AI-electric appeal for underperforming infrastructure: ETF experts

Industrial and infrastructure stocks may soon share the spotlight with the artificial intelligence trade. According to ETF Action’s Mike Atkins, there’s a bullish setup taking shape due to both policy and consumer trends. His prediction comes during a volatile month for Big Tech and AI stocks. “You’re seeing kind of the old-school infrastructure, industrial products that have not done…

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Startup founders react to bubble fears

Markets were on edge this week as a steady stream of negative headlines around the artificial intelligence trade stoked fears of a bubble. Famed short-seller Michael Burry cast doubt on the sustainability of AI earnings. Concerns around the levels of debt funding AI infrastructure buildouts grew louder. And once high-flyers like CoreWeave tanked on disappointing guidance. CNBC’s Deirdre Bosa asked those at…

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Berkshire Hathaway’s surprising new tech stake

As Warren Buffett gets closer to stepping down as CEO at the end of next month, he told shareholders he will be “going quiet,” but only “sort of.” More on his Thanksgiving letter, which looks like it could become a substantial annual tradition, below. First: A surprising stake There was a notable surprise in Berkshire…

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How long before a GPU depreciates?

Nvidia President and CEO Jensen Huang speaks about NVIDIA Omniverse as he delivers the keynote address during the Nvidia GTC (GPU Technology Conference) at the Walter E. Washington Convention Center on Oct. 28, 2025 in Washington, DC. Anna Moneymaker | Getty Images As a handful of the world’s most valuable companies set out to spend…

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The tiny Greek island where EVs take charge

Astypalea’s Chora, or capital. Ed Moskalenko | Getty Images The tiny, butterfly-shaped Greek island of Astypalea has all the ingredients for a relaxing vacation: myriad beaches with clear waters, great seafood and a castle perched above a traditional white town with winding alleys and views across the Aegean Sea. It’s also less developed than its…

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