Bitcoin has fallen 54% since its 2025 peak as the U.S. dollar, Treasury yields, and liquidity trends turn bearish. See why ...

Cybersecurity stocks surged in 2026 as AI-enabled cyberattacks rose 89%. Explore the trends driving demand, valuations, and ...

Since 2022, Big Tech capex has been the clearest barometer of AI demand. But the market’s reaction to Google’s latest earnings shows investors are questioning how long that spending can last. While ...

When discussing the AI Monetization Supercycle, I would be remiss not to highlight Broadcom. The AI accelerator market will inevitably widen beyond Nvidia’s GPUs – the keyword is widen. More players ...

AI accelerators such as GPUs and custom silicon need no introduction. Compute has led the AI boom; a trend so powerful, it is displacing the FAANGs of the last decade with Nvidia firmly the world’s ...

Nvidia has traversed choppy waters so far in 2025 as concerns have mounted about how the company plans to sustain its historic levels of demand. It began with DeepSeek in late January, was furthered ...

Micron’s stock is up 120% YTD – or 3X more YTD than AI heavyweight Nvidia. Recently, the high-bandwidth memory content that Micron supplies has increased 3.5X between GPU generations, leading to a ...

Palantir’s stock has defied gravity, delivering steady performance that no other AI software stock has come close to matching (yet). For investors, the Palantir thesis is two-fold: the company must ...

Recently, I’ve reiterated my $20 trillion market cap thesis for Nvidia, which implies upside of roughly 310% over the next four years. However, my thesis does not hinge on Nvidia reaching that ...

Investors have been hearing “tech bubble” warnings for more than a decade — but instead of collapsing, the Nasdaq‑100 has gained 550%. If we look back ten years ago to 2015, headlines such as “Sell ...