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Navigating AI Waves: How Capital Rotation Will Propel SPY And QQQ
Buy SPY and QQQ on dips as AI investing rotates from chipmakers to Big Tech and CapEx cools. Click for an updated market outlook.
The Trade Desk: Buying In The Middle Of An Existential Crisis
The Trade Desk stock plunged 90% after weak Q2-26 results. Click for more on TTD stock.
Why JPMorgan is investing big in the 2028 LA Olympics
JPMorgan is making a nine-figure bet as the Olympics Games' first-ever global banking partner.
10 Information Technology Stocks Whale Activity In Today’s Session
This whale alert can help traders discover the next big trading opportunities. Whales are entities with large sums of money and we track their transac
Meta: The Mispriced Embedded AI Call Options
Meta stock: Q2â26 ad revenue +27% YoY and $140B AI CapEx fuel long-term upside beyond ads. Click here to read this analysis.
CoreWeave or Nebius? Analyst Says the Risk-Reward Now Favors One AI Stock
BNP Paribas favors CoreWeave over Nebius as AI data center execution creates a key divide. Get price forecasts and stock updates.
Nvidia: Guess Who Backstops The $500 Billion (Rating Downgrade)
Nvidia Corporationâs residual-value guarantees may back $500B AI credit, boosting semis near term but risking long-term sustainability. Click for NV
Nvidia's $500 billion financing deal
The Investment Committee debate what Nvidia's $500 Billion financing deal announced yesterday means for the stock and the AI trade.
OMAH: A 15% Yield And Berkshire Exposure In One ETF
VistaShares OMAH ETF review: a 15% yield options-income strategy on Berkshire holdings, but higher fees and lagging returns. Read here more details.
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Microsoft vs AMD: Investors May Be Watching The Wrong Variables
Microsoft Corporation vs Advanced Micro Devices, Inc. arenât interchangeable AI trades: capex growth drives MSFT, AMDâs capex intensity is capped.
Cloudflare Wants to Control the Identity and Money Layer for Agent Commerce
A CDN giant is issuing per-agent wallets with spending caps and merchant allow-lists, betting it can own the settlement pipe before agents start spend
Walmart (WMT) Joining Fed Data Talks Mean For Its Pricing Power?
Walmart (NasdaqGS:WMT) is taking a higher profile in US economic policy as former CEO Doug McMillon joins a new Federal Reserve task force focused on
All eyes on Disney as 'Toy Story 5' massively validates new strategy
Disney (DIS) shares climbed after the company reported fiscal third-quarter results that beat Wall Street expectations. The numbers gave investors a r
Global Gas Turbine Orders Hit Record High as Power Demand Surges
Global gas turbine orders reached a record 38 GW in the second quarter as surging electricity demand, particularly from U.S. data centers, intensified
Titans Line Up $500 Billion Behind Nvidia's AI Buildout
A rare coalition of Apollo, Blackstone, BlackRock, Brookfield, KKR and Goldman Sachs is reportedly readying a $500 billion package to finance Nvidia's
AI Cloud Stock Is Obliterating Amazon, Microsoft, and Alphabet With a 1-Year Return of 275%. Is It Still a Buy?
Artificial intelligence has been a major tailwind for this budding cloud company.
1 Magnificent S&P 500 Dividend Stock Down 45% to Buy Right Now
This Steady Eddie compounder is down 45% from its 52-week high, and its president and CEO is buying shares.
Tesla and SpaceX Committed $16.8 Billion to One Chip Plant. Tesla's Entire Annual Profit Is $3.8 Billion.
The first phase of Terafab costs more than four times what the electric-car maker earned over the past year.
AMD Crushes Q2 Estimates as Revenue Jumps 50%
AMD posted a blowout second quarter, with both earnings and revenue comfortably beating what Wall Street was expecting.
Oil Slides as the US and Iran Edge Toward a Deal to Reopen the Strait of Hormuz
Crude prices fell after the U.S. Treasury Secretary said a deal to reopen the Strait of Hormuz to commercial shipping could be reached within days.