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What Dario Amodei’s ‘Oppenheimer Moment’ Means for AI Stocks
Would slowing the development of the most powerful AI models also slow the demand for the chips, electricity, and data centers that run them?
What Nvidia Told Us About the Next Big AI Bottleneck
Nvidia’s latest earnings reveal where the next AI bottleneck is forming — and why AI bottleneck stocks could become the market’s next major winners.
Humanoids’ First Mass Market: The Night Shift America Can’t Staff
Humanoid robots could soon cost less than factory labor, opening a Physical AI market across chips, sensors, motors, and software.
Elon Musk Raised $3 Billion – and Asked Investors for Something Money Can’t Buy
The Boring Company’s $3B funding round shows why capital alone cannot solve Musk’s need for permits, talent, and critical suppliers.
The AI Boom Isn’t Over: 3 Stocks You Need to Watch
Beneath the familiar spectacle of falling indices and rising Treasury yields, companies face very different problems: Some are fighting for customers while others are racing to supply them.
Why SpaceX Paid $60 Billion for the Layer OpenAI Can’t Take Away
OpenAI is cutting off Cursor after its SpaceX deal, revealing why AI model routing and developer workflow may be the stronger moat.
The AI Trade Is Not Broken, But It Is Handcuffed by a Single Number
Something has been driving me a little crazy: Why is not the AI trade breaking out, when I am looking at the best fundamental backdrop I have analyzed in years? I aim to find out in this week's Being Exponential podcast.
The Companies Elon Musk Tried to Kill and Couldn’t Are Your Biggest Opportunities
For twenty years, Elon Musk's answer to an expensive supplier has been to fire it and build the part himself. That small group of companies is the signal to watch.
Tesla Just Put Physical AI In the Driver’s Seat
Tesla Grok can now control vehicle functions, marking a shift from chatbot AI toward Physical AI embedded in cars, robots, and machines.
Elon Musk Says AI Will Overtake Rockets at SpaceX… This Month
Musk says SpaceX's AI segment could become its biggest business this month after revenue surged 247% and major compute deals piled up.
What the AI Industry Could Learn from the Three Mile Island Meltdown
For three years, the AI trade has run on a simple assumption: chips get built, power gets found, and the buildout continues. My tech researcher and I spend most of our time worrying about the technical risks to that assumption. Does the industry run out of chips? Out of power? Out of money?
The AI Race Is Leaving the Planet
SpaceX plans to put Nvidia's Vera Rubin platform in orbit in 2027, moving space data centers from theory toward deployment.
Nvidia Sold the Market a New Story, and It Bought It. Here’s Why.
Nvidia's earnings reset the market's AI narrative. Here's the guidance behind the move and where the supply chain money flows next.
The Best AI Stocks to Buy Now, Plus We Rank Our Top 4 Neoclouds
Luke Lango ranks AST SpaceMobile vs. SpaceX, breaks down why Corning's bounce is not finished, ranks the top neocloud stocks, and explains why Qualcomm is a sleeping dragon in physical AI.
The Next AI Winners Won’t All Look Like Nvidia
AI stocks now span chips, agents, memory, power, and software. The challenge is choosing which belong in your portfolio.
The 161-Year-Old Warning Hiding in the Tech Selloff
AI token prices look flat to falling — but compute costs are up 27% and usage has gone vertical. Here's why this week's AI selloff is sentiment, not fundamentals.
The First Crack in the Ice: Why Crypto Winter May Finally Be Thawing
Bitcoin just reclaimed its 200-day moving average after 9 months below it — a rare setup that's preceded major cycle lows before. Here's the evidence, the risks, and what to watch next.
How to Stop Worrying About the Fed and Love the $2 Trillion Anthropic IPO
Ten-year yields near 4.7%, oil near $90 — the market looks shaky. Luke Lango explains why this backdrop hurts consumers without touching the AI infrastructure trade, and the one thing that actually could.
The Most Important Part of Unitree’s IPO Wasn’t the Robot
Unitree's 460% IPO spotlights physical AI stocks across chips, sensors, optics, robotics, memory, power, and networking.
