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 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:…
