Treasury yields just handed AI stocks a brutal week, and while most investors ran for the exits, one Broadcom buyer kept hitting the buy button. The reasoning behind that conviction goes deeper…
Alex Sirois Mark Zuckerberg told a top Meta journalist something about the company's AI roadmap that reframes every complaint about the $145 billion capex as potentially missing the point entirely.
Thomas Richmond The AI market cap race among the biggest tech giants reveals a brutal reshuffling of power, and one social media behemoth is watching its AI ambitions get priced into irrelevance while a…
Douglas A. McIntyre A Kentucky family walked away from a life-changing offer for their land, and they are not alone. A wave of resistance is forcing one of the most powerful industries in America to…
AJ Tiarsmith Lee Ainslie just torched Maverick Capital's playbook, dumping chip giants to pour hundreds of millions into five names that look nothing like his fund's typical bets, and one of them involves derivatives…
Joel South Bank of America sees Nvidia shares trading at a steep discount to where they should be, but the bold price target rests on assumptions that could unravel fast given the debt piling…
Douglas A. McIntyre A seven-week trial against Meta carries a headline damages figure that most investors are anchoring to for the wrong reasons, and the part of the case that could actually reshape the apps…
Omor Ibne Ehsan While the Nasdaq sold off hard Tuesday and AI-heavy tech names took a beating, one Magnificent 7 stock quietly closed in the green. The reason why reveals a growing fault line inside…
Meta's ad engine is breaking records and daily users just crossed 3.60 billion, yet the stock keeps sliding as Wall Street flinches at Zuckerberg's AI spending spree. The real question is whether…
Vandita Jadeja A 29-state youth-harm trial opened in Oakland Tuesday with damages that could dwarf Meta Platforms' entire market cap, and that legal cloud is landing just as the company's cost structure shows a…
David Moadel While the broader cloud software basket trades higher Tuesday, one AI infrastructure giant is sinking fast, and the culprit has nothing to do with demand for its services.
David Moadel Jeff Bezos just signed a quiet lease on a massive Oakland warehouse for a secretive AI venture he says will reshape civilizational wealth, and nobody at the company is talking about what…
AJ Tiarsmith Billionaire David Tepper just filed his Q2 13F, and the moves he made inside his AI mega-cap positions tell a more complicated story than the headline holdings suggest.
Joel South A bullish UBS note on Marvell's AI business landed Tuesday morning, and the stock still cratered 6%. The reason has nothing to do with silicon and everything to do with what happened…
One strategist on CNBC compared today's market to a plane running on a single engine, and he named exactly which names would go down first if that engine cuts out. The consumer…
Omor Ibne Ehsan 
