Although Wall Street has spent much of 2026 chasing an AI-driven bull market to fresh highs, the bond market delivered a jolt this morning. The 10-year US Treasury yield touched 5% on…
A single line on a balance sheet keeps pulling one investor back to the same stock, and it has nothing to do with AI excitement or analyst ratings. The signal hiding in…
President Donald J. Trump used a Truth Social post on Monday morning to call Anthropic CEO Dario Amodei “Dario (Anthropic!), who is now pretending to be a “perfect little angel””. In the…
Shares of Meta Platforms (NASDAQ:META | META Price Prediction) climbed 7.12% over the past week to $660.71, while Alphabet (NASDAQ:GOOGL) added 2.09% and Microsoft (NASDAQ:MSFT) held roughly flat at $499.83. NVIDIA (NASDAQ:NVDA)…
AJ Tiarsmith Arm sits underneath nearly every hyperscaler custom CPU program, collecting royalty checks as AI infrastructure spending accelerates, but its 120x forward multiple means a single stumble could trigger violent downside for a…
Artificial intelligence is moving out of the data center and into the physical world. Autonomous vehicles, warehouse robots, and increasingly capable machines are giving AI a body, creating what Goldman Sachs calls…
Tesla is quietly assembling pieces that go far beyond selling cars, and the question is whether the market has any idea how large the combined opportunity could get.
A veteran portfolio manager pulled out a century-long logarithmic chart and pointed to where the S&P 500 sits today, then explained why that picture changes everything about how you should think about…
Chip stocks are sliding in early Monday trading after an AI pacing appeal over the weekend rippled beyond memory suppliers and into logic and accelerator names. Intel (NASDAQ:INTC | INTC Price Prediction)…
NVIDIA and Palantir both raised guidance and both accelerated, but they are capturing AI dollars at completely different layers of the stack. Which position actually earns the next trillion matters more than…
When the US and Israel began striking Iran, gold did what every financial advisor said it would. Then something strange happened in an obscure corner of the freight market that almost nobody…
Goldman Sachs says AI spending is propping up S&P 500 earnings growth, but that same statistic reveals a fragile dependency on a handful of buyers whose budgets could shift any quarter.
A $1.4 Trillion Cash Projection Research firm SemiAnalysis, in a September 11, 2026 note titled “Nvidia’s Backstop Universe, Heads I Win, Tails Who Loses?”, projects that NVIDIA (NASDAQ:NVDA | NVDA Price Prediction)…
Rich Duprey Number That Stops You Cold $517 billion. That is the compute bill Anthropic has lined up ahead of its confidential IPO, according to a September 6, 2026 report from The Information. The…
One number reframes the entire robotics conversation, and it did not come from a chipmaker or an automaker. It came from a bank. Goldman’s Big Robot Number 6.5 million humanoid robot units…
