A billionaire investor says AI contributes nothing to corporate earnings growth, but Microsoft just filed numbers that tell a very different story. With Nvidia reporting in six days, the tension between trillion-dollar infrastructure bets…
Wolfe Research just handed Nebius Group one of the most aggressive growth targets in AI infrastructure, and the building blocks behind it are harder to dismiss than you might expect.
SoFi has been punished hard in 2026, but a fresh Wall Street initiation and back-to-back earnings beats are rewriting the story. Whether the bull case or the rate-hike risk wins out depends on factors…
JEPI's 8% monthly yield looks like an obvious win over SCHD's modest payout, but the IRS treats those two income streams in ways that can quietly flip the comparison depending on where you hold…
XRP just posted its strongest week of the year while Bitcoin clawed back toward six figures, but the next two years hinge on a Senate vote and Federal Reserve decisions that could push one…
Bitcoin is having a strong day, but something inside the miner cohort is breaking down in ways the coin price cannot explain. The split forming between CleanSpark and its peers reveals a much bigger…
AI-pivoting Bitcoin miners are selling off hard on Friday, but the damage is hitting each stock in a very specific order that reveals exactly who has been buying and why they are suddenly heading…
Marvell scored a blockbuster Google deal Thursday and watched investors celebrate. By Friday morning, the fine print arrived, and the stock was sliding fast while its biggest rival quietly climbed.
Where you retire could quietly cost you thousands each year in taxes on money you already saved, and a handful of states have built rules that let qualifying retirees keep far more of every…
Apple just posted its ninth consecutive earnings beat and a record Services quarter, but the real question is whether the market has already priced in everything good that is coming, or whether the biggest…
Alibaba's cloud business just posted a 22-quarter high in growth, yet the stock is sinking while rival Baidu climbs. The reason comes down to a single line in the earnings report that rewrote the…
Energy Transfer's co-founder just made a nine-figure bet on his own partnership, and the timing of the purchase raises a question every income investor should sit with before deciding what it means.
Bitcoin's breakout sent fintech stocks flying Friday, but the gains spread unevenly across SoFi, Robinhood, and Affirm in a way that reveals exactly which names actually have skin in the crypto game.
AMD just posted its best quarter ever while Nvidia shipped its way toward a trillion-dollar runway, and now every hyperscaler has to decide whether a credible second source is worth betting on.
SpaceX just handed NVIDIA a high-profile win by locking in 20% of its next platform, leaving AMD without a flagship logo at the worst possible moment. The real question is whether this signals a…
