SK Hynix just landed on Nasdaq carrying the biggest slice of the high-bandwidth memory market, but arriving at a moment when semis are getting punished raises a pointed question about whether this…
Joey Frenette Agentic AI burns tokens at a rate that could reshape every enterprise software budget on the planet, and one company has quietly positioned itself to own that shift before the market noticed.
Alex Sirois CoreWeave has lost nearly half its value in a year while one analyst just reaffirmed a price target that implies 243% upside, and his reasoning hinges on a single contractual clause that…
Analysts say Netflix is losing control of its own story, and a single line buried in Friday's earnings report about future disclosures is making Wall Street more nervous than the guidance miss…
Nebius just unveiled an asset-light pivot designed to outmaneuver CoreWeave and the miner-to-AI crowd, yet the stock is cratering anyway. Here is what the selloff reveals about which neocloud models can actually…
Oracle has shed a third of its value in weeks, and the obvious alternatives are moving in opposite directions. Before rotating into Cloudflare, CoreWeave, or Snowflake, investors need to understand which of…
David Moadel Meta is pouring hundreds of billions into AI data centers while its stock sits well below its recent highs and insiders quietly sell shares every week. The gap between that spending ambition…
Vandita Jadeja Meta and Microsoft both crushed earnings on the same day, yet the executives at one company immediately started selling shares at a frantic pace while the other held steady. What the insiders…
Alex Sirois Every bearish headline about AI spending sends most investors to the sidelines, but one piece of software infrastructure keeps pulling me back to the buy button with growing conviction about where a…
Meta just crushed earnings by nearly 57% yet the stock sits flat on the year, and a specific date in fall 2026 is when our model says the dam finally breaks.
Vandita Jadeja Meta keeps beating expectations by wider margins than almost anyone predicted, and a single event on the September calendar shifts the investment case in a way most coverage ignores entirely.
Alex Sirois UFC CEO Dana White sits inside Meta's boardroom and calls Mark Zuckerberg the biggest killer he has ever met. What he witnessed there explains why Meta is now placing a bet that…
Don Lair Meta and Palantir both crushed Q1 expectations, but their valuations now live in completely different universes. The case for owning one and merely renting the other comes down to a single uncomfortable…
Alex Sirois AI companies are losing a $130 billion battle they never saw coming, and Mark Cuban says the real enemy has nothing to do with permits, power grids, or zoning boards.
Danielle Liverance A prominent AI investor argues that the real winners of the AI boom are not the labs building the models, and the cash flow numbers already suggest a massive redistribution is quietly…
