Archive

The AI Machine Nobody Can Get Enough Of

This company is already sold out through 2028...

• ASML

Copper's Shortage Is Paying for Its Cure

S&P Global expects copper demand to outrun supply by 10 million metric tons by 2040...

• SCCO

The Backup Plan That Toppled a Kingdom

AMD signed up to be a backup plan... Intel signed over the keys to the castle...

• AMD
• AVGO
• GOOGL
• IBM
• INTC
• META
• NVDA
• ORCL

Your Power Bill Is on Today's Ballot

If you're invested in utility companies, the election results could put your money at risk...

• AEP
• DUK
• SO

Don't Fear the Yield Curve

Rising rates tend to get treated as bad news across the board...

The Solar-Rush Deadline Doesn't Mean Death

Solar is at a crossroads... And a key mismatch is showing up in the market...

• NXT

Automakers Can't Sell Their Way Out of This Gap

A new line of business only helps investors if it's a good business...

• F
• FLNC
• GM
• LMT

Yet Another Telecom Turnover

An old telephone system is in dire need of replacement...

The AI Scare Hit the Wrong Cyber Stock

Investors are wrong to count this cyber company out...

• CIBR
• CRWD
• PANW
• RPD

AI's Debt Binge Just Revived Bonds

This signal is worth acting on... especially if your portfolio leans heavily on AI...

• CRWV