The midterms just exposed a major risk for AI stocks
Stocks rallied after Democrats swept Congress, but AI data center operators plunged. Here's why the election could reshape the AI infrastructure boom... and what investors should watch.
The blue wave is great for stocks
Why a divided government is good for the market. Plus, neoclouds will get crushed… The AI race: U.S. vs. China… Why Apple (AAPL) and Palantir (PLTR) fell after great earnings… And higher energy prices will outlast the Iran war.
Why stocks are struggling despite strong earnings
Stocks are trading below their 10-year average valuation, and earnings are expected to grow 17%. So why are investors selling? Here's what's threatening future profits... and why even reasonably priced stocks could fall further.
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