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A new AI bottleneck is starting to worry investors
TheStreet92d agoneutral
A new AI bottleneck is starting to worry investors

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 ...

Bloomberg92d agoneutral
Half of Australian Adults Have Never Sought Retirement Advice

(Bloomberg) -- Australians are sleepwalking into their retirement, according to new research.Most Read from BloombergInvestor Who Scored 900% Win in 2008 Crisis Has New Big Short BetApple Shares Sink After Price Hikes Hit iPads and MacsStocks Whipsaw as Micron Surges While Apple Sinks: Markets WrapShip Struck in Hormuz as Oil Supertankers Turn Back AgainGrand Ole Opry House Up For Sale by Owner Ryman HospitalityOnly half of adults have accessed any source of retirement information, a survey by t

Melius Research: “Buy the chip dip, skip hyperscalers” until AI payoff becomes clear
24/7 Wall St.93d agobullish
Melius Research: “Buy the chip dip, skip hyperscalers” until AI payoff becomes clear

Melius Research’s head of tech research, Ben Reitzes, told CNBC to lean into chip-stock weakness and stay clear of the cloud giants paying for the buildout. “I’m telling them to buy on the dip. These have been opportunities in the past, and we just don’t really see any change,” Reitzes said. His list of buys ... Melius Research: “Buy the chip dip, skip hyperscalers” until AI payoff becomes clear

Microsoft Stock Is Having Its Worst Start to a Year Since the Dot-Com Crash
Barrons.com93d agobearish
Microsoft Stock Is Having Its Worst Start to a Year Since the Dot-Com Crash

Heading into Thursday’s session, Microsoft stock had fallen more than 24% in 2026, putting it on track for its steepest first-half decline since a nearly 32% drop in 2000, according to Dow Jones Market Data. For much of its history, Microsoft was best known as the pioneer behind the Windows operating system and wildly popular Office software. Microsoft seemed like an obvious early winner in AI: The company became OpenAI’s first major corporate backer through a $1 billion investment in 2019, aligning itself early on with one of the industry’s juggernauts.

Nvidia’s CEO Says the Next Millionaires Will Be Plumbers and Electricians, Not Coders
24/7 Wall St.93d agoneutral
Nvidia’s CEO Says the Next Millionaires Will Be Plumbers and Electricians, Not Coders

When the company selling AI shovels suggests you grab a different shovel, it is worth a look. On a Fox Business segment June 25, 2026, blue-collar advocate Ken Rusk relayed NVIDIA (NASDAQ:NVDA) CEO Jensen Huang’s claim that “the next generation of millionaires will be carpenters, plumbers and electricians”. Rusk’s framing was blunter. “If I was ... Nvidia’s CEO Says the Next Millionaires Will Be Plumbers and Electricians, Not Coders

5 Top Google AI Brains Bolted in 7 Days as Gemini Falls Behind, and Alphabet Stock Is Feeling It
24/7 Wall St.93d agobearish
5 Top Google AI Brains Bolted in 7 Days as Gemini Falls Behind, and Alphabet Stock Is Feeling It

Five researchers out of Google’s core AI team in seven days, and the market noticed. Alphabet (NASDAQ:GOOGL) shares fell 5.09% over the past week to $345.29, and dropped another 1.14% Thursday morning to $341.34. The catalyst is talent, the subtext is product, and the spread between the two is where investors are getting nervous. What ... 5 Top Google AI Brains Bolted in 7 Days as Gemini Falls Behind, and Alphabet Stock Is Feeling It

Is Arm Holdings a Buy Near $347? The Case for Double-Digit Upside
24/7 Wall St.93d agobullish
Is Arm Holdings a Buy Near $347? The Case for Double-Digit Upside

Arm (NASDAQ:ARM) has been one of the wildest rides in semiconductors this year, and the question on every shareholder’s mind is whether the current run still has gas in the tank. After a vertical move off the spring lows, ARM trades at $347.57, and our proprietary model still sees room to push higher over the ... Is Arm Holdings a Buy Near $347? The Case for Double-Digit Upside

Tech’s Multi-Trillion-Dollar Opportunity: Pax8 CFO Craig Foster, Live from Pax8 Beyond 2026
Exec Edge93d agoneutral
Tech’s Multi-Trillion-Dollar Opportunity: Pax8 CFO Craig Foster, Live from Pax8 Beyond 2026

Watch Video Highlights Below, or Click HERE: Tech Edge hosted a fireside chat on June 9 at Pax8 Beyond 2026 in Salt Lake City with Craig Foster, Chief Financial Officer at Pax8. The in-person interview was joined by Editor-in-Chief John Jannarone and they discussed how the small and medium businesses technology market has grown larger than […] The post Tech’s Multi-Trillion-Dollar Opportunity: Pax8 CFO Craig Foster, Live from Pax8 Beyond 2026 appeared first on ExecEdge.

Microsoft Stock Is Having Its Worst Start to a Year Since the Dot-Com Crash
Barrons.com93d agobearish
Microsoft Stock Is Having Its Worst Start to a Year Since the Dot-Com Crash

Heading into Thursday’s session, Microsoft stock had fallen more than 24% in 2026, putting it on track for its steepest first-half decline since a nearly 32% drop in 2000, according to Dow Jones Market Data. For much of its history, Microsoft was best known as the pioneer behind the Windows operating system and wildly popular Office software. Microsoft seemed like an obvious early winner in AI: The company became OpenAI’s first major corporate backer through a $1 billion investment in 2019, aligning itself early on with one of the industry’s juggernauts.