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Seema Shah, Chief Global Strategist at Principal Asset Management, recently pushed back against the growing chorus of AI-bubble warnings on…
David Bahnsen, Chief Investment Officer at The Bahnsen Group, appeared on CNBC’s Squawk Box this morning with a specific warning.…
The JD Power 2026 U.S. Initial Quality Study was just released. Deeply troubled, Rivian (NASDAQ: RIVN | RIVN Price Prediction)…
The utility sector sell-off narrative pivots on a “cost of capital lag,” with critics warning that rising expenses will outpace…
The average enterprise is spending $11.5 million on AI this year, and most cannot point to a dollar of return.…
NextEra Energy (NYSE: NEE | NEE Price Prediction) and Enbridge (NYSE: ENB) both just reported, and the contrast matters. Big…
Shares of Palo Alto Networks (NASDAQ:PANW | PANW Price Prediction) are up 9% to $331.91 at midday Monday, leading a…
The Dow Jones Industrial Average added Alphabet today, and the timing is the joke. Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction)…
CoreWeave (NASDAQ:CRWV) has had a violent ride since its March 2025 IPO, and the recent pullback has reset the risk/reward…
It has been assumed up until recently that the primary challenge to Tesla’s (NASDAQ: TSLA | TSLA Price Prediction) self-driving…
Few stocks have captured the AI infrastructure narrative like Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction). After NVIDIA CEO Jensen…
A CNBC report by Luke Fountain, aired June 29, 2026, walks through a sequence that government watchdogs have flagged and…
Microsoft (NASDAQ:MSFT | MSFT Price Prediction) is the stock every cloud bull and AI evangelist keeps pointing at, drawn by…
Crude has cracked. WTI is ~$70 per barrel, after a brutal month in which the U.S. benchmark fell from the…
Here is a huge layoff, not because of AI. VW is closing four plants, cutting back on models, and laying…
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