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…
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…
A Top Strategist Says the AI Trade Is Cooling, but Chipmakers Are Quietly Winning
Quick Read MSFT sits down 24% YTD despite $31B in quarterly AI capex, while chip supplier TSMC has…
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…
Here Are Tuesday’s Best Wall Street Analyst Research Calls: Centene, Darden Restaurants, Flutter Entertainment, GE Healthcare, IBM, Nike, SpaceX, Synopsys, Target, and More
Quick Read Bank of America forecasts 75 basis points of Fed rate hikes through 2026, citing sticky inflation…
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…
SpaceX Is Already Pulling Back From Its High. History Says That Is Not a Good Sign
Quick Read SpaceX surged 19% on its IPO debut, but mega-IPOs over $50 billion have historically delivered a…
Donald Trump’s Q1 Portfolio Was Just Revealed. He Just Poured Millions Into These 3 Unstoppable AI Stocks.
Quick Read Trump bought NVDA and AMD into a March dip that preceded AMD’s 128% year-to-date surge and…
Jim Cramer Says SpaceX Is a ‘Meme Stock.’ He Couldn’t Be More Wrong.
Quick Read SpaceX gained nearly $900 billion in market cap within days of its IPO, backed by 6…
Can Retirees Count on JEPQ’s 10.3 Percent Dividend and Monthly Payments?
Quick Read JEPQ’s 10% monthly yield spans 48 straight months of payments, but per-share distributions swing between $0.44…
Bad Economic News Is Piling Up. A Recession Is Looking Imminent
Quick Read The BLS reported 172,000 jobs added in May, but employment is a lagging indicator that often…