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…
What’s behind Nvidia buying Hugging Face? Look to Microsoft
Nvidia appears to be taking a page from Microsoft’s playbook — a move we happen to like. Nvidia…
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…
CoreWeave counters a key bear case on the AI trade. What it means for our data center stocks
CoreWeave has delivered a shot in the arm for Club name Nvidia and other data center stocks, offering…
Goldman traders are on pace for a record year. A close-up look at how they’re doing it
Goldman Sachs ‘ dealmaking prowess may grab all the glory, but the biggest driver of growth last quarter…
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…
‘This is a clearing event’ — Cramer says forced selling may signal a bottom for AI trade
Jim Cramer said Thursday the forced unwinding of levered hedge-fund bets on artificial intelligence stocks may help stabilize…
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…