Elon Musk just declared his latest AI model objectively number one in intelligence, speed, and cost, and the timing could not be worse for two companies that Microsoft is betting billions on.
A Washington tax proposal targeting inflation adjustments on capital gains could reshape what Elon Musk eventually owes on his massive Tesla stake, but the math reveals a far messier picture than the headlines suggest.
Washington is obsessed with indexing capital gains for inflation, but a quieter distortion in the tax code has been silently picking the pockets of everyday investors for 48 years, and almost nobody in power…
Two healthcare giants, two very different dividend bets: one built on six decades of unbroken raises and a fortress balance sheet, the other dangling a fatter yield while racing to outrun its own blockbuster's…
Intel's stunning 176% run has the semiconductor sector buzzing, but with AMD trading at a jaw-dropping 123x earnings and a fresh dilution event on the table, figuring out where to hold and where to…
Jim Cramer just named Intel a major focus name and pointed directly at CEO Lip-Bu Tan, but Wall Street's cautious consensus tells a very different story about where this explosive turnaround actually stands.
Dell's AI server business is growing at a pace that makes Wall Street's price targets look timid, but the margin compression hiding underneath the headline numbers could either validate the skeptics or set up…
Elon Musk just told SpaceX employees that a business most people have never heard of will soon dwarf rockets, Starlink, and every other revenue line the company has ever built, and he gave a…
CoreWeave's CEO just made a claim that challenges one of the biggest bear cases against the stock: that aging NVIDIA hardware will drag margins down as newer silicon arrives. The reality unfolding in CoreWeave's…
Rocket Lab just posted a record quarter and a backlog that shocked Wall Street, but the CEO is selling shares while betting billions on a deal that could either transform the company or crush…
Lumentum just torched Wall Street expectations and sent shockwaves through the entire AI optics complex, pulling peers like Coherent, Corning, and Ciena sharply higher as analysts scramble to figure out whether the rally has…
Jim Cramer is hosting a semiconductor-focused call Thursday, and the AI capex cycle is running hotter than any point in the last two years. Five names define the trade right now, but one of…
Microsoft, TSMC, and AMD each own a different layer of the AI stack, but owning all three at current prices is not the same trade. One name is running years ahead of the deliverables…
Guinness Atkinson just launched an ETF that may hold as few as 25 stocks and bet everything on a single thesis about global innovation. Whether that concentrated conviction is bold strategy or unnecessary risk…
A major AI cloud operator just handed Bloom Energy a high-profile data center contract, and the ripple through the fuel cell sector raises a pointed question about which names have real wins and which…
