3+ day, 18+ hour ago   (1370+ words) Global wafer-fabrication-equipment spending is projected to rise 16.9% to $135.2 billion in 2026. DRAM and NAND equipment spending is growing faster than the broader market as AI increases demand for HBM, advanced DRAM and enterprise storage. Lam Research offers the… This post may…...

1+ week, 5+ day ago   (375+ words) During a recent episode of The AI Investor Podcast, Eric Bleeker covered the news regarding OpenAI's new custom chip, Jalapeño, and its comparison to Nvidia's Blackwell. OpenAI designed the chip with Broadcom and Celestica, which could be a boon to…...

2+ week, 5+ day ago   (105+ words) © 24/7 Wall St. On a brand-new episode of The AI Investor Podcast, Eric Bleeker and David Hanson share the details of an exciting… Sony has decided that it cannot stay out of the race to catch the iPod, so it joins…...

2+ week, 6+ day ago   (854+ words) A 3.80% savings APY shrinks to a -0.72% real after-tax return once a 32% tax rate and 3.3% core PCE inflation are applied. The 10-year TIPS pays 2.35% above whatever inflation runs, while the bond market prices just 2.34% average inflation over the next decade. I…...

3+ week, 1+ day ago   (880+ words) Ken Griffin bought Situational Awareness's distressed AI semiconductor positions at discounts over 10% after the leveraged fund collapsed 67% in July. Citadel shed 80% of the acquired portfolio risk through nearly 100 block trades totaling $4 billion once markets stabilized. The investor edge lies in…...

3+ week, 5+ day ago   (836+ words) Today's CAPE ratio of 42.6 already surpasses 1929's peak of 32.6 and nearly matches the dot-com high of 44.2 that erased 75% of Nasdaq value. Dalio warns that AI valuations mint paper billionaires on fractional real cash, and when confidence cracks, a $100 asset can…...

4+ week, 21+ hour ago   (930+ words) Burry called the AI boom "just an asset bubble, plain and simple," directly comparing today's enthusiasm to the dot-com era that preceded a massive crash. The CAPE ratio sits at 42.56, just 3.7% below its all-time record from December 1999 and more than…...

1+ mon, 2+ day ago   (1565+ words) NVIDIA now co-finances the AI data centers it supplies chips to, while CoreWeave carries $50.8 billion in liabilities against a $100 billion backlog. KKR and Goldman Sachs absorb 75% of AI infrastructure financing risk on deals where NVIDIA backstops only 25%. Boockvar warns Chinese…...

1+ mon, 1+ day ago   (292+ words) Best sized as a 2% to 5% satellite position, PHOX demands that investors tolerate drawdowns of 30% or more, as this is a single-subsector bet with no track record. © bigjom jom / Shutterstock.com The question is whether a narrow, brand-new thematic ETF actually…...

1+ mon, 2+ day ago   (1596+ words) NVIDIA now co-finances the AI data centers it supplies chips to, while CoreWeave carries $50.8 billion in liabilities against a $100 billion backlog. KKR and Goldman Sachs absorb 75% of AI infrastructure financing risk on deals where NVIDIA backstops only 25%. Boockvar warns Chinese…...