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CVS Drops 13% on Spinoff: Can Two Broken Halves Make a Whole?

CVS just announced a blockbuster spinoff and got punished 13% for it. Here's why Wall Street thinks splitting up might not fix what's actually broken.

Nov 5, 20262 min read

CVSDUOLSWKS

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Data Centers Under Fire: What Democrat Governors Mean for AI Infrastructure

Texas and Georgia just flipped blue. Both winning candidates campaigned on reining in data centers. Nasdaq futures already felt it.

Nov 4, 20262 min read

AMDSMCIFSLRDUK

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Apollo Global Hits $1T AUM: AI Lending Is the Real Story

Apollo crossed $1T in AUM and set a record for new lending last quarter. The engine? AI. The reaction? A collective shrug from markets.

Nov 3, 20262 min read

APOAAPLGSMS

$AI Bubble Math: 15% of U.S. GDP by 2030 to Break Even? thumbnail$

youtube-insights

AI Bubble Math: 15% of U.S. GDP by 2030 to Break Even?

One analyst says AI users would need to spend 15% of U.S. GDP on services by 2030 to justify today's hyperscaler bets. YouTube's finance creators are starting to agree.

Nov 2, 20262 min read

CRWVQQQ

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Will Danoff Missed Tesla's 10x Run: His Rules to Avoid the Same Mistake

Will Danoff passed on Tesla after a blowout 2019 quarter and watched it 10x without him. His takeaway is simpler than you'd think.

Nov 1, 20262 min read

youtube-insights

Nasdaq's Worst Month Since 2025: What YouTube's Top Analysts Are Saying

The Nasdaq just had its worst month since March 2025 and YouTube's finance creators are in rare agreement: the AI spending party has a bill attached.

Oct 31, 20263 min read

INTCAMZNNVDAICE

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AI Concentration Risk: Top 5 S&P 500 Stocks Now 30% of Index

The top 5 S&P 500 stocks now own 30% of the index. That's nearly double the dot-com peak. Multiple YouTube creators are connecting this to the AI spending bubble.

Oct 30, 20262 min read

GOOGLMSFT

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GE Vernova (GEV) Backlog Hits $197B: The AI Power Play Nobody Warned You About

GE Vernova's backlog hit $197B, organic orders surged 96%, and management keeps raising guidance. The bull case is real. The valuation grade is an F.

Oct 28, 20262 min read

GEVVRTNVDA

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Tom Lee: Tech Drawdown Worse Than Dot-Com, But Here's the Turn Signal

The Morgan Stanley momentum index for tech is down 62% from highs, worse than the dot-com bust. Tom Lee thinks that's exactly why you should pay attention.

Oct 28, 20262 min read

AMDAVGOTXNSPY

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NASDAQ's Triple Dip in 2026: Bear Market or 1999 Replay?

Three 10% NASDAQ corrections in one year is historically a bear market signal. Except for that one time in 1999 when it then ripped 117%. No pressure.

Oct 26, 20262 min read

GOOGMSFTAMZN

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Cloud Backlog Hits $1.5T: Why GOOG Is Eating AWS's Lunch

Three Mag Seven giants report earnings this week. Bloomberg's podcast crew says the $1.5T cloud backlog tells you everything you need to know.

Oct 25, 20262 min read

GOOGLMSFTAMZN

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TCS and Infosys Turned Y2K Panic Into a $400M Gold Rush

Y2K wasn't just a tech scare. For TCS and Infosys, it was the ultimate business development event. Here's how panic built an empire.

Oct 24, 20262 min read

INFY

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