How AI Spending Became the Stock Market’s Biggest Problem
Big Tech is spending more on AI than it earns and borrowing to cover the gap. If it slows, the pain lands on the companies that sell to…
In-depth analysis of stocks, indices, crypto, forex, commodities and the forces moving them, including tech and AI.
Big Tech is spending more on AI than it earns and borrowing to cover the gap. If it slows, the pain lands on the companies that sell to…
Wall Street's worst day since July. KOSPI down more than 7% in early trading. Analysts from Michael Burry to the IMF warn a crisis may be…
Natural gas is up about 15% in a month even though US output is at records. We look at whether supply or demand is winning, and…
Anthropic is reportedly heading for a $2 trillion IPO as soon as November. Here's what the leaked prospectus shows, what a share could cost, and how…
Phoenix construction is on schedule, uranium prices are holding steady, and Denison's stock keeps sliding anyway. We dig into why DNN's fundamentals and its share price…
Tim Cook called him the mind of an engineer, the soul of an innovator. Wall Street's still deciding if that's worth 36 times earnings.
Nike just got kicked out of the S&P 100 after an 18-year run — the worst-performing Dow stock this year, down roughly 78% from its 2021…
The world's richest tech companies are suddenly borrowing like they need the money. We break down the $220 billion bond boom behind the AI buildout, why…
The world is pumping more oil than it's using, so why is it near $94 a barrel? Because the real safety net, oil that can reach…
Bit Digital reported its strongest revenue quarter ever in Q2 2026 — but the headline beat masks a one-time termination fee, a $107M net loss, and…
Bitcoin is above $71,000, Ethereum at $2,275, and Solana has gained 16% in four days. Most crypto commentary is focused on the wrong things. The primary…
Wheat prices are up 25% in 2026 — and the rally is not over. Black Sea shipping is down 40%, US production is at a 55-year…
TradeStation became the first major US broker to connect its trading infrastructure directly to Claude AI via the Model Context Protocol. The feature lets you query…
GameStop has $8.4 billion in cash and a stock barely worth more than that. Ryan Cohen just walked away from a $56 billion eBay bid. September…
The prop trading industry collapsed and rebuilt itself between 2023 and 2025. What emerged is smaller, more regulated, and more honest about what it is. Here's…
The MSCI All Country World Index tracks 85% of the world's investable equity market across 47 countries. Most retail investors have never heard of it. They…
When Hormuz disrupts, tanker companies don't lose cargo — they just travel further to deliver it. Every extra mile is revenue. Here's the full breakdown of…
Solana's network is doing some of the most impressive numbers in crypto. Its price tells a different story. We break down the fundamentals, the Alpenglow upgrade,…
Five ETFs you have probably never read about — and one of them returned 104% in the past year. From small-cap value to disruptive materials to…
Javier Milei took office with a chainsaw, called the peso excrement, and promised to replace it with the dollar. Two and a half years later, the…
Evogene (EVGN) trades at $0.50 with a $6 million market cap, $13 million in cash, and an AI drug discovery platform. We break down the fundamentals…
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