To The Moon

Nvidia was falling early on Thursday. The chip maker was being dragged down by fears of an artificial-intelligence bubble reignited by earnings from software and cloud-computing company Oracle.Nvidia...

The latest source of Wall Street debate is a report saying that Microsoft lowered sales-growth targets for some artificial-intelligence software.To investors who have been increasingly concerned...

Michael Burry, the investor known for predicting the 2008 housing crisis, has raised concerns about major tech companies potentially understating depreciation by extending the useful life of...

Philippe Laffont, founder of Coatue Management, L.L.C., and his wife Ana Laffont walk to a morning session at the Allen & Company Sun Valley Conference on July 10, 2025 in Sun Valley, Idaho. Laffont's Coatue is still heavily invested in AI stocks, despite bubble warnings.Hedge-fund giant Coatue has heard all the bubble arguments - and still comes away convinced that the right move is betting on artificial intelligence and its potential.In a presentation dated Oct. 16, but circulated widely on the internet this weekend, the $54 billion in assets fund firm led by Philippe Laffont said it studied over 30 bubbles dating back 400 years and grouped them by more than 30 characteristics, ranging from adoption to leverage to concentration.So it gives a two-thirds probability to the idea of AI abundance - that AI increases productivity and GDP, while inflation is contained and tech continues to lead - and a one-third chance to the AI bubble bursting, causing the stock market to crash and the eco

Andrew Left argues that investors have overhyped Palantir stock, and its actual valuation pales in comparison to a true AI leader like OpenAI$Palantir Technologies Inc.(PLTR)$ has been one of the...

Elon Musk said on Monday Apple is engaging in antitrust violations by allegedly making it impossible for any artificial intelligence company other than OpenAI to reach the No. 1 spot in its App Store...

SummaryNVIDIA’s meteoric rise has been fueled by the generative AI boom, but history shows that tech hype cycles often result in overcapacity.15% of its Q3 2024 revenue came from China and Hong Kong.

SummaryHeavy reliance on a few mega-cap tech companies poses a significant risk to Nvidia Corporation sales should investors begin to demand capital discipline from these companies.The surge in Nvidia

SummaryA rather tepid Nvidia Corporation forecast for Q4, which failed to meet Wall Street’s relatively high expectations, is one of the main reasons behind the recent decline in NVDA's share price.At