Key Points Everybody would like catalysts to appear sooner rather than later for their stocks, and that’s definitely the case with Tesla (NASDAQ: TSLA). Investors have waited for years for the robotaxi rollout, for the Optimus robot, for full self-driving (FSD) software revenue to take off, and for the Semi truck to begin production. The ...
The AI infrastructure trade is moving from a capex-acceleration to a capex-digestion regime, in contrast to the prior 18 months where uncapped enterprise token consumption underwrote every upward revision. AI adoption in enterprise is usage-based, agentic, recursive, and easy to overconsume. Uber burned its entire 2026 AI coding budget in four months; Microsoft is cancelling ...
Last month, several market indicators were sending cautionary signals. Since then, market conditions have improved considerably. Major indexes have continued to advance, market breadth has improved, and investors have increasingly shifted back toward economically sensitive and growth-oriented sectors. While the market is extended in the short term and could experience periodic pullbacks, the overall evidence ...
Here’s a quick recap of the crypto landscape for Monday (June 1) as of 10:00 a.m. UTC. Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Bitcoin (BTC) was priced at US$72,791.35, trading 1.6 percent lower over the past 24 hours. Chart via TradingView Bitcoin price performance, ...
Key Points Amazon’s artificial intelligence (AI) business is growing rapidly, and it has many facets, including development tools and a chip business. E-commerce is still the core business, and Amazon is now the second-largest grocer in the U.S. Amazon is getty ready to launch Amazon Leo, a satellite broadband business. 10 stocks we like better ...
If you’re not familiar with the name Leopold Aschenbrenner, you should be. A 24-year-old wunderkind, Aschenbrenner was hired by OpenAI in 2023 to work on the company’s “superalignment” team, essentially trying to figure out how to keep AI systems safe once they become smarter than the humans building them. After being let go in 2024, ...
Listen to the audio version of this article (generated by AI). Iran stops negotiations… how high could oil go?… Jonathan Rose’s three IPO red flags… Elizabeth Warren pushes AI taxes and higher capital gains taxes… the data that undercuts her jobs argument… As I write on Monday near lunch, U.S. oil prices have surged 7%, ...
There is a new phrase dominating Wall Street right now, and if you have been paying attention to earnings calls, analyst notes, or market-moving headlines recently, you have almost certainly heard it. Agentic AI is being credited with sending certain stocks soaring and reshaping how the smartest money in the market thinks about the technology ...
Key Points Snowflake (NYSE: SNOW) is expanding its partnership with Amazon (NASDAQ: AMZN), specifically Amazon Web Services (AWS), in a collaboration aimed at accelerating AI capabilities among enterprise customers. The news of the multiyear deal sent Snowflake’s shares soaring more than 35%. Here’s what investors need to understand about the partnership. The agreement aims to ...
Listen to the audio version of this article (generated by AI). Imagine you’re at dinner with a group of friends. There’s someone at the table you don’t know very well. A friend of a friend. And in passing, you hear him say something that almost makes you spill your drink… He says he’s been making ...
