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
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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
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
These AI stocks have reasonable valuations and appealing long-term growth prospects.
For decades, Berkshire Hathaway’s quarterly stock filings have been treated like a roadmap into Warren Buffett’s thinking. However, the latest one feels very special. Berkshire Hathaway (BRK.A) (BRK.B) unveiled a wide-ranging portfolio overhaul in its latest 13F filing, adding a big new stake in ...
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 (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...
Intel wants to capture higher margins amid surging AI PC demand and tightening supply of advanced nodes.
SpaceX founder Elon Musk has said that he wants to put data centers in space for efficiency. One expert told Yahoo Finance how it would actually work.
Boise Cascade supplies engineered wood products and building materials to construction markets across the U.S. and Canada.
CNBC semiconductor correspondent Kristina Partsinevelos argued mega-cap firms like Nvidia Corp are great for investors seeking growth rather than income, as the AI chipmaker’s new dividend payout still reflects lower yields. The chipmaker lifted its quarterly dividend to $0.25 from...
Ackman believes investors have missed one crucial detail about Microsoft.
Alphabet has transformed its business over the past year.
It's not easy to find companies you're confident in for the next 30 years, but this artificial intelligence (AI) stock fits the bill for me.
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...
Alphabet and TSCM are two of the best-positioned AI stocks for the long term.
Alphabet Inc. subsidiary Google unveiled its Android XR-powered AI glasses at the Google I/O 2026 conference, signaling a broader push into the fast-growing smart glasses market currently dominated by Meta Platforms Inc.. Google's AI Glasses Challenge Meta's Market Lead The...
President Donald Trump on Thursday canceled plans to sign a new executive order on artificial intelligence after raising concerns that stricter oversight could weaken America's lead in the global AI race. "We're leading China, we're leading everybody, and I don't...
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 ...
(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) 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...
The well-known venture capitalist who bet on Google says that the AI revolution is, if anything, underhyped.
This little altcoin deserves a little more attention.
Recent quarters reveal both companies facing notable revenue swings, even as one consistently outpaces the other in total sales volume.
Traditional signals about the overheating of the U.S. stock market are ceasing to work in the age of digital transformation.
A 30-year-old software engineer at Meta (NASDAQ:META), earning a $200,000 base plus refreshing stock grants, asked a question that gets posted in some form on r/financialindependence every week: how do I shovel more into a Roth when I am already over the income limit for direct Roth IRA contributions and my 401(k) deferral is maxed? ... The 401(k) Mega Backdoor Roth Strategy a Tech Worker Used to Build $750,000 of Roth Wealth in Six Years
Alphabet Inc. (NASDAQ:GOOG) is one of the best communication stocks to invest in. Alphabet Inc. (NASDAQ:GOOG) announced on May 20 a partnership between Google Cloud and Thales, a global leader in high technologies, aimed at establishing a new sovereign cloud solution in Germany. Management stated that the agreement marks a notable step in meeting the German […]