The AI Arms Race Is Entering Phase 2 — And the Winners Will Be Acquisition Targets

The first phase of the AI investment boom rewarded anyone who recognized that AI infrastructure — chips, power, data centers, networking — would become essential. That trade has worked spectacularly. But a new phase may now be underway, one driven not by who is building AI, but by who the AI giants decide they cannot afford to be without. With Amazon, Microsoft, Alphabet, and Meta collectively planning to spend approximately $700 billion on AI capital projects in 2026 alone — ...
Read More About This
|

Fundrise VCX Is Trading at a Discount to NAV — Here Is What the Fund Is Actually Worth

When Fundrise's Innovation Fund (VCX) listed on the NYSE on March 19, 2026, its net asset value was $18.97 per share. Retail investors briefly bid the price above $400 — more than 20 times NAV — in the early frenzy. The mania has since cooled, but the underlying math has gotten dramatically more interesting. A careful analysis of the fund's top holdings suggests VCX's true NAV is now approximately $29 per share today, rising to around $31 when its six-month ...
Read More About This
|

Alphabet Crushed Q2 Earnings — And Just Confirmed the AI Trade Is Far From Over

Alphabet delivered a blockbuster second-quarter report on July 23 that silenced the doubters — at least temporarily. The Google parent posted total revenue of $119.8 billion, up 24% year over year, while Google Cloud surged 82%, and operating income climbed 30% with margins expanding to 34%. The results arrived at a critical moment: investors have been nervous for months that the AI infrastructure boom was running out of steam. Alphabet's report was a direct rebuttal.The headline number that matters most ...
Read More About This
|

The IPO Isn’t the Finish Line Anymore—And That’s Where the Real Money Is

Here's a plot twist nobody talks about: The biggest tech fortunes aren't being made when companies go public. They're being made years before, when the right people bet on the right founders before Wall Street even knows they exist. Back in 1957, William Shockley had everything—a Nobel Prize, the transistor invention, and eight of the brightest engineers in America working for him. Then all eight quit because he was impossible to work with. With no product and no revenue, they were ...
Read More About This
|

AI’s Losing Its Mojo? Here’s Where Goldman Sachs Says Smart Money Is Going Instead

Remember when AI stocks were basically printing money? Yeah, those days are getting weird. The momentum's cracking, the chips are stumbling, and suddenly everyone's asking: "So... what now?" Goldman Sachs has an answer, and it's refreshingly unglamorous. Ben Snider and his team just dropped a note saying the real opportunity isn't chasing the next AI darling—it's looking at three totally different plays that Wall Street's been sleeping on. Here's the thing: the AI trade carried the whole market in 2026, but lately ...
Read More About This
|

Paul Tudor Jones Is Betting Big on the Japanese Yen — Here’s the Trade He’s Been Building

Paul Tudor Jones is one of the most respected macro investors alive, and right now he has his eye on a trade that most retail investors haven't even thought about: the Japanese yen. In a recent episode of the "Invest Like The Best" podcast, the billionaire hedge fund legend described his current positioning philosophy — studying markets like a boxer studying an opponent, biding his time, and swinging hard when the right opening appears. His latest big swing? The yen, ...
Read More About This
|

Big Tech Earnings Scorecard: Who Won and Who Lost When AI Spending Took Center Stage

Big Tech just delivered its most consequential earnings week of 2026, and the market's verdict is in. Apple, Meta Platforms, Alphabet, Amazon, and Microsoft — the five Magnificent Seven giants that together account for roughly $15.5 trillion in combined market cap — all reported results, and all beat expectations on both the top and bottom lines. But not all stock moves were equal. The deciding factor? How Wall Street felt about each company's artificial intelligence spending plans and whether cloud ...
Read More About This
|

Qualcomm Stock Surges 20% on Mystery Hyperscaler Chip Deal — Here’s What Investors Need to Know

Qualcomm just handed investors a surprise they weren't expecting. The chipmaker's stock rocketed as much as 20% on Thursday after the company revealed it has secured a custom silicon chip deal with an unnamed leading hyperscaler — one of the cloud giants that collectively control the world's AI infrastructure. Shares were trading around $180.97, up roughly 16%, by midday after the announcement on the company's earnings call. The move erased months of underperformance in a single session, and it raises ...
Read More About This
|