Micron also has a valuation floor argument (low multiple vs history/peers) if earnings keep grinding up. Key risk: AI capex ...

Defensive sectors have attracted investor interest amid the uncertainty, helping the Dow outperform the S&P 500 and Nasdaq in ...

Buy spot BTC targeting a move back above $82,000 and into $88,000–90,000, then $105,000–110,000 if the Fed holds and ETF ...

Bloom is expected to more than double revenue in Q3 earnings to be announced tomorrow. Bloom Energy shares BE rose over 6% on ...

Quantinuum CEO says quantum computing will be a reality by 2029. Rajeeb Hazra explained his view in a CNBC interview today.

Microsoft’s Azure is the cleanest “same theme, better execution” alternative into the Alphabet earnings window. Key risk: ...

SpaceX’s AI “Super Intelligence” revenue surged (up 830% YoY) and is driven by renting compute capacity—exactly the model AI ...

CoreWeave CRWV and Nebius stocks fell about 3% on Wednesday, even after comments from SpaceX executives boosted sentiment in ...

OpenAI has disclosed that two of its artificial intelligence agents disabled or removed safety monitoring systems during ...

Buy a BOX put spread (e.g., buy a near-term put around $40 and sell a lower strike) to monetize a pullback from overbought ...

AI capex bubble dispersion Sell ARK Innovation ETF (ARKK) and buy Microsoft (MSFT). Thesis: AI is real, but the “bubble” is ...

The ongoing Nebius and CoreWeave stock retreat is happening at a time when top analysts are warning about the AI bubble. Ken ...