The mega-IPO wave led by SpaceX and Anthropic has retirees worried about their finances. Their advisors say otherwise. businessinsider.com/spacex-i… via @businessinsider AI Bubble? Inclusion @Nasdaq. @elonmusk @SpaceX @cvpayne Marcus Sturdivant shares his thoughts @BusinessInsider

New from @NSheidlower and myself for @BusinessInsider - Retirees may have questions about huge, soon-to-be public companies like SpaceX, Anthropic, and OpenAI coming to their retirement accounts. But despite all the attention these initial public offerings are getting, the first lesson for most people with retirement accounts and index funds is simple: these new stocks are unlikely to make a big, immediate difference in their retirement accounts. That's because most retirement accounts are built around mutual funds and ETFs that track broad indexes, and those indexes don't usually snap up a new company at its full market value the moment it goes public. Instead, they often rely on "free float" — the shares actually available to public investors — and weight new stocks gradually. businessinsider.com/spacex-i…

When he spoke to Business Insider in December 2025, Wall Street trader Danny Moses of "The Big Short" said that he was fascinated by prediction markets. Now, he says he begun using them to inform his investing views. Platforms such as Kalshi and Polymarket have taken betting far beyond sports, allowing users to place wagers on everything from political events to tech layoffs to the weather. Moses wrote on his Substack these platforms have strong use cases for investing pros. "Often, prediction markets serve as better indicators of sentiment and potential outcomes than traditional data sources," Moses said. "Several times a day, I peruse Kalshi to see if a new or trending contract sparks my interest or adds color to an ongoing investment thesis." Read more about what @dmoses34 told me in my latest for @BusinessInsider ⬇️📰 businessinsider.com/predicti…

Trades put on by Leopold Aschenbrenner's hedge funder indicate bearish views on where the stock market's favorite trade could be headed. Which AI stocks has the former OpenAI researcher been betting against? Check out my latest for @BusinessInsider ⬇️ businessinsider.com/openai-h…

Business Insider reporter @kelseyvlamis is covering short-seller Andrew Left’s securities trial. (She tells me he was all smiles as jury selection started.) Follow her for developments and read this story from @SamuelCObrient on what it's all about. businessinsider.com/andrew-l…

Michael Burry revealed a position in GameStop in January, but he says the CEO Ryan Cohen's plan to try and compete with retail giants like Amazon by acquiring eBay is driving him to sell the stock. Read the full story in @BusinessInsider businessinsider.com/michael-… $GME $EBAY

Gary Marcus think Big Tech firms are dumping way too much money into AI. Marcus, a longtime AI researcher took Wednesday's earnings bonanza as an opportunity to criticize hyperscalers' capex spending plans recently. My latest for @BusinessInsider ⬇️ businessinsider.com/tech-ai-…

Commodity prices have soared on Iran war disruptions, but according to top economist @steve_hanke, they could be about to go much higher as the market enters a new "supercycle." Read more about what Professor Hanke told me in @BusinessInsider businessinsider.com/tech-sto…

I recently spoke to @Dan_David44 about @WolfpackReports' short report on POET Technologies and the events that followed that sent the stock on roller coaster. Read the full story in my latest for @BusinessInsider businessinsider.com/poet-tec… $POET #Shortselling #stockmarket

Market Zandi is among the prominent market voices that continue to sound alarms about the state of the economy, but he also recently revealed he still sees a path to avoid a major downturn. Read more about his take in my latest for @BusinessInsider ⬇️📰 businessinsider.com/mark-zan…

One of the highlights of my week was getting to chat with @Scaramucci. Here's my report on why he thinks the US economy isn't facing a recession - it's already in one. Read the full story in @BusinessInsider businessinsider.com/anthony-…

New exclusive from me: Carson Block of @muddywatersre recently submitted a letter to SoFi's independent board of directors following his firm's short report. Read all about it on @BusinessInsider: businessinsider.com/carson-b… $SOFI #stockmarket #investing

I recently spoke to @GordonJohnson19 of @GLJ_Research about why he still thinks Tesla is a highly compelling short opportunity. Read the full story about my conversation with Johnson in my latest for @BusinessInsider businessinsider.com/tesla-st… $TSLA #ElonMusk #stocks

Michael Burry has long been bearish on Palantir, but he recently shared a new take on the market's AI darling, comparing its prospects to another titan in the space - Anthropic. In my latest for @BusinessInsider, I explore why Burry's new thesis. businessinsider.com/michael-… $PLTR

JPMorgan is telling Tesla investors to brace for pain. The EV company sold 358,000 vehicles in Q1, 4% below analyst consensus and 7% lower than JPMorgan's 385,000 delivery forecast. Read the full story in my latest for @BusinessInsider 📉📰 businessinsider.com/tesla-st… $TSLA

Bill Ackman is focused on a handful of enticing buying opportunities he sees in the market. In my latest for @BusinessInsider, I unpack what Ackman and Michael Burry are saying about Fannie Mae and Freddie Mac. businessinsider.com/bill-ack… #WallStreet #investing #stockmarket

On Friday, Eric Jackson, the founder of of EMJ Capital, said he is betting big on a pandemic-era darling that has struggled in post-COVID era. He's long @onepeloton. Read what @ericjackson told me about his new target and how he's assessing it on @BusinessInsider. $PTON

Private equity giant @thomabravo thinks Wall Street is wrong about software stocks. Read the full story in my latest for @BusinessInsider businessinsider.com/private-…

SpaceX could reportedly file for its long-awaited IPO within days, and Wall Street's excitement is boosting other space stocks on Wednesday. Stocks such as $RKLB $ASTS and $FLY soared on momentum sparked by SpaceX IPO speculation. Read the full story in @BusinessInsider 📰 🚀

I spoke with @alapshah1, co-author of the viral AI report he published with @Citrini7 as he rolled out Part III of the Global Intelligence Crisis series. Read more about the report and my conversation with Shah in my latest for @BusinessInsider 👇📰 #AI #investing #tech