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News
Forget NVDA: Peter Thiel's New $419 Million Portfolio Bets Big on the Power Behind AI
1+ day, 3+ hour ago (41+ words) Peter Thiel‘s investment firm, Thiel Macro LLC, disclosed a $418.67 million equity portfolio across eight companies in the second quarter, bypassing semiconductor manufacturers to allocate capital toward electrical grid operators, nuclear developers, tech infrastructure, and conventional energy. Rebuilding Capital in......
Automattic confirms Matt Mullenweg has returned to his position as chairman and CEO “with full support of the board”, after an attempted ouster this week
1+ hour, 41+ min ago (12+ words) Top news and commentary for technology's leaders, from all around the web....
The AI Bubble Has Reached the Point of No Return: Now the Debt Must Pay for the Growth.
27+ min ago (36+ words) Inside the $3.5 trillion debt machine financing the AI boom — and why the cash-flow math no longer adds …...
AI Supercharges S&P 500 Earnings as 2026 Growth Forecast Hits 32%
7+ hour, 4+ min ago (541+ words) Wall Street’s 2026 earnings outlook has shifted sharply higher as artificial intelligence spending strengthens profits across technology, advertising, cloud computing, and related industries. S&P 500 earnings are now projected to rise 32% in 2026, up from roughly 24% before second-quarter reporting began. The AI…...
The Cognitive Price of Everything: Why Modern Power is Moving Stealth
5+ hour, 25+ min ago (30+ words) There is a quiet, undocumented shift happening inside high-net-worth circles. It isn’t advertised on social media, nor is it …...
Is there an AI bubble? And what could it mean for Wisconsin?
5+ day, 1+ hour ago (84+ words) The true value and return on investment for AI technology remain uncertain as its societal impact is still unfolding. Analysts express concern over "circular financing," where large tech companies... Is there an AI bubble? And what could it mean for…...
The Questions You Should Be Asking About the AI Bubble
1+ day, 23+ hour ago (157+ words) Lots of people are asking whether the massive wave of AI infrastructure spending is a bubble poised to burst. But the more important question may be whether this actually poses a serious threat to the economy. A closer look suggests…...
AI Is Booming. What Is the Market Pricing In? | Michael Khouw
13+ hour, 40+ min ago (180+ words) AI spending is still expanding, and some chip companies tied to the buildout are producing unusually strong profits while their stocks trade at modest earnings multiples. On the surface, that looks reassuring. What would you like to watch today? AI…...
Feed to Feat: Can Meta Unlock the AI Agent Cash Machine?
1+ day, 23+ hour ago (746+ words) Interested in Meta Platforms, Inc.? Here are five stocks we like better. Meta Platforms launched Muse, an autonomous personal agent that executes tasks like scheduling, travel planning, and bill payment rather than just generating text. The company built security safeguards,…...
Prediction: This Underrated AI Infrastructure Stock Will Continue Soaring Despite Doubling in a Year
1+ day, 15+ hour ago (303+ words) Vertiv is a key AI infrastructure provider, which explains why the company is projected to clock healthy earnings growth over the long run....