AI-powered market analysis and insights
Cerebras priced at $185, opened at $350, and made Nvidia fans briefly nervous. Meanwhile DOCS dropped 26% proving AI costs can hurt the companies selling AI too.
Everyone's talking about SpaceX's unprecedented IPO setup, Ford's sales dip vs. its secret energy weapon, and Google's moonshot (literally) into orbital AI data centers.
The SOX fell 3% as chip euphoria meets gravity, Alcoa gets a stealth upgrade, and HIMS dropped 15% on a revenue beat. Markets are weird. Let's talk about it.
Semis are up 60%+ in six weeks, 8% of the S&P is at 52-week lows while the index hits highs, and Burry is screaming bubble. So… buy the dip?
Lumentum surges 5% on Nasdaq 100 inclusion, Moderna pops 7.5% on hantavirus vaccine news, and CEG rides the AI power wave. Social sentiment is screaming.
Micron ripped 15.5% in a single session, NASDAQ is in meltup mode, and the debate raging across YouTube, Reddit, and X is whether this is genius or bubble.
COIN missed badly, NET just fired 1,100 people, and CoreWeave can't stop winning. Social sentiment this week was basically a tale of three cities.
DASH surges 10% on a monster order forecast. WHR gets cut in half on dividend suspension. And Paul Tudor Jones says enjoy the party — but know where the exit is.
Iran peace talks sent oil tumbling and stocks to all-time highs — but ARM jumping 11% and CRDO up 87% in a month are the moves worth actually talking about.
INTC already ran 13%. So where's the next leg of the AI infrastructure trade? Hint: it rhymes with 'smell' and has a very bullish chart.
Palantir posted 85% revenue growth and is raising guidance by $1B. Meanwhile, Altimeter just ditched Microsoft for NVDA and memory chips. Here's what the buzz is actually saying.
Nokia just hit its highest price since 2010. BMW is eating a 25% tariff sandwich. And oil above $101 is quietly breaking the market's brain. Let's talk.