3+ day, 16+ hour ago   (371+ words) Goldman Sachs is seeing a “huge uptick” in inquiries from AI founders, executives, researchers, developers and investors whose equity has suddenly become life-changing wealth. Brittany Boals Moeller, the firm’s San Francisco head of private wealth management, says the speed and…...

4+ day, 21+ hour ago   (278+ words) That distinction could be worth billions. Wilson and affiliated family entities now control roughly 8.7% of Lululemon, recently worth close to $1 billion, while his nearly 18% stake in Amer Sports is valued at almost $3 billion. His family office also holds substantial real…...

1+ week, 16+ hour ago   (259+ words) Blue Owl already has plenty invested in the theme. The firm closed its latest digital infrastructure fund in May with $7 billion of commitments, while its Stack Infrastructure business owns data centers across the Americas, Europe and Asia. Stack is separately…...

1+ week, 4+ day ago   (672+ words) thewealthadvisor.com Nvidia did something unusual after its latest earnings report: it told Wall Street how fast it expects revenue to grow more than a year from now. The company now expects 70% revenue growth in fiscal 2028, compared with the roughly…...

1+ week, 5+ day ago   (311+ words) Big Tech has spent earnings season startling investors with ever-larger AI budgets, but Goldman Sachs’ Eric Sheridan thinks the surprises are nowhere near finished. He expects AI supply and demand to remain out of balance until the first half of…...

1+ week, 6+ day ago   (218+ words) “The dollar amounts have gotten so big, so fast,” Nicholas Garcia, a principal wealth advisor at Compound Planning, told Business Insider. His firm manages more than $5 billion and says concerns about an AI bubble now arise in nearly every client…...

1+ week, 6+ day ago   (696+ words) thewealthadvisor.com Jeff Gundlach has found something in the AI boom that bothers a bond investor more than an expensive stock: questionable collateral. The DoubleLine Capital CEO is warning that Nvidia’s plan with six financial giants to mobilize more than…...

2+ week, 6+ day ago   (359+ words) Amazon quietly raised prices across much of its hardware lineup overnight, pushing the base Echo Dot from $49.99 to $79.99, the 16-gigabyte Kindle from $109.99 to $149.99 and the Fire TV Stick 4K Max from $59.99 to $84.99. The company says it absorbed rising memory and storage…...

3+ week, 2+ day ago   (189+ words) Buffett has also been candid about what bothers him. The largest technology companies are committing hundreds of billions of dollars because none can comfortably risk allowing a competitor to establish an insurmountable AI advantage. That makes the spending rational individually…...

3+ week, 5+ day ago   (262+ words) Gundlach sees the financing structure itself as a warning. Market tops don’t arrive with an announcement, he argued, but investors can watch for declarations of new asset classes built around financial innovation and supported by credit ratings whose reliability remains…...