AI

How artificial intelligence is reshaping stocks, Big Tech spending and the market.

AI

Wall Street just can't stop selling leverage

Wall Street just can't stop selling leverage

Assets in derivatives-based ETFs are up more than 450% since the bull market began four years ago

Phil Rosen

AI

Buying the entire stock market is really just a narrow bet on tech dominance

Buying the entire stock market is really just a narrow bet on tech dominance

An AI-driven bull market means a heavy tech bias at an index level.

Phil Rosen

AI

How the AI bubble could pop even if demand for new technology never disappoints

How the AI bubble could pop even if demand for new technology never disappoints

An oversupply of equity in the market could simply create more sellers than buyers.

Phil Rosen

AI

The Magnificent 7 are carrying the market like it's 2023 again

The Magnificent 7 are carrying the market like it's 2023 again

Big Tech is staging a catch-up trade against the benchmark index.

Phil Rosen

AI

Nvidia just authorized the largest stock buyback in history

Nvidia just authorized the largest stock buyback in history

Nvidia added $150 billion to its share repurchase program.

Phil Rosen

AI

This tiny industrial stock offers an under-the-radar bet on the AI infrastructure buildout

This tiny industrial stock offers an under-the-radar bet on the AI infrastructure buildout

Veteran investor Ben Connard's highest-conviction idea for the next 12 months.

Phil Rosen

AI

Oracle's $165 billion AI data center is flashing a warning sign

Oracle's $165 billion AI data center is flashing a warning sign

Blue Owl financing is now in question and stocks are falling.

Phil Rosen

AI

Why the AI buildout won't bring another 1999-like overbuild

Why the AI buildout won't bring another 1999-like overbuild

One of the leading semiconductor investment strategists in the world believes it's still early.

Phil Rosen