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The $2 Trillion Underwriting Case: Inside Chamath’s Blockbuster SpaceX Math
24/7 Wall St.94d agoneutral
The $2 Trillion Underwriting Case: Inside Chamath’s Blockbuster SpaceX Math

During a highly anticipated segment on the latest All-In Podcast, Chamath Palihapitiya laid out a detailed underwriting case to justify why SpaceX is worth a full two trillion dollars right now. He explained that a twenty-times sales multiple is actually a bargain when you properly measure it against the massive commercial markets that Starlink and ... The $2 Trillion Underwriting Case: Inside Chamath’s Blockbuster SpaceX Math

Jim Cramer Discusses “Silly” Thing About Arm Holdings (ARM)
Insider Monkey94d agoneutral
Jim Cramer Discusses “Silly” Thing About Arm Holdings (ARM)

We recently published Jim Cramer Discussed These 10 Stocks Including A Hidden Gem & An AI Short. Arm Holdings (NASDAQ:ARM) is one of the stocks discussed by Jim Cramer. British chip design house Arm Holdings (NASDAQ:ARM)’s shares are up by a strong 137% over the past year and by 167% year-to-date. Bernstein discussed the firm […]

The One Thing Jim Cramer Demands From Tech-Only Investors Before He’ll Bless the Strategy
24/7 Wall St.94d agoneutral
The One Thing Jim Cramer Demands From Tech-Only Investors Before He’ll Bless the Strategy

Jim Cramer just refused to bless a portfolio built almost entirely on his own stock recommendations, and no question that the lesson is worth pausing on. On the May 22 episode of Mad Money, a caller named Jerry laid out a tech-saturated portfolio diversified across tech retail sales, software, semiconductors, data center, and advertising, noting ... The One Thing Jim Cramer Demands From Tech-Only Investors Before He’ll Bless the Strategy

Mark Zuckerberg May Already Have an AI Agent Sidekick — Could This Be the Future for CEOs?
24/7 Wall St.94d agoneutral
Mark Zuckerberg May Already Have an AI Agent Sidekick — Could This Be the Future for CEOs?

Digital twins could soon go from science fiction to reality as the agentic wave takes off, colliding with deep personalization. Indeed, as AI gains greater access to our digital lives, as we allow it to look through emails, Slack messages, work tickets, codebases, social-media profiles, calendars, and contacts, at what point will AI act as ... Mark Zuckerberg May Already Have an AI Agent Sidekick — Could This Be the Future for CEOs?

The AI Trade Might Be Grossly Underestimated — and It Could Be Time To Rethink How We View the Mag 7
24/7 Wall St.94d agoneutral
The AI Trade Might Be Grossly Underestimated — and It Could Be Time To Rethink How We View the Mag 7

It’s pretty hard to know what to believe when it comes to this ongoing AI revolution. The AI bubble calls have been growing louder for well over a year now. And while some folks, including the great Michael Burry of The Big Short fame, might feel as though we’re in the lead-up to the peak ... The AI Trade Might Be Grossly Underestimated — and It Could Be Time To Rethink How We View the Mag 7

S&P 500 Dividends Just Hit an All-Time Low Going Back to the 1800s — Here’s What Retirees Need to Know
24/7 Wall St.94d agoneutral
S&P 500 Dividends Just Hit an All-Time Low Going Back to the 1800s — Here’s What Retirees Need to Know

The host of Retire SMART Podcast opened Episode 416 with a number that should stop every income-focused retiree in their tracks. The S&P 500’s dividend yield has fallen to roughly 1.1%, an all-time low going back to the 1800s. His framing was blunt: “The dividend usually fluctuates between 2 and change, and sometimes up to ... S&P 500 Dividends Just Hit an All-Time Low Going Back to the 1800s — Here’s What Retirees Need to Know