Articles
Daily market commentary and analysis.
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
Worker Exodus: U.S. Labor Force Participation Hits a 50-Year Low as 720,000 Americans Drop Out
Friday’s jobs report headlined a drop in unemployment to 4.2% — but the real story beneath the surface is far more alarming. That decline came almost entirely because 720,000 Americans stopped…
Jul 2, 2026
Jersey Mike's Files for IPO With $4.3 Billion in System Sales and Ticker JMKE
One of America’s fastest-growing sandwich chains is heading to Wall Street. Jersey Mike’s filed for an initial public offering on Thursday, July 2, aiming to list on the New York Stock Exchange under…
Jul 2, 2026
Tesla Delivers 480,000 Vehicles in Q2 — But the Stock Still Falls 7%
Tesla beat Wall Street’s delivery expectations by a wide margin in the second quarter of 2026 — and investors sold the stock anyway. The EV maker reported 480,126 deliveries for Q2, blowing past the…
Jul 2, 2026
June Jobs Report Shocks With Just 57,000 New Jobs — Half What Economists Expected
The June jobs report delivered a significant shock to markets on July 2. The U.S. economy added just 57,000 nonfarm payrolls last month, less than half the 115,000 that economists had forecast. The…
Jul 2, 2026
Core Scientific Eyes 50% Stock Upside as Bitcoin Miner Reinvents Itself as AI Data Center Play
Core Scientific (NASDAQ: CORZ) is no longer just a Bitcoin miner — and Wall Street is starting to price that in. On July 2, Insider Monkey reported that BTIG analyst Gregory Lewis raised his firm’s…
Jul 2, 2026
Micron Stock Has Surged 10x Since 2024 — Here's Why Bulls Say There's Still More to Come
Micron Technology (MU) has been one of the biggest beneficiaries of the AI infrastructure buildout — and according to analysis from InvestorPlace, the run may not be over. The memory chip giant has…
Jul 2, 2026
The Market Never Sleeps (And Nasdaq Wants to Prove It)
Here’s a wild idea: what if the stock market actually operated 24 hours a day? Sounds like a fever dream for day traders, right? Well, Nasdaq is making it official—they’re filing papers with the SEC…
Jul 2, 2026
The Great Chip Heist: Why Your Next Laptop Is About to Get Expensive
Here’s a plot twist nobody saw coming: AI is basically the world’s most demanding houseguest, and it’s eating all the snacks. Specifically, it’s hoarding memory chips like they’re going out of…
Jul 2, 2026