Jan van Eck says artificial intelligence remains a long-term megatrend, but notes that the speculative phase, known as the AI…
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Ed Yardeni says AI is turning the Magnificent Seven from a collection of dominant, insulated businesses into direct competitors. In…
Dan Ives says the AI trade is entering a new phase, with monetization now becoming the dominant driver after years…
Bill Ackman is proposing an alternative path for taking Elon Musk’s SpaceX public that would bypass traditional Wall Street underwriters…
James E. Thorne says Wall Street is analyzing AI spending with the wrong framework, mistaking forced strategic investment for a…
Steve Eisman says the debate over whether artificial intelligence is a speculative bubble misses what he views as the most…
Michael Burry, the investor who nailed the US housing market collapse in 2008, believes that China will emerge as the…
OpenAI CEO Sam Altman says it makes sense for debt to flow into the AI infrastructure boom, noting that lending…
Micron is entering what one Wall Street strategist describes as an AI-driven supercycle, a development he says directly challenges claims…
Google DeepMind co-founder and CEO Demis Hassabis believes investors will overreact to the AI boom, as parts of the artificial…