Netflix Just Dropped $600 Million on Ben Affleck’s Secret AI Company

Netflix has been telling Wall Street for years that it prefers to build, not buy. Apparently, that philosophy has an expiration date — and it just hit. Days after walking away from an $82.7 billion bid to acquire Warner Bros. Discovery's studio and streaming businesses, Netflix pivoted hard in the other direction. Its new target? InterPositive, an AI filmmaking startup that Ben Affleck quietly founded in 2022 and kept in stealth mode until now. The price tag: up to $600 million, ...
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The Cables Inside Your AI Data Centers Are About to Make Investors Rich

Here's the thing about the AI boom that nobody talks about at dinner parties: it's not really one race. It's a relay race where each leg creates a new batch of winners. First, it was GPUs. Nvidia printed money. Then it was the servers to hold those GPUs. Then cooling systems, because you can't just stack thousands of processors without turning your data center into a pizza oven. Then power plants—suddenly nuclear energy became sexy. Then memory. Each bottleneck got solved, ...
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When Oil Prices Spike, Your Tech Stocks Might Get Caught in the Crossfire

Everyone's talking about oil hitting $100 a barrel thanks to the Iran situation. Fair enough—that's a big deal. But here's what most people are missing: the real damage to your portfolio might not come from your energy stocks or your grocery bill. It could come from your tech holdings. Tom Hancock, who runs the Focused Equity team at GMO, has been thinking about this differently than the crowd. His track record speaks for itself—his fund has beaten 98% of similar funds ...
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Smart Money Is Dumping Tech and Loading Up on Hard Assets

Something unusual is happening in global markets, and most retail investors haven't noticed yet. While the crowd obsesses over the next AI darling, institutional money is quietly rotating into the most boring corner of the market: hard assets. Think railways, commodity producers, defense contractors, and infrastructure plays — businesses rooted in the physical world that no large language model can replace.The logic is brutally simple. If AI disrupts knowledge work the way its biggest cheerleaders promise, then asset-light companies — ...
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Adobe’s CEO Just Walked Away After 18 Years — What It Means

Shantanu Narayen, the man who turned Adobe from a boxed-software company into a $200+ billion cloud juggernaut, announced Thursday night that he's stepping down as CEO after 18 years at the helm. The stock dropped 8% in pre-market trading Friday — which tells you everything about how investors feel about the timing.The irony is thick. Adobe just reported a monster quarter: $6.40 billion in revenue (beating estimates by $120 million), earnings of $6.06 per share (crushing the $5.87 consensus), and ...
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The U.S. Economy Just Hit a Wall — and Nobody Saw It Coming

The Commerce Department just dropped a bomb that Wall Street didn't expect. U.S. GDP grew at a miserable 0.7% annual rate in Q4 2025 — half the government's initial estimate of 1.4% and a universe away from Q3's 4.4% pace.Economists had actually expected the revision to go higher, not lower. Instead, the number collapsed, dragged down by the 43-day government shutdown that hammered federal spending. Government investment plunged at a 16.7% rate, slicing 1.16 percentage points off GDP by itself ...
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Google Just Showed the Mag 7 How It’s Done—While Everyone Else Tanked

Here's the thing about the Magnificent 7: they're not so magnificent when earnings season rolls around. But Google? Google just pulled off what the others couldn't—it actually made money and the market loved it. While Meta got absolutely demolished (down 11%), Tesla cratered (down 4.6%), and Amazon stumbled (down 3.3%), Alphabet's stock jumped 5% at the opening bell. Sure, it settled down to a more modest 3% gain by close, but in a market where the Nasdaq was bleeding out, that's ...
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AI Panic? Deutsche Bank Says You Can Chill—Software Stocks Are Actually Fine

Remember when everyone was convinced AI would obliterate the software industry? Yeah, about that. Deutsche Bank just threw cold water on the whole doomsday narrative, and honestly, they've got a point. The bank's strategists dropped a bullish call on software stocks this week, essentially saying: "Hey, the market's freaking out over nothing." They upgraded software to "overweight" and are now neutral on tech overall—a pretty significant flip from their previous "underweight" stance. Here's the thing that's wild: software stocks are trading at ...
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