AI-related stocks have surged since late March, raising concerns about a potential bubble. For example, Cerebras shares jumped 68% on their IPO day, reaching a market cap of nearly $67 billion despite $510 million in 2025 revenue. This rapid rise highlights investor enthusiasm but also the risk of overpaying for AI-focused companies. Investors may need to consider portfolio protection strategies against these risks.
The US Dollar and Brent crude oil prices have shown an unusual positive correlation of 0.55, the highest since 2005, coinciding with the Iran war's onset in March 2026. Typically, these move inversely because oil is priced in US Dollars, but geopolit...
Ray Dalio, founder of Bridgewater Associates, expressed concerns about the declining global influence of the United States amid China's growing economic power, now estimated at 60-70% of the US economy. After spending significant time in Asia, Dalio ...
Venture capitalist Chamath Palihapitiya predicts Taiwan will lose its critical strategic role in semiconductor supply within 18 months as the US rapidly expands its domestic chip manufacturing capabilities. He highlighted that US fabs are nearing the...
Intel's stock, after a strong rally of nearly 200% in 2026, is predicted by an AI model to trade between $115 and $130 by the end of Q2 2026, with a bullish scenario reaching $140-$150 if the company expands AI chip adoption and foundry partnerships....
The SPDR S&P Kensho Clean Power ETF (CNRG) and the Invesco WilderHill Clean Energy ETF (PBW) both invest in clean energy but target different segments. CNRG focuses on companies that produce clean electricity like solar and wind utilities, offering a...
