
When Apollo, BlackRock, and KKR each commit $50 billion to a single chipmaker's buildout, the Earn Your Leisure hosts argue it stops being a tech trade and starts resembling something closer to national infrastructure with private money behind it.
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When Apollo, BlackRock, and KKR each commit $50 billion to a single chipmaker's buildout, the Earn Your Leisure hosts argue it stops being a tech trade and starts resembling something closer to national infrastructure with private money behind it.

Nuclear power may grab the headlines, but fuel cells are also shining brightly on the radars of data center operators.

Markets stumbled to start the week as oil surged, Iran rattled nerves, and bond yields hit levels not seen since 2007, leaving Wall Street analysts scrambling to reassess positions across retail, tech, and telecom ahead of Tuesday's open.

Long-term investors should consider owning "all" the stocks in America, not just the 500 largest companies.

Don't leave tax moves until December. A mid-year check-in can make all the difference.

IonQ and Quantinuum both turned in strong Q2 results.

Wall Street analysts are piling into Reddit with some of the highest price targets in social media, yet the stock keeps sliding even as the company posts explosive revenue growth. Something has to give, and the direction it breaks could be dramatic.
Three platform businesses dominate entirely different corners of the digital economy, yet each carries a specific risk that could unravel the entire thesis before 2030 arrives.
While the market chases momentum trades and AI multiples, a small group of blue-chip dividend compounders has quietly raised its payouts for generations and continues doing so in 2026. These five names carry the streaks, the cash flow, and the brand moats to keep rewarding patient investors well into next year.

Even if Berkshire Hathaway never scoops up a stake on this largely overlooked and mostly unloved name, that doesn't mean it doesn't have a place in your portfolio.

Looking for dependable dividend stocks? Here are three tickers that could be steady anchors for a long-term portfolio.

Shares are on a losing streak, but income investors have a lot to be excited about.

ServiceNow offers more proven, durable growth, while Palantir offers much higher growth potential.

Banks bring stability, fintech brings potential upside.

The company's HIV franchise is stronger than ever, and it's adding a stable of oncology drugs.

Investors can reap big rewards over the long term by betting on growth in their younger years.

Yardeni has been bullish on the market for the past several years, nailing most of his calls.

Etched, founded by Harvard dropouts, has its own in-office data center and has signed quant-trading firm Jane Street as its first customer.

Two foundational artificial intelligence (AI) stocks have billionaire David Tepper's undivided attention.

SpaceX and Starlink combined are profitable businesses. The problem is that they're tied to a money-losing AI program.

The company expects to grow from 54MW of capacity to more than 200MW in 2027.

Englander's bet on SpaceX isn't paying off -- at least not yet.

Kraft Heinz hasn't performed well since the 2015 merger.

2026 was supposed to be a breakout year for Serve's business.
(Updates with additional details in the sixth, seventh, and eighth paragraphs.) Nvidia (NVDA) sai

No matter what Kevin Warsh and the Federal Open Market Committee (FOMC) do, they won't appease everyone.

There are questions the artificial intelligence boom has raised that investors will have to wait to get answered.

Domino's is cheap because investors fear slowing demand and the impact of GLP-1 drugs, but that pessimism could create upside if growth holds up.

Getting back to the record by 2030 takes about 13% a year. This year's guided earnings growth is running at twice that pace.
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