It’s counterintuitive, but if more people turn bearish, then there is more fuel for a rally as those investors jump back into ...
In this week’s reader-submitted edition of Portfolio Office Hours, Chris Versace explains why we’re watching the impact of higher rates on construction activity outside of data center. He also ...
Tech retook the lead as SpaceX’s blowout quarter revived enthusiasm for the AI trade, lifting a host of associated stocks and ...
Baidu is often referred to as “the Google of China.” This company is still a market leader, but it needs to modify its ...
Super Micro Computer crushes expectations while United Airlines and Alaska Airlines confirm energy input concerns. Those and ...
If SpaceX holds its gains and Meta and Tesla follow with good reactions, the AI trade may stabilize. If the strength fades, ...
The circular financing goes well beyond Nvidia (NVDA) and others funding their customers. It is also the Venture Capital firms who are financing the consumers of the compute, in the hopes that another ...
The narrative quickly became that tech was done. The stocks rebounded, but still the majority refused to dip their toe in.
SpaceX ($SPCX) shares rose nearly 8% after hours following an earnings call packed with bullish forecasts: But perhaps the ...
Ryanair CEO on airline fares, OpenAI races to complete fundraising round and other headlines moving the market this morning.
The quarter was great, guidance awesome, and cash flow roaring. Let’s dive into the numbers and check the chart.
Contract signings for existing homes see the biggest drop since December, sending the index to its lowest level in data back ...