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The market expects Space X, OpenAI and Anthropic to go public this year — but is it willing to pay?
Highly anticipated public listings of SpaceX, OpenAI and Anthropic are expected this year, but questions remain over whether investors are willing to pay such hefty price tags in line with their valuations. Elon Musk’s SpaceX notched an $800 billion valuation in a secondary share sale in December, according to a letter to shareholders sent by […]
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Nvidia plans to test a robotaxi service in 2027 in self-driving push
Nvidia is building out an automotive tech business. Pictured here are its autonomous vehicle test cars at the company’s auto garage in Santa Clara, California, on June 5, 2023. Bloomberg | Bloomberg | Getty Images Nvidia on Monday unveiled plans to test a robotaxi service with a partner as soon as 2027, highlighting the chipmaker’s […]
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Nvidia partner Foxconn reports 22% revenue surge as AI buildout ramps up
Foxconn, a major partner for Nvidia, has reported a 22% surge in revenues in the final quarter of 2025, as tech firms continue to ramp up spending on AI infrastructure. Also known as Hon Hai, Foxconn reported revenues of 2.6 trillion Taiwan dollars ($83 billion) in the quarter up to December, as its components and […]
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Week in review: We initiated a position — plus, top gainers and laggards of 2025
Friday marked the end of a lackluster week for stocks and the first trading session of 2026. The market was mixed for the holiday-shortened week: The Dow and Nasdaq shed 0.1% and 1.5%, respectively, while the S & P 500 edged roughly 1% lower, its third back-to-back loss since Monday. It’s unclear what caused the […]
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S&P 500 is little changed as first-day gain sputters, chip stocks remain strong: Live updates
A trader works on the floor of the New York Stock Exchange (NYSE) after the opening bell in New York on Jan. 2, 2026. Angela Weiss | AFP | Getty Images The S&P 500 was relatively unchanged on Friday, the first trading day of 2026, as gains in semiconductor names kept losses in check. The […]
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Google wraps up best year on Wall Street since 2009, beating megacap peers as AI story strengthens
Google CEO Sundar Pichai waves as he arrives to attend the Artificial Intelligence (AI) Action Summit at the Grand Palais in Paris, France, February 11, 2025. Benoit Tessier | Reuters After a tough start to the year, Google closed out 2025 with its strongest performance — from Wall Street’s perspective — since 2009, when the […]
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Warren Buffett’s exit leaves open question: Who runs Berkshire’s $300 billion equity portfolio?
As Berkshire Hathaway marks Warren Buffett ‘s official retirement Wednesday, attention is shifting to a less settled part of the succession plan: the fate of its $300 billion equity portfolio. For decades, Berkshire’s stock holdings have reflected Buffett’s long-term investing judgment and his willingness to deploy capital aggressively during market turmoil. With no obvious successor […]
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Apple needs to deliver an AI-charged Siri so good it gets older iPhone users to upgrade
Apple CEO Tim Cook speaks as Apple holds an event at the Steve Jobs Theater on its campus in Cupertino, California, U.S. Sept. 9, 2025. Manuel Orbegozo | Reuters Apple has one heck of a mulligan coming ahead of its 50th anniversary in 2026. After failing on its promise to launch an artificial intelligence-supercharged version […]
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Street analyst reveals 3 AI stocks set to dominate 2026 – plus, Meta’s next move
Wall Street analysts see more room to run for four Club stocks that shattered records in 2025. Fresh commentary from a Rosenblatt Securities analyst shows how a new deal from Meta Platforms could be a financial windfall. Meanwhile, Wedbush details exactly why CrowdStrike , Apple , and Microsoft are winners from the artificial intelligence build-out […]
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The blowout AI trades that surprised Wall Street in 2025
The artificial intelligence trade got tougher in 2025. While a significant capital expenditure cycle and earnings growth from the world’s biggest tech companies supported the market’s rally to record heights — with the S & P 500 to jumping more than 17% and the Nasdaq Composite gaining 22% year to date — the easy gains […]
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