The AI boom rests on cheap capital. Nebius Group (NASDAQ:NBIS | NBIS Price Prediction) CEO Arkady Volozh just spelled out how a few hundred basis points of borrowing cost could undermine the economics of…
For years, Nvidia (NASDAQ:NVDA | NVDA Price Prediction) treated China as one of its most important growth engines. At one point, the country accounted for roughly 20% of Nvidia’s data center revenue. Then geopolitics…
The stock market has spent much of 2026 acting like the economy is bulletproof. The S&P 500 has climbed more than 23% since President Donald Trump returned to office in January 2025, powered by…
The stock market has climbed a wall of worry since President Donald Trump returned to the White House on Jan. 20, 2025. Tariff fights rattled investors, Treasury yields spiked, and recession fears surfaced more…
Artificial intelligence has become Wall Street’s favorite growth story. Investors have poured money into companies tied to AI chips, cloud infrastructure, utilities, and data centers as businesses race to build the computing backbone needed…
Ondas Holdings (NASDAQ:ONDS) has spent 2026 transforming itself from a niche drone software company into a sprawling defense-technology platform. CEO Eric Brock told investors the strategy is to “build Ondas into a scaled global…
Cash is suddenly king again on Wall Street. With recession fears lingering, interest rates still elevated, and consumers showing signs of fatigue, corporate America has been preparing for rougher weather ahead. Few companies have…
Artificial intelligence is no longer just about who builds the fastest chips. Increasingly, it’s about who controls the infrastructure powering the AI boom — the cloud providers, networking gear, software tools, and data centers…
For years, investors treated Warren Buffett’s Berkshire Hathaway (NYSE:BRK-A | BRK-A Price Prediction)(NYSE:BRK-B) as the market’s ultimate “follow-the-smart-money” signal. If Buffett bought, retail investors paid attention. If he sold, Wall Street usually started asking…
For years, investors have watched private companies stay private longer while Wall Street’s biggest gains increasingly went to venture capital firms and institutional money managers. That’s part of why the upcoming IPO of SpaceX…
The U.S. electricity grid hasn’t faced a demand shock like this since the post-World War II industrial boom. For decades, power consumption grew at a sleepy 1% to 2% annually. Then came data centers.…
For decades, owning shares of Microsoft (NASDAQ:MSFT | MSFT Price Prediction) felt almost synonymous with owning a piece of the modern economy itself. Artificial intelligence, cloud computing, enterprise software, cybersecurity — the company has…
For most of 2026, investors have been focused on interest rates, tariffs, and whether the U.S. economy is slowing into a softer patch. Yet underneath the macro noise, one trend has quietly reemerged: governments…
For most of 2026, Wall Street treated Federal Reserve rate cuts as inevitable. The only debate was whether investors would get two cuts or three. Bond traders, stock investors, and mortgage borrowers all built…
Markets don’t move in a straight line — and neither do the people running the country. Q1 2026 was a quarter defined by tariff headlines, rate uncertainty, and a broad S&P 500 pullback that…
The market has been anything but subtle in its treatment of Microsoft (NASDAQ:MSFT | MSFT Price Prediction) in 2026. Shares have shed more than 15% year-to-date, closing at $409.43 yesterday as investors fret about…
For years, Washington treated advanced AI chips like strategic weapons. The U.S. tightened export controls, China accelerated domestic chipmaking, and companies caught in the middle — especially Nvidia (NASDAQ:NVDA | NVDA Price Prediction) —…
The market’s relationship with China has become a balancing act investors can’t ignore. Apple (NASDAQ:AAPL | AAPL Price Prediction) still depends on Chinese manufacturing. Nvidia (NASDAQ:NVDA) desperately wants to break back into China to…
For the past two years, the artificial intelligence boom has been shaped as much by politics as technology. Washington tightened export controls, while Beijing pushed for self-reliance. And investors in Nvidia (NASDAQ:NVDA | NVDA…
Artificial intelligence has already produced plenty of eye-popping numbers. Nvidia (NASDAQ:NVDA | NVDA Price Prediction) crossed a $5 trillion market cap. Microsoft (NASDAQ:MSFT) and Amazon (NASDAQ:AMZN) alone are spending nearly $400 billion on AI…
