Legendary investor Jeremy Grantham has issued a warning about what he calls the largest market bubble in American history, fueled by excitement around artificial intelligence and companies like SpaceX. Grantham highlights extreme market euphoria and inflated valuations, predicting a potential 70% drop in prices for AI-related stocks. He advises investors to diversify globally, hold precious metals, some real estate, and bonds to protect against the economic stress that typically follows bubble bursts. Grantham's history includes accurate crash predictions, but his repeated warnings have also been met with skepticism over the past decade.
Investors are shifting focus from high-growth AI hyperscalers like Apple, Microsoft, and Alphabet to AI infrastructure suppliers such as Micron and Taiwan Semiconductor. This rotation follows concerns over rising AI infrastructure costs and heavy cap...
Goldman Sachs' Nasdaq-100 Premium Income ETF (GPIQ) has attracted $2.12 billion in 2025 by offering a near 10% monthly yield through writing covered call options on major tech stocks like NVIDIA and Apple. While it provides steady income, much of it ...
The REX FANG & Innovation Equity Premium Income ETF (FEPI) generates high monthly income by selling covered calls on major tech stocks like NVIDIA and Apple, resulting in a 25% distribution yield. While this strategy provides steady income, it limits...
Apple reported its best March quarter ever with strong iPhone 17 sales but announced significant hardware price hikes due to a 20% chip cost increase driven by AI memory demand. Meanwhile, Amazon's AWS cloud business grew 28%, benefiting from high de...
The Nasdaq is poised for a fifth consecutive day of losses as investors rotate out of technology stocks ahead of the quarter-end, with futures down 1.2%. Apple shares dropped 6% after warning of higher memory costs leading to price increases, while M...
