Jeff Kilburg Still Buying Fortinet, Cloudflare Above Analyst Targets
Jeff Kilburg picked Fortinet and Cloudflare as Q4 buys even though both trade above analyst targets; Arista is about 20% below its target.
06/10/2026 04:158 min read
AI
Nike's 47% slide may deepen as AI agents reshape shopping
Retail CEO Jan Kniffen says AI agents could worsen Nike's 47% decline by directing shoppers to competitors.
06/10/2026 03:419 min read
Nvidia's Record High Stirs Debate: Bull Case vs. Lehman-Style Risk
Nvidia reached a record $5.78 trillion intraday market cap. Dan Ives says earnings estimates are too low, but Lehman-style risks are debated.
06/10/2026 03:129 min read
IRS risk chief warns AI payments outpace regulatory speed
IRS risk chief warns AI payments already happening at scale, regulators may need automated oversight.
05/10/2026 23:0111 min read
Erdős Problem Solvers Win Justin Sun Prize for Human-AI Proofs
The Justin Sun Prize honored human-AI teamwork on Erdős problems, with Wouter van Doorn, Quanyu Tang, and Yanyang Li recognized for six solutions.
05/10/2026 17:4215 min read
Morgan Stanley: SpaceX Could Nearly Double to $300, but Clients Hold Back
Morgan Stanley kept its $300 price target on SpaceX, saying the AI business is undervalued, even as at least 40 clients own no shares.
05/10/2026 15:5711 min read
China Narrows US AI Lead to 3% as DeepSeek Gains
China has cut America's AI benchmark advantage to 3%, with DeepSeek's V4.1 Flash model narrowing the gap. Trump defends fast AI progress citing China…
05/10/2026 08:129 min read
Mark Cuban: AI Proficiency Key to 750,000 New Roles
Mark Cuban warns AI skills, not AI itself, determine job security. Over 750,000 AI jobs added since 2023, but layoffs citing AI doubled.
05/10/2026 05:419 min read
Mega-Cap Capex Miss Threatens AI Market Rally, Schwab Strategist Warns
Schwab's Kevin Gordon cautions that one mega-cap capex miss could disrupt earnings, with the S&P 500 near highs but average stock down 14%.
05/10/2026 04:158 min read
Egan-Jones: AI's First Casualties Will Be Services, VC, and Housing
Egan-Jones predicts AI disruption will first hit professional services, venture capital, and housing, citing KPMG fee cuts and IBM's stock drop as evidence.
05/10/2026 03:298 min read
Nikkei hits three-month peak as AI shares surge on Fed rate outlook shift
The Nikkei rallied 2.5% to a three-month high, led by AI stocks after soft US jobs data reduced Fed hike expectations.
05/10/2026 03:1110 min read
NYU professor compares AI agents to faulty cars as FTC investigates OpenAI and Anthropic
Gary Marcus calls for a recall of AI agents, comparing them to cars with cardboard brakes, as the FTC probes OpenAI and Anthropic.
05/10/2026 02:568 min read
Ives Sees Robotaxis and Optimus Fueling Tesla's Golden Year in 2027
Dan Ives argues 2027 could be Tesla's golden year thanks to robotaxis and Optimus, while a Wells Fargo analyst remains cautious.
05/10/2026 01:128 min read
Uchida: AI demand shock lifts prices, warns of correction
BOJ Deputy Governor Uchida said AI has been a positive demand shock, raising prices, but warned of a correction risk if profits fail to keep pace.
05/10/2026 00:5213 min read
Agent Orchestration Emerges as Wall Street's Most In-Demand AI Skill
Job postings for agent orchestration surged 1,721% this year, as banks like JPMorgan and Citigroup boosted AI hiring by 49%.
05/10/2026 00:159 min read