The Grid's New Pressure Valve

By funding grid investment, data centers can skip the line to get power...

Nvidia Fires Back (and We Agree)

There will be plenty of ups and downs as this tech build-out continues...

Investors Got Ahead of the Fed

A December rate cut, which seemed like a done deal, has become a point of debate...

Don't Ignore the 'All of the Above' AI Trade

It's no secret that AI is putting pressure on our power grid...

AI's 'Old' Chips Have Plenty of Life

While Big Tech rushes to add brand-new chips to projects... it's not throwing out all the old ones...

Digging Into Burry's Next 'Big Short'

Aside from accountants, most folks typically wouldn't care about these numbers...

PE Is Finally Letting Go

We've said it before, but it bears repeating... This doesn't happen in a weak economy...

The Quiet AI Play That's Beating Big Tech

This isn't the trend of an e-commerce giant that's making moves in AI...

Even the Best Airlines Don't Look Great

It's getting harder for even the best airlines to stay in the black...