AMD Just Landed a $5 Billion AI Coup — Is Nvidia’s Grip Finally Starting to Slip?
AMD just locked in one of the most consequential deals in AI hardware history, and the terms suggest the company is playing a very different game than anyone expected.
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Rich Duprey
As Oil Races Toward $100, the Federal Reserve’s Next Move Gets Cloudier
Brent crude is surging and the Fed's next move depends far less on Kevin Warsh's speeches than on a single commodity threshold that most investors are not watching closely enough.
GE Vernova: The Hidden AI Play That Has Few Growth Headwinds
GE Vernova heads into its Q2 report with turbine capacity booked through 2027 and shares up over 65% this year, but one number will decide whether the AI power supercycle is still accelerating or…
SK Hynix’s HBM Empire Powers 65% US Revenue — Is This the Must-Own AI Stock?
While investors chase GPU makers, a South Korean chipmaker has quietly locked up the single most critical chokepoint in AI infrastructure, and its latest revenue numbers suggest the market has barely noticed.
Better Late Than Never? Micron Finally Joins Wall Street’s ‘Best Investment Ideas” List
Retail investors rode Micron's AI memory boom to stunning gains while Wall Street analysts were still doing the math. Now that the big banks are finally piling in, the real question is whether the…
Why Google’s New AI Chip Is the Key to Unlocking Its Massive $462 Billion Backlog
Google Cloud is sitting on a backlog so enormous it had to turn away some of the biggest names in tech, and the company's answer to breaking that logjam starts not with more data…
The Iran War Is Expanding — And Big Tech May Be the Next Battlefield
Investors have long priced in oil shocks and inflation from Middle East conflicts, but the Iran war is targeting something far more unfamiliar: the physical data centers powering the global cloud economy, and Big…
Forget Picking the Next AI Winner: TSM Lets You Profit From Every Wave of the Revolution
Most AI investors are gambling on which chip designer comes out on top, but there is a quieter way to profit from the revolution no matter who wins. One manufacturer sits at the center…
Will Anthropic Boost Alphabet’s Earnings to the Stratosphere?
Alphabet's Q2 report arrives Wednesday carrying an Anthropic-sized wildcard that could produce the most misleading headline EPS in the company's history, and knowing which numbers to ignore matters as much as knowing which ones…
Just a Handful of AI Stocks Are Carrying Everything. History Says It Doesn’t Have to End Badly
Nearly half of Nasdaq 100 stocks are already in correction territory while the index hovers near record highs, and that contradiction is forcing investors to confront an uncomfortable question about who actually gets hurt…
Nebius’ $775 Million Debt Deal Changes Everything About Its AI Growth Story
Most AI debt deals spook investors, but Nebius Group's latest financing move triggered a very different reaction from the market and from the sophisticated lenders who signed off on it.
AI Stocks Are Hot, but Smart Investors Are Quickly and Quietly Cutting Their Risk
Billions are still pouring into AI investments, but something is quietly shifting beneath the surface as some of the most aggressive semiconductor bets on Wall Street begin to unravel in a way that could…
Forget the Fed and Oil Prices: The Real Recession Risk Is the $40 Trillion U.S. Debt Bomb
Investors keep watching the Fed, oil prices, and AI spending for signs of recession trouble, but the bond market is flashing warnings not seen in over two decades that point to a far more…
The Great U.S. Stock Exodus Never Happened — Why Global Investors Can’t Quit U.S. Stocks
Global investors were supposed to be fleeing American markets after a year of tariffs, political friction, and diplomatic tensions. The actual capital flow data tells a story that almost nobody predicted.
AI Is Creating More Businesses, but Is It Creating More Jobs?
AI is minting entrepreneurs at a pace that has economists scrambling to rewrite their models, yet the question of whether that translates into actual jobs for actual people is far more complicated than the…
Gas Tops $4 Again, Oil Hits $82. Here’s Why the Fed Has a Big Problem
Gasoline just crossed a threshold that historically changes how consumers spend, how businesses price their goods, and how the Federal Reserve thinks about interest rates. The timing could not be worse for an economy…
AI Is Keeping DRAM Prices High — Here’s Exactly When the Market Finally Loosens Up
Hyperscale data centers are devouring DRAM capacity faster than chipmakers can build it, and the supply math is grimmer than most investors realize. The window for relief is narrower than Wall Street expects, and…
Can Nebius Group Really 10X by 2030? The Math Says Yes
Wolfe Research has a number that should stop any serious investor cold, and Nebius Group's own internal projections are not far behind. The question is whether one company can actually build the AI infrastructure…
Goldman Sachs Warns on AI’s Debt Tsunami — Is This the End of the AI Boom?
Goldman Sachs is sounding alarms as hyperscalers pile on debt at a pace the credit markets are struggling to absorb, and the window for AI companies to prove their investments pay off is narrowing…
Labor Market Data Hits New Record: Unemployment Is Much Worse Than You Think
The official unemployment rate looks calm, but a hidden shift in the labor market is flashing a warning signal that investors focused on headline numbers are likely missing entirely.