On October 28, Fed Chair Kevin Warsh summed up the AI market’s weak spot in six words: “Interest rates get in the cracks.” Then he added: “Interest rates affect directly or indirectly…
OpenAI got its money, but not on the terms it wanted, and the gap between its growth story and investor appetite is landing on two giants. One faces a bookkeeping hit, the…
A guaranteed bank rate sounds safe until you weigh what it can't do. Six blue-chip payers offer income that can grow, but a board can cut it at any meeting, and the…
A nonprofit just tallied how much teachers, firefighters, and other public retirees have riding on AI, and the next day the market flinched. Who ends up covering the gap if the bet…
A customer just agreed to fund nearly all of IREN's chips upfront, yet cash is draining and debt is climbing fast. Why would anyone pay that much early, and what does it…
Amazon just posted its highest operating margin ever, yet the stock tanked in premarket trading. The reason comes down to one number buried in the cash flow statement that has investors questioning…
Wall Street spent much of the year rewarding companies for building more data centers, buying more chips, and finding enough electricity to run them. On Thursday, investors took a harder look at…
Nearly every analyst loves Amazon, yet Jim Cramer calls big tech a millstone and the spending keeps climbing. One number in the next earnings report could decide whether the crowded bullish consensus…
OpenAI's new promise sounds like a clean fix for angry voters, but its fine print leaves out the leased campuses and partner sites where the real exposure sits. One of its biggest…
Democrats now control Congress, voters are rejecting data centers, and AI stocks are sliding as power bills become a political weapon. One hyperscaler has the balance sheet, the chips, and the valuation…
A political shock sent oil tumbling and dragged Chevron down with it, yet the company just posted record-setting cash flow and seven straight earnings beats. Two risks could still unravel the rebound,…
Alphabet stock sank 16% in a month, and one investor keeps buying every dip. Two scenarios, one of them involving a $175 billion spending binge, explain why he thinks the downside is…
Nate Soares hasn't added a dollar to his 401(k) in a decade, convinced humanity may not last that long. Even if he's wrong, the math on skipping retirement savings gets uncomfortable fast,…
Meta is pouring well over $100B into AI, absorbing a massive legal charge, and watching its stock slide. One overlooked commitment from management gives this investor the nerve to keep buying while…
For years, Anthropic bet that fair use covered its training needs while rivals wrote checks. Then Election Night changed the pitch. Is this a one-off for an IPO-bound AI lab, or the…
