Archive

Left Behind in the AI Spending Race

One tech titan is spending a small fraction of the capital expenditures that its peers are investing in AI...

• GOOGL
• SPCX
• TSLA

The Deal Market Has Something to Say

The quiet tells us more about the state of the market than any headline ever could...

• FIS
• GPN
• PSKY
• SPCX
• WBD

The End of Alphabet's 22-Year Streak

Context is crucial for success in investing...

• AMZN
• GOOGL
• META
• MSFT

The Technology Nobody Notices Until It Saves Your Life

People need this technology regardless of what the market is up to...

AI's Latest $880 Billion Infusion

AI investments are expanding beyond Silicon Valley. And investors need to prepare for a broader tech-infrastructure cycle...

• AMZN
• GOOGL
• META
• MSFT

The Grid Is Nearing Its Limit

Extreme summer temperatures are exposing America's power problem...

The Savvy Buyer Behind the AI Panic

This hedge-fund collapse set up a far more bullish sell-off than it appeared...

• BE
• MU
• SNDK

Yet Another Issue for Foreign Oil

Last week, the Houthis warned Saudi vessels to avoid the Red Sea...

Follow Mr. Market Into Energy

In any economic cycle, investors favor certain parts of the market and shun others...

• AAL
• BNTX
• EXPE
• PFE
• PTON
• XLE
• ZM

A Billion-Dollar Future That Started in the Goat Shed

These innovations set off a "shale boom" – an unprecedented surge in oil and natural gas production...