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Texas welcomed the AI boom. Now Abbott says data centers "dug their own grave"

23.08.2026 17:38

Texas Gov. Greg Abbott delivered one of the starkest warnings yet from a Republican to the AI industry, saying data center companies "dug their own grave" and deserve the backlash they're facing after failing to win community support.

Berkshire CEO Greg Abel Is Sitting on Nearly $400 Billion in Cash. Here's How His Deal-Making Approach Differs From Warren Buffett's.

23.08.2026 16:35

Berkshire Hathaway's new CEO has the firepower to make big deals, and his first deal reveals how he's likely to approach acquisitions.

Alibaba Launches Record $10 Billion Share Sale to Enter the AI Race

23.08.2026 15:08

Alibaba is seeking roughly $10 billion in a Hong Kong share sale, with proceeds earmarked for full-stack AI investment.

Bessent Has No Easy Fix for What’s Really Driving Bond Yields Up

23.08.2026 14:00

Treasury Secretary Scott Bessent came to office blasting his predecessor for trying to re-engineer the world’s largest bond market. This week he took a stab at it himself.

Alphabet and Amazon Are Cheaper Than the S&P 500. What's Going On?

23.08.2026 09:05

The price-to-earnings metric has some oddities associated with it.

FFA: Beware Of The AI Risk With This High-Yielding Covered Call Fund

22.08.2026 08:18

Explore First Trust Enhanced Equity Income Fund: 6.67% yield via covered calls, tech-heavy risks, discount to NAV, performance vs. S&P 500. Click to read more.

The AI Spending Boom Is Outrunning Wall Street Estimates

22.08.2026 06:00

Big Tech is shoveling billions of dollars into the AI buildout, leaving investors spooked and analysts behind. Can they catch up?

Google Is Getting Paid in Marvell Stock Warrants for Buying Marvell's Chips

22.08.2026 04:47

The search giant lined up another custom silicon partner this summer. It also negotiated something a purchase order never includes: the right to buy its supplier's stock at a fixed price.

Berkshire Hathaway (BRK.A) Stock Still Looks Cheap Relative To Fair Value

22.08.2026 03:11

Berkshire Hathaway stock has produced a 72.5% total return over the past 5 years, yet current valuation checks suggest the shares may still trade below a conservative estimate of intrinsic value based on the Excess Returns model and earnings multiples. A 72.5% return over 5 years points to solid wealth creation for long term holders, even though shorter term moves have been relatively muted. Fresh capital deployment into holdings such as Alphabet, Delta Air Lines and housing related...

Marvell vs. Broadcom: the custom silicon shift

22.08.2026 01:37

A massive new hardware deal is rewriting the rules for AI silicon suppliers.

Broadcom: Marvell Panic Causes A Huge Buying Opportunity

20.08.2026 14:33

Broadcom Inc. outlook: why the Marvell-Alphabet deal sell-off looks overdone, plus valuation and AI growth return scenarios. Click for this AVGO update.

Alphabet: The $250 Billion Capex Offload Plan

20.08.2026 14:02

Alphabet Inc. is rated Strong Buy: cloud margins hit 35.6% on 82% revenue growth as $250B TPU JVs fund AI expansionâclick to read the GOOGL thesis now.

S&P 500: American Exceptionalism Is Worth The Price

20.08.2026 12:19

S&P 500 looks pricey and concentrated, yet AI leadership, energy exposure and strong Q2 earnings support buyingâsee key risks and catalysts.

Marvell: The Deal And The Dilution Are Both Real

20.08.2026 08:23

Marvell lands a major Google custom silicon AI deal, but warrants and rich valuation add risk ahead of Aug. Click for more on MRVL stock.

Muon Space Raises $250 Million With Google, Salesforce Backing' - Bloomberg

20.08.2026 06:14

https://www.bloomberg.com/news/articles/2026-08-20/muon-space-raises-250-million-with-google-salesforce-backing

How Tokenomics Might Save AI PCs

19.08.2026 08:30

The explosive growth in enterprise AI usage is creating a new corporate expense category - tokens - and the need to control that spending could provide the economic rationale for AI PCs.