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Morgan Stanley has set a $300 price target on SpaceX, with a $600 bull case, driven by the company's pending $60 billion acquisition of Cursor, an AI coding platform used by 64% of the Fortune 500. The bank projects Curs

SiriusXM, 37%-owned by Berkshire Hathaway, has seen its stock rise nearly 50% in 2026 despite a 50% five-year decline, subscriber slowdown, and competition. A potentially transformative deal with Alphabet makes SiriusXM

Michael Burry declared Berkshire Hathaway an unattractive investment on Aug. 10, warning that CEO Greg Abel lacks the patience that defined Warren Buffett's capital discipline. Burry cited Abel's aggressive capital deplo

Alphabet (GOOGL) trades at $343.80 with a forward P/E of 17 despite 24.2% revenue growth and 82% Google Cloud growth, creating a valuation mismatch. The stock fell 8.96% in the past week, while Q2 2026 EPS of $9.11 beat

Hyperscalers Amazon, Alphabet, Microsoft, and Meta are expected to spend $720–$745 billion on capital expenditures in 2026, much of it on AI infrastructure, driving demand for semiconductors. Gartner projects global AI s

AI's insatiable demand for continuous, carbon-free electricity is driving a nuclear power comeback and reshaping uranium markets. U.S. data center power consumption could triple to 580 TWh by 2028, requiring always-on ba

Waymo, Google's driverless car division, leads the sector with testing in 15 markets, but a series of accidents in San Francisco has undermined its reputation. On July 4, fireworks near the Golden Gate Bridge snarled tra

While tech giants like Meta, Google, and Microsoft have announced major nuclear power deals to fuel AI data centres—totaling over 6.6 GW of capacity—the critical challenge of financing and insuring these projects remains