Joey Frenette |
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…
Danielle Liverance |
‘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…
Chris MacDonald |
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…
Alex Sirois |
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…
Rich Duprey |
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…
David Moadel |
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…
David Beren |
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…
Sam Daodu |
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…
Vandita Jadeja |
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…
Rich Duprey |
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…
David Moadel |
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…
Trey Thoelcke |
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…
Christian Drerup |
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,…
Vandita Jadeja |
Jim Cramer Says 1 Supply Signal Could Finally Unlock NVDA’s Next Big Move
Jim Cramer pinpointed a single market variable that could either unlock NVIDIA's next surge or keep the stock in check,…
Joel South |
The Massive Reason to Buy Tesla Before July 22 Earnings
Tesla is sitting 10% below where it started the year, but the options market and a rapidly changing cost structure…
Douglas A. McIntyre |
Larry Ellison Loses $60 Billion
Oracle's founder has watched his fortune collapse faster than any other billionaire on the planet this year, and the reason…
Trey Thoelcke |
Potential Buyers Line Up for Unity Software as Valuation Hits Rock Bottom
Unity Software's stock has cratered while its AI ad engine and mobile game dominance keep growing, and at least five…
Joey Frenette |
Better Elon Musk Buy: SpaceX’s Ascent or Tesla’s Robotics Revolution?
SpaceX is tantalizing early investors with an $800 analyst price target while Tesla quietly pivots toward a robotics revolution that…
Vandita Jadeja |
Price Prediction: Up 230% YTD, Dell Will Hit $500 on This Date
Dell has surged nearly 242% this year on the back of an exploding AI server business, but Wall Street analysts…
Joel South |
The Big Reason IBM Is a Great Buy Before July 22 Earnings
IBM reports earnings on July 22 and the setup heading into that date combines a dividend streak most tech stocks…
