Three forces are hammering the stock market right now: slowing AI spending, rising interest rate risk, and Middle East oil shocks. Here's what investors should do.
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The SpaceX IPO is draining market liquidity and stalling the hardware rally. Here's what the data says about what happens to stocks next.
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Analysis of OpenAI's financial strategy, compute spending approach, and competitive positioning relative to Anthropic. What investors should consider.
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A major stock market rotation is underway. Software stocks are bottoming, NASDAQ hit all-time highs, and smart money is moving fast. Here's where the opportunity is.
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Semiconductor stocks hit 18% of the S&P 500. Two data-driven warnings signal where the AI hardware trade is heading — and what smart investors must watch next.
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Markets hit new highs while most investors stay bearish. Here's the data-driven case for hardware, software, and real estate in 2026's frustrating rally.
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Government spending, AI token growth, and post-tariff deglobalization are converging into a powerful market boom loop. Here's what the numbers say.
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AI capex is heading toward $1.1T, only 19.8% of businesses use AI, and Trump is doing everything to keep markets up. Here's what it means for your portfolio.
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Semiconductor stocks are up 15%+ in six weeks. Here's the data behind the hardware rally, what's driving it, and which stocks still have room to run.
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