Earnings AI buildout is not a zero-sum game Finance News Aug 29, 2026 This week's impressive earnings results showed that the AI buildout is not a zero-sum game: both hardware and… Read More...
Politics From Nvidia earnings to trade war tape bombs, a simple strategy could be Finance News Aug 24, 2026 There's a popular expression on Wall Street: KISS, which stands for, Keep It Simple, Stupid. Amid a torrent of… Read More...
Politics What’s bogging down the data center trade has nothing to do with demand Finance News Aug 23, 2026 Nine thousand people working long hours, six days a week, to meet a deadline for full production of memory chips by… Read More...
Finance Retail investors stick with AI trade but appear more cautious Finance News Aug 22, 2026 POLAND - 2025/02/24: In this photo illustration, an Artificial Intelligence (AI) logo is displayed on a smartphone… Read More...
Earnings Rising yields rattled the market, but we’re sticking with our favorite AI Finance News Aug 22, 2026 Rising bond yields and oil prices put stocks under pressure this week, while another bout of volatility in the AI… Read More...
Politics One trader made a massive bet against chip stocks Finance News Aug 18, 2026 A trader works on the floor of the New York Stock Exchange. NYSEWhen it comes to the fate of the all-important… Read More...
Earnings Inflation moderated as Intel and Nvidia fueled the AI trade in last week’s Finance News Aug 15, 2026 No surprises on inflation and new financing developments in the artificial intelligence trade drove the… Read More...
Earnings Here’s how we played the massive rebound in AI stocks this week Finance News Aug 8, 2026 AI stocks came roaring back this week as investors worked through another wave of corporate earnings and a… Read More...
Politics Why AI investor Leopold Aschenbrenner is selling all stocks Finance News Jul 30, 2026 The battered hedge fund founded by former OpenAI researcher Leopold Aschenbrenner is unwinding many of its trades… Read More...
Politics SK Hynix, Samsung Electronics, SoftBank Finance News Jul 28, 2026 A semiconductor wafer is on display at Touch Taiwan, an annual display exhibition in Taipei, Taiwan April 16, 2025.… Read More...