While seasoned hedge fund managers were quietly offloading their Microsoft shares, Bill Ackman made one of his biggest bets in years going the opposite direction, and he funded it by selling a…
AMD just posted a record quarter and the stock is tanking anyway, while NVIDIA is surging on a surprise deal that doubles as a direct shot at AMD's biggest ambitions.
SpaceX delivered a blockbuster revenue beat in its first public earnings report, yet shares are cratering while every other space stock barely flinches. What spooked investors has nothing to do with rockets…
AI earnings kept futures climbing toward a second straight record close, but one high-profile chip stock dropped hard despite a beat-and-raise quarter, and a surprise in private payrolls is now pulling yields…
While the S&P 500 just hit a record high and the AI trade roars back to life, one famous short seller is keeping his bearish bets intact and warning that the market's…
Four years is enough time for the right platform businesses to compound into life-changing returns, but the window to buy them cheaply is closing fast as AI infrastructure spending shifts from experiment…
SpaceX's first-ever earnings call gave Nvidia bulls a number so large that one top analyst ran the math and came back with a scenario that rewrites the entire revenue ceiling for the…
NVIDIA just made a substantial bet on Ilya Sutskever's secretive superintelligence lab, giving it rare insider access to research that almost no one outside gets to see. Whether that changes the calculus…
AI server stocks are staging a dramatic Tuesday surge with no clean company catalyst in sight, raising the question of whether this risk-on wave has legs or sets up a painful late-session…
Nvidia keeps smashing records while skeptics like Michael Burry stack up bearish bets against it, yet one top analyst sees a supply crunch so severe it could make the doubters regret sitting…
Joey Frenette Chip stocks are surging across the board, but the biggest winner today may be the one that fell 24% last month and still has no trailing earnings to justify the bounce. Here…
Azure just did something it has never done before, and the metric buried in Microsoft's latest earnings report tells me this AI spending wave is nowhere near finished.
UBS just published a profit projection for Amazon that would reshape the entire corporate landscape by 2030, and the number hinges almost entirely on a single segment now growing at its fastest…
Dan Ives thinks the AI spending wave has barely started, and the hyperscalers are finally proving the skeptics wrong. The question now is which stocks stand to benefit most before the rest…
Joey Frenette NVIDIA's rapid-fire investments in frontier AI labs look suspiciously similar to the circular deals that preceded the dot-com collapse, and investors are already tuning them out. The real question is whether that…
Joey Frenette 
