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Here's why Berkshire could be buying more Alphabet shares this quarter.
Warren Buffett became the world’s most famous investor by betting on the boring stuff.
The assessment isn't a permanent indictment. Indeed, if anything, it's a clarion call.
When Google’s Gemini AI quietly hacked real companies during testing, it turned abstract AI risk into something concrete and uncomfortable. That kind of failure can rattle confidence in big tech; yet it can also shine a spotlight on smaller AI security and governance stocks exposed to the same story from a very different angle. This article walks through three such stocks from our screener, and why their role in this moment matters to your portfolio thinking. The three stocks below are a...
When news breaks that Google’s Gemini can autonomously hack real companies, the story quickly shifts from science fiction to balance sheet risk. Cyber insurance and tech liability insurers suddenly move from background players to potential shock absorbers or pressure points for the AI era. This article walks through three stocks from our cyber-focused screener that appear most exposed to this news and explains why their positioning could matter for your portfolio decisions. The three insurers...
Reddit (RDDT) stock trades near $153, down about 43% over the past year while the S&P 500 returned 17%. The market has already decided something here is wrong. The advertising business is not the problem; it is still growing fast. The risk sits one step upstream, in where the next visitor comes from.
The search giant's in-house AI chip is now a product line. Two companies collect on every system that ships.
Nvidia, Google and Emerald AI have launched the AI Energy Management Alliance (AEMA), a coalition that dynamically manages the electricity use of data centers in response to grid conditions. Varun Sivaram Founder and CEO of Emerald AI joins to discuss the alliance.
Palantir Technologies (PLTR) grew revenue faster over the past twelve months than every company in its peer group, and only one company in that group earns a wider operating margin. Palantir also carries the group's highest earnings multiple. Over those same twelve months the stock returned less than the S&P 500. The operational lead is evident, but current market valuations appear to price in much of that outperformance.
DTE Energy has been quietly signing contracts with some of the biggest hyperscalers on the planet, and the numbers behind that pipeline suggest most investors are not yet pricing in what it could mean for earnings growth.
JPMorgan Chase & Co. (NYSE:JPM) expects investment banking fees and markets revenue to rise in the mid-to-high teens percentage in the third quarter, according to co-President Doug Petno, contrasting sharply with Bank of America’s expectation for a roughly 10% decline in investment banking fees. Petno said JPMorgan entered the quarter with a strong pipeline and […]
World (WLD-USD), a crypto network co-founded by OpenAI (OPAI.PVT) CEO Sam Altman, just launched its super app "World Money," featuring global stablecoins, Stripe and Kalshi integration, and more. Scott Melker outlines the details in the video above. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto.
Succession is now fully moving from plan to reality
Fears of AI running amok have increased over the past week, with tech execs and President Donald Trump all weighing in on the matter.
Snowflake (SNOW) has returned about 53% over the past year, and its product revenue growth has accelerated for three straight quarters. In early September, the company cut its fiscal 2027 non-GAAP product gross margin guide by a point, to 74%, pointing to a heavier mix of fast-growing AI workloads that carry a lower contribution margin. So what happens to the stock if that mix keeps shifting.
Meta just raised its 2026 spending target to a figure that dwarfs what most countries invest in infrastructure, and shareholders are left weighing whether a collapsing free cash flow signals a historic pivot or a costly overreach.
Free cash flow is Alphabet's biggest problem, but this analyst isn't worried at all.
Netflix Stock Tumbles After Analyst Predicts More Pain Ahead
Markets have become accustomed to corporate leaders eventually moving on, but few departures carry the weight of Warren Buffett leaving the chairman’s office at Berkshire Hathaway (NYSE.BRK-A)(NYSE:BRK-B). Buffett has been synonymous with Berkshire since taking control in 1965, turning a struggling textile company into a near-$1 trillion conglomerate. Now, at 96, he is handing over […]
The bigger question may be who benefits from caution
Nvidia, Alphabet, and AMD have already bought most of the high bandwidth memory that will be manufactured next year.
The AI Energy Management Alliance wants flexible data centers that can reduce grid demand in exchange for faster interconnection approvals
Market swings can be tough to stomach, and volatile stocks often experience exaggerated moves in both directions. While many thrive during risk-on environments, many also struggle to maintain investor confidence when the ride gets bumpy.
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