Apollo Global Management's chief economist Torsten Sløk warned that the gap between massive AI capital expenditures and slow productivity gains outside the tech sector could trigger a painful market r…
Microsoft stock is on track for an 18% decline in June, its worst month since 2000, with shares down 24% year-to-date and roughly $857 billion in market value erased. The sell-off, driven by investor …
A new 'MANIA' trade comprising five AI hardware stocks is emerging as a replacement for the Magnificent 7, with two leveraged ETFs offering hedged exposure to the hot tickers.…
BlackRock, the world's largest asset manager with over $10 trillion in assets, recommends investors allocate 1-2% of their portfolios to Bitcoin as a complementary diversifier, based on its analysis o…
A developer argues that timeless investing principles remain vital in 2026, despite AI-driven market shifts and concentration in the 'Magnificent 7.' The post highlights that 79% of active large-cap f…
Jeremy Grantham warns that Big Tech's monopoly era is ending as AI spending reaches $725 billion, creating a brutal competitive landscape that could compress margins and reshape markets. The GMO co-fo…
The S&P 500's profit margin reached a record high in the first quarter, with companies keeping nearly 15 cents of profit for every dollar of revenue. The surge is driven by unusually profitable tech g…
A new economic measurement problem called "AI Dark Output" threatens to obscure the majority of AI-generated economic activity, as national statistics fail to capture value produced by artificial inte…