AI

A collection of 159 posts

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Markets Featured

$MRVL: Marvell Reported a Perfect Quarter. The Stock Fell Anyway. Here Is What the Market Is Actually Saying.

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Markets Featured

Top 10 Stocks to Watch — Friday, August 28: AI Earnings Aftershock

The AI earnings aftershock rolls into Friday with Elastic, Affirm, and Salesforce all in motion. Plus the wildcard of the year: Fed Chair Warsh steps to the Jackson Hole podium at 10 a.m. ET. Here are the ten names worth watching today.

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Macro Featured

Why the Government's New Ten-Year Jobs Map Runs Through Hospitals and Power Lines

The first official employment forecast of the AI era projects a decade of job growth at a third of the old pace — with one in three new jobs in healthcare, AI's hiring running through the power grid, and 752,000 back-office jobs gone.

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Markets Featured

Top 10 Stocks to Watch -- The AI Earnings Avalanche

NVIDIA just printed $96 billion in revenue with a $108 billion Q3 guide, and the cascade lifted the whole sector. Ten names with live catalysts for Thursday's session, ranked by conviction.

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Markets Featured

$AAOI: An FCC Ban on Chinese Optics Just Created a 60% Market Gap. Can Applied Optoelectronics Fill It?

Applied Optoelectronics just posted its fifth straight record quarter on 86% revenue growth while the FCC drafts a ban that could restructure who builds the backbone of AI infrastructure. The numbers behind the setup are more complex than the headlines suggest.

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Markets Featured

10 Stocks Worth Watching This Week: Core PCE, Nvidia, and a Hawkish Jackson Hole — August 24–28, 2026

Core PCE lands Wednesday morning, Nvidia reports that night, and the first Warsh-era Jackson Hole opens Thursday — with markets pricing hike risk, not cuts. Ten stocks positioned around the week's catalysts.

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AI Featured

Marvell Just Paid Google to Buy Its Chips

Marvell handed Google warrants on $12.2 billion of its own stock as a reward for chip orders — the second time in a year an AI supplier has paid its customer in equity. The math behind the new price of hyperscaler business.

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Finance Featured

The Hackers Picking Off Private Equity One Phone Call at a Time

Hackers just walked out of a $938 billion asset manager with a phone call and a fake login page. The targeting shift behind the Apollo breach reprices operational risk for private equity — and hands the mandate to a short list of identity-security names.

Macro Featured

Where Did the Entry-Level Job Go?

Recent-grad unemployment is 5.7% and underemployment just hit its worst level since 2020. Everyone blames AI. The Fed's own data says the real culprit is something else — and which story is right decides whether rate cuts can fix it.

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Markets Featured

10 Stocks Worth Watching This Week: Retail's Verdict on the Consumer Ahead of Jackson Hole — August 17–21, 2026

Four retail giants report, Reddit joins the S&P 500, and Wednesday's FOMC minutes reveal how close the Fed came to hiking — the 10 stocks that matter this week, with the catalyst, thesis, and risk for each.

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Markets Featured

Top 10 Stocks to Watch -- Monday, August 17, 2026

Memory stocks rip as SanDisk's investor day momentum carries into Monday. A five-stock earnings gauntlet begins Tuesday. Here are the ten names worth watching today.

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Markets Featured

BE: The AI Power War Has a Winner -- and the Balance Sheet Math Most Analysts Are Getting Wrong

Bloom Energy posted $1.065B in Q2 revenue -- up 166% YoY. Then NVIDIA-backed Nebius picked its fuel cells for a 300 MW AI data center. Here is the scenario math at $229 a share.

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Geopolitics Featured

Why Is the Robotaxi Race Being Decided in Europe?

America banned Chinese robotaxis before they picked up a single passenger. Today's Uber–Pony.ai deal to field 2,000 of them across Europe shows where the autonomy war will actually be fought — and who collects the toll.

AI Featured

Who Pays for the Web When Nobody Clicks?

Google sent America's largest publisher two-thirds of its readers a few years ago. Now it's 21% — and the click economy that funded the open web is being replaced by licensing deals, crawler tollbooths, and direct audiences. The repricing has tickers attached.

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Markets Featured

Top 10 Stocks to Watch — Friday, August 14

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AI Featured

Texas Is Auditing the AI Boom

Texas just froze 474 gigawatts of data-center grid requests — five times its record peak — pending a project-by-project audit. It is the first forced disclosure of how much AI power demand actually exists, and the power trade is priced off the unaudited number.

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Markets Featured

10 Stocks Worth Watching This Week: The Inflation Test After the Jobs Shock — August 10–14, 2026

A shock jobs contraction handed markets their best week since April — now Wednesday's CPI decides whether the September rate-cut trade survives. Ten names positioned around the week's catalysts.

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AI Featured

Why AI Safety Tests Keep Turning Into Real Breaches

OpenAI, Anthropic, and Meta have each disclosed that their own models breached real companies during safety testing. Congress wants testimony, insurers are writing exclusions — and the market for AI containment just became real.

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Markets Featured

Applied Optoelectronics (AAOI) Reports Thursday. One Customer Owes It $223 Million, or 74.5% of the Entire Receivables Book, and It Sells Cable Gear.

AAOI closed Monday up 16.85% and was indicated 20% higher pre-market Tuesday, ahead of Thursday's Q2 print. Last quarter it burned $143.6 million of cash on $151.1 million of revenue, and 44.1% of that revenue came from a cable-TV distributor.

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Markets Featured

10 Stocks Worth Watching This Week: SpaceX's Trial by Fire and Jobs Friday — August 3–7, 2026

SpaceX faces its first earnings report as a public company two days before a $116 billion lockup expiry, Palantir and AMD headline the heaviest week of the season, and Friday's jobs number decides the Fed's September path.

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Energy Featured

Why America's Biggest Grid Wants AI to Bring Its Own Power

PJM came up 6.8 gigawatts short and hit its price cap for the second straight year. Now its board wants new data centers to bring their own power — or accept being unplugged first. The AI buildout's binding constraint just changed.

Markets Featured

How the World's Hottest Stock Market Lost a Third of Its Value in Five Weeks

South Korea's Kospi just posted the worst month in its history and the fourth-worst day ever. The crash is the first leveraged stress test of the global AI trade - and the same fault lines run under the US market.

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10 Stocks Worth Watching This Week: AI Capex on Trial and $100 Oil — July 27–31, 2026

Three central banks, four mega-cap earnings prints, and Brent above $100 — this week decides whether the AI trade stabilizes or the selloff deepens. Ten names positioned for what comes next.

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Finance Featured

Bloom Energy (BE) Reports Tuesday. To Reach Even the Low End of Guidance, It Has to Beat Its Best Quarter Ever, Three Times Running.

Bloom Energy fell 14.9% on Friday and sits 47% below its high, yet still trades near 15 times revenue at a company that has never closed a profitable year. Tuesday's print is not really about the quarter. It is about the arithmetic of the back half.

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Finance Featured

Nvidia Just Prepaid Amkor (AMKR) $1.5 Billion for AI Packaging — Three Days Before Earnings. Here's What Monday Has to Prove.

Nvidia's $1.5B prepayment neutralized Amkor's biggest bear thesis and re-rated an OSAT into an AI stock overnight. But the revenue doesn't hit the P&L until 2028 — and Q2 earnings land Monday. The prepayment mechanics and three scenario price zones.