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 RUM Group has soared past its social-media peers and moved into AI infrastructure, but a 33% monthly gain forces a real question about whether the best of this rally is already behind…
David Moadel West Virginia's attorney general just called Meta's $17 billion child safety settlement a smart business move, then pointed directly at Apple as the next target. What he says Apple's iCloud is hiding…
Gerelyn Terzo Meta is quietly assembling one of the largest AI compute empires on the planet, and the funding source hiding in plain sight changes everything about how you should value this stock.
Alex Sirois Alphabet just posted blowout earnings and yet the stock has shed more than 10% from its peak, leaving investors caught between soaring Cloud growth and a balance sheet that suddenly looks very…
Vandita Jadeja Meta's ad engine is accelerating at a historic pace while the stock sits near a level that has historically signaled a cyclical floor, but the $130 billion capex bet hanging over the…
Alex Sirois Google Cloud is growing at twice the rate of Azure while GOOG trades at half the valuation multiple, and the gap between perception and reality may be the biggest opportunity hiding in…
Vandita Jadeja 
