYSEARCA:VOO) just became the first exchange-traded fund in history to cross one trillion dollars in assets, a milestone State Street had penciled in as one of its…
Sarah Kunst of Cleo Capital went on CNBC Friday morning and said what a lot of portfolio managers have been muttering to themselves all week. “People are wondering if putting all of…
GPIQ has paid a monthly distribution every month since late 2023, with the June 2026 check landing at $0.52 per share. That headline yield, sitting somewhere near 10%, is why the Goldman…
On CNBC’s Closing Bell Overtime Thursday, the conversation circled back to the question every AI investor is now asking out loud. When do OpenAI and Anthropic stop pretending they want to stay…
Apple (NASDAQ: AAPL | AAPL Price Prediction) is raising prices on its Macs and iPads (as well as the Vision Pro) by between $100 and $500. Demand for these is already mediocre.…
Apple and Microsoft have both seen notable drawdowns, but the shape of each dip tells a completely different story about risk, growth, and where your retirement money belongs.
Melius Research’s head of tech research, Ben Reitzes, told CNBC to lean into chip-stock weakness and stay clear of the cloud giants paying for the buildout. “I’m telling them to buy on…
