Articles
Daily market commentary and analysis.
Vanderbilt's Revenge: Why AI Investors Are About to Get Crowded Out
Remember Cornelius Vanderbilt? The guy who basically said ‘screw your monopoly’ to Robert Fulton back in the 1800s? He slapped a flag on his ferry that read ‘New Jersey Must Be Free,’ undercut…
Jul 6, 2026
The AI Spending Spree Is Hitting a Reality Check—And Wall Street Is Picking Sides
Here’s the plot twist nobody saw coming: the companies throwing billions at AI are getting punished by investors, while the chip makers selling them the hardware are absolutely crushing it. It’s like…
Jul 5, 2026
The AI Bubble's Awkward Breakup: Why Chip Stocks Are Thriving While Big Tech Gets Ghosted
Here’s a plot twist nobody saw coming: the companies throwing billions at AI are getting absolutely wrecked, while the companies *selling them the tools* are printing money. JPMorgan just noticed…
Jul 5, 2026
The Market Never Sleeps (And Nasdaq Wants to Prove It)
Remember when the stock market had business hours? Those quaint 9:30 a.m. to 4 p.m. ET days are about to become a relic. Nasdaq just announced it’s filing with the SEC to launch 24-hour trading, five…
Jul 5, 2026
AI's Revenue Problem Just Became AI's Revenue Solution
Remember when everyone said AI was a bubble? The “it’ll never make money” crowd had a pretty good run. But here’s the thing about bubbles — they tend to pop when actual revenue shows up. And boy, has…
Jul 5, 2026
The Stock Market's Biggest Lie: Why Record Highs Don't Mean the Economy Is Winning
Here’s a fun fact that’ll ruin your weekend: the stock market and the economy are basically in an abusive relationship. They keep pretending they’re connected, but Mark Zandi—Moody’s chief economist…
Jul 4, 2026
The Market Never Sleeps (And Nasdaq Wants to Prove It)
Remember when trading stocks meant calling your broker during business hours? Yeah, those days are long gone. Now Nasdaq is about to make things even wilder by pushing for 24-hour trading, five days…
Jul 4, 2026
Goldman's Big Flip: Why Wall Street's Doomsayers Just Got a Lot Less Doom-y
Remember when Goldman Sachs told us the stock market was basically going to be a snooze fest for the next decade? Yeah, about that… Back in October 2024, David Kostin—Goldman’s chief equity…
Jul 4, 2026
AI's Revenue Problem Just Became AI's Revenue Solution
Remember when everyone was convinced AI was the biggest bubble since tulips? The doomsayers had a point—hyperscalers are dropping roughly $2 trillion on infrastructure through 2026. That’s a *lot* of…
Jul 4, 2026
SpaceX IPO Mania Is Fading — And It Created a Buying Opportunity in Space Stocks
SpaceX’s IPO on June 12, 2026 was exactly the kind of event that makes markets irrational. The stock priced at $150 per share, surged more than 40% in its first two days to above $200 — and has since…
Jul 3, 2026
Vltava Fund Exits Lam Research at 50x Earnings — What That Signals for Chip Stocks
One of Europe’s most respected value funds just rang the register on three of the hottest semiconductor equipment stocks — and their reasoning is a wake-up call for any retail investor sitting on…
Jul 3, 2026
Fed Holds Fire: Why the June Jobs Miss Locks In a Rate Pause Through 2026
The U.S. economy added just 57,000 jobs in June — less than half of what Wall Street expected. That number, released Thursday by the Bureau of Labor Statistics, came in far below the Dow Jones…
Jul 3, 2026
Barclays Names NET Power a Top Pick as AI Energy Demand Surges Toward $1 Trillion in Capex
As artificial intelligence data centers consume ever-greater amounts of electricity, the hunt for reliable, low-carbon power sources has become one of the most urgent investment themes of 2026.…
Jul 3, 2026
Micron Blows Past Estimates — Here's Why Grantham's 70% Crash Warning Misses the Mark
Legendary investor Jeremy Grantham has called for a 70% stock market crash, pointing to frothy valuations and IPO mania as warning signs. But the current earnings data tells a different story — one…
Jul 3, 2026
AI's $175 Billion Revenue Moment: Why the Capex Bear Case Just Collapsed
The AI bears have been warning for two years that the $2 trillion wave of AI infrastructure spending would never generate enough revenue to justify itself. New data from Exponential View’s State of…
Jul 3, 2026
The Market Never Sleeps (And Nasdaq Wants to Prove It)
Here’s a wild idea: what if you could trade stocks at 3 AM on a Tuesday? Nasdaq thinks that’s not just possible—it’s inevitable. The exchange just announced it’s filing papers with the SEC to go full…
Jul 3, 2026
AI Bears Just Got Schooled: The Revenue Math Actually Works Now
Remember when everyone said AI was a bubble? Yeah, about that. The numbers just came in, and the bears are looking pretty silly right now. Here’s the thing: the AI economy is now generating $175…
Jul 3, 2026
The AI Bubble's Weird Twin: Why Chip Stocks Are Soaring While Big Tech Tanks
Remember when everyone said “this time is different”? Yeah, JPMorgan just threw cold water on that idea. Here’s the plot twist nobody saw coming: while chip and memory stocks are absolutely crushing…
Jul 3, 2026
The Dow Just Had Its Best First Half Since 2021—Here's What's Next
The Dow Jones just wrapped up its best first-half performance since 2021, posting an 8.9% gain. Not bad for six months of market chaos, right? But here’s the thing—momentum like this doesn’t just…
Jul 3, 2026
AI's Money Problem Just Got Solved (And Wall Street Missed It)
For two years, the AI skeptics had a pretty solid argument: “Yeah, sure, companies are spending $2 trillion on AI infrastructure, but where’s the revenue?” It was the financial equivalent of building…
Jul 3, 2026