Goldman Sachs models $765 billion in annual AI capital spending for 2026, climbing toward $1.6 trillion by 2031. That kind of multi-year buildout is the backdrop for three actively managed (or active-leaning)…
Elon Musk spent the last two years pushing Grok and feuding with OpenAI. The host of The AI Daily Brief argues he has quietly changed jobs. SpaceX is now functioning as a…
Live Updates Mortgage Rates Rise 12:28pm ETMortgage rates ticked higher again this week, reaching their loftiest level since August and adding another headwind to an already strained housing market. The average rate…
The AI boom rests on cheap capital. Nebius Group (NASDAQ:NBIS | NBIS Price Prediction) CEO Arkady Volozh just spelled out how a few hundred basis points of borrowing cost could undermine the…
Live Updates Biggest Losers 11:10am ETThe following stocks are among the hardest hit in today’s market sell-off: Coinbase (Nasdaq: COIN) down 7.4%. Ford (NYSE: F) down 7.4%. Intel (Nasdaq: INTC) down 6.1%.…
Live Updates China Deal 1:06pm ETA major deal is taking shape out of Beijing. China has agreed to purchase 200 Boeing aircraft, marking the country’s first order of American-made commercial jets in…
Nebius Group (NASDAQ:NBIS | NBIS Price Prediction) stock is rallying sharply Wednesday, climbing 20% intraday to around $215.50 from Tuesday’s close of $179.11. The midday move follows the company’s Q1 2026 earnings…
Live Updates Chip Stock Rally1:33pm ETChip stocks are staging their latest rally, driven by gains in Micron (Nasdaq; MU), which is advancing 7.7% today followed by Nvidia’s 2.6% gain. “This market does…
IREN (NASDAQ: IREN) reports fiscal Q3 results after the close today. The numbers should look strong, but the real story sits behind them: a Microsoft contract ramp, a freshly energized Sweetwater campus,…
Reid Hoffman, the LinkedIn co-founder and prolific Silicon Valley investor, is making one of the boldest calls of his career on artificial intelligence. Speaking on “Money And Wealth With John Hope Bryant”…
The Nasdaq Composite (NASDAQ: ^IXIC) heads into May with record-setting momentum, closing April with a 15% monthly gain, its biggest since April 2020. Thursday’s nearly 1% advance capped the run, and after-the-bell…
Nebius Group (NASDAQ:NBIS | NBIS Price Prediction) has delivered 681% gains over the past year, and the neocloud buildout continues to attract attention. The buildout is real, execution is real, and the…
Rich Duprey Pre-Market Stock Futures: Futures are trading lower this morning after negotiations with Iran failed over the weekend, and President Trump indicated the U.S. will block the Strait of Hormuz. This comes as…
AI infrastructure deals keep accelerating as model-development costs climb into the billions and only a handful of players can foot the bill. Last year Nvidia (NASDAQ:NVDA | NVDA Price Prediction) walked away…
Rich Duprey Nebius Group (NASDAQ:NBIS | NBIS Price Prediction) stock just got its first vote of confidence from Cantor, which initiated coverage with an Overweight rating and a $129 price target. For retirement-focused investors…
