While rival AI leaders push for regulations and safety guardrails, Mark Zuckerberg is making the case that slowing down may be the most dangerous move of all. His latest op-ed challenges the…
Joey Frenette AMD's brutal 2.49 beta has punished shareholders for years, but at this stage of the AI capex cycle, that same volatility becomes a weapon. The question is whether the current entry point…
Alex Sirois A sweeping AI leadership overhaul sent Alphabet shares sliding Wednesday, rattling investor confidence despite a blowout earnings quarter. The path to $400 hinges on something far less obvious than executive rosters or…
David Moadel SpaceX is pouring billions into AI while renting out its data centers to rivals, yet its models trail the competition and its consumer apps barely register. Something does not add up.
Douglas A. McIntyre Snap's stock has cratered while nearly a billion users keep scrolling, and that gap between price and audience has a handful of tech giants quietly doing the math. The catch is a…
Trey Thoelcke When Meta announced a $50 billion data center in a Louisiana parish of 20,000 people, some landowners became overnight millionaires. For retirees living on Social Security and a monthly lease, the same…
Gerelyn Terzo Short sellers piled into Microsoft and Amazon at historically stretched levels before earnings, and the beats that followed set off a covering scramble that has powered both stocks for weeks. Now the…
David Moadel 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 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 Meta just posted 28% revenue growth and investors sold the stock hard anyway, spooked by soaring infrastructure spend and a murky AI strategy. Before you join the panic, consider what Wall Street…
Joey Frenette Reddit beat earnings estimates and raised guidance, yet the stock cratered anyway after four words from the CEO spooked investors. Now the platform's own users are fighting each other over whether the…
Trey Thoelcke Mark Zuckerberg is pouring over $130 billion into AI infrastructure, and one leveraged ETF bets those dollars will double your returns. But the mechanics behind that promise carry a risk most investors…
Ryne Mauck Blowout cloud earnings and a sudden geopolitical thaw sent the biggest AI names surging Monday, but the question investors are scrambling to answer is whether the rally signals a lasting regime change…
David Moadel Every hyperscaler pays NVIDIA a massive toll to compete at the AI frontier, but one Mag 7 giant has quietly built an escape route that the others lack. The answer comes down…
Meta shed more than 15% this year while its ad engine quietly posted one of its strongest quarters ever, and that contradiction is exactly where the opportunity hides.
Vandita Jadeja 