David Moadel |
Nebius Rises 4% Despite Adding $5.75B in Convertible Debt, Snapping a Six-Session Slide
Nebius just closed a convertible debt deal that blew past its own raised target, and instead of punishing the stock,…
David Moadel |
RUM Group Surges 11% as CEO Vows to Take On CoreWeave and Nebius, Trump Media Holds Flat
RUM Group CEO Chris Pavlovski just publicly named CoreWeave and Nebius as targets for his company's AI infrastructure arm, but…
David Moadel |
Netflix Rises 3% on a $95 Wolfe Research Price Target, Leaving Disney and Warner Bros. Discovery Behind
Wolfe Research says Netflix's rough summer had nothing to do with demand, and that one reframing sent shares jumping while…
Omor Ibne Ehsan |
Is Gold’s Best Month Since 2008 About to End? One Trader Just Bet $202 Million That It Is
Someone just sold $202 million in gold call options after the metal's biggest monthly surge since 2008, and the headline…
Vandita Jadeja |
3 Billionaire Investors Just Bought the Same Stock. Should You?
Warren Buffett, Bill Ackman, and Stanley Druckenmiller all rotated into the same stock last quarter, but the bear case raises…
Alex Sirois |
Walmart Keeps Cratering: 45% Gains Are Expected From A Respected Wall Street Pro
Walmart just beat earnings and raised guidance, then watched its stock sink while every peer in the sector rallied. One…
Omor Ibne Ehsan |
Nvidia Customers Face a 15% Price Hike | Google Is Spending $200 Billion to Steal Them
Nvidia just warned its biggest customers to brace for a steep price jump on next-generation AI servers, and that threat…
David Beren |
The Family Bank: Parents Are Lending Their Kids Mortgage Money at Rates the IRS Itself Publishes, and No One Owes Gift Tax on the Discount.
The IRS publishes a mortgage rate every month that commercial lenders will never offer you, and parents with home equity…
Vandita Jadeja |
One Reason to Be Bullish on SanDisk Stock
SanDisk has already delivered one of the most explosive stock runs in recent memory, yet a single structural shift in…
Sam Daodu |
How High Can XRP Go By September if the CLARITY Act Becomes Law?
The CLARITY Act cloture vote on September 15 sets up three very different futures for XRP, and the gap between…
David Moadel |
SpaceX Rises 3% as Musk Pulls the NVIDIA Orbital Data Center Into 2027, JPMorgan Sees 75% Upside
SpaceX stock is surging on a timeline shift that has nothing to do with rockets and everything to do with…
Rich Duprey |
Amazon’s Gadget Price Hikes Reveal the Consumer Cost of the AI Memory Crunch
AI data centers are quietly draining a resource that every smartphone, speaker, and streaming stick depends on, and Amazon just…
David Moadel |
Crypto Stocks Rally While Bitcoin Trades Near $80K: CleanSpark Jumps 7%, BitMine Climbs 4%
Bitcoin is barely budging, yet certain mining and treasury stocks are surging several times faster than the coin itself. The…
Rich Duprey |
Google TPU Volume Could Triple to 8.8 Million by 2027
Google is quietly betting its entire cloud future on a chip most investors have never heard of, and a new…
David Moadel |
Robinhood Rises 7%, Webull Climbs 4% as a Day Trading Rule Repeal Ignites Retail Crypto Orders
The crypto market is barely moving, yet retail broker stocks are surging hard, and the explanation traces back to a…
Alex Sirois |
Core Compounders Should Do This With Walmart
Walmart just slid 6.64% in a week despite beating earnings estimates, and the math on that pullback looks very different…
Vandita Jadeja |
Johnson & Johnson Is Near a Record High. Is There Still Room to Run?
Johnson and Johnson has surged over 54% in a year, cleared a major FDA hurdle, and raised its guidance, yet…
Alex Sirois |
Long-Term Investors Know Exactly What to Do With Nvidia Before Aug. 26 Earnings Drop
NVIDIA heads into its August 26 earnings report with Wall Street almost certain it will beat, yet the stock has…
Omor Ibne Ehsan |
SpaceX and CoreWeave Helped Turn Dell Into an AI Rocket. Earnings Could Bring It Back to Earth
Dell shares have surged nearly 250% this year on the back of massive AI orders from SpaceX and CoreWeave, but…
Rich Duprey |
Chamath Palihapitiya Flags 3 AI Killers — Could Anthropic’s $2 Trillion IPO Dreams Crash First?
Chamath Palihapitiya sees three converging forces that could choke off the AI infrastructure boom, and the companies with the most…
