The artificial intelligence boom has created a new industrial race. Companies are spending hundreds of billions of dollars building the computing infrastructure needed to power AI models, but the challenge is no…
Rich Duprey Every retail trader on Reddit, X, and CNBC is fixated on SpaceX (NASDAQ:SPCX | SPCX Price Prediction), the long-awaited Musk rocket IPO that prediction markets already value at roughly $1.17 trillion before…
Everyone is still piling into Palantir Technologies (NASDAQ:PLTR | PLTR Price Prediction) after another blowout earnings report, with U.S. commercial revenue exploding 133% year over year and CEO Alex Karp bragging about…
I keep buying NVIDIA, and the recent pullback handed me another reason to do it again. The story behind that buy button is simple. NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) sells the…
Alex Sirois Intel (NASDAQ:INTC | INTC Price Prediction) ripped higher last week after former President Donald Trump posted on Truth Social that Apple (NASDAQ:AAPL) had agreed to design and manufacture chips with Intel inside…
On CNBC last week, Kate Rooney walked viewers through a number that should reframe how tech investors think about their portfolios. “The biggest tech companies are now expected to spend about $750…
Amazon (NASDAQ:AMZN | AMZN Price Prediction) just posted a blowout quarter Q1 2026 EPS of $2.78 beat consensus by 60.69%, AWS reaccelerated to 28% growth, the fastest in 15 quarters, and chips…
David Tepper added to his position in the iShares MSCI South Korea ETF (NYSEARCA:EWY) during the first quarter of 2026, building on a stake he first established in the fourth quarter of…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) at $208 looks mispriced relative to its growth. The chip powering the AI build-out is on sale relative to its own growth rate and to every…
Omor Ibne Ehsan Four billionaire portfolio managers who almost never end up on the same side of a trade quietly converged on Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction). Chase Coleman’s Tiger Global added…
CNBC’s Emily Wilkins reported last week that House lawmakers have introduced legislation that would prohibit members of Congress, their spouses, and dependent children from placing wagers in prediction markets on political, policy,…
David Tepper’s Appaloosa Management trimmed NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) by roughly 13% of shares and cut AMD (NASDAQ:AMD) by roughly 32% of shares while nearly doubling its Amazon position, adding…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) sits at the center of what CEO Jensen Huang calls “the buildout of AI factories, the largest infrastructure expansion in human history.” Data Center revenue hit…
Vandita Jadeja A recent appearance by Fiona Fung, who manages the Claude Code and Cowork teams at Anthropic, on Lenny Rachitsky’s Podcast offered a window into how one of the world’s most prominent AI…
It really doesn’t matter who made the statement if he or she really, really knows what they are talking about. Richard Liu, founder and chair of JD.com, said that “sooner or later”…
