The AI ‘bottleneck trade’ has run its course, says this hedge-fund manager and early SpaceX investor - 惯性聚合

推荐订阅源

Secure Thoughts

有赞技术团队

人人都是产品经理

酷壳 – CoolShell

OSCHINA 社区最新新闻

博客园 - 【当耐特】

The GitHub Blog

Cisco Talos Blog

CXSECURITY Database RSS Feed - CXSecurity.com

博客园_首页

Hackread – Cybersecurity News, Data Breaches, AI and More

Kaspersky official blog

Palo Alto Networks Blog

Microsoft Security Blog

美团技术团队

Tor Project blog

Threat Research - Cisco Blogs

The Cloudflare Blog

Know Your Adversary

博客园 - Franky

Last Week in AI

Threat Intelligence Blog | Flashpoint

The Register - Security

Lohrmann on Cybersecurity

Proofpoint News Feed

Schneier on Security

aimingoo的专栏

Privacy & Cybersecurity Law Blog

博客园 - 三生石上(FineUI控件)

Google DeepMind News

Security Latest

Visual Studio Blog

Exploit-DB.com RSS Feed

阮一峰的网络日志

Security Affairs

MarketWatch.com - Top Stories

My golf buddy dropped me when I didn’t ask him to be my financial adviser. Was I naive? The true cost of the Iran war is billions more than the Pentagon says — and we’re paying for it Mortgage rates inch up to 6.53% — the latest blow for sidelined spring buyers SpaceX’s major AI compute deal with Anthropic could end a lot sooner than expected My friend wants me to sell her stuff at my garage sale. Should I take a cut of her profit? Houston Rockets owner is placing an $18 billion bet on Las Vegas by buying Caesars First-quarter GDP chopped to 1.6%. Here’s why — and what it tells us about the economy. Inflation escalates to 3-year high. And it might get worse before it gets better. Billionaire families are reducing their exposure to the U.S. Where they are looking to invest instead. ‘We have plenty’: Here’s the real story behind the record drop in America’s oil reserves Gen X vs. millennial parents: Whose kids are better with money? Dollar Tree’s sales top forecasts as fewer people are shopping — but they’re spending more I’m setting up brokerage accounts for my grandkids in my daughter’s name. Is that wise — or am I asking for trouble? Why it’s time to start discussing semiconductors like commodities: There may be a supercycle Dan Loeb explains how he got fooled by Sam Bankman-Fried and profited from Elon Musk Small-cap stocks are rallying, but here’s why Wells Fargo says its better to sell than buy ‘He threatened to cut the roots’: A tree fell onto my neighbor’s property during a storm. Then all hell broke loose. Oil prices rise after fresh round of strikes between U.S. and Iran, pushing peace deal into doubt ‘Hunting Wives’ star Malin Akerman lists ‘idyllic California retreat’ in Hollywood Hills for $3 million Is the ‘debasement trade’ dead? Outflows from gold and bitcoin ETFs suggest investors are moving on The number of 401(k) millionaires just fell — but workers hit record savings rates. What’s going on? Snowflake’s stock is on fire as AI acceleration drives record product-revenue growth Momentus’s stock nearly triples in 2 days as the space company raises more cash from investors Stocks just scored a trifecta of record closes for the first time in 2026. What to expect next. Marvell’s stock seesaws as ‘exceptional’ AI demand drives a stronger growth outlook The surge in chip stocks this year is putting the dot-com rally to shame Salesforce shares sink on soft revenue outlook as AI disruption concerns linger More Americans are raiding their emergency savings just to fill up their gas tanks Investors are rushing to buy TIPS ETFs to beat inflation. They could end up losing. Zscaler’s stock seeing record drop after investors are blindsided by a disappointing outlook Big Tech gets the AI profits. You get the higher utility bills. Investors betting the Iran war is ending are buying up travel stocks Here’s how to find out if you’re one of millions of Americans who can claim this IRS refund The death of Nascar driver Kyle Busch is renewing the debate around indexed universal life insurance Cancer treatment already costs hundreds of thousands of dollars — and it’s about to get even worse Micron investors are partying like it’s 1987. Analysts say the stock still looks pretty cheap. This mutual fund lets you buy SpaceX stock before the IPO — but what are you actually getting? This stock-market strategy is a smart way to play Micron and the memory-chip rally Is Microsoft ditching OpenAI for Anthropic? Marvell’s stock has soared ahead of earnings. Why analysts say it’s still ‘underestimated.’ Why America is losing the AI productivity war to 3.5 million Chinese STEM graduates OpenAI’s biggest problem isn’t AI safety. It’s Sam Altman. China’s next export shock walks on two legs — and costs less than a used car Why this fund manager who was an early proponent of Nvidia is now betting on the AI space frontier The market isn’t fully pricing in a U.S.-Iran peace deal — and that could be just the lift European stocks need ‘I’m unsure of the best approach’: My father, 91, is in hospice care. He left his six children CDs. Can we cash out? How AI compares to 11 other capital-spending explosions: When they bust – and boom again Drew Barrymore finds a buyer for $5 million Westchester mansion built in the 1740s Kathleen Kennedy Townsend quickly finds a buyer for charming $1.6 million Cape Cod home Hynix quickly joins Micron in the $1 trillion club as one bank argues AI is actually underhyped Goldman Sachs hikes S&P 500 target and rejects bubble-era comparisons ‘The timing couldn’t have been better’ for investors in MSGS as the Knicks make the NBA Finals How a stock market ‘melt-up’ could carry the S&P 500 to 8,000 or beyond SpaceX just won a $2 billion contract to make satellites for the Space Force Gen Z demands bigger bargains — driving gains for discounters like Walmart and Ross The bond market has been rocked by a violent selloff. Here’s how to play it. Happy birthday, Dow! Being 130 years old doesn’t make it too antiquated to follow. Americans feel worse than ever, a consumer survey shows. The White House says that’s bunk. Who’s right? Starlink signs a new airline customer as it races to be the top in-flight internet provider More than 9 million people are missing out on $58 billion in food and medical benefits. Are you one of them? Micron’s stock soars as UBS slaps on an out-of-sight price target Space stocks are rocketing as SpaceX keeps making pre-IPO headlines with first Starship launch An adviser told me I can save 35% of the taxes on a Roth conversion. Is that true? I almost fell for a scammer. This one rule saved me — and could help you, too. ‘We have always bonded over hating billionaires’: I got a well-paid job. Now my friend says I’m ultrawealthy. How do I respond? Why inflation, not growth, is what really matters for the stock market My student loans are paused until 2028. Should I pay them now anyway? BP ousts another top executive over claims brought to the board This bear market signal Wall Street ignores is putting your money at risk right now Putting your baby to work as a model could net them $5.7 million by age 60. Here’s the legit way to do it. This new quantum stock could debut with a valuation of nearly $13 billion Why double-digit earnings growth won’t stop the next bear market Here’s the defensive stock-market trade that works no matter where bond yields end up U.S. oil prices decline as hopes grow for a peace deal arriving soon My friend, 62, earns $20,000 a year. Should she take Social Security now — or claim survivor’s benefit at 67? Pony AI says its robotaxi revenue quintupled. The stock is rising. China’s hidden reserves may be the reason why oil prices haven’t exploded even higher ‘I feel like I’m living a lie’: My husband and I pretend we’re strapped for cash in front of friends. Is that bad? Former ‘Today’ host Kathie Lee Gifford lists Connecticut estate for a whopping $100 million Pop star Kesha sells $6.7 million ultramodern L.A. mansion after 2 years on the market Ferrari’s new electric vehicle was panned on social media. Now the stock market has its say. I inherited a house. My CPA says I should sell within a year to avoid capital gains. Is he right? These underdogs are a big reason S&P 500 profit growth is the fastest in nearly 5 years I’m selling my $1 million home. Will my agent really charge less than a 6% commission? Mastercard’s stock is up 11,000% since its IPO 20 years ago. What comes next? ‘There is zero transparency’: My friend’s sister controls their mother’s estate. How can we stop her from stealing? ‘He didn’t really pay attention’: I told my friend he left millions on the table in retirement. Did I do the right thing? Is the stock market closed on Memorial Day? Does the post office deliver mail? Trump says there’s no rush as deal to end Iran war, reopen Strait of Hormuz appears close Stocks are riding an earnings hot streak — but investors are facing a summer that’s rife with risks ‘We have longevity in the family’: My sister is turning 67. Should she wait until 70 to claim Social Security? I’m 67. Our family trust earns $300,000 annually for my kids. How do I ensure they won’t get killed on taxes? ‘My husband is leery of my plan’: We are both 60 and have $5 million. Is now a good time to dip into our savings? This bond strategy can protect your portfolio even if interest rates go up Nvidia can deliver chips — but it can’t buy Big Tech out of its credit and power-grid crisis Kevin Warsh walks into a trap where the Fed can’t cut rates even if it wants to Your bond portfolio is facing a ‘termite’ infestation far worse than Jamie Dimon’s ‘cockroaches’ The surprising cost of caring for aging parents: Divorce These 4 market sectors look frothy — and Nvidia’s isn’t even the biggest bubble ‘It will not bring you happiness’: I have advice for your single, childless 62-year-old multimillionaire reader

The AI ‘bottleneck trade’ has run its course, says this hedge-fund manager and early SpaceX investor

Barbara Koll · 2026-06-16 · via MarketWatch.com - Top Stories

此内容由惯性聚合(RSS阅读器)自动聚合整理，仅供阅读参考。原文来自 — 版权归原作者所有。