Betting markets predict Time's 2025 Person of the Year won't be a person at all
Bettors think Time's Person of the Year might not be Sam Altman or Jensen Huang, but the technology they're helping create.
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Why the 3 big bear cases for the AI trade might be overblown, at least for now
The chief strategist at Alpine Macro says that fears around big capex spending, GPU depreciation, and competitive threats from abroad are overdone.
Crypto pros blast a potential move to exclude bitcoin holding companies from MSCI indexes
MSCI could exclude crypto treasury firms from its widely followed indexes. The move is drawing sharp criticism from industry players.
Morgan Stanley cuts Tesla's stock rating from 'buy' for the first time in 2 years on valuation concerns
Tesla stock fell on Monday as Morgan Stanley downgraded its rating on the stock from "buy" to "hold."
A top economist warns that AI borrowing dwarfs Y2K-era debt and poses a risk to the financial system
Mark Zandi thinks an AI-fueled market crash would be a risk to the broader financial system. Tech firms have led a year of record bond issuance in 2025.
These 5 chip stocks are set to be the big winners of Amazon's latest AI push, BofA says
Amazon's latest AI push is another bullish signal for the AI trade, BofA says, and it should boost a handful of hardware stocks.
From message boards to money management: How 2 traders turned their Discord chat into an investment fund
A pair of individual investors who met on Discord went on to launch an investment fund. They say social media is full of talented traders.
Netflix investors don't seem to like its blockbuster deal with Warner Bros. Discovery
Investors for now appear lukewarm on the prospect of Neflix's huge deal to acquire parts of Warner Bros. Discovery. The stock edged lower on Friday.
Buy these 6 stocks to crush the market in 2026, says a CIO overseeing $1.6 billion
Nancy Tengler, CIO of Laffer Tengler Investments, shared her list of six for '26. The list includes stocks across tech, retail, and homebuilding.
Investors just handed Meta a $69 billion reward for scaling back metaverse spending
Meta bet big on the metaverse a few years ago, but it hasn't paid off. Investors on Thursday cheered a report it could slash metaverse spending by 30%.
The top 5 economic and market risks to watch in 2026, according to Apollo's chief economist
Apollo's top economist is eyeing risks including a fresh bout of inflation and massive influx of new bond issuance pressuring markets in 2026.
Microsoft's reported sales struggles are a warning that huge AI spending might take a while to pay off
A report from The Information that said Microsoft is struggling to sell some of its AI tools to customers sent the stock tumbling.
Retail-trading hero Eric Jackson says the crypto bear market is a 'moment of maximum opportunity'
Hedge fund manager Eric Jackson says he's the most bullish on crypto he's ever been. His bullish outlook drew swift pushback from a famous short-seller.
Goldman Sachs says one of retail traders' favorite long-shot bets may be overhyped
Everyday investors have been big fans of flying car stocks, but Goldman Sachs says the most popular names look like risky bets.
Why Morgan Stanley just got more bullish on Nvidia stock, even as it struggles
Morgan Stanley analysts said Nvidia will maintain its position as the AI hardware king, raising their 12-month price target for the stock.
Get ready for the S&P 500 to rip 18% higher in 2026, Deutsche Bank's stock chief says
Deutsche Bank equity strategy chief Bankim Chadha is eyeing the S&P 500 at 8,000 next year, driven by a broadening out of corporate earnings growth.
'I don't want to sell a single share': SoftBank boss Masayoshi Son says he was crying over dumping Nvidia stock
SoftBank CEO Masayoshi Son addressed his firm's shock decision to offload its entire Nvidia stake. "I was crying to sell Nvidia shares," Son said.
'The odd decouple': JPMorgan says the tech capex surge is masking a troubling slowdown in job growth
JPMorgan sees capex and hiring decoupling. The bank said that while the outlook is stable, the US economy is getting warning signals from the labor market.
A CIO says consumer sentiment has 'collapsed,' and US households are flashing a major warning sign
The University of Michigan's consumer sentiment survey dropped to one the lowest levels ever this month. Inflation and job stress are top of mind.
Here are 3 top tech-stock picks that can outperform without help from the AI trade, according to a Wall Street analyst
Analyst Gil Luria thinks that three stocks in the software infrastructure space are primed to benefit regardless of what happens to the AI trade.