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Investor dubbed the ‘AI stock god’ had 56% of his hedge fund invested in these two stocks before the July blow-up18:36 At the end of the first half of 2026, on the cusp of a major correction in the sector, more than three quarters of the Situational Awareness fund was betting on just five stocks, all of which were, in essence, one big bet on AI. Apple’s stock could rise 30% if it strikes an Nvidia deal for AI, this analyst says18:02 A Rothschild analyst suggests Apple could improve upon its ‘subpar’ AI efforts by deploying Nvidia’s open-source models. Micron, Sandisk and other chip stocks climb as investors get more confident about AI spending17:27 AI companies are seeing improved financial performance, according to reports, and memory-chip companies may be able to better fend off Chinese competition with the help of U.S. officials. The size of the American workforce has fallen by over 1 million people in the past year. Here’s what’s going on.17:27 The share of Americans who are working or looking for a job hasn’t been this low since the pandemic, according to a July jobs report full of gut punches. Most investors are making the same costly mistake — and it has nothing to do with picking the wrong stocks17:27 Studies showing younger investors believe gambling is a reasonable path to wealth creation, and not all that different from investing, “concerns me deeply,” Liz Ann Sonders said. |