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Aswath Damodaran believes large tech companies are taking a huge risk by shifting from asset-light to asset-heavy business models through building data centers, which could significantly lower their margins.
Michael believes large tech companies view not participating in the AI infrastructure buildout as an existential threat, leaving them no choice but to invest heavily in CapEx, with the exception of Apple.
SK Hynix stock was up over 300% year-to-date before its recent decline.
The semiconductor industry's trailing 12-month net profit margin is projected to increase from a low of 25% in 2024 to 49% by 2027.
According to Citadel Securities, the day of SpaceX's IPO marked the largest single day of net retail stock buying ever recorded by the firm.
Hedge fund gross and net exposure to the semiconductor sector has increased from 8% at the beginning of the year to 22% currently.
The DRAM ETF has grown from $10 billion in assets to $20 billion in one week.
A report from Citadel shows that U.S. household cash as a percentage of total financial assets is now 8%, the highest level since 1990.
Pantalassa, a startup backed by Peter Thiel, has raised $140 million and is now worth almost $1 billion to build floating data centers in the ocean.
A Google employee was charged with insider trading on Polymarket after making over $1 million by using non-public information to bet on the most searched people of 2025.
A Wall Street Journal investigation found that Polymarket paid influencers to post videos of fake, winning trades to promote its platform.
Aswath Damodaran has argued that large tech companies are taking a huge risk by building data centers and becoming less asset-light, which could significantly lower their margins.