Nike Gets Booted From S&P 100 After Losing 80% of Its Value
Nike just lost its seat at the S&P 100 table after 18 years, and the earnings beat that was supposed to signal a comeback may be masking something far more troubling beneath the surface.
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Opendoor Sinks 7% as Yield Spike Meets Delayed Profit Timeline, Offerpad and Zillow Group Trail
Opendoor's CEO took to social media to admit something investors did not want to hear, and it landed in the worst possible week for a company that lives and dies by interest rates.
Anthropic Employees Say ‘AI Could Kill All Humans!’ Put Odds Above 10% This Decade
An Anthropic researcher just put the odds of AI killing all humans above 10% this decade, and Amazon has staked roughly $200 billion in annual capex on that very lab. What Andy Jassy told…
One AI Stock is The Clear WInner as Yields Approach 5%
Rising Treasury yields should be pushing investors toward bonds, but one AI chipmaker keeps earning a spot in the portfolio every time rates climb. The reason comes down to a cost advantage hyperscalers cannot…
The Dividend Trap: These Mortgage REITs Paid Investors While Destroying Principal
Mortgage REITs are flashing double-digit yields right now, but for some of the biggest names in the sector, those payouts have been quietly funded by eroding the very principal they promised to protect.
Ford CEO Farley Does More To Wreck The Company
Jim Farley steered Ford into a Chinese partnership he once warned would destroy the company, and now a Cabinet secretary is calling him out in writing. The fallout reveals a pattern of strategic miscalculations…
Trump Promises Every American $5,000 “Dividend” Check — But Who’s Going to Pay For It?
Trump just promised every adult American a $5,000 check, but the math raises serious questions about where the money comes from, whether the proposal is even legal, and whether any check will ever actually…
Intel Sinks 6% as Profit Taking Hits a Parabolic Run; NVIDIA and AMD Retreat 3%
After a 188% year-to-date surge, Intel is suddenly retreating hard on a Thursday that turned risk-off fast, and NVIDIA and AMD are getting dragged down with it. Here is what is driving the selloff…
AI Companies’ Debt Now Equals 68% of New Long-Term U.S. Treasury Borrowing This Year, JPMorgan Finds
JPMorgan and Goldman Sachs have both run the numbers on how much debt the biggest AI companies are piling into bond markets this year, and the figure they landed on threatens to reshape who…
Micron Could Be the Next Nvidia For Patient Investors
Micron has already posted a 662% one-year gain on the AI memory boom, but our proprietary model puts its 12-month price target below where the stock trades today, and the reasoning challenges everything the…
Forget the AI Headlines. AHBM Holders Should Be Watching Memory Chip Prices
AHBM has surged in its first weeks of trading, but the force moving it has nothing to do with AI ETF hype. One monthly data release from an obscure industry research firm holds more…
From $8.7B Profit to $5.8B Loss: Why Micron’s Boom-and-Bust Risk Is Far From Over
Micron just posted numbers that look nothing like a commodity memory company, and management is pointing to billion-dollar contracts as proof the boom-bust cycle is finally broken. History has heard that argument before, and…
JPMorgan Earned $16.9 Billion in 1 Quarter. Here’s How Much of It the Dividend Actually Uses
JPMorgan just posted one of its biggest quarterly profits ever, but income investors near retirement should care less about the headline number and far more about what the dividend actually costs the bank to…
Uber Continues Its Free Fall: One Pro Analyst Says It Will Double in the Near Future
Uber has shed more than 30% from its highs while posting record free cash flow, and at least one top Wall Street analyst thinks the market has it spectacularly wrong about where this stock…
Wells Fargo Analyst: SpaceX Wireless Will Crush Carriers While Tower REITs “Quietly” Profit
A Wells Fargo analyst says SpaceX's wireless push will hurt carriers far less than investors fear, and the real beneficiaries may surprise anyone who assumed satellite and towers compete rather than cooperate.