Walmart Has Too Many Stores
Walmart keeps opening stores while the rest of retail races online, and that gap between strategy and reality may be catching up with the retail giant in ways its same-store sales numbers only hint…
Investing
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Prediction: Palantir Stock Will Hit $250 on This Date
Palantir's U.S. commercial revenue is exploding and its Rule of 40 score just hit 155, yet Wall Street analysts barely see any upside from here. Our model tells a very different story, and it…
Broadcom’s $60 Billion AI Debt Deal Hides a $370 Billion Question Nobody on Wall Street Wants to Answer
Broadcom is quietly guaranteeing tens of billions in AI chip debt held off its own books, and a single demand shock could call every guarantee across the industry at once. Wall Street is calling…
OpenAI’s CFO Just Told Employees the IPO Is Coming in 2027 or Sooner
OpenAI's CFO just gave employees a public IPO timeline, but buried inside her message was a reframe of what an IPO actually means for a company that already raised $122 billion in private capital,…
Michael Burry Abandons Alibaba Over Broken Management Pledge
Michael Burry bought Alibaba in April and walked away four months later, accusing management of breaking a core commitment to shareholders. What happened in that window reveals a deeper tension building inside one of…
Down 40% on AI Pressure, Michael Burry Says Alibaba Needs to Still Fall by Half
Alibaba's AI spending spree just sent profits crashing 75% and free cash flow deep into negative territory, and now the company is selling billions in new shares to keep the machine running. Michael Burry…
Dan Ives Says Investors Still Underestimate Nvidia Days Before Earnings
With NVIDIA reporting earnings Wednesday and shares already up big this year, Wedbush's Dan Ives insists the crowd still has the story wrong, and he named two specific catalysts the market keeps ignoring.
Strive Jumps 5% as CEO Declares the Bitcoin Bear Market Over, Strategy and Bitmine Rise 3%
Strive's CEO just called the Bitcoin bear market dead, insiders are buying shares, and treasury stocks are surging while miners slide. Whether this breakout holds or fades by the close could determine which side…
Coinbase Has Been Choppy All Year: One Analyst Expects Nearly 80% Gains Ahead Anyway
Coinbase keeps missing earnings while peers hold steady, yet one analyst on Wall Street has set a target so far above consensus that it raises an obvious question: does he see something the rest…
The AI Opportunity Qualcomm Investors May Be Underestimating
Wall Street treats Qualcomm like a handset company in slow decline, but a closer look at its data center roadmap and two confirmed hyperscaler wins suggests investors are pricing in the wrong business entirely.
SpaceX Falls 3% Despite Trump’s 1,000-Launch Order, AST SpaceMobile Drops 3%, Rocket Lab Slips
Trump just ordered a tenfold surge in U.S. launch activity, yet SpaceX and its peers are selling off hard. The reason why reveals a deeper tension between policy ambition and the hardware milestone that…
Applied Optoelectronics Sinks 12% on $600M Equity Offering, Lumentum and Coherent Drop 5%
A surprise capital raise sent shockwaves through the AI optics trade Monday morning, pulling down not just one stock but an entire high-flying corner of the semiconductor market that had been one of 2026's…
Bessent Quietly Built a $950 Billion War Chest Sitting In An Account At The Fed. Now We Know What It’s For
Scott Bessent has been sitting on a cash pile nearly the size of Switzerland's economy, and officials just confirmed it could be used in ways that would reshape long-term borrowing costs for every American…
Micron’s CEO Says Memory Is No Longer a Commodity, and He Is Betting $10 Billion On It
Micron's CEO just committed $10 billion to prove memory has escaped the commodity trap forever, but the market is pricing the stock like it does not believe him yet.
Quantum Computers Could Wipe Out 30% of Bitcoin. XRP Says Only 0.03% of Its Supply Is at Risk
Two viral numbers are shaping how investors think about quantum risk across Bitcoin and XRP, but both figures measure something far narrower than the headlines suggest, and the gap between them is not the…