Archive

The M&A Freeze Will Be Short-Lived

As the tariff picture becomes clearer, company dealmaking could rebound fast...

• GPN
• SKX

Corporations Control the Market's Destiny

It's important to look past the surface-level price action...

• AAPL
• AMZN
• META
• MSFT
• NVDA

AI's Biggest Bottleneck Isn't What You Think

Power – not hardware – is the true choke point for AI...

This Time, Layoffs Are a Good Sign

One tech leader is trading headcount for margin, and it's paying off...

• MSFT

'Real Men Have Fabs'... Until They Don't

Without its clever pricing model, this chipmaker may never have taken off...

• AMD
• INTC
• PHG
• TSM
• TXN

An Investing Lesson From 30 Pills of German Meth

This story reminds us of countless stocks that were left for dead...

• GTX

The $9 Billion Signal Investors Can't Ignore

If these companies survive the storm, they could catch the market's eye...

• SKX

The Best Opportunity in the GLP-1 Turf War

The market is mispricing one of the strongest players in the weight-loss-drug boom...

• CVS
• NVO

This AI Darling Is Cracking Under Pressure

This company's sky-high valuations leave no room for error...

• PLTR

This DNA Giant Is Getting Back to Its Roots

Investors don't trust this recovery... and they don't want to get burned again...

• ILMN
• YUM