Archive

Old-School Data Centers Are Back

The market still views this company as a boring PC maker and not as an integral part of the AI build-out...

• DELL

A $57 Billion Fund Faces a Cash Squeeze

This move has gone from questionable... to downright painful...

The Hot-Tub Lesson Every Investor Should Learn

This kind of branding is one of the most powerful advantages in the business world...

The Grocery War Is Getting Messy

Consumers are desperate for lower prices... and they're looking at the grocery aisle for relief.

• ACI
• AMZN
• COST
• KR
• WMT

Warnings From a Festival Nightmare

If folks had done their research, they would have known better...

AI Depends on This Critical Resource

Data-center cooling and oil and gas production aren't possible without this one vital asset...

Finding Opportunities in the Collateral Damage

Without someone to rescue the financial system, it was bound for collapse...

Resetting Expectations for a Gaming Giant

Investors could be missing a big opportunity in the video-game space...

• TTWO

Homebuilders Get a Boost

While some recovered from the 2008 housing crisis, not all industries enjoyed the same good fortune...

Energy Reliance Is Moving West

U.S. energy producers and infrastructure owners can win big from the war...