Page 3 - Steve Eisman News Today

The AI explosion isn't just about chips. Vertiv, which makes power and cooling equipment for data centers, has crushed it.

Investor Steve Eisman of "The Big Short" fame expects Apple to capture epic gains from the artificial intelligence boom.

If you think that the word "politics" is a problem and everything about it is connected to conflict, think again.

"Every bubble starts from widespread conviction," Howard Marks told CNBC, saying that its hard to determine the winners of the AI wave.

"Every bubble starts from widespread conviction," Howard Marks told CNBC, saying that its hard to determine the winners of the AI wave.

There are many more companies beyond Nvidia that will see their stocks soar on the promise of AI, Goldman says.

There are many more companies beyond Nvidia that will see their stocks soar on the promise of AI, Goldman says.

Stonepeak founder Mike Dorrell learnt the infrastructure game at Macquarie and Blackstone before striking out on his own. Now he’s readying for a new infrastructure boom.

This week, James and Anthony consider what the US inflation print means for US president Joe Biden, compare the turnover of a Guzman y Gomez store to its competitors, and discuss changes to Qantas’ loyalty program.

After the recessionary fears subsided towards the end of last year, the first quarter of 2023 saw a resurgence in the debate on the actual health of the U.S.…