After a catastrophic margin call forced Situational Awareness to liquidate near the bottom, two of its former high-conviction AI holdings are now surging back with momentum that is making the forced selling look like…
Oracle shares have shed a third of their value since last December, yet something in the company's latest earnings report has one investor hitting the buy button harder than ever before.
Rocket Lab just ripped 27% in a single week and has a packed August catalyst stack, while SpaceX trades on a scale narrative with almost no near-term triggers. These two space names are playing…
Celsius Holdings shares have cratered nearly 40% this year, shrinking its market cap to a size beverage giants can actually swallow. With PepsiCo already holding equity and activist investors circling, the question is no…
Surging oil prices, a CPI spike not seen in three years, and Treasury yields at levels last touched in 2007 are forcing a September rate decision that could reshape which stocks lead the market…
Apple just got slapped with an Underperform rating while Trade Desk faces a brutal price target, but some names on Monday's analyst radar are picking up surprise upgrades that could shift the conversation entirely.
Healthcare just posted the best three-month run of any S&P 500 sector, yet two of the three biggest pharma names by market cap are still trailing the broader market. That gap between performance and…
Governments are pouring billions into national AI compute capacity, and the race is minting winners across silicon, real estate, and power infrastructure. But the benefits are not spread evenly, and knowing which layer captures…
A prominent AI skeptic is making the case that the explosive revenue growth powering Google Cloud, AWS, and Azure traces back to just two companies that have never turned a profit, and that the…
SMCI has shed a third of its value over the past year while AI server peers rip to record highs, yet one Wall Street bull is doubling down with a target that implies massive…
Sell-side analysts have parked on Hold while some of the sharpest event-driven hedge funds in the business are quietly building complex positions around Norfolk Southern's pending merger. The two camps are not fighting over…
Leopold Aschenbrenner watched tens of billions evaporate in days, then got married, and now some of the most powerful names in Silicon Valley are fighting to hand him even more money.
Amazon is financing a massive gas plant in West Texas that regulators say could dwarf every other power station in America, and the company's own climate pledges are now caught directly in its path.
SpaceX and Tesla just announced a semiconductor megafactory in Texas that would dwarf every building on Earth, but the gap between what is legally committed and what Elon Musk is promising raises a question…
Three weeks after a Cabinet secretary declared a parasite outbreak under control, a national salad chain collapsed into bankruptcy and a healthy food brand that never even stocked the recalled lettuce watched its stock…
