Wall Street's Biggest Bubble (No, Not AI) Appears Ready to Burst
Earlier this month, Wall Street’s bull market celebrated its fourth anniversary. The artificial intelligence (AI) infrastructure build-out has been instrumental in lifting the Dow Jones Industrial Average (^DJI -1.23%), S&P 500 (^GSPC -0.52%),
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Read MoreWall Street urging Anthropic, OpenAI to do their IPOs this year ‘before things get crazy’ — here’s why
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Online Comedians Are Making a Mint Mocking Wall Street
Johnny Hilbrant Partridge never worked an hour on Wall Street, but you’d never guess that by looking at him. Nearly every day, Partridge takes to YouTube to channel his inner finance bro as P.E. Guy, a puffer-vested private equity putz who brags about his million-dollar deals, Aspen manse and private plane.
Partridge, who once taught fitness classes in Boston,
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Read MoreWall Street Lowers the Bar: Why Ford’s Q3 Earnings on Oct. 28 Could Trigger a Surprise October Breakout
Ford reports Q3 earnings on October 28 with the stock already beaten down and analyst expectations trimmed, setting up a scenario where a modest beat could flip sentiment fast or confirm that something deeper is wrong with the recovery story.
Ford (NYSE:F | F Price Prediction) reports third-quarter results on October 28,
West Asia crisis: Government ready with energy, fertiliser stocks
NEW DELHI: As war clouds gather over West Asia once again, govt seems better prepared with energy and fertiliser stocks,
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Read MoreThe Burst
Warren Buffett’s Surprise Move Into the AI Big Leagues
Berkshire Hathaway’s latest 13F filing confirmed it now owns three Mag 7 companies. Apple, Amazon, and now Alphabet collectively give Berkshire a front-row seat to the AI arms race, and Alphabet’s debut in the portfolio was the standout surprise.
The filing showed Berkshire continued trimming Apple, though it still accounts for about 21% of the equity book,
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Read MoreThe Ivy
Why Nvidia Still Looks Like The #1 AI Stock
Nvidia didn’t become the centerpiece of the AI revolution by accident. Its advantage goes well beyond having fast chips. The company spent more than a decade positioning itself as the default computing layer for advanced workloads long before AI became a mainstream investment theme.
Naturally, that raises an uncomfortable question: after a run like this,
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Read MoreThe Spotlight
Why Small-Caps Could Crush Big Tech
Markets were rattled earlier this week after a fresh round of tariff threats reignited tensions between the U.S. and China. For a moment, it looked like the trade war narrative of 2018 was making a comeback. But by midweek, cooler heads prevailed, and stocks came roaring back.
The surprise? Small-cap stocks didn’t just recover,