A Fidelity strategist walked onto a podcast armed with base-rate data and a blunt challenge to everyone still haunted by Cisco's collapse in 2000, and her argument is harder to dismiss than…
The hosts of The AI Daily Brief dropped a line this week that should reframe how every investor thinks about the AI capex cycle. “Part of the reason that they were opposing…
You can argue about almost every line in a NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) earnings release. The size, the margins, the customer concentration, the China hole. What you cannot argue about…
Jim Cramer spent a segment on CNBC’s Mad Money on June 2, 2026 reintroducing investors to a company most stopped thinking about around the launch of the original iPhone. “Take Nokia, a…
Elon Musk’s empire contains a number larger than the entire annual revenue of most public companies on the NYSE. It sits inside SpaceX’s pre-IPO disclosures, and once you see it, Musk’s AI…
Bloomberg Businessweek aired a segment on June 2, 2026 in which a guest sketched the outer edge of what SpaceX could be worth by the end of the decade. The figure was…
Jensen Huang has spent the last three years declaring various inflections, factories, and platforms, and the market has spent those same three years front-running every one of them. So when the NVIDIA…
Although the AI buildout has powered Wall Street’s bull market for three years running, the cash required to keep it going is starting to outrun the cash being generated. Google (NASDAQ:GOOGL |…
The Magnificent 7 has a new challenger. Strategist Ben Emons, in a post amplified by Bloomberg’s Joe Weisenthal on X, has dubbed a basket of seven semiconductor and AI-hardware names the “Parabolic…
Over recent months, a striking pattern has emerged: major capital allocators are positioning around AI-driven biology and longevity. According to a Polymarket post on X, Coinbase (NASDAQ:COIN | COIN Price Prediction) founder…
Jensen Huang is pushing back hard on the idea that AI is gutting software engineering jobs. Speaking with Bloomberg on June 1, the CEO of NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) called…
Thomas Richmond NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) disclosed an expanded strategic partnership with Synopsys (NASDAQ:SNPS) tied to a $2 billion strategic investment earlier this year, and February reporting on the chipmaker’s most recent…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) or Advanced Micro Devices (NASDAQ:AMD): Which AI chip stock belongs in a retirement-focused portfolio right now? Both ride the same AI infrastructure wave, yet they offer…
The folks floating around the idea of an “AI bubble” certainly seem smart. While many of them may possess next-level foresight, I wouldn’t look to bet against the revolutionary technology, especially as…
Joey Frenette From Gaming Chips to the Center of the AI Universe A decade ago, NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) was still primarily known for GeForce gaming cards. The data center business existed,…
Alex Sirois 
