Renowned venture capitalist Vinod Khosla has accused Rep. Ro Khanna (D-Calif.) of advocating for a “commie” tax that might drive away a sizable portion of California’s wealthiest citizens and possibly permanently harm the state’s tax base.Khosla Criticizes Khanna's Tax PushIn a recent post on X, Khosla alleged that Khanna's backing of the proposed tax has already led to the departure of half of the state's top $2 trillion in wealth. He warned that if the tax is approved, it would permanently reduce tax reve ...

Core Viewpoint - Concerns regarding an AI bubble are considered exaggerated, with predictions suggesting that 2026 may not see a significant downturn in AI investments [2][4]. Group 1: AI Bubble Concerns - Prominent figures in the tech industry, including CEOs from major companies like Microsoft, Meta, and Alphabet, express confidence in the AI sector, dismissing bubble fears [3][4]. - Institutional investors and hedge funds, which have a deep understanding of the tech landscape, also believe that fears of an AI bubble are overstated [4][5]. Group 2: Corporate Debt and Market Dynamics - Coatue Management, a tech hedge fund, highlights that there has been minimal growth in corporate bond issuances for the tech, media, and telecom sectors over the past three years, indicating a lack of excessive exposure to AI [6][7]. - The growth rates in total debt issuances from 2023 to 2025 are reported at 0%, 3%, and 9%, suggesting that the current market conditions do not resemble a bubble similar to the dot-com era [6][7]. Group 3: Investment Opportunities - The corporate bond market is viewed as a hedge against potential volatility from AI bubble concerns, with expectations that cash may flow from stocks to bonds during market sell-offs [8]. - Current low demand for corporate bonds presents an opportunity for investors to acquire bonds at discounted prices, anticipating a future increase in demand as market fears subside [9][12]. - The BlackRock Corporate High Yield Fund (HYT) is highlighted as a favorable investment, offering a yield of 10.6% and a history of increasing payouts, contrasting with the performance of the SPDR Bloomberg High Yield Bond ETF [11][12].

There is a conflict between Wall Street analysts right now over the right strategy for dealing with U.S. dollar-denominated assets. Some, like Pimco chief investment officer Dan Ivascyn, have recommended investors diversify out of U.S. equities because the Trump administration is so unpredictable. And analysts at ING have been pushing a “sell America” argument for a while now, noting that the 9% decline in the value of the dollar over the last 12 months has imposed a harsh haircut on anyone who bought U.S. ...

Google and Alphabet CEO Sundar Pichai - Kylie Cooper/Reuters Tech giants are sick of waiting around for electricity. But locking in future power means taking on more upfront risk. The race to build up more AI data centers has created a strain on the existing power grid while also bottlenecking the ambitious plans of the world’s largest tech companies. AI systems consume far more energy than more typical servers and other computing gear, but new energy generation facilities don’t exactly go up overnight. ...

Warren Buffett has taken a graceful exit, but his investments continue to dominate the industry. Berkshire Hathaway (NYSE:BRK-B) had $267 billion invested at the end of the third quarter. The 13F filings show the moves Buffett took to ensure that his investments keep growing. While major trades weren’t made in the third quarter, there are a few notable ones worth exploring. Warren Buffett sold tech company Apple (NASDAQ:AAPL) and bought Alphabet (NASDAQ:GOOGL) in the quarter. At that time, this move wouldn ...

The Roundhill Magnificent Seven ETF (BATS:MAGS) , a fund serving as a “Magnificent Seven” proxy, fell around 1.5% on Wednesday, reflecting the choppy start to 2026 for the once-unshakeable cohort of mega-cap tech stocks that powered markets for much of the past three years.The slump reflects growing discomfort from investors around the so-called Magnificent Seven, which have moved on from being the market's leading engine to something closer to dead weight. This year-to-date, five of the seven constituents ...

By Lewis Krauskopf NEW YORK, Jan 15 (Reuters) - After years of watching technology stocks drive the U.S. bull market, investors are betting the rally will broaden to industrial, healthcare and small-cap companies, with a chance they can catch up and assert market leadership. Stocks such as Nvidia, Alphabet and Broadcom have buoyed the market's enduring rally, in which ​the S&P 500 has risen over 90% since the bull market began more than three years ago. But investors have become wary of expensive tech ...

Investors continue to bet on the AI boom, but this year they see energy and power providers as the most compelling opportunities to increase exposure to the AI theme, the world’s biggest asset manager, BlackRock, said in its 2026 Investment Directions report this week. Respondents in a recent survey of hundreds of BlackRock clients believe in the AI theme and its value, but they are seeking to diversify in and around AI, expanding their exposure beyond the Magnificent Seven, hyperscalers, and Big Tech. ...

American investors are worried.They've been worried for a while now: that a recession is coming, that stock valuations are overheated, and that AI spending is the only thing keeping the economy (and markets) afloat. And if you're in the wealth management business, like Goldman Sachs, it's your job to listen to these concerns. To nod solemnly and empathize as your millionaire clients lay bare their greatest fears. And then it's your job to tell them that, actually, things aren't so bad, and despite all th ...

Core Viewpoint - IREN Limited has garnered investor interest following an upgrade from H.C. Wainwright, reflecting confidence in its AI-driven growth and strategic partnerships [1][6] Financial Performance - IREN's stock price is currently at $50.59, showing a slight increase of 0.52% today, with fluctuations between $49.82 and $51.84 [4] - The company has experienced a significant price range over the past year, with a high of $76.87 and a low of $5.13, indicating market volatility [4] - IREN has a market capitalization of approximately $14.34 billion and a trading volume of 18.47 million shares, positioning it as a notable player in the tech industry [5] Growth Projections - IREN aims for $3.4 billion in annualized AI cloud revenue by the end of 2026, supported by multi-year contracts and a partnership with Microsoft [2][6] - Despite a recent 17% decline in stock price, IREN is still rated as a 'Strong Buy' due to its growth potential [2] Valuation Metrics - The company trades at a forward price-to-sales ratio below 5 and a fiscal year 2028 price-to-earnings ratio of 16, suggesting an attractive valuation compared to peers [3][6]