00:00 Speaker A
With Nvidia, Doug, what what do you make of the price action there? I mean, I’m just looking at it’s been basically in this kind of rough trading range here, going sideways for about six months. What what what is going on there?
00:20 Doug
You know,
According to one estimate, artificial intelligence (AI) is a $15.7 trillion global addressable market by the turn of the decade.
Quarterly Form 13F filings show that billionaire Stanley Druckenmiller completely exited his fund’s position in Nvidia — and profit-taking might explain only part of the story.
Cathie Wood’s ARK Invest has been steadily accumulating shares of Roblox (RBLX), adding to positions across multiple funds, including ARKF (ARKF), ARKK (ARKK), and ARKW (ARKW), as part of a broader portfolio shift toward long-term innovation themes.
The buying activity comes as Wood reduces exposure to mature tech names such as Meta Platforms (META),
» Read more about: Cathie Wood Is Buying Up Roblox Stock. What Is the Bull Case for RBLX in 2026? »
Most AI investors plan to hold or add to their positions this year, according to The Motley Fool’s 2026 AI Investor Outlook.
US stock futures rose on Friday as Wall Street looked to build on gains driven by strength in financials and technology shares, with winning weeks for the major averages still in play.
Contracts on the S&P 500 (ES=F) added 0.3%, while those on the Nasdaq 100 (NQ=F) led gains,
(Bloomberg/Ryan Vlastelica) — Soaring prices for memory and storage components have turned companies like Sandisk Corp., Micron Technology Inc. and Western Digital Corp. into the hottest stocks in the market over the past year. But they’re causing headaches for many of their customers.
Hardware companies from Apple Inc. to HP Inc.
» Read more about: Apple and tech hardware stocks face ‘crisis’ as memory prices soar »
Why has the market fallen out of love with Disney?
Bob Iger is nearing the end of a multi-year comeback run as CEO and has overseen several key improvements to Disney’s business. Streaming has stopped bleeding cash. The company has mapped out a major expansion pipeline for parks and experiences.
» Read more about: Disney's sluggish stock threatens to dent CEO Bob Iger's legacy »
Billionaire investor Warren Buffett looks at a company’s balance sheet instead of its income statement before making an investment decision, as it is “harder to hide or play games”, noting that Wall Street really doesn’t pay much attention to the document.
Speaking at Berkshire Hathaway’s 60th annual general meeting (AGM) in 2025,
Legendary investor Warren Buffett, in a recent interview with CNBC, expressed concern over the current state of artificial intelligence development. He warned that the lack of clarity among AI leaders regarding where the technology is headed is dangerously comparable to the historical development of nuclear weapons.
‘Even the people that are smartest about it say they don’t know where it’s going.
