On the latest episode of Steven Bartlett’s podcast, The Diary of a CEO, legendary investor Jeremy Grantham said the AI stock boom has entered the same danger zone as the great market bubbles that investors typically study only after they burst. Over the past couple of years, AI stocks have done the heavy-lifting, with mega-cap
Dan Ives of Wedbush Securities has a specific name for what is happening to tech stocks right now. In a note published June 26, he called it a “Twilight Zone market,” Seeking Alpha reported, and the phrase is more specific than it sounds. Microsoft (MSFT), Nvidia (NVDA), Meta Platforms (META), and Palantir (PLTR) have all
Wall Street spent most of 2026 waiting for the moment when consumers finally pull back. Prices are still high in many areas. Retailers still discuss shoppers looking for value. Restaurants are competing more fiercely for traffic. Are the post-pandemic tourism boom days over? Hotels and airlines are still fielding these questions. The FIFA World Cup
With the recent 130th anniversary of the Dow, let’s take a closer look at why this old and narrow index still commands so much attention. Until the S&P 500 began circulating in the 1950s – and then NASDAQ in the 1970s – the Dow was the most widely quoted measure of the market’s health each
Micron (MU) stock closed the June 25 trading session up 15.81% at $1,213.56. The stock soared following the release of the third-quarter (Q3) fiscal year 2026 (FY26) earnings report on June 24. The stock is up 313.14% year-to-date, at the time of writing, Friday afternoon, June 26. Meanwhile, the SPDR S&P 500 index (SPY) is
Remember how this was supposed to be the Hot Rate-Cut Summer? Sigh. Despite falling gas prices, economists and Fed watchers remain concerned that stubborn sticky inflation driven by rising service costs and solid wage growth could persist through the year-end. This underlying pressure may compel the Kevin Warsh-led Federal Reserve to hold interest rates higher
Multiple airlines and adjacent companies in the aviation company have filed for bankruptcy in the months following the U.S.-Israeli strike on Iran and subsequent spike in jet fuel prices. At the start of June, cargo carrier European Cargo Limited entered administration, resulting in the loss of 178 jobs and what will likely be the liquidation
AMC Entertainment Holdings, Inc (AMC) has spent 2026 trying to convince Wall Street that the worst is behind it. Box office has been recovering, attendance is climbing, and the business is finally gaining momentum. Then management made a move that erased a quarter of the stock’s value in a single session. On June 23, AMC
On June 14, Microsoft CEO Satya Nadella published a 1,200-word essay on X titled “A frontier without an ecosystem is not stable.” It got 28 million views. The essay drew a direct line between AI concentration and globalization and argued that the AI industry is heading toward the same kind of structural damage that offshoring
The artificial intelligence race is no longer only about building the biggest models or buying the most powerful chips. It is also becoming a cost-control problem. That is the message behind OpenAI’s Jalapeño, the custom chip it designed with Broadcom (AVGO). The chip gives Broadcom another role in OpenAI’s artificial intelligence infrastructure, but it also