Broadcom’s The Perfect Buy as Capex Fears Materialize
Every time hyperscalers signal tighter AI budgets, one chipmaker's order book quietly grows. The reason has everything to do with who actually benefits when the industry is forced to spend less.
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D-Wave Quantum Rises 7% on Expanded AT&T Deal, Lifting IonQ, Rigetti, Quantum Computing Inc.
AT&T just handed the quantum computing sector a concrete production milestone, and the stocks reacting hardest are not the ones that signed the deal.
Dan Ives Is Still Bullish on Nvidia: ‘We’re in the 3rd Inning of the AI Revolution,’ and Demand Is Outpacing Supply “12 to 1”
Tech skeptics say the AI rally is running on fumes, but one Wall Street analyst sees a demand imbalance so extreme it suggests the buildout has barely started. Here is what the latest hyperscaler…
“It’s All One Trade.” ‘Big Short’ Investor Sells Google And Warns Your 401(k) Isn’t as Diversified as You Think
Steve Eisman, the investor who called the subprime collapse and host of The Real Eisman Playbook podcast, just quietly sold one of his longest-held positions and says the retirement portfolio most Americans trust for…
Retirees Can Now Get 100 Percent Downside Protection in an ETF and Still Keep Stock Market Upside
Structured notes have long offered this kind of downside protection, but retirees had to lock up capital and accept illiquidity to get it. A new breed of ETF changes that equation in a way…
Nvidia CEO Huang: Chips Industry Must Grow 10x Over The Next Decade To Power 100 Billion AI Agents
Jensen Huang just told the world that the entire semiconductor industry is not remotely built for what comes next, and his forecast for how much it needs to grow will reshape how investors think…
Will NVIDIA or Apple Be the Largest Company By Year’s End? — Here’s the Name I’m Putting My Chips On
Nvidia keeps reclaiming the throne and Apple is lining up a new CEO, fresh AI features, and a device upgrade program that could ignite a supercycle. Only one of these giants walks away as…
Strategy Climbs 3%, BitMine Surges 7%, SharpLink Rises 5% as Crypto Stocks Bounce Back Toward $65K Bitcoin
Bitcoin is clawing back toward $65,000 and dragging crypto treasury stocks with it, but the rally lands inside brutal year-long drawdowns and a fifth straight week of zero Bitcoin buying from Strategy raises questions…
The S&P 500 Is On Track to Post Record Q2 Profits — But There’s a Catch
S&P 500 companies are beating earnings expectations at a historic clip and profit margins are hitting levels never seen before, but a closer look at the numbers reveals one company is quietly distorting the…
Palantir Stock Could Be Setting Up for a Big Earnings Beat. Why This Pro Thinks $200 is Realistic
Palantir heads into August earnings with analysts raising the bar even higher, Michael Burry betting against it, and a valuation that still makes skeptics wince. Whether the AI platform's commercial momentum can finally move…
Why I Can’t Stop Buying This 16 P/E Tech Giant: My Biggest August Bet
Alphabet dropped 7% after beating earnings estimates by nearly 200%, and that contradiction sent me straight to the buy button. Here is why a 16 P/E on the most aggressive AI infrastructure program in…
“He Has a Bigger Fish to Fry”: Why One Analyst Saw a Narrow Window for Warsh to Hike — and What Actually Happened
Neel Dutta of Renaissance Macro Research argued the Fed should hike in July, predicting the window would close by September. The Fed held 9-3, with three hawkish dissenters, and the September meeting is now…
Ford’s Recalls Are a Headache for Shareholders. Here’s Who Actually Cashes In.
Ford just issued recalls covering nearly a million vehicles, and while that spells trouble for its own shareholders, a handful of publicly traded dealer groups are quietly positioned to profit from every car that…
XRP vs XLM vs HBAR: Which Payment Crypto Are Institutions Actually Using?
Mastercard, MoneyGram, and Lloyds all turned to blockchain for payments and collateral this year, but each picked a different network. Understanding why reveals something surprising about which of these three institutional cryptos is actually…
Waymo Got $9,000 In Parking Tickets
Waymo's autonomous vehicles have been quietly racking up parking tickets across American cities, and the story raises a question that cuts to the heart of self-driving technology: were the cars actually responsible, or were…