The S&P 500's historic bull market may have 1-3 years left. See why a correction could come first and where AI stocks may ...

Project Jupiter highlights growing power and infrastructure constraints facing Bloom, Oracle, and Applied Digital data center ...

Nvidia's massive SK Hynix deal has locked up AI memory capacity, leaving less HBM supply for rivals and tightening access ...

CoreWeave generates more revenue, but Nebius stock is leading in 2026. Explore the role of debt, liquidity, and GPU useful ...

Micron’s stock is up 120% YTD – or 3X more YTD than AI heavyweight Nvidia. Recently, the high-bandwidth memory content that Micron supplies has increased 3.5X between GPU generations, leading to a ...

Three months ago, GPUs were all the rage, and the idea that CPUs could challenge GPUs when it comes to AI budgets was unfathomable. The shift in this perception is evident not only in management ...

CoreWeave saw muted price action following the latest earnings report; yet the soft price action is rare for the AI darling. The company went public in March and has stood out as the premier IPO among ...

Bitcoin is the best-performing asset in modern market history, outperforming even the greatest technology stocks of the past two decades. Yet those historic returns have come with equally historic ...

In our last broad market report in mid-October of 2024, we stated that “If the S&P 500 can breakout above 5825, then it can likely push into the 6000 – 6185 region.” This was assuming that we hold ...