Nebius, Coreweave, and IREN Tumble on Meta’s Cloud Ambitions. Is This the End of the Neocloud Boom?
Quick Read Meta’s plan to sell excess AI compute capacity under Meta Compute sent Nebius and CoreWeave shares…
Companies Are Spending $11.5 Million a Year on AI and Can’t Prove a Single Dollar Came Back
Quick Read Alphabet (GOOGL) raised $85 billion for AI infrastructure while the average enterprise spends $11.5 million annually…
Is Oracle’s Debt Simply Too Much to Justify the Risk?
Quick Read Oracle carries a $638 billion AI backlog but funds expansion through debt, unlike cash-rich rivals Microsoft,…
AI Demand Is Outstripping Supply — Even Google Can’t Keep Up
Quick Read Google told Meta in March it couldn’t deliver all requested Gemini inference capacity, disrupting internal AI…
The AI Selloff Is Getting Brutal: 10 Tech Giants Already Deep in Bear Market Territory
Quick Read Ten major tech stocks have all crossed bear market territory, with Coinbase falling 67% and Oracle…
64 Years Old With $1.1 Million in a Traditional IRA. Here’s Where I’m Allocating Capital
Quick Read KO and ABBV anchor the portfolio at 25% each, rated Very Safe with payout ratios under…
Micron’s 12% Sell-Off Is a Gift. AI’s Memory Crisis Makes It a Long-Term Buy
Quick Read Despite a 12% drop during a broader tech rout, the company remains one of the primary…
Big Tech’s $750 Billion AI Debt Binge Means Investors Now Have to Watch the Bond Market
Quick Read META raised its 2026 capex guide to $135 billion while GOOGL issued $55 billion in bonds,…
As Anthropic Nears $1 Trillion Valuation, Tech Veterans Warn Against Repeating Intel’s Biggest Mistake
Quick Read Thompson warned AI giants risk Intel’s buyback-over-manufacturing mistake, while INTC surges 523% and T rebuilds at…
The Billionaire Who Called the 2008 Bubble Just Dumped Google to Buy These 5 AI Hardware Stocks
Quick Read Druckenmiller dumped Alphabet and rotated into AI hardware plays SNDK and MU, which surged 4,586% and…
AI Momentum Outweighs Iran Risks and Fed Concerns, Says Chief Economist
Quick Read Micron (MU) reports fiscal Q3 earnings June 24, where traders price a 97% beat probability after…
Alphabet Sinks 6%, Amazon Slides 4% Amid AI Capex Anxiety Across the Hyperscalers
Quick Read Alphabet sank 6% and Amazon slid 4% as combined 2026 hyperscaler capex tops $452 billion, raising…