Wall Street is starting to separate AI winners from AI spenders.
The AI trade isn't ending. Earnings will reveal who's actually making money.
This week could settle the AI spending debate.
Big Tech earnings, oil at $100, and one costly inheritance mistake.
Oil just changed the Fed story. Markets are paying attention.
The AI spending trade faces its biggest earnings test yet.
Chip Stocks Surge. Tariffs Hit in 30 Days.
Here's what matters for your portfolio this week.
Execution matters now. Watch Alphabet and Tesla Wednesday.
This is what abundance building looks like.
Energy trade just shifted.
CrowdStrike up 90%. Here's why.
The market is pricing a recession. Earnings need to disprove it.
One miss and markets correct hard.
Rotation, not collapse. Capital's moving within tech, not away from it.
Labor force hit a 50-year low. But the AI trade is rotating away from the crowded names.
Crude surges past $75 as the Nasdaq gets hammered
Three federal agencies are feuding over who can legally hold volatile crypto
JPMorgan says the next challenge is finding enough oil buyers.
Here's how they're making it back.
AI hiring surprises, Rocket Lab's $8B deal, and chip stocks hit records.
$725B AI bet, 13% drawdown, Fed independence. Plus Iran talks resume Thursday
Big Tech margins crater while chip suppliers boom
MacBook prices jump $300 as memory costs surge. Housing bill heads to Trump's desk
Plus, Anthropic accuses Alibaba of "brazenly" stealing AI tech
