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| Title | Published |
|---|---|
Mid-Year Update: Warnings On AI Hyperscalers, Private Credit, And The SpaceX IPO An overpriced market faces correction risks from high AI mega-cap concentration, falling profits, and private credit. Read what could be next for investors. | about 9 hours ago |
Berkshire CEO Greg Abel sworn in as U.S. citizen at baseball game Abel, a longtime Iowa resident who was born in the Canadian city of Edmonton in 1962, was among the roughly two dozen people from 16 countries who participated in an annual naturalization ceremony hosted by the Iowa Cubs Thursday night in Des Moines. | about 12 hours ago |
Micron surges to new highs on blockbuster earnings: Jim Lebenthal buys the stock The Investment Committee debate Micron's rise and what it means for the rotation and how you should trade it. Jim Lebenthal, Chief Market Strategist at Cerity Partners, joins CNBC's "Halftime Report" to explain why he's buying it here. | 2 days ago |
How I Am Going To Invest $20,000 High Shiller P/E, mega-cap concentration, Fed hawkishness, and stagflation risk are back. Read here for a detailed analysis. | 3 days ago |
Could there be a $10 trillion company? Tech investing star Laffont thinks so A new regime of trillion-dollar companies is replacing the 'Magnificent Seven.' | 4 days ago |
Billionaire investor Philippe Laffont: There will be a $10 trillion company in the future Philippe Laffont, Coatue Management founder and portfolio manager, joins 'Squawk Box' to discuss the state of the AI boom, AI power demand, SpaceX IPO, latest market trends, his thoughts on chip stocks, bitcoin, agentic AI, and more. | 4 days ago |
NetJets' first fatal crash kills influential Texas VC founder NetJets is not speculating on what caused one of its planes to crash onto a highway in Laredo, Texas late Tuesday, killing a prominent tech entrepreneur. | 8 days ago |
Mid-Year Update: Warnings On AI Hyperscalers, Private Credit, And The SpaceX IPO
An overpriced market faces correction risks from high AI mega-cap concentration, falling profits, and private credit. Read what could be next for investors.
Berkshire CEO Greg Abel sworn in as U.S. citizen at baseball game
Abel, a longtime Iowa resident who was born in the Canadian city of Edmonton in 1962, was among the roughly two dozen people from 16 countries who participated in an annual naturalization ceremony hosted by the Iowa Cubs Thursday night in Des Moines.
Micron surges to new highs on blockbuster earnings: Jim Lebenthal buys the stock
The Investment Committee debate Micron's rise and what it means for the rotation and how you should trade it. Jim Lebenthal, Chief Market Strategist at Cerity Partners, joins CNBC's "Halftime Report" to explain why he's buying it here.
How I Am Going To Invest $20,000
High Shiller P/E, mega-cap concentration, Fed hawkishness, and stagflation risk are back. Read here for a detailed analysis.
Could there be a $10 trillion company? Tech investing star Laffont thinks so
A new regime of trillion-dollar companies is replacing the 'Magnificent Seven.'
Billionaire investor Philippe Laffont: There will be a $10 trillion company in the future
Philippe Laffont, Coatue Management founder and portfolio manager, joins 'Squawk Box' to discuss the state of the AI boom, AI power demand, SpaceX IPO, latest market trends, his thoughts on chip stocks, bitcoin, agentic AI, and more.
NetJets' first fatal crash kills influential Texas VC founder
NetJets is not speculating on what caused one of its planes to crash onto a highway in Laredo, Texas late Tuesday, killing a prominent tech entrepreneur.