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 ...

Nebius and CoreWeave are two of the fastest-growing AI infrastructure companies on the market. Yet when it comes to their stocks, the market has rewarded them very differently. Nebius shares have ...

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 ...

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 ...

Nvidia has traversed choppy waters so far in 2025 as concerns have mounted about how the company plans to sustain its historic levels of demand. It began with DeepSeek in late January, was furthered ...

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 ...

The stock market in 2025 was a high-stakes tug-of-war between geopolitical tensions and the AI trade. Headlines were dominated by the DeepSeek fears, trade wars, tariffs, and persistent whispers of ...