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Surging oil prices, a CPI spike not seen in three years, and Treasury yields at levels last touched in 2007…
Apple just got slapped with an Underperform rating while Trade Desk faces a brutal price target, but some names on…
Healthcare just posted the best three-month run of any S&P 500 sector, yet two of the three biggest pharma names…
Governments are pouring billions into national AI compute capacity, and the race is minting winners across silicon, real estate, and…
A prominent AI skeptic is making the case that the explosive revenue growth powering Google Cloud, AWS, and Azure traces…
SMCI has shed a third of its value over the past year while AI server peers rip to record highs,…
Sell-side analysts have parked on Hold while some of the sharpest event-driven hedge funds in the business are quietly building…
Leopold Aschenbrenner watched tens of billions evaporate in days, then got married, and now some of the most powerful names…
Amazon is financing a massive gas plant in West Texas that regulators say could dwarf every other power station in…
SpaceX and Tesla just announced a semiconductor megafactory in Texas that would dwarf every building on Earth, but the gap…
Three weeks after a Cabinet secretary declared a parasite outbreak under control, a national salad chain collapsed into bankruptcy and…
Washington just directed $17.5 billion toward the nuclear supply chain, yet the ETFs most investors hold to capture that trade…
ChatGPT and Claude both ranked the same coin last, but they disagreed on which of the remaining two deserves your…
Michael Saylor built his fortune and his reputation on a single promise: never sell bitcoin. Strategy has now broken that…
Meta and Alphabet both poured record billions into AI last quarter, but one came out with expanding margins and a…
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