It’s not every day the most influential CEO in artificial intelligence publicly anoints another semiconductor company as the next trillion-dollar stock. That is what happened when NVIDIA’s Jensen Huang praised Marvell Technology…
Broadcom held the line on its AI guidance for its upcoming third quarter on Wednesday night, but the stock still fell 15% on Thursday morning. That counterintuitive outcome sits at the center…
Shares of Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) are pulling back slightly midday Thursday, but the stock’s run over the past month has been historic. AMD stock is up 55%…
President Trump privately signed an artificial intelligence executive order that landed considerably softer than what Big Tech and its lobbyists had been bracing for. CNBC’s Megan Cassella, reporting on the development June…
Four days. That is the gap between Anthropic closing a $65 billion Series H round at a $960 billion post-money valuation and the company confidentially submitting draft IPO paperwork to the SEC,…
Fidelity sent a warning letter to S&P 500 fund holders, and a financial advisor on a major podcast confirmed what the fine print actually means for your retirement savings. If you think…
Elon Musk spent the last two years pushing Grok and feuding with OpenAI. The host of The AI Daily Brief argues he has quietly changed jobs. SpaceX is now functioning as a…
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 |…
