Remember Bill Gross? The financial media still quotes him here and there. Otherwise, he’s kicking around on X, tweeting a bit, looking (and flailing) to stay relevant. A far cry from his previous life! Bill Gross was the man who built PIMCO into the biggest bond shop on planet Earth. He’s kind of a quirky ...
The AI boom has created a new generation of infrastructure companies that power the massive computing demands of machine learning and generative AI. Among the most closely watched names is CoreWeave, Inc. CRWV, a specialized cloud provider that rents high-performance GPUs to AI developers and enterprises. Despite being positioned in one of the fastest-growing industries ...
The issue is that the AI story has become so crowded, so capital-hungry, and so aggressively priced that even believers are starting to ask if the market has already eaten too much of tomorrow’s meal. Takeaways • The failed bounce was the tell. This was not just another ugly tech session. It was the market ...
In a few days, the most anticipated IPO in history begins trading. Even people who have never bought a stock are talking about it. Before you join them, it is worth slowing down: what does actually do, and does it make money? What are you really paying for at a $1.77 trillion valuation? And what ...
Key Points Despite saying companies are overspending on artificial intelligence (AI), Dalio has big investments in cloud providers Amazon, Alphabet, and Microsoft. Dalio is also heavily invested in top AI infrastructure players like Nvidia, Broadcom, and Micron. 10 stocks we like better than Nvidia › Billionaire investor Ray Dalio of Bridgewater Associates runs the largest ...
Buyback announcements have taken a breather amid the AI arms race and increasing equity issuance Capital market trends point to possibly smaller net buyback yields in the quarters to come, prompting asset allocators to rethink strategy Record-breaking IPOs and ambitious tech capex plans put the onus on the corporate world to absorb new equity hitting ...
Listen to the audio version of this article (generated by AI). Has the “meltdown” begun?… Louis says buy every dip… Nvidia’s surprising upside… the AI infrastructure play Eric spotted first… As I worked through my inbox over coffee this past Saturday morning, one subject line caught my attention… I won’t repeat it verbatim – no ...
Cryptocurrency markets began soaring following the 2024 U.S. presidential election, reaching new all-time highs in August 2025 as the crypto-friendly Trump administration began implementing policies. But this summer has been anything but sunny for crypto markets. Bitcoin has erased all its post-election gains over the last few weeks, dipping below the critical $60,000 level for ...
Key Points Netflix’s stock fell because expectations changed, not because the business broke. A great business and a great stock are not always the same thing. Netflix’s next chapter is about monetization, not scale. 10 stocks we like better than Netflix › When a stock falls 30%, most investors assume something must be wrong with ...
Listen to the audio version of this article (generated by AI). Last week, the S&P 500’s nine-week winning streak came to an end as all three major indexes pulled back. On Monday, it looked like the pain might be over. But that selling pressure continued today. As I write this, the S&P 500 is down ...
