AI stocks plunge. Inflation heats up. Where we’re still finding opportunities
The sinking AI trade and hotter-than-expected inflation data rattled last week’s stock market. But solid bank earnings and…
Stocks saw new highs and big declines: How the volatile AI trade moved last week’s market
Stocks climbed to fresh record highs early last week, but renewed volatility in the artificial intelligence trade showed…
Meta nears first new high in a year as Muse success showcases winning AI strategy
Meta Platforms just put the AI world on notice: Muse is here to play, and it’s playing for…
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…