Why Wall Street is punishing great earnings
Some of America's biggest companies are delivering exceptional earnings… only to watch their stocks fall. Here's why good news is losing its power… and what the market's reaction means for investors.
How DigiPower X’s $1B Cerebras deal is powering execution
DigiPower X (DGXX) CEO Michel Amar breaks down the company's milestone contract with Cerebras (CBRS)… its AI stack roadmap, from real estate to GPU-as-a-service… key catalysts through 2026… and why DigiPower X is in a league of its own.
This could be an ugly earnings season
Earnings season is off to a concerning start. Plus, oil winners and losers… The GLP-1 stock rotation… Why AI is reviving the short trade… A major headwind is coming for SpaceX (SPCX)... Why AI capex is a positive… And more.
The bond market is sending Big Tech a warning
Big Tech is spending hundreds of billions in AI… and the bond market is growing more reluctant to absorb the massive debt without demanding higher yields. And this issue could quickly spread to equities.
This hospitality disruptor is entering its next growth phase
Savvy CEO Eric Goldreyer breaks down the secret to the company's success—and its next growth phase… how AI is helping unlock customer savings… and his exit plan for this hospitality disruptor.
The S&P 500 is riding on the chip trade
Semiconductor stocks just hit a record weighting of the S&P 500, thanks to the AI boom. But now the question is whether the spending fueling chip profits can keep delivering returns…
Is Bitcoin close to a bottom?
Bitcoin's (BTC) free fall: Is the crypto market near a bottom? … Plus, Trump's $1B income… Why Meta's (META) compute move is controversial… How AI companies are fighting data center pushback… And happy birthday, America!
The S&P 500 is hiding a tech massacre
The market is sitting near all-time highs… But under the surface, some of the most recognizable names in tech are quietly getting crushed. Here's what the index isn't telling you… and what to watch going forward.
This chipmaker is a screaming buy
These tech stocks are buys on the pullback. Plus, is it still a "buy-the-dip" market? … What's driving the outperformance in small caps? … Steer clear of this SPAC… Accenture's (ACN) management should be fired… And the broken housing market.
The South Korea selloff is spreading fast
South Korea's KOSPI index crashed 10% in a single session, triggering a circuit breaker for the third time this year. The damage spread directly into the Nasdaq. Here's what's actually driving it, and what it means for your portfolio.
AI is now a critical national asset
Khadija Mustafa, advisory council member of VivoPower (VIVO), breaks down why the AI race is moving upstream… where the hyperscaler capex is actually going… why AI can't be compared to the dot-com boom… and much more.
Will falling oil prices drive the Fed to cut rates?
Will crashing oil lead to lower inflation? And what to expect from Kevin Warsh's first Fed meeting. Plus, SpaceX's (SPCX) move to buy Cursor… AI capex is unlike anything we've ever seen… And introducing Curzio Alpha.
Why isn’t the oil market reacting to Iran?
Why isn’t oil surging as the Iran conflict escalates? Plus, why Oracle (ORCL) dropped after solid earnings… Will AI force the Fed to hike rates? … Can Kevin Warsh actually change the Fed? … And an El Niño trading opportunity.
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