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Time to Wake Up. Copper Stocks Are the AI Trade Everyoneās Sleeping On.
Everybodyās crowding into the same handful of AI chip names. Meanwhile, the actual bottleneck in the entire AI buildout is a metal thatās been around…
Inside Elon Musk’s Multibillion-Dollar Shopping List
Luke Lango explains what Nvidia’s results reveal about the changing AI supply chain and why he’s applying the same thinking to Elon Musk’s sprawling empire.…
Dow Trying to Make Room for Apple and Google
The venerable Dow Jones Industrial Average may be in for some structural changes to allow Google, Apple and Berkshire Hathaway access.
Who Gets Paid When Musk Builds 10 Million Robots?
I’ll show you evidence that humanoids are beginning to move beyond flashy demonstrations and into real factory work…
eBook Prices May Fall as Settlements Near in Apple Price-Fixing Case
Book prices on the Amazon (NASDAQ:AMZN) Kindle and other e-readers could tumble after a deal in a price-fixing case against Apple Inc. (NASDAQ:AAPL) is near.
Tesla Just Put Physical AI In the Driverās Seat
Tesla Grok can now control vehicle functions, marking a shift from chatbot AI toward Physical AI embedded in cars, robots, and machines.
Why SpaceX Paid $60 Billion for the Layer OpenAI Canāt Take Away
OpenAI is cutting off Cursor after its SpaceX deal, revealing why AI model routing and developer workflow may be the stronger moat.
Weāre Just Eight Basis Points From Trouble
Why $6 billion couldn’t calm the bond market⦠the 10-year’s 5% line in the sand ⦠a āForever Stockā for a jittery market ⦠how…
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.
S&P 500 Returns to the Record Books — Monday’s IP Market Recap
Tech stocks helped lead a broader market rally Monday that pushed the S&P 500 to a new high of 1593.61.
Monday Apple Rumors: A Big Weekend for Interactive Textbooks
Apple customers downloaded about 350,000 interactive textbooks over the weekend, reports say, while the iBooks Author app had 90,000 customers.
The Mispriced Winner of the AI Boom
Nvidia says memory pricing is “extreme”… so why is the memory maker priced for a crash?… the bigger waves Wall Street can’t see… where Luke…
Little News, Little Wiggle — Monday’s IP Market Recap
A slow Monday featured a lack of economic or earnings news and led investors to mostly sit on the sidelines for the day.
3 Signs of a Potential Short Squeeze
A closer look at Barnes & Noble shows it was flashing all three of them. If you’re shorting a stock, don’t get caught unaware.
Feds Sue Standard & Poor’s for Fraud — Moody’s, Fitch Next?
Standard & Poor’s might have been the first target in the federal government’s crosshairs over bogus ratings, but it’s not the last — Moody’s and…
Stocks Return to Soaring — Tuesday’s IP Market Recap
Markets rebounded from Monday’s losses thanks to a strong showing from financials Tuesday.
Markets Are Playing a Global Game of Crisis Whack-a-Mole
Spain, China, oil … as soon as one crisis recedes from the headlines, another threat to the market and economy boils up.
ETF Now Lets China Buy the S&P 500
There was a time when the buzz around Wall Street was the creation of new ETFs that allowed U.S. investors to easily participate in the…
McGraw-Hill Stock Could Benefit from S&Pās U.S. Downgrade
Strong earnings and decent dividend get help from 15% growth at S&P — its biggest division — and could help reverse financial decline.
REITs Ready to Ride a Successful Stimulus
In the wake of QE3, REITs could be set to soar even more, opening the door to a few possible plays. Here are a few…
Ambow Cashing In on China Education Boom
I am very bullish on the domestic growth prospects for China over the long term, and one reason why is because of the strong emphasis…
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