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…
Nvidia (NASDAQ:NVDA | NVDA Price Prediction) CEO Jensen Huang clearly wasn’t fazed when AI stocks tanked after the overheated U.S. jobs numbers, which seemingly fanned fears of rate hikes to come. In…
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…
Simon White, Bloomberg macro strategist, has been making rounds with a thesis that should rattle anyone who lived through 2008. Speaking on Bloomberg Businessweek, White described what he calls “the financialization of…
Jordi Visser of 22V Research made a striking claim on a recent episode of The Pomp Podcast with Anthony Pompliano: “Building data centers on land might be at this point more complicated…
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…
Shares across the AI infrastructure complex are trading mixed after well-known short seller Jim Chanos publicly compared today's artificial intelligence capital spending boom to the 1999-2000 telecom build-out. NVIDIA (NASDAQ:NVDA) stock is…
The U.S. government’s roughly 10% stake in Intel, acquired in 2025 at about $20.47 per share, has turned into one of the most lucrative trades on Uncle Sam’s books. Intel (NASDAQ:INTC |…
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,…
Carter Worth, the founder of Worth Charting and a regular on CNBC’s Closing Bell, told viewers this week that the memory chip trade has gone too far, too fast. His call: trim,…
Warren Buffett stepped down as Berkshire Hathaway’s (NYSE:BRK.B) CEO a little over 6 months ago, though he’s still the chairman. Greg Abel has been entrusted with steering the company, and he has largely…
Intel (NASDAQ:INTC | INTC Price Prediction) stock is trading at $121 in Wednesday morning action, up 3% after Bernstein boosted its price target on the chipmaker. The share-price bump caps a remarkable…
The performance of some members of the Magnificent 7 has fallen apart. And several companies have climbed the list of those controlling market movements. The Mag 7, as it is sometimes called,…
If you’ve only invested in U.S. equities in the past two decades, you’ve likely won big, at least compared to non-U.S. stocks. Narrow that down to two years, and you may have…
Goldman just named its next-wave AI winners, and the picks go far beyond the usual chip suspects. Five stocks sit directly in the blast radius of a trillion-dollar infrastructure buildout, and the…
