AI-powered market analysis and insights
Ferrari unveiled its first EV and the crowd said 'meh.' Oil spiked on Iran strike news. And the AI trade quietly moved past the big names. Busy week.
The AI mega-cap party is over. The $700B capex wave is now flowing downstream — into photonics, optical networking, and data centers most retail investors can't even spell.
Iran negotiations are leaking contradictions faster than a Jenga tower. Meanwhile, Dell heads into earnings with options implying an 11% move. Buckle up.
IBD says AI stocks have real profits. The Economist says they're eating Ireland's electricity. Both are right. Here's which tickers are winning the argument.
SpaceX is claiming a $29T market, Spotify just crashed its own investor day in the best way, and Ross Stores beat estimates so hard analysts had to do a double-take.
NVDA beat but didn't blow the doors off. SpaceX just filed publicly. OpenAI is next. The $4 trillion IPO wave is here — hope your portfolio is ready.
Google I/O is making $GOOGL the talk of every finance channel, LHX is quietly ramping fiber-optic drone tech, and $MBLY just got slapped with an $8 price target. Let's break it down.
NextEra just dropped $67B on Dominion Energy, $D popped 12%, and Virginia's 'Data Center Alley' is why. Plus: $REGN craters, $SPCE wannabes rejoice.
AI infrastructure stocks AAOI, LITE, and Coherent posted 21-53% gains in a single week. The smart money already rotated. Did you?
Lumber's up 10% YoY, 2x4s cost $3.48, and Lowe's hardware floor is a ghost town on a Saturday. The housing freeze is real — and it's got receipts.
Bonds are melting down, oil is at $106, and somehow DXCM and MSFT are the week's coolest kids. Here's why the smart money moved where it did.
Cerebras priced at $185, opened at $350, and made Nvidia fans briefly nervous. Meanwhile DOCS dropped 26% proving AI costs can hurt the companies selling AI too.