Morgan Stanley just raised its AI spending forecast to a staggering new ceiling, but the firm's own analysts warn that most of those dollars never actually stay in the American economy.
Four of the sharpest hedge fund managers on the planet just stacked their portfolios into the same three stocks, and the reasons behind that rare convergence reveal something unusual about where the…
Appaloosa Management just concentrated its biggest US equity bets across five stocks that together cover every layer of the AI stack, and one of them has nothing to do with chips.
Pershing Square's five-stock book is quietly beating the market while four of those names bleed red year to date, and one just dropped a $14.8 billion takeover bid this week. Here is…
Air taxi stocks have shed nearly half their value in 2026, and the losses keep accelerating. Before writing them off or doubling down, investors need to understand what separates a beaten-down opportunity…
Lucid stock is surging for a third straight session while Tesla and Rivian sit out the party, and the reason behind the divergence says a lot about how fragile this recovery really…
Three companies are compounding revenue at rates that dwarf the broader tech market in 2026, yet each carries a specific risk that could unravel the trade fast. The July window for all…
Lucid's CEO broke from corporate silence to put his personal reputation on the line against bankruptcy and take-private rumors, and now traders are split on whether Thursday's sharp rebound signals a real…
Lucid stock cratered 50% before staging a dramatic intraday reversal, but with a 31% Polymarket bankruptcy probability still lingering after the denial, traders are left wondering whether Wednesday's relief rally is a…
Lucid stock collapsed by half in a single afternoon after reports surfaced that the EV maker hired turnaround specialists to weigh options that range from going private to a potential court filing,…
Uber's operating income just surged 56% while its stock trades nearly 20% below last year's peak, and the gap between those two facts is exactly what investors need to understand right now.
Chris MacDonald Alex Karp called out OpenAI and Anthropic by name on live television, sent Palantir stock surging 8%, and argued that enterprises are done paying for tokens. The question is whether his numbers…
If you drive for Uber (NYSE:UBER | UBER Price Prediction), deliver for DoorDash (NASDAQ:DASH), or shop for Instacart (NASDAQ:CART), you almost certainly get a 1099-NEC at year-end and no benefits package. That…
Jeff Bezos spent a quarter-century building Blue Origin with his own money. Now, outside investors are finally getting a chance to get a seat at the table. During a recent TBPN discussion,…
Uber (NYSE:UBER | UBER Price Prediction) has become a growth story firing on every cylinder while its stock quietly bleeds. Gross Bookings hit $53.72 billion in Q1 2026, trips grew 20% year…
Vandita Jadeja 
