AI-powered market analysis and insights
Berkshire just went house shopping and Barry Diller is doubling down at the casino. $TMHC +22%, $MGM +13% — here's what the internet is saying.

SpaceX, OpenAI, and Anthropic could hit $2 trillion combined. That's 5% of the entire US market. Fundstrat has thoughts. So does your portfolio.

Dell surges 37% on $167B guidance, SpaceX targets a $1.8T IPO, and Blue Origin's rocket turned into a fireball. Only one of these is a buying opportunity.

SNOW just posted its biggest single-day gain since its 2020 IPO. DELL tripled its AI server revenue YoY. The AI trade isn't slowing — it's just changing zip codes.

SNOW surged 30% on a $6B Amazon deal. WULF is pivoting from Bitcoin mining to AI power. The picks-and-shovels trade is having its moment.

Ferrari unveiled its first EV and the crowd said 'meh.' Oil spiked on Iran strike news. And the AI trade quietly moved past the big names. Busy week.

The AI mega-cap party is over. The $700B capex wave is now flowing downstream — into photonics, optical networking, and data centers most retail investors can't even spell.

Iran negotiations are leaking contradictions faster than a Jenga tower. Meanwhile, Dell heads into earnings with options implying an 11% move. Buckle up.

IBD says AI stocks have real profits. The Economist says they're eating Ireland's electricity. Both are right. Here's which tickers are winning the argument.

SpaceX is claiming a $29T market, Spotify just crashed its own investor day in the best way, and Ross Stores beat estimates so hard analysts had to do a double-take.

NVDA beat but didn't blow the doors off. SpaceX just filed publicly. OpenAI is next. The $4 trillion IPO wave is here — hope your portfolio is ready.

Google I/O is making $GOOGL the talk of every finance channel, LHX is quietly ramping fiber-optic drone tech, and $MBLY just got slapped with an $8 price target. Let's break it down.