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Dan Ives Says Apple's AI Alone Could Be Worth $1.5 Trillion — And Almost No One Is Pricing It In
Tuesday, February 17, 2026 - 1:37pm | 390Read More...Apple Inc's (NASDAQ:AAPL) next trillion dollars of market value may not come from a new iPhone — it may come from Siri. Wedbush analyst Dan Ives believes Apple's AI monetization opportunity could add $75 to $100 per share to the stock over the next few years. That implies Apple's AI layer alone...
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Eric Trump Is Backing An AI Defense Robotics Firm Headed For Nasdaq — And Wall Street Should Pay Attention
Tuesday, February 17, 2026 - 11:24am | 380Read More...The next wave of AI investing isn't coming for your office — it's coming for the battlefield. XTEND, an autonomous defense robotics firm, plans to list on the Nasdaq through a $1.5 billion merger with JFB Construction Holdings (NASDAQ:JFB). Eric Trump is among the investors backing the deal. The...
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The First US Nuclear Fuel License In 50 Years Just Triggered A Uranium Race
Monday, February 16, 2026 - 10:06am | 517Read More...For half a century, the U.S. didn't approve a single new license to manufacture advanced nuclear fuel. That changed on Feb. 13, when TRISO-X — a subsidiary of Amazon.com Inc (NASDAQ:AMZN)-backed X-Energy — received federal approval to produce next-generation reactor fuel. The timing isn't random....
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Elon Musk's xAI Faces Legal Action From NAACP Over Concerns Of Pollution From Its Memphis, Southaven Data Centers
Sunday, February 15, 2026 - 7:10am | 492Read More...The National Association for the Advancement of Colored People (NAACP) has issued a threat to sue Elon Musk’s xAI over allegations that its gas turbines are causing pollution in Mississippi and Tennessee. What Is NAACP Saying? The NAACP states that the turbines installed near xAI...
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SaaS Apocalypse? AI Fears Spark Sector Selloff As Private Equity Titans Push Back
Friday, February 13, 2026 - 3:17pm | 498Read More...Software-as-a-service (SaaS) and data-provider stocks saw sharp declines in the past two weeks amid market concerns that artificial intelligence will erode the relevance of the sector. Some of the top private equity CEOs have addressed what many call the "SaaS apocalypse" as investors relay their...
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AI Disruption Fears Slam Real Estate Brokers
Thursday, February 12, 2026 - 5:57pm | 861Read More...CBRE Group Inc (NYSE:CBRE), Jones Lang LaSalle Inc (NYSE:JLL) and Cushman & Wakefield Ltd (NYSE:CWK) closed lower Thursday as investors continued to reassess whether fast-improving artificial intelligence tools can chip away at the commercial real estate services model. A Bloomberg report on...
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Datavault AI Death Cross Collides With IBM, Super Bowl Boost
Thursday, February 12, 2026 - 3:22pm | 510Read More...Datavault AI Inc (NASDAQ:DVLT) just triggered a bearish technical signal — at the exact moment its business momentum is accelerating. The AI infrastructure company recently flashed a Death Cross — typically viewed as a warning of sustained downside pressure. Chart created using Benzinga Pro But...
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The Great Distortion: 1,500 Stocks Vs. The Magnificent 7 In Norway's Massive U.S. Equity Portfolio
Thursday, February 12, 2026 - 11:16am | 824Read More...Diversification? Not exactly. An analysis of Norges Bank Investment Management's latest 13F filing — representing the U.S. equity holdings of the Government Pension Fund Global, the world's largest sovereign wealth fund — offers a striking snapshot of markets in 2025. Although the fund holds 1,577...
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Ackman Calls Meta 'One Of The World's Greatest Businesses,' Adds Stock Alongside Amazon, Alphabet
Wednesday, February 11, 2026 - 6:21pm | 778Read More...Bill Ackman is betting big on Magnificent Seven stocks once again, unveiling a new position in Meta Platforms (NASDAQ:META) in the Pershing Square Capital Management investment portfolio, alongside existing wagers on Alphabet Inc (NASDAQ:GOOG)(NASDAQ:GOOGL) and Amazon.com Inc (NASDAQ:AMZN). Ackman...
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TikTok Parent ByteDance Unveils Google Nano Banana Rival At Affordable Price
Wednesday, February 11, 2026 - 10:33am | 641Read More...Chinese tech giants ByteDance and Alibaba Group Holding Limited (NYSE:BABA) are stepping up their efforts to compete with Alphabet Inc (NASDAQ:GOOGL) Google in the generative AI space. ByteDance and Alibaba Step Up Their AI Game to Challenge Google TikTok parent ByteDance has launched its latest...
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Oaktree Co-CEOs: U.S. Economy Is Largely Driven By AI Spending
Tuesday, February 10, 2026 - 7:07pm | 796Read More...Private credit firm Oaktree Capital co-CEOs Bob O'Leary and Armen Panossian said in a podcast entitled, The Insight, that while the U.S. economy appears healthy, it is largely driven by artificial intelligence spending, which could cause "a lot of disruption" in the market. "You really have this...
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VC-Backed Eightfold AI Named In Class Action Lawsuit
Tuesday, February 10, 2026 - 3:51pm | 484Read More...A proposed class action lawsuit claims venture-backed Eightfold AI uses "hidden AI technology to collect sensitive and often inaccurate information about unsuspecting job applicants." The lawsuit filed in the Superior Court of the State of California last month alleges that Softbank Vision...
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SAP, Cohere Break Ground On Sovereign AI Solutions Worldwide
Tuesday, February 10, 2026 - 3:34pm | 984Read More...SAP SE (NYSE:SAP) shares are up on Tuesday as the company is expanding its partnership with Cohere to launch sovereign AI solutions globally, starting in Canada. This positive momentum occurs while major indices like the Dow Jones are experiencing gains, suggesting a favorable backdrop for SAP...
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From $11B To $70B: Alphabet's Debt Explosion Signals The End Of 'Capital-Light' Tech
Tuesday, February 10, 2026 - 1:14pm | 566Read More...Alphabet Inc (NASDAQ:GOOGL) (NASDAQ:GOOG) used to look like a tech company. Now it looks like an industrial giant with a balance sheet to match. In barely a year, Google's parent has leapt from a neat $11 billion in long-term debt to roughly $70 billion — a transformation that says more about the...
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Amazon, Alphabet, Microsoft, Meta AI Spending Makes Up As Much Of GDP As Building All American Railroads From 1850 Through 1859
Monday, February 9, 2026 - 7:07pm | 876Read More...The majority of the Magnificent Seven stocks have reported their latest quarterly financial results. Within the results and guidance from the large tech companies come estimates for their 2026 CapEx. Here's a look at just how much four of the largest companies are spending and how it compares to...
















