Ken Griffin spent most of 2026 dismissing AI hype, then watched agentic tools collapse weeks of Citadel research into hours. Now he thinks a bubble is forming, and his reasoning explains why…
Wall Street just sold off three AI infrastructure stocks hard, but their latest earnings tell a completely different story. The real AI build-out runs deeper than the obvious names, through optical lasers,…
Super Micro Computer just blew past its own revenue forecast by a margin that stunned even veteran analysts, but the company's cash position and an open board review raise questions about whether…
Wall Street’s major indexes can tell a comforting story even when the stocks beneath them are struggling. A handful of trillion-dollar technology companies can push the S&P 500 toward record highs…
AMD has surged over 155% this year while a brutal week-long selloff raises a critical question: does the stock price already capture the full AI opportunity, or is Wall Street still sleeping…
Semiconductor stocks just cratered while one mega-cap tech name quietly climbed to record territory, and the reason why reveals a fault line running straight through the AI trade that most investors are…
AI funding is drying up faster than anyone expected, and the race to go public before the window slams shut has turned desperate. One company stands between a potential $2 trillion valuation…
A top Gartner forecaster just handed neocloud investors a brutal timeline, and the stocks are already cracking under the pressure. Whether CoreWeave and Nebius survive as independent companies may come down to…
Goldman's prime brokerage data caught hedge funds slashing chip stocks at a pace not seen in over a decade, and the question now is whether that selling cleared the air or set…
Broadcom just posted AI chip growth that left Wall Street's estimates in the dust, yet the stock sits more than 30% below its 52-week high while its CEO drops warnings that rattled…
Jim Cramer drew a line in the bond market that could upend every major AI trade, and the number he named sits uncomfortably close to where long-term yields already stand. Here is…
Both OpenAI and Anthropic are courting the same short list of sovereign wealth funds and institutional buyers, and only one lab gets to set the valuation benchmark first. The outcome of that…
CoreWeave's bond yields spiked to record levels and the stock cratered to its lowest point of 2026, yet dozens of analysts are racing to defend a price target more than double where…
Apple and Nvidia sit within $250 billion of each other in market value, yet one trades at a multiple more than twice as rich as the other. That gap raises a sharp…
NVIDIA just doubled its revenue yet the stock keeps sliding, and Wall Street still refuses to budge its price target. Something in that gap between the business and the share price tells…
