AI News

The artificial intelligence boom has kicked off one of the largest infrastructure races since the early internet era. Nvidia (NASDAQ:NVDA) GPUs are selling faster than they can be packaged. High-bandwidth memory has become scarce enough that companies like Micron Technology (NASDAQ:MU) and SK hynix are effectively sold out months in advance. Utilities from Virginia to ... IREN’s CEO Just Said 11 Words that Delivered the AI Boom a Brutal Reality Check

Meta has urged Labour to enforce age verification checks directly on iPhone and Android smartphones amid a possible UK ban on child users.

This artificial intelligence company offers compelling value, but Ackman says there are even better opportunities.

TaskUs is back in focus after the fair value estimate on the stock was trimmed from US$12.00 to US$9.50, a reduction of roughly 21% that resets expectations around what investors might be willing to pay. This shift lines up with recent analyst commentary that highlights client spending resets, pressure in Trust & Safety, and a mixed setup between legacy work and AI Services. As you read on, you will see how these moving pieces fit together and what to watch as the TaskUs story...

While the investor reaction was muted, Nvidia continued to hit on all cylinders in Q1.

AI could soon allow anyone to create and launch a virtual restaurant brand in under a minute, according to serial entrepreneur Marc Lore, founder of food-delivery startup Wonder. Lore said Wonder Create can generate a restaurant's branding, menu and recipes...

If you bought JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ) for the monthly checks, you probably think you own a Nasdaq-100 portfolio with a covered-call overlay. That is mostly true. The part that gets less airtime is that JEPQ’s option exposure runs through equity-linked notes, which are unsecured debt of the banks that issue them. ... JEPQ’s Distribution Looks Like Income Until You See the ELN Counterparty Risk Behind It

A trader who bought ProShares UltraPro QQQ (NASDAQ:TQQQ) at the start of 2022 expecting the tech rally to continue ended the year down roughly 80%, while the Nasdaq 100 fell about 34%. That gap is the entire argument against treating TQQQ as a buy-and-hold position. The fund did exactly what its prospectus promised on a ... TQQQ’s 3x Promise Quietly Cost Holders 81 Percent in 2022 While the Nasdaq Fell Just 33 Percent

It may keep offering you advice based on information that may be dated—or wasn’t even about you in the first place.

Top-line growth is important for investors, but that alone isn't enough of a reason to buy a stock.

For shoppers tying to avoid Amazon, its expansion into shipping and logistics for thousands of companies makes that choice more difficult.

On a recent All-In Podcast episode dissecting SpaceX’s S-1 filing, guest investor Gavin Baker and the hosts framed Elon Musk’s privately held rocket and connectivity empire as something more ambitious than a high-growth tech company. David Friedberg argued that “having a space-based communication network, space-based data centers, and space-based communication back down to Earth wireless” ... SpaceX’s $2 Trillion Pitch: Is Elon Musk Quietly Building a Backup Internet for Civilization?

Alphabet's stock has been on fire since Q1 ended.

AI bubble fears grow as Big Tech allegedly recycles AI investments into cloud revenue, fueling dot-com style worries.

Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived through the 2020 to 2022 COVID cycle.

A world with no hate sounds great until Elon Musk starts wondering whether humans would even recognize happiness anymore. The Tesla and SpaceX CEO drifted into philosophy during a sprawling conversation about artificial intelligence, human nature and dystopian futures, raising...

When a sitting administration’s top science advisor invokes Eisenhower’s 1953 Atoms for Peace speech to frame a present-day policy move, investors should pay attention. That is exactly what happened at the Operation Gigawatt Summit, where Michael Kratsios, Chief Science and Tech Policy Advisor to President Trump, anchored the case for a structural reordering of US ... Trump’s Science Advisor Calls Nuclear EO ‘Most Consequential Day’ Since Atoms for Peace in 1953

Exa Labs Inc. has raised $250 million in a Series C round led by Andreessen Horowitz, valuing the San Francisco-based artificial intelligence company at $2.2 billion. The startup said it will use the new capital to train its next generation...

Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.

The NEOS Nasdaq-100 High Income ETF (NASDAQ:QQQI) paid out $0.6589 per share on May 22, 2026, the latest in a steady run of monthly checks that produce a headline distribution rate near 14%. That number dominates marketing decks and YouTube thumbnails. What QQQI investors mostly do not see is that a recent monthly payout was ... QQQI’s 14 Percent Yield Was 98 Percent Return of Capital in a Recent Distribution, And That’s the Real Story

Bubble brewing that rivals the roaring '20s, but bulls won't sell until these two things happen

(Bloomberg) -- Italy’s benchmark equity index rose past its all-time closing high set in 2000, with a recent rally in energy and chip stocks supercharging it to record levels.Most Read from BloombergNvidia CEO Urges Super Micro to Tighten Up on ComplianceTrump Doctor Visit Renews Health Scrutiny as 80th Birthday NearsTrump Says He’ll Announce Negotiated Deal With Iran ShortlyRubio Sees Good News Coming on Hormuz as Iran Talks ContinueUS, Iran Inch Toward Deal as Gaps Remain on Uranium, Sanctions

Here is the data point that should make every passive index investor pause. On Retire SMART Podcast Ep 416, the host laid out the math: “If we removed the Nvidias, the AMDs, so AI chips, these are the chipmaking companies, the storage companies, and the companies that are facilitating AI that are publicly traded. And ... The Math That Should Terrify Index Investors: AI Chips Account for Nearly All S&P 500 Gains

Tesla's Growth Story Is Cracking Under Margin and Demand Pressure

Q2 was excellent, but at today's valuation a new buyer needs a great deal to go right.