Over the past two years, Amazon (NASDAQ:AMZN | AMZN Price Prediction), Alphabet (NASDAQ:GOOG)(NASDAQ:GOOGL), and Microsoft (NASDAQ:MSFT) have collectively committed nearly $3 trillion to AI infrastructure. Microsoft alone plans $80 billion in fiscal…
It’s been an eventful month for the Magnificent Seven and the state of the AI trade, to say the least. With a painful correction sweeping through the tech scene, but some soothing…
Summary: During a recent episode of The AI Investor Podcast, 24/7 Wall St. Analysts Eric Bleeker and Austin Smith discussed the emerging stress in the bond market, particularly as investment cycles shift from…
Summary: OpenAI CEO Sam Altman has recently made a pair of podcast appearances that have raised questions from some critics. On the BG2 Podcast, Altman reacted dismissively to a straightforward inquiry about…
Brad Faye It was a tough past week for the AI trade and the broad markets, to say the least. But it’s always nice to finish things on a high note, with the S&P…
The S&P 500 has delivered roughly 13% annualized returns over the past decade, one of the strongest bull runs in modern history. Berkshire Hathaway (NYSE:BRK-A)(NYSE:BRK-B), long the gold standard for patient capital,…
In the world of financial names, Suze Orman is a titan, a giant, a familiar voice to millions of investors who want to know how to make the most money in the…
Watch the Video I began the conversation with Lee by noting how rarely investors stop to consider how dramatically the upper ranks of the stock market have changed. When we looked back…
JPMorgan Chase (NYSE:JPM | JPM Price Prediction) just issued its Outlook 2026 report that frames artificial intelligence (AI) as a multi-decade productivity revolution on par with electricity or the internet, with no…
Microsoft co-founder (NASDAQ:MSFT | MSFT Price Prediction) Bill Gates once held the vast majority of his personal wealth in the company’s shares. Over decades, he gradually reduced his direct ownership through sales…
Warren Buffett soon departs Berkshire Hathaway as CEO. His replacement, Greg Abel, is no Warren Buffett. Will Berkshire Hathaway ever be the same?
Microsoft (NASDAQ:MSFT | MSFT Price Prediction) and Amazon (NASDAQ:AMZN) reacted quite negatively after getting slapped with pretty significant downgrades earlier in the week, courtesy of Rothschild & Co. Redburn, which now holds…
The AI infrastructure sector is going through a rough patch, with shares of high-flyers like CoreWeave (NASDAQ:CRWV), Nebius Group (NASDAQ:NBIS | NBIS Price Prediction) and other “neocloud” providers tumbling amid valuation fears,…
Live Updates Microsoft's AI Deals 2:26pm ETSoftware giant Microsoft unveiled strategic AI deals with Nvidia and startup Anthropic, an OpenAI rival also backed by MSFT, committing up to a whopping $5 billion…
Michael Burry, the investor immortalized in “The Big Short” for predicting the 2008 housing crash, recently sent shockwaves through markets again. In his third-quarter filings, his Scion Asset Management revealed massive put…
