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‘Expect Corrections and Don’t Rely on Hope’: Cramer’s Reality Check for a First-Time Homebuyer
24/7 Wall St.78d agobullish
‘Expect Corrections and Don’t Rely on Hope’: Cramer’s Reality Check for a First-Time Homebuyer

Jim Cramer’s blunt line to a young first-time homebuyer on the May 22 episode of Mad Money: “Expect corrections and don’t rely on hope as an investing strategy.” The caller, a younger investor, had just used a significant portion of his investment assets as a down payment on his first home and asked how to ... ‘Expect Corrections and Don’t Rely on Hope’: Cramer’s Reality Check for a First-Time Homebuyer

‘He Knows the Flaws Because He Knows the Man’: Why Elon Musk’s OpenAI Attack Is Really About xAI
24/7 Wall St.78d agoneutral
‘He Knows the Flaws Because He Knows the Man’: Why Elon Musk’s OpenAI Attack Is Really About xAI

Rashaad Bilal of Earn Your Leisure distilled the Musk-versus-Altman saga down to one sharp line: “He knows the flaws because he knows the man.” That framing reorients how investors should read every legal filing, every X post, and every interview Elon Musk aims at OpenAI. The litigation is a competitive weapon. xAI is the business ... ‘He Knows the Flaws Because He Knows the Man’: Why Elon Musk’s OpenAI Attack Is Really About xAI

XOVR ETF: Watch Hyperscaler AI Capex Before Summer 2026 Earnings Season
24/7 Wall St.78d agoneutral
XOVR ETF: Watch Hyperscaler AI Capex Before Summer 2026 Earnings Season

The ERShares Private-Public Crossover ETF (NYSEARCA:XOVR) sits at an awkward crossroad heading into summer 2026. Shares trade near $19.08, down 5% year-to-date even as the public-side AI mega-caps it holds have ripped higher. That disconnect matters because XOVR is the rare ETF that pairs late-stage private growth (SpaceX is the publicly known anchor) with public ... XOVR ETF: Watch Hyperscaler AI Capex Before Summer 2026 Earnings Season

Debt Spirals vs. AI Factories: The Great Macro Divide of 2026
24/7 Wall St.78d agoneutral
Debt Spirals vs. AI Factories: The Great Macro Divide of 2026

On a recent All-In Podcast episode featuring guest Gavin Baker, the roundtable looked at the exact same economic data and came away with completely different investment outlooks. David Friedberg is highly focused on building a global bond crisis and a sovereign debt spiral. Gavin Baker is far more bullish, arguing that America’s energy independence and ... Debt Spirals vs. AI Factories: The Great Macro Divide of 2026

Berkshire Hathaway Rebalances Under Greg Abel With Bigger AI And Tech Bet
Simply Wall St.78d agoneutral
Berkshire Hathaway Rebalances Under Greg Abel With Bigger AI And Tech Bet

Greg Abel, now CEO of Berkshire Hathaway (NYSE:BRK.B), has overseen a major reshaping of the stock portfolio, including full exits from Amazon, Visa, Mastercard, and UnitedHealth. Berkshire has built a top 5 position in Alphabet and has sharply increased AI related holdings, which now account for more than a third of the portfolio’s value. These moves reflect the biggest shift in Berkshire’s capital allocation approach in decades, with a clearer tilt toward technology and AI focused...

DTE Energy Ties Data Center Growth To Renewables And Microgrid Plans
Simply Wall St.78d agoneutral
DTE Energy Ties Data Center Growth To Renewables And Microgrid Plans

DTE Energy (NYSE:DTE) has signed a 1.4 GW power agreement to supply Oracle data centers, reinforcing its role in large scale digital infrastructure. The company has received approvals tied to a 1 GW Google project, supporting additional clean power needs in Michigan. DTE Energy has issued a request for proposals for 1 GW of new renewable capacity as part of its long term clean energy plan. A new partnership with Delta Electronics focuses on a microgrid project that aims to improve...

Alphabet Bets On AI Glasses And Cheaper Gemini To Deepen Ecosystem
Simply Wall St.79d agoneutral
Alphabet Bets On AI Glasses And Cheaper Gemini To Deepen Ecosystem

Alphabet (NasdaqGS:GOOGL) officially launched Android XR powered AI smart glasses at Google I/O 2026, positioning Google more directly in the smart glasses market against Meta and Apple. Google expanded global wearables partnerships, including collaborations with Samsung, Gentle Monster, and Warby Parker, to broaden distribution and design options for its AI glasses. The company cut Gemini enterprise AI pricing by 20% to drive wider adoption, alongside reported 40% growth in enterprise usage...

Citi names Broadcom stock top semiconductor pick for 2026
TheStreet79d agoneutral
Citi names Broadcom stock top semiconductor pick for 2026

The AI chip race has produced a handful of clear winners. Broadcom is one of them. But the question heading into its next earnings report is no longer about whether it is a top AI stock to own. The real debate now is: Can a company already pulling in billions from artificial intelligence keep ...

Hyperscaler Debt Flood Brings Derivatives Bonanza
Bloomberg79d agoneutral
Hyperscaler Debt Flood Brings Derivatives Bonanza

(Bloomberg) -- As big tech companies raise hundreds of billions of dollars to fund artificial intelligence investments, Wall Street banks are increasingly finding they have to trade more credit derivatives to keep doing business with the hyperscalers.Most Read from BloombergBungie Plans Layoffs After Ending ‘Destiny 2’ DevelopmentTrump’s 3,711 Trades Point to Multiple Stock-Market StrategiesTrump to Force Foreigners Seeking Green Cards to Go Home FirstUAE Joins Saudis, Qatar in Urging Trump Not

TransUnion (TRU) Valuation Check After New Google YouTube Attribution Partnership
Simply Wall St.79d agobullish
TransUnion (TRU) Valuation Check After New Google YouTube Attribution Partnership

TransUnion (TRU) has drawn fresh attention after announcing an industry first collaboration with Google that brings YouTube measurement into its Multi Touch Attribution solution, giving marketers a unified view of how video ads tie to business outcomes. See our latest analysis for TransUnion. Despite the YouTube measurement rollout and recent dividend affirmation, TransUnion’s share price return is down 15.2% year to date and the 1 year total shareholder return is down 14.65%, while the...