Inside Eaton’s $9.5 billion bet to dominate the AI infrastructure boom
Eaton has set a lofty goal: Don’t just power the world’s hungriest data centers — become the one-stop…
Back-to-school shopping brought to you by AI — how Amazon, Google are positioned to win
For Alexander Lee, back-to-school shopping used to mean hours spent comparing prices, reading reviews, and figuring out where…
Big Tech’s AI spending is putting a longtime strengths to the test
The artificial intelligence spending boom is testing one of Big Tech’s greatest strengths: pristine balance sheets. Club holdings…
FedEx is chasing the GLP-1 boom. Why healthcare logistics means big business
The boom in GLP-1 weight-loss drugs and other specialized medicines has created lucrative logistics opportunities in an industry…
1 hyperscaler megacap down, 3 to go. Alphabet raises the stakes on AI spending
One down, three to go. Alphabet kicked off Big Tech earnings this week — telling Wall Street it…
AI is entering a new phase — and these are the stocks investors should be watching
In this Club Check-in, Investing Club’s Paulina Likos and Zev Fima discuss Wall Street’s shift from AI euphoria…
How Apple stock rode the AI rollercoaster to record highs in 1 chart
Apple’s stock has had a bumpy ride this year. But it’s been a lot more pleasant lately —…
The AI trade cooled and oil sank. A closer look at Wall Street’s volatile week
Wall Street spent the week debating who the biggest winners and losers of the artificial intelligence boom will…
Alphabet burnishes one of its best weapons in the battle for AI supremacy
Alphabet has squashed concerns that artificial intelligence will destroy its Google tech empire. One of its biggest weapons…
Meta’s flurry of AI initiatives this month hasn’t helped lift the stock. What will?
Meta Platforms unveiled a flurry of AI initiatives this month — from lower-cost smart glasses and an enterprise…
Alphabet’s plan to sell $80 billion in stock to fund its AI buildout isn’t all bad
Alphabet bulls fought the down tape all day on Tuesday, taking the glass-half-full view of the company’s plans…
Apple’s surge to record highs faces a major test next month. What it must do to pass
Apple ‘s incredible eight-week march to record highs faces a major test next month. Like many investors, we…