Archive

Wall Street Is Pricing This AI Enabler Like an AI Victim

Simple, repeatable tasks are most at risk of being replaced by AI...

• EXLS

Britain's 23,000-Chip Data Center Just Hit a Wall

The problem with the Loughton project isn't a lack of demand...

• MSFT

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...