Archive

A New Mandate and a National Nuclear Priority

Wall Street is treating this business like nothing more than a science project...

• OKLO

Bubbles Might Be Good for You

In nearly every case, bubbles fund incredible progress...

• NVDA

Your Only Real Edge Against Wall Street

Even investing legends don't trust themselves to wing it...

How to Save a Struggling Airline

A key partnership could help JetBlue Airways regain leverage...

• JBLU
• UAL

The Semiconductor Boom Hiding in Plain Sight

An underappreciated shift is creating major tailwinds for the companies building AI from the ground up...

• AMZN
• GOOGL
• INTC
• LRCX
• MSFT
• TSM

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