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Joey Frenette

Google Is Paying SpaceX Over $900 Million a Month for AI Compute

The AI boom is giving investors no shortage of curveballs. In a rather surprising move, Alphabet‘s (NASDAQ:GOOGL | GOOGL Price Prediction) Google inked a deal that’ll see Elon Musk’s SpaceX (SPCX) receive $920 million…

Joey Frenette · 3 months ago

Is the Countdown to $150 Oil On as the Iran War Drags?

With a brutal semiconductor sell-off weighing heavily on the tech sector and the broader stock markets on Friday, as investors ponder the latest hotter-than-expected jobs print, perhaps a major risk is being overlooked: the…

Joey Frenette · 3 months ago

Is Micron Quietly Preparing for the Collapse in AI Demand?

The cyclicality of the semiconductor industry might give some investors pause, even as the memory chip makers continue to skyrocket past expectations and the price targets set in place by sell-side analysts. Names like…

Joey Frenette · 3 months ago