The $93 Billion Reason Sandisk Is a Must-Own AI Stock
Sandisk just secured a contract figure so large it could fundamentally change how investors think about memory stocks, and the AI infrastructure boom is only part of the story.
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Rich Duprey
SpaceX Closes In on $150 as 2 Rockets Launch Back-to-Back
Two Falcon 9 rockets launched within 38 minutes of each other over the weekend, and now SpaceX shares are knocking on a price level that Polymarket gives less than even odds of holding by…
Oil Profits Have More Than Doubled. Here’s What Trump Escalating the Iran War Could Mean for XOM and CVX
With the Strait of Hormuz still choked off and Trump now threatening to bomb a U.S. ally mediating the peace talks, the Iran war is about to test exactly how much further Big Oil's…
Nvidia’s Circular Financing Web Gets Even Wider
Nvidia just cut a $1.5 billion check to fund the very data center that will buy its own chips, and that circular loop is getting harder to ignore as off-balance-sheet obligations across Big Tech…
Bank of America Says the AI Memory Boom Isn’t Over: Why It Sees Micron’s Earnings Exploding 34% a Year
Micron's margins just hit levels the memory industry has never sustained, and Bank of America is betting they stay there long enough to turn today's skeptics into believers. Here is why that forecast is…
The Odds for a September Fed Rate Hike Plunged to 25%. Here’s Why the Betting Markets Might Be Wrong
Betting markets just slashed the odds of a September Fed rate hike to 25%, and investors are exhaling. But three more inflation reports stand between now and that meeting, and the numbers already in…
July’s Jobs Report Is Ugly. Strip Out the World Cup Hangover and It’s Even Uglier
The stock market is hitting record highs, but beneath the surface a jobs report just flashed four simultaneous warning signals that investors chasing momentum are dangerously close to missing.
Michael Burry Warns of a Market Bubble. This Indicator Close to Breaking a 150-Year Record Says He May Be Right
Michael Burry once saw a crisis coming when almost no one else did, and now he is drawing a direct comparison between today's AI boom and the most destructive bubble in recent memory. A…
Warren Buffett Wasn’t the Only Billionaire Buying Alphabet Stock in Q2
Every August, 13F filings crack open the vaults of the world's biggest money managers, and this quarter two billionaires with almost nothing in common landed on the exact same stock.
AMD’s $566 Million SpaceX Stake Raises a Bigger Question Than AI Chip Orders
SpaceX just told the world it will build its AI infrastructure exclusively on Nvidia chips, yet AMD quietly poured more than half a billion dollars into Elon Musk's company anyway. The reason has nothing…
Anthropic Expects Mind-Blowing $200 Billion Revenue in 2028 as IPO Looms
Anthropic is pitching investors on a revenue number three years away to justify a $2 trillion IPO, and bankers are actually buying it. But the last three mega-IPOs tried the same logic, and every…
Nvidia Is Looking to Own Another Layer of the AI Ecosystem
Nvidia just moved beyond selling processors and seized control of the invisible infrastructure that every AI cluster depends on, and the companies supplying that buildout are already reporting explosive growth.
Nvidia’s Secret $21 Billion SpaceX Windfall — How One Chip Deal Turned Into a Rocket Fortune
Nvidia cut a check for an AI startup and woke up owning a massive stake in Elon Musk's rocket empire. The chain of events that turned a chip deal into one of the most…
CEO Lip Bu-Tan Just Gave Intel a $10 Million Vote of Confidence
Intel's stock has already tripled, so why did the company's own CEO just write a $10 million personal check to buy even more shares at full market price alongside ordinary investors?
Alphabet Is Berkshire Hathaway’s New Favorite Stock After Buying 48 Million Shares
After three years of selling more than he bought, new Berkshire CEO Greg Abel just broke the streak in dramatic fashion, pouring billions into a single tech giant that Warren Buffett himself quietly identified…
Reddit Is Getting Added to the S&P 500 — But You Still Shouldn’t Buy It
Index funds have no choice but to buy Reddit shares this month, and that forced demand is already sending the stock soaring. But the mechanics behind the rally tell a very different story than…
Investors Are Betting Big on Gold Again, but Silver Is Still the Better Buy
Gold just posted a 10% surge in a single month and fund flows into miners are hitting year-long highs, but one overlooked metal has quietly tripled gold's returns over the same period and has…
Why I Won’t Touch Anthropic’s $2 Trillion October IPO With a 10-Foot Pole
Anthropic's investors are penciling in a $2 trillion October IPO that would shatter every record in stock market history, and the revenue growth backing that number is genuinely jaw-dropping. But one overlooked pattern in…
Alphabet Turned $900 Million in SpaceX Into $94 Billion — Here’s the Lesson for Investors
Alphabet made a quiet nine-figure bet on a rocket company that Wall Street once dismissed as a billionaire's vanity project, and what happened next rewrites the rulebook on how big tech actually builds long-term…
Investors Trust Nancy Pelosi Almost as Much as Warren Buffett for Investment Ideas. Here’s Why
Retail investors now follow Nancy Pelosi's stock trades almost as closely as Warren Buffett's, and their reason for doing so reveals something troubling about what they think is actually happening in Washington.