FuelCell Energy and Bloom Energy have spent 2025 riding the same AI data center power wave, but Monday's trading just cracked that story wide open and forced investors to pick a side.
Alphabet's Q2 report arrives Wednesday carrying an Anthropic-sized wildcard that could produce the most misleading headline EPS in the company's history, and knowing which numbers to ignore matters as much as knowing which ones…
Appaloosa Management just concentrated its biggest US equity bets across five stocks that together cover every layer of the AI stack, and one of them has nothing to do with chips.
Small-cap stocks have surged back into the spotlight after years of trailing large caps, and investors are now wrestling with a familiar dilemma: chase the rally or wait for a pullback that may never…
Costco, Fastenal, and Visa all pass Warren Buffett's classic quality screen, but passing the quality test and clearing the valuation bar are two very different things. One of these compounders is a trap at…
Andy Jassy is pouring roughly $200 billion into data centers while free cash flow craters, and that tension between brutal near-term spending and a looming AI billing inflection is exactly why one investor keeps…
Nearly half of Nasdaq 100 stocks are already in correction territory while the index hovers near record highs, and that contradiction is forcing investors to confront an uncomfortable question about who actually gets hurt…
Wharton economist Mohamed El-Erian sees the inflation battle as largely won, but he is already timing out a specific window when the AI infrastructure boom turns into a costly bust.
Most AI debt deals spook investors, but Nebius Group's latest financing move triggered a very different reaction from the market and from the sophisticated lenders who signed off on it.
Palantir bears have called the stock overvalued at every step, yet the company keeps silencing them with results that strain credibility. After eight straight earnings beats and a dramatic guidance raise, our model lands…
With the Strait of Hormuz under fire and Trump threatening strikes on Iranian civilian infrastructure, one obscure shipping ETF has become a strange but potent vehicle for geopolitical chaos, and the next move could…
Archer Aviation just partnered with a secretive defense tech firm to unveil an autonomous attack aircraft, and the market reacted fast. But with the stock still deep in the red for the year and…
XRP sat frozen near $1.08 while Bitcoin climbed and Solana led the market higher, and the reason it keeps getting left behind points to a single make-or-break moment working its way through the U.S.…
Stanley Druckenmiller is skipping the mega-cap tech herd and loading up on a Mexican discount grocer, an Argentine shale producer, and a biotech that Wall Street just handed a 38% discount despite accelerating fundamentals.…
TSMC and Intel both beat earnings expectations this quarter, but one company is compounding billions while the other is still rebuilding the foundation to compete. The gap between them reveals something uncomfortable about where…
