The AI Trade Is Leaking Into Boring Industrial Stocks
For most of the past two years, investors concentrated almost exclusively on the companies designing AI chips or building the large language models consuming them. Now, according to Wells Fargo…
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For most of the past two years, investors concentrated almost exclusively on the companies designing AI chips or building the large language models consuming them. Now, according to Wells Fargo…
The most revealing detail of the first joint US-Japan yen-buying operation since 1998 is not the size — it is the funding. The US Treasury bought yen by selling euros,…
Updated 3 August 2026. WDC last close $544.84 (31 July 2026, +2.21% on the day), trading around $520 in Monday pre-market — down roughly 4.6% at 9:08am ET — per…
BoJ held rates as geopolitical tensions, AI-driven inflation, and currency interventions fueled global market volatility. Bank of Japan Maintains Interest Rates Amid Economic Growth and Currency Intervention The Bank of…
CoreWeave spent July absorbing two different catastrophes, and the market has not yet separated them. The first was fundamental: on July 17, Meta announced Meta Compute — the biggest AI…
Bloom Energy just delivered the best quarter in its history and shareholders are poorer for it. Revenue rose 165.5% to a record $1.065 billion — the company’s first billion-dollar quarter…
AUDJPY currency pair can be expected to fall further to the next support level 113.00 (low of the earlier minor ABC correction (iv)). AUDJPY reversed from resistance zone Likely to…
Red Cat Holdings (RCAT) is not a cheap drone stock that has been unfairly punished. It is an expensive one that has already fallen 58.5% and is still expensive. The…
Tron cryptocurrency can be expected to rise to the next resistance level 0.3335 (top of the minor impulse wave I from June). Tron broke daily Triangle Likely to rise to…