Price Prediction: Can Microsoft Reach $650 Next Year?
Microsoft's AI business is scaling at a pace that almost never happens at this size, yet the stock sits near its 52-week low. Here is what has to happen for shares to nearly double…
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Alex Karp Thinks AI’s Irresponsibly Oversold, Critiques OpenAI and Anthropic — Is He Right?
Palantir's Alex Karp went on CNBC to blast OpenAI and Anthropic for overselling AI, and his frustration touches a real nerve as enterprises burn cash on tokens without clear returns. But his proposed fix…
‘Being Hated Is Not Good for Business’: Mark Cuban’s $130 Billion Warning for AI Companies
AI companies are losing a $130 billion battle they never saw coming, and Mark Cuban says the real enemy has nothing to do with permits, power grids, or zoning boards.
Shopify’s $120 Billion Revival Is Catching Shorts Off Guard
Shopify is posting operating income growth near 90% and buying back billions in stock while its share price sits deep in the red for the year. Something has to give before the July earnings…
Google Vs. Nvidia: The Hidden Silicon Advantage That Could Let Google Dethrone Nvidia
Google is quietly building silicon that threatens to cut NVIDIA out of its own customers' data centers, and the latest earnings from both companies reveal just how close that collision has become.
Kevin Warsh May Have Just Caught a Massive Break as Inflation Suddenly Cools
A single inflation report just shifted the entire calculus for Federal Reserve Chair Kevin Warsh, but a brewing geopolitical crisis near one of the world's most critical oil chokepoints may erase that advantage before…
AMD Rallies 5%, Intel Rises 4% as Cooling Inflation Sparks a Chip Rebound
A cooler-than-expected inflation print sent chip stocks surging Tuesday, but AMD sitting at a 185x P/E after a 150% year-to-date run raises a sharp question: is this a breakout toward $600 or the setup…
Broad Industrials Are Fine. This Infrastructure Fund Rode the AI Build-Out to 28%
The Industrial Select Sector SPDR Fund (NYSEARCA:XLI) is the default way most investors own U.S. industrials. It holds the industrial names in the S&P 500, providing broad exposure to aerospace, machinery, railroads, and defense…
Ripple’s Biggest Shareholder Is Building Institutional XRP Lending in Japan
XRP has never paid its holders a thing just to hold it, but Japan's most powerful XRP backer is now quietly assembling the infrastructure to change that, one deal at a time.
Price Prediction: Nvidia vs AMD vs Broadcom, Which One Could 3x by 2027?
NVIDIA, AMD, and Broadcom are all chasing the same AI silicon gold rush, but their valuations tell wildly different stories about who actually has room to run before 2027.
AI’s Biggest Winners Are Creating Its Biggest Losers. Here’s What It Means for Investors
Every record-breaking chip sale and soaring data center budget is quietly starving another corner of the tech economy, and corporate earnings are starting to expose which companies are caught on the wrong side of…
IBM Tumbles 22% Toward Its Worst Day Since 1987, Rattling Software Stocks
IBM just logged its worst single-session collapse in nearly four decades, and the shockwaves are already hitting Microsoft, ServiceNow, and the broader software sector in ways that raise an uncomfortable question about where enterprise…
What Investors Don’t Know About Nio
The consensus on Nio has treated it as a perpetual cash-burning startup on the edge of collapse, but the latest financials describe a company that looks almost nothing like that story.
Live Nasdaq Composite: Tech Stocks Rise in Relief, Treasury Yields Fall as Cooler Inflation Gives Markets a Tailwind
A cooler-than-expected inflation reading sent tech and chip stocks surging in premarket trading, but earnings from IBM and the big banks are pulling the market in a very different direction.
Mortgage Details That Confuse Almost Everyone
Most homeowners sign their mortgage paperwork confident they understand what they agreed to, yet several common assumptions about rates, payments, and insurance turn out to be flat-out wrong in ways that can cost thousands…