To show you why timing matters in the market, I’ll walk you through five companies that look ripe to be bought. AI is redefining tech, and cash-rich incumbents are about to spend enormous sums to stay relevant.

For today’s Smart Money, I invited Luke to track where Silicon Valley's biggest AI labs are pouring their money, and he makes the case that the next fortunes won't go to the…

I want to discuss the incredible shift we’ve seen in private-company valuations in recent years – and how the AI Revolution is accelerating this shift.

In 2012, Mark Zuckerberg paid $1 billion for Instagram. At the time, many thought he had overpaid. Today, it’s considered one of the most successful acquisitions in tech history.…

In today’s Friday Digest takeover, Luke explains why Silicon Valley’s biggest AI players may soon find it faster to buy innovation than build it themselves – and why that shift…

To show you why timing matters in the market, I’ll walk you through five companies that look ripe to be bought. AI is redefining tech, and cash-rich incumbents are about to spend…