Stocks sold off, Treasuries rallied, and gold collapsed anyway, breaking the rule that bullion rises when markets panic. Something shifted in how traders are pricing fear, and the Fed decision on October 28 could…
SpaceX is reportedly chasing 80,000 cell towers to build a fourth nationwide wireless carrier, and the move sent shockwaves through the stocks of every major player except the ones that actually own the towers.
OpenAI slashed its funding ask by a staggering amount just as public AI stocks cratered, and the timing raises serious questions about what private investors know that the market does not.
Apple just hit a record close while Nvidia shed billions in a brutal sector selloff, and the gap between the two most valuable companies on earth has shrunk to a fraction of what it…
AI stocks cracked on Thursday and spooked investors sent billions pouring into Treasuries, but the bond rally now faces a Fed meeting, a fresh inflation report, and December rate hike odds that could erase…
Kroger's new CEO just admitted the grocery giant lost market share to Walmart and Costco, and the plan to win it back carries a hidden tension that Wall Street has not fully priced in.
A UBS portfolio manager sees three technology waves pushing stocks far beyond Wall Street's consensus, but his bullish case runs straight through two more Fed rate hikes that most investors are not pricing in.
Peter Diamandis has known Elon Musk for 27 years and invested in SpaceX early, so when he makes a bold revenue prediction tied to a single vertically integrated empire spanning AI, satellites, robots, and…
Meta's board just approved a new class of non-voting stock, and the structure reveals something unusual about how Mark Zuckerberg plans to cash in shares while keeping an iron grip on the company he…
A Louisiana congressman with a seat on the House capital markets subcommittee kept buying Netflix through nine consecutive purchases as the stock fell to a new 52-week low, drawing accusations of conflict of interest…
Brad Gerstner says we are on the brink of superintelligence and whoever controls the most compute wins, but the company doing the heaviest spending may not be the one pocketing the profits.
Zuckerberg told investors Threads has overtaken X in monthly users, but Meta published no number to back it up, and the company's own financials show no benefit from the lead yet.
Tesla just started rolling humanoid robots off its Fremont production line, and a chip company that never mentioned Tesla by name may be positioned to collect a toll on every single one built anywhere…
Elon Musk just claimed Tesla will capture a majority of every passenger mile traveled on Earth, but the gap between that vision and the company's current footprint raises serious questions about what a $1.53…
Berkshire Hathaway just clawed back to a record high, but the force driving it there has little to do with Warren Buffett's legacy and everything to do with a rotation that could reverse just…
A New Mexico judge just handed Meta a penalty that dwarfs the FTC's landmark 2019 fine, and the ruling names Zuckerberg and Sandberg personally while targeting conduct the judge called central to Facebook's entire…
SpaceX just posted its first quarterly profit, but the biggest spending wave in the company's history is about to hit the income statement at the same moment Elon Musk is chasing a revenue target…
For the first time since going public, Meta's AI spending outpaced every dollar it generated from operations, and the company still has no number for what comes next year.
IBM's software division just delivered a quarter that silenced critics who called the July stumble a warning sign, but the real test has nothing to do with last quarter's numbers and everything to do…
Steve Forbes told Larry Kudlow that the Fed is fighting the wrong battle, and the retailers posting surprise earnings beats may already be showing why he has a point.
