Warren Buffett’s Empire Just Made a Massive AI Bet Nobody Saw Coming
Warren Buffett may have stepped down as Berkshire Hathaway’s CEO, but he says the Alphabet investment was his…
Elon Musk Says SpaceX Has a Massive Competitive Advantage in AI That Amazon, Google, and Microsoft Can’t Touch
One thing that stood out in Space Exploration Technologies’ (NASDAQ: SPCX) first quarterly earnings report as a publicly…
SpaceX stock hits new all-time low as AI capex jumps in Q2
SpaceX (SPCX) reported second quarter results on Tuesday that topped estimates — its first report as a public…
Amazon, Meta, and Microsoft stocks surge as AI hyperscalers post strong earnings results
Hyperscaler stocks rose on Monday as positive earnings results from Microsoft (MSFT) and Amazon (AMZN) last week buoyed…
This valuation signal shows how investors are rethinking tech stocks
Investors are finally realizing there are more companies in the stock market to invest in than Big Tech. …
Apple overtakes Nvidia as most valuable company as iPhone maker avoids ‘capex pitfalls’
What happened: Apple (AAPL) reclaimed the title of the world’s most valuable public company from Nvidia (NVDA) as…
Why are investors freaking out about Big Tech’s booming AI capex?
I’ve long held one core belief when it comes to markets: Price is truth. By that I mean…
‘The AI trade is still on’: Wall Street sees Big Tech’s spending as positive for semiconductor stocks
The AI trade this year has been centered around infrastructure plays, including chips, networking equipment, and data center…
Nvidia CEO Jensen Huang denies the chip boom will go bust soon and actually utters the infamous phrase ‘this time is different’
The semiconductor industry is notorious for going through boom-and-bust cycles, but Nvidia CEO Jensen Huang doesn’t think a…
AI Is Keeping DRAM Prices High — Here’s Exactly When the Market Finally Loosens Up
Quick Read HBM will consume 30% of total DRAM wafer capacity by 2027, leaving supply able to meet…
Nvidia joins Wall Street’s AI funding wave
Nvidia (NVDA) is looking to raise at least $20 billion in the bond market, turning the AI chip…
The SpaceX IPO Has Wall Street Debating Whether the AI Boom Is a Bubble. Both Sides Have a Point.
On June 12, SpaceX (NASDAQ: SPCX) completed the largest initial public offering (IPO) in history, raising about $75…