Fiona Fung, who leads the Claude Code and Cowork teams at Anthropic, appeared on Lenny Rachitsky's Podcast with a striking claim: "Coding is no longer the bottleneck." Fung referenced an internal chart…
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”…
Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) stock is up 11% in early Monday trading, leading an AI server rally sparked by fresh hardware reveals at ISC High Performance 2026 in…
Michael Burry may have made one of the greatest trades of all time when he bet against the housing market in the wake of the Great Financial Crisis. Still, Dr. Burry isn’t…
Jeff Bezos built one of the largest fortunes in history by dominating a roughly $7 trillion global ecommerce market. His next act aims at a target an order of magnitude larger. In…
Jason Calacanis used his perch on This Week in Startups to fire what he called a “final warning” at Y Combinator founders: do not take free OpenAI tokens in exchange for equity.…
Jensen Huang is taking a hard stance. At GTC 2026 and on the All-In Podcast on March 16, the CEO of NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) took direct aim at the…
Joel South Markets are hunting for new leadership as the Big Tech engine sputters, and one Wall Street technician thinks she knows where the baton is being passed. On CNBC’s Closing Bell Overtime, Fairlead…
Satya Nadella did something unusual on June 14. The CEO of a roughly $2.93 trillion company bypassed the earnings stage and the conference circuit, and posted to his personal blog, “sn scratchpad,”…
D.A. Davidson’s head of technology research, Gil Luria, used a CNBC “Closing Bell Overtime” appearance to argue that the chip rally has produced a valuation contradiction investors should not ignore. His framing:…
At the Everpure Accelerate 2026 summit in Las Vegas, Everpure, the company formerly known as Pure Storage, put a number on the AI infrastructure cycle consuming Wall Street. CFO Tarek Robbiati said…
The AI infrastructure trade has broadened. NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) still owns the headline, but the second-derivative names that supply connectivity, power, and custom silicon to hyperscalers are where the…
The artificial intelligence buildout is entering a new phase. For the last two years, investors focused on soaring chip sales, exploding data center spending, and the race among technology giants to build…
Rich Duprey Intel (NASDAQ:INTC | INTC Price Prediction) has been one of the most explosive turnaround stories of 2026, with shares up 263.12% year to date through June 18. After a 12% single-day surge…
If you bought ProShares UltraPro QQQ (NASDAQ:TQQQ) thinking you were getting three times the Nasdaq-100 for the long haul, the fund’s own math has a different plan for your money. The product…
