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There's a hole in the center of the investment thesis.
The AI data center boom has jolted this telecom stock back to life.
Tencent Holdings (SEHK:700) is reported to be facing halted deliveries of advanced Nvidia AI chips after intervention from Chinese authorities, despite prior approval from the U.S. government. The chip delivery issue is unfolding while Nvidia's CEO is participating in a high level U.S. China summit focused on technology and trade. At the same time, Tencent has renewed a decade long gaming partnership with Nexon, securing continued rights to a key online game in China. Tencent sits at the...
We recently published Jim Cramer’s Latest Thoughts On Cisco, NVIDIA & Other AI Stocks. NVIDIA Corporation (NASDAQ:NVDA) is one the stocks discussed by Jim Cramer. AI GPU giant NVIDIA Corporation (NASDAQ:NVDA) is in the news these days as its CEO Jensen Huang visits China with President Trump. Over the past month, the stock is up […]
No tech stock has sustained success as long as this powerhouse.
Alphabet isn't that far away from becoming a $5 trillion company.
A six-year exile from the airline sector just ended with one of the conglomerate's biggest new positions in years.
Stanley Druckenmiller is one of the most-watched money managers on Wall Street, and his Duquesne Family Office Q1 2026 13F filing just landed. The headline number is brutal for Alphabet bulls. Duquesne sold all 385,000 shares of Alphabet (GOOGL) Class A stock during the quarter. That same stake had ...
(Bloomberg) -- Kioxia Holdings Corp.’s shares were untraded in a glut of buy orders Monday morning after the supplier of storage for AI data centers reported soaring profit and gave an outlook that trounced expectations.Most Read from BloombergWinners and Losers From Trump and Xi’s Beijing Summit TalksHormuz Oil Flows Creep Higher as More Supertankers ExitUS, Iran Stall on Hormuz Reopening as Oil Supplies TightenTrump Gets Revenge on Republican Who Voted to Convict HimHow Keir Starmer Imploded a
By Wayne Cole SYDNEY, May 18 (Reuters) - Asia share markets slipped on Monday as fresh drone attacks in the Gulf pushed up oil prices and bond yields, while the AI boom is set to be tested by earnings
SpaceX is reportedly seeking a valuation of up to $2 trillion for its initial public offering.
Healthcare payrolls keep climbing, and hospital systems, payers, and clinics are now openly treating agentic AI as the cheapest unit of labor on the market. Stocks trading under $20 with credible agentic AI products pointed at this cost problem are scarce, which is why a small group of names is drawing fresh attention from investors ... Agentic AI Powers U.S. Healthcare Stocks
Whirlpool (NYSE:WHR) CEO Marc Bitzer is making one of the bluntest recession comparisons of this earnings cycle. According to the Morning Brew Daily podcast segment covering the company’s Q1 results, CEO Bitzer told investors: “This level of industry decline is similar to what we have observed during the global financial crisis and even higher than ... Whirlpool’s CEO Warns Consumer Spending Today Looks Like the 2008 Financial Crisis
A new concentration risk is building inside the corporate bond market, and it mirrors what investors are already experiencing with the Magnificent Seven in the S&P 500 index. According to a recent episode of Morningstar’s Investing Insights podcast, AI-related corporate debt now accounts for roughly 15% of the entire corporate bond universe, a share the ... AI Debt Now 15% of Corporate Bond Market, Creating New Concentration Risk
On a recent TBPN segment, host John Coogan walked listeners through what he framed as the most consequential industrial policy intervention in semiconductors since the CHIPS Act, namely Commerce Secretary Howard Lutnick meeting repeatedly with Tim Cook, Elon Musk, and Jensen Huang to push them to partner with Intel, with President Trump personally advocating for ... Trump Personally Brokered the Apple-Intel Deal That Sent Intel from $20 to $125
The Invesco Dorsey Wright Technology Momentum ETF (NASDAQ:PTF) is up roughly 58% year to date in 2026, which is what happens when a rules-based momentum fund collides with the largest data center buildout in corporate history. PTF markets itself as a technology momentum strategy that mechanically rotates into whatever tech stocks have been winning, and ... This Is the Only AI ETF You Need to Hold During the Capex Boom
Quantum computing stocks have been hot recently.
On a recent episode of the Money Guy Show titled Van Life Millionaires Are Leaving Millions on the Table, co-host Bo Hanson described a couple, Robert and Carrie, who had done almost everything right. They saved diligently into pre-tax retirement accounts and built a healthy portfolio. Then their planner ran the numbers forward. Hanson’s diagnosis: ... We’re in our 40s with a healthy portfolio: how a $1.3 million tax bomb forced us to act before retirement
The new Berkshire Hathaway CEO is putting serious money behind a tech giant that just posted its fastest revenue growth in more than two years.
Cerebras aims to take on leader Nvidia in the AI chip market.
Sen. Bernie Sanders (I-Vt.) criticized the growing influence of ultra-wealthy tech leaders as President Donald Trump's high-profile visit to China placed Silicon Valley's biggest names and their economic power at the center of global diplomacy and AI debate. Sanders Questions...
This ETF delivers dynamic exposure to international equities through an active country rotation strategy targeting global market trends.
NVIDIA and SAP are expanding their partnership to integrate NVIDIA’s OpenShell runtime and NemoClaw agent blueprint into SAP’s AI platforms for enterprise AI agents. The collaboration is aimed at improving trust, governance, and deployment standards for AI agents used across specialized business workflows. Separately, Nvidia’s H200 AI chip exports to major Chinese tech companies remain on hold, as Beijing blocks shipments despite U.S. government approval. These export frictions follow CEO...
Micron is having an Nvidia moment. That doesn't make it the next Nvidia.
American investors have a home-country problem. Roughly 60% of global market capitalization sits in U.S. stocks, but most U.S. brokerage accounts hold something closer to 100%. The iShares Core MSCI EAFE ETF (NASDAQ:IEFA) is the boring, large, cheap answer to that imbalance, with $169.6 billion in net assets and a fee of 0.07%. That fee ... One Low-Cost ETF For Europe, Japan, And A Lot Of Stocks Americans Ignore
Nvidia dominates artificial intelligence (AI) on Earth – and it should do the same for AI in space.
Howard Lindzon does something most venture capitalists would never do: he tells his limited partners, upfront, that most of his bets will fail. The StockTwits CEO and Social Capital founder describes his seed fund using a metaphor he borrowed from a Larry David sensibility. “You are betting on me to hang 30 pieces of art ... Howard Lindzon on Seed Investing: Why Most of Your Bets Will Fail: and Why That’s Okay
Alphabet has a huge advantage with its TPUs, which it developed more than a decade ago.
