Berkshire Hathaway (NYSE:BRK.B) used its first full quarter under Greg Abel to nearly triple its position in New York Times (NYSE:NYT | NYT Price Prediction), adding roughly 199% to the Class A stake in the same…
CNBC’s Brian Sullivan walked viewers through a landmark energy agreement that paints the picture for how much electricity the AI buildout actually needs. Chevron has signed a 20-year power purchase agreement with Microsoft to…
Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) stock is down 6% in Monday midday trading, sliding to around $346. The selloff in Alphabet shares is the most prominent move among the hyperscalers today. Caught in…
Artificial intelligence is creating a new kind of infrastructure race. While investors often focus on Nvidia (NASDAQ:NVDA | NVDA Price Prediction) chips or the latest AI models, the real bottleneck is increasingly becoming physical…
Stephanie Roth, chief economist at Wolfe Research, argued on a CNBC Morning Call that the AI capex cycle has runway, geopolitical risk is being absorbed by the stock market, and the Federal Reserve can…
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 $75.25 billion…
PayPal (NASDAQ:PYPL | PYPL Price Prediction) at $42.51 looks compelling for research. The stock has lost 37.46% over the past year while the business kept generating cash, retiring shares, and growing payment volume, and…
SpaceX is the only space stock anyone wants to talk about this summer, fresh off Elon Musk’s headline-grabbing public debut and the trillion-dollar valuation chatter that came with it. The more investable story this…
Micron Technology (NASDAQ:MU | MU Price Prediction) has gone vertical in 2026, and the question on every shareholder’s mind is whether $1,200 is the next obvious stop. Our proprietary model says the path there…
IREN (NASDAQ:IREN) has transformed from a Bitcoin miner into one of the most aggressively contracted AI cloud platforms on the public market, and the stock has rerated to match. Shares closed at $59.96 on…
Most of the chatter around XRP (CRYPTO:XRP) right now is about where the price goes next and whether the CLARITY Act clears the Senate. Both are worth watching, but while everyone is focused on…
When rate-cut timing is murky and equity volatility spikes, retirees need cash-generative anchors. Sonoco Products (NYSE:SON | SON Price Prediction) is one of the most boring, most dependable income stocks on the board. The…
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 showing Anthropic…
Shares of SpaceX (NASDAQ:SPCX | SPCX Price Prediction) stock are down 9% in midmorning trading Monday, sliding to around $168 after the company announced its first public bond offering. The senior notes deal aims…
It’s hard to know what to make of quantum computers. On the one hand, it may very well be like where AI was five or seven years ago. And, if that’s the case, perhaps…
