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‘Time will tell whether that was a good bet’: My adviser got me a full SpaceX IPO allocation. Was I lucky?0:36 “Investors frequently receive only a small fraction of the shares they request — if they receive any at all.” Nvidia’s potential new deal with OpenAI would revive a spooky tech-bubble habit, analyst warns0:04 Investors are fretting over a report that Nvidia could backstop an OpenAI data-center lease, in what would be the largest such arrangement yet. More cracks emerge in AI-related bonds as Meta, Microsoft earnings loom0:04 ‘The money has to come from somewhere,’ says Bryce Doty at Sit, of pressure heavy AI-debt supply and the rest of the bond market Big Tech is forcing consumers to pay for its AI boom. Voters are pushing back.23:32 State regulators are making Big Tech pay for its own grid build-out — leaving traditional utility stocks exposed to a political reckoning. He brought AI to Wall Street in 1994 — but won’t trust ChatGPT with his money23:32 Vasant Dhar built one of the first AI-driven hedge funds. Here’s what he wants investors to know about the technology. For 44 years, this investor held aces in the long-bond game. He just folded.23:00 Lacy Hunt’s about-face on long-term Treasurys marks the end of an era. Here’s what it means for your money. SpaceX’s stock falls to a new low despite a near-flawless Starship flight18:44 SpaceX’s earnings report next week could unleash a further wave of selling, as some insiders will soon be able to unload shares. |
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