Two chip stocks are now carrying much of the S&P 500’s earnings season. The Kobeissi Letter says Micron Technology (NASDAQ:MU | MU Price Prediction) and NVIDIA (NASDAQ:NVDA) are expected to account for 36% of…
Linda plans to tap her home equity to keep up with rising bills, but she assumes the cash will follow her everywhere, including into her Medicare premium calculation two years from now. The account…
AWS just posted its fastest growth rate in 18 quarters, but a $200 billion capital spending plan and deeply negative free cash flow are raising serious questions about whether Amazon can actually afford its…
Power has become the scarcest input in the AI expansion, and money in the fuel cell group is flowing to the supplier most directly wired into data center demand. Bloom Energy (NYSE:BE) stock is…
Elon Musk just called one SpaceX product the fastest-growing he has ever seen, and he believes it could rewrite the company's entire revenue trajectory before 2028 arrives.
China's biggest artificial intelligence spender is leading a sharp retreat in U.S.-listed Chinese internet stocks even as American large caps push higher, raising questions about whether heavy cloud spending is becoming a liability rather…
Sundar Pichai just confirmed Google Cloud is turning away customers, and he called the reason behind it non-negotiable. The admission sent Alphabet sliding while the rest of big tech climbed, leaving investors to guess…
Three BDCs are flashing yields as high as 28%, but each one carries a hidden fault line that could wipe out income and principal in the same move. Before you chase the payout, find…
Tesla has shed more than a fifth of its value this year, yet Robotaxi miles are piling up and delivery records keep falling. Whether those tailwinds are enough to turn a $10,000 stake into…