Palantir, Microsoft’s biggest warning gets real for AI stocks
In July, Microsoft (MSFT) CEO Satya Nadella surprised AI stock investors with an uncomfortable way to…
Category
Economy
The AI race has a growing problem nobody can ignore
The biggest AI companies have spent years racing to build more powerful systems. Safety and capability…
Qualcomm now faces rival with bigger market cap
Semiconductor rivalries rarely move stock prices the way headlines suggest they should. MediaTek unveiled a new…
Vistra Stock vs Micron: VST Needs 39x EBITDA for a 484% Run
Micron did not re-rate. That single correction dismantles most of the case being made for Vistra…
Peter Thiel Portfolio: $418.7M Rebuilt From Two Zero…
Two consecutive quarters in which Peter Thiel’s fund reported no US stock holdings did not mean…
Nike Drops Out of the S&P 100 on 21 September. Index…
S&P Dow Jones Indices said on 4 September that Nike will be removed from the S&P…
Nvidia Portfolio: 8 Companies It Owns, $63.44bn, 47% Intel
Nvidia does not run a sprawling venture book of public stocks. Its entire disclosed US equity…
Tesla vs Uber Stock After Robotaxi: TSLA Flat, UBER -6.6%
Tesla did not get paid for launching a robotaxi. Uber got charged for it. The consensus…
Amazon Stock Price Prediction: $340 Bull vs $190 Bear (AMZN)
Most Amazon stock price prediction pieces treat AMZN as a straight race between AWS growth and…
Meta Stock Price Prediction: $850 Bull vs $500 Bear (META)
Our Meta stock price prediction starts by correcting the obvious reading of the past fortnight. META…
SpaceX vs Honeywell Aerospace: HONA +19% vs SPCX +11% Upside
SpaceX vs Honeywell Aerospace looks like the easiest pairing in space stocks: the rocket company for…
Micron vs Nvidia Stock: $1,540 vs $330, Which Returns More?
Micron vs Nvidia is usually framed as a supplier riding its biggest customer’s coattails, with the…
Tesla’s “Flying” Roadster Is Due October…
Tesla has confirmed a Roadster unveiling for October 1, 2026. It has not confirmed that the…
Cathie Wood buys $27.9 million of surging megacap stock
Cathie Wood, head of Ark Investment Management, often buys her favorite tech stocks when she sees…
The next AI boom could be hiding in cybersecurity
Jensen Huang told investors on Sept. 10 that cybersecurity is likely to become AI’s next major…
Anthropic CEO sounds the alarm on AI risks
It is not every day that the person running one of the most valuable tech companies…
Citi says Fed rate hike could deliver stock market shock
The Fed’s Sept. 15-16 meeting is fast approaching, and the rate-hike chatter continues to get louder. …
Elon Musk Net Worth: $929.4 Billion, $70.6B Short of $1…
Elon Musk’s net worth is $929.4 billion, according to the Forbes Real-Time Billionaires list as refreshed…