ARK Invest just swapped nearly $28 million out of a cheaper, faster-growing stock and into a pricier one fresh off an earnings miss. Whether that makes Cathie Wood a contrarian genius or…
Rich Duprey Meta shares remain deep in the red over the past year, yet one Morgan Stanley analyst just staked out a target that towers above Wall Street consensus and hinges on an AI…
Rich Duprey Fresh third-party data on Reddit's user momentum sent shares surging against a down market, but a looming audience measurement reset threatens to scramble the very numbers investors are celebrating today.
David Moadel JPMorgan and Goldman Sachs have both run the numbers on how much debt the biggest AI companies are piling into bond markets this year, and the figure they landed on threatens to…
AJ Tiarsmith Alphabet just posted blowback earnings that crushed estimates across every major segment, yet the stock sits nearly 8% below last month's highs. Here is why that gap between operating momentum and share…
Vandita Jadeja Alphabet just handed investors a week of underperformance against the Nasdaq that looks nothing like the fundamentals underneath it, and there is a specific combination of valuation and growth rate that keeps…
Alex Sirois Markets are taking a beating as crude oil surges past $100 and Treasury yields hit multi-year highs, setting up a make-or-break inflation report that could seal the Fed's next move. Wall Street…
Vistra just signed 20-year nuclear deals with Meta and AWS, acquired thousands of megawatts of gas generation, and committed a billion dollars to an AI venture with NVIDIA and KKR. What CEO…
Joel South Corning just locked in a supply deal with Verizon that stacks on top of agreements already signed with Meta, Amazon, and NVIDIA, and the market is treating the two sides of this…
Omor Ibne Ehsan Jim Cramer spent Tuesday night hyping what could be a landmark AI IPO, then spent Wednesday morning explaining why a safety researcher at that same company just made him want nothing to…
Jake FitzGerald Jim Cramer says buy the Magnificent Seven before the AI payoff hits, but one market strategist argues the group has already fractured into winners and losers, and the 2026 scoreboard is starting…
AMD's CFO just reshaped how big the AI chip market could get, and investors sent the stock surging past a key technical level while quietly slamming a door on one of Intel's…
David Moadel Two AI infrastructure companies just reported earnings with the same tailwind behind them and completely opposite strategies in front of them, and only one of those playbooks survives a construction delay or…
Alex Sirois Nebius just auctioned its first Blackwell capacity above any price it has ever charged, and management says it could sell all of 2027 right now but is choosing not to. Whether that…
Alex Sirois Meta just attached a price tag to its AI ambitions, and traders are now asking whether a consumer subscription can justify one of the biggest capital budgets in tech history while a…
David Moadel 
