The markets were stunned last July when the Trump administration announced it was investing $400 million into rare earths miner MP Materials (NYSE:MP) to bolster domestic rare earth production. A month later came an…
Intuitive Surgical’s da Vinci 5 surgical platform, which began shipping in earnest on April 1, 2026, runs on 10,000 times the computing power of the da Vinci Xi and was co-engineered with NVIDIA’s Isaac…
With megacap AI software names trading at triple-digit cash-flow multiples, value-oriented investors are quietly rotating into the physical layer of the buildout: power, land, and data center capacity. The U.S. is projected to need…
CoreWeave (NASDAQ:CRWV) has whipsawed investors with triple-digit revenue growth, a $99 billion backlog, and one of the heaviest capex profiles in the cloud sector. After a 14.58% pullback over the past month, the question…
C3.ai (NYSE:AI | AI Price Prediction) is back in the chat rooms again this month, up 7.28% in a week as retail traders bet the enterprise AI software story has finally bottomed at $9.28.…
Kevin Warsh takes over as Fed Chair on Friday, May 22, inheriting an inflation problem that none of his predecessors faced. For four decades, falling semiconductor prices quietly held down U.S. inflation. That tailwind…
XRP’s (CRYPTO: XRP) price reaction this year has been below people’s expectations. The token hit $3.65 last year, got officially classified as a digital commodity by the SEC and CFTC on March 17, 2026,…
Webull (NASDAQ:BULL | BULL Price Prediction) is the digital brokerage Wall Street struggles to value. The platform posted 26 million registered users, $24.6 billion in customer assets, and Q4 revenue growth of 53.4% year…
When a child is disabled, the Social Security Administration could potentially provide benefits to help that child and their family. Supplemental Security Income (SSI) is one of the more common benefits for disabled children,…
The iShares Core S&P 500 ETF (NYSEARCA:IVV) and Vanguard’s S&P 500 fund are the two most commonly recommended core holdings in American retirement accounts, and the honest verdict is that picking between them is…
I’ll cut to the chase. Bloom Energy (NYSE:BE) has been one of the most spectacular winners of the AI infrastructure trade, but my proprietary model says the rally has gotten ahead of fundamentals. Our…
POET Technologies (NASDAQ:POET) has been one of the wildest small-cap AI infrastructure stories of 2026, with shares riding a 133.49% year-to-date rally on a marquee Lumilens supply agreement. After running this name through our…
Wall Street has cheered almost every press release about AI infrastructure, with hyperscalers Microsoft, Google, Amazon, Meta, and Oracle, plus the Stargate joint venture, committing more than $1 trillion in announced data center spending.…
For much of the past two years, Wall Street treated long-run inflation expectations as the boring part of the macro story. Short-run prints whipped around. The five-year horizon stayed anchored. That assumption broke this…
It may come off as a bit of a surprise to learn that Donald Trump’s son, Donald Trump Jr., is working as a partner at one of the hottest venture capital firms out there.…
