Watching what the hedge funds and top investment managers do in any given quarter can be a great source of ideas in just about any market. Instead of keeping tabs on just…
Live Updates NextEra Energy Buying Dominion8:35am ETNextEra will buy Dominion in an all-stock deal that will unite two key players in a race to meet explosively growing demand from AI data centers.…
The Kiplinger Letter’s argument is uncomfortable for anyone overweight artificial intelligence: almost none of the GDP growth Washington has been celebrating actually came from AI. The mechanics are counterintuitive. When hyperscalers buy…
In case you missed it, shares of Nvidia (NASDAQ:NVDA | NVDA Price Prediction) finally broke out to hit new highs of $235 and change per share before pulling back slightly. It’s been…
On a recent TBPN segment, host John Coogan walked listeners through what he framed as the most consequential industrial policy intervention in semiconductors since the CHIPS Act, namely Commerce Secretary Howard Lutnick…
The Invesco Dorsey Wright Technology Momentum ETF (NASDAQ:PTF) is up roughly 58% year to date in 2026, which is what happens when a rules-based momentum fund collides with the largest data center…
A 58-year-old engineer in Palo Alto, married filing jointly, earns $750,000 a year, has already stuffed $4 million into 401(k)s and IRAs, and parks another $1.2 million in a brokerage account that…
Artificial intelligence is no longer just about who builds the fastest chips. Increasingly, it’s about who controls the infrastructure powering the AI boom — the cloud providers, networking gear, software tools, and…
I keep hitting the buy button on NVIDIA (NASDAQ:NVDA | NVDA Price Prediction), and the logic is embarrassingly simple. The stock trades at 26 times forward earnings while the underlying business grew…
Omor Ibne Ehsan Brad Conger, chief investment officer at Hirtle Callaghan, sat down on Barron’s Streetwise with Jack Hough this month with a message every AI investor should hear before clicking buy. “I think there’s…
Two unconventional ETFs promise to monetize information edges that traditional fund managers ignore. The Unusual Whales Subversive Democratic Trading ETF (NASDAQ:NANC) mirrors stocks disclosed by Democratic members of Congress under the STOCK…
The U.S. electricity grid hasn’t faced a demand shock like this since the post-World War II industrial boom. For decades, power consumption grew at a sleepy 1% to 2% annually. Then came…
Rich Duprey Introduction Artificial Intelligence (“AI”) and generative AI such as ChatGPT necessitate the need for substantial memory and storage capabilities for the storage of extensive datasets, training intricate models, and handling vast volumes…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) at $235.74 screens attractively under $250. President Trump’s China visit and growing signals that potential Fed Chair candidate Kevin Warsh will take a dovish stance toward…
Alex Sirois The Pacer US Cash Cows 100 ETF (NYSEARCA:COWZ) and the Fundstrat Granny Shots US Large Cap ETF (NYSEARCA:GRNY) sit on opposite ends of how quality gets defined in a large-cap portfolio. COWZ…
