The AI Build‑Out Isn’t Slowing — and NVIDIA Still Sits at the Center of Many Major CapEx Plans
Quick Read Big banks are already booking real AI cost savings, broadening monetization well beyond tech and weakening…
Virgin Galactic Crashes 32% on Settlement Dilution Fears, AST SpaceMobile Rises 10%, Planet Labs Climbs 9%
Quick Read Virgin Galactic (SPCE) stock crashed 32% after preliminary court approval for a shareholder derivative settlement reignited…
Broadcom Jumps 6% on Alphabet $80B AI Raise, Marvell Soars 18% on Jensen Huang’s $1T Endorsement
Quick Read Broadcom (AVGO) stock rose 6% after Alphabet’s (GOOGL) Google announced an $80 billion equity raise to…
Jensen Huang Just Dropped a Bomb on ‘AI-Proof’ College Degrees: ‘It Won’t Matter’
Quick Read Huang’s optimism about AI’s job impact contrasts with reality: companies across technology, media, finance, and consulting…
XLU Investors: Watch PJM’s March 2027 Data Center Framework Decision
Quick Read Utilities Select Sector SPDR Fund (XLU) — hyperscaler power demand transforms defensive utility sector into growth…
Prediction: Cisco Stock Will Trade at This Price in 2028
Quick Read Cisco (CSCO) reported record quarterly revenue of $15.84B with networking up 25% YoY and AI infrastructure…
ServiceNow Soars 14% on Enterprise AI Rotation as Dell’s Blowout Earnings Lift Software Sector
Quick Read ServiceNow (NOW) stock is rising 14% to $124 as capital rotates into beaten-down enterprise software following…
Mark Zuckerberg’s $145 Billion AI Gamble Could Spawn Meta’s Next Monster Business
Quick Read Meta Platforms (META) plans capital expenditures of $145 billion in 2026 for AI infrastructure, surpassing Microsoft,…
Micron Technology Delivered 2,000% Return for One Investor as Memory Shortage Fuels AI Rally
Quick Read The memory shortage has given Micron pricing power, enabling legendary returns as demand for AI data…
The Nasdaq’s AI Fast‑Track Will Reshape Big Tech — The S&P Might Be Ready to Change the Rules, Too
Quick Read SpaceX, OpenAI, and Anthropic will enter the Nasdaq 100 via fast-track rule in just over 15…
What Nvidia’s CFO Just Revealed About GPU Demand Should Have Every AI Investor Paying Attention
Quick Read Nvidia (NVDA) achieved its third straight earnings triple play by beating revenue estimates, topping earnings expectations,…
How Engineering Executives Structure Their 401(k) to Pay Under 10 Percent Effective Tax in Retirement
Quick Read Roth 401(k), HSA, and traditional 401(k) coordination drops $200,000 annual spending to ~1% federal tax via…