Artificial intelligence has already transformed the economics of data centers. The next frontier may be moving those data centers into orbit. As SpaceX prepares for one of the most anticipated IPOs in recent memory…
The semiconductor cycle has always moved in waves — shortage, oversupply, correction, repeat. But the current cycle feels different. Demand isn’t just being pulled forward by smartphones or cloud servers. It’s being reshaped by…
The artificial intelligence boom has created one of the most dominant technology companies Wall Street has ever seen. Nvidia (NASDAQ:NVDA | NVDA Price Prediction) has become the backbone of modern AI infrastructure, growing from…
Economic growth, employment, and stock prices often dominate the headlines. Yet elections are rarely decided by GDP reports or market returns. They are decided by how voters feel when they pay the mortgage, buy…
Artificial intelligence has become the defining investment theme of the decade. Trillions of dollars have flowed into data centers, semiconductors, cloud infrastructure, and software. The stock market has rewarded companies tied to the AI…
The global race for artificial intelligence supremacy is rapidly becoming a race for semiconductor manufacturing capacity. AI models require vast amounts of computing power, data centers are consuming more chips than ever, and governments…
The stock market has spent much of 2026 climbing a wall of worry. Geopolitical tensions, stubborn inflation, and questions about economic growth have all taken turns rattling investors. Yet the major indexes continue hovering…
The stock market has spent most of the past two years rewarding companies tied to artificial intelligence. Nvidia (NASDAQ:NVDA | NVDA Price Prediction) became the world’s most valuable business because it supplies the chips…
For most investors, the race to become the world’s most valuable company feels like a contest between Nvidia (NASDAQ:NVDA | NVDA Price Prediction) and a handful of AI-first businesses. Yet a growing number of…
Wall Street periodically hands retail investors moments that separate patient capital from the crowd. Broadcom (NASDAQ:AVGO | AVGO Price Prediction) delivered solid Q2 fiscal 2026 results last week — revenue of $22.2 billion, up…
The stock market has spent much of 2026 climbing a wall of optimism. The S&P 500 rallied on expectations of lower taxes, lighter regulation, continued artificial intelligence spending, and the belief that monetary policy…
The stock market spent most of 2026 doing what few investors expected after last year’s volatility: climbing steadily higher. The S&P 500 entered June riding a remarkable nine-week winning streak, one of its longest…
The stock market spent much of last week digesting a surprisingly strong employment report that appeared to confirm the U.S. economy remains on solid footing. According to the Bureau of Labor Statistics, employers added…
SpaceX’s long-awaited IPO is coming on June 12, but is sitting at the center of one of the most aggressive valuation debates in recent market history. At a projected $1.75 trillion valuation, the offering…
The AI infrastructure buildout is still running faster than the physical chips required to support it. Across hyperscalers, chip designers, and memory manufacturers, capital spending is surging, yet supply chains remain pinned by one…
Just days after the S&P 500 climbed to a fresh record high as artificial intelligence stocks extended their remarkable rally, investors got a reminder that markets rarely move in a straight line. Friday’s sell-off…
For decades, the U.S. government largely avoided taking ownership stakes in private companies outside of extraordinary circumstances. That line blurred beginning last year as Washington became more involved in strategic industries ranging from semiconductors…
Artificial intelligence has created some of the biggest winners in market history. Nvidia‘s (NASDAQ:NVDA | NVDA Price Prediction) market value has surged into the trillions as companies race to build AI infrastructure, while investors…
For months, retirees have been watching inflation data for clues about the size of Social Security's next cost-of-living adjustment (COLA). The logic seemed straightforward: inflation remained stubbornly elevated, consumers continued to feel the pinch…
Washington and Wall Street are increasingly colliding over artificial intelligence. As AI becomes both an economic engine and a national security concern, the people building the technology are finding themselves pulled into political battles…
