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GoPro Stock Soars 200% After Markiplier Stake, $285M Starman Deal

GoPro Stock Soars 200% After Markiplier Stake, $285M Starman Deal

GoPro soared 200% after YouTuber Markiplier revealed an 8.5% stake, and the company inked a $285 million merger with Starman Optical.

These 3 AI Stocks Are Way Off Their Highs. Is The Pullback A Buying Opportunity?

These 3 AI Stocks Are Way Off Their Highs. Is The Pullback A Buying Opportunity?

Vertiv, Applied Optoelectronics, and Innodata trade well below highs despite surging AI growth. These pullbacks offer better entry points if strong revenue can overcome execution risks and customer concentration.

Anthropic IPO Delayed To Mid-October As Company Finalizes $15 Billion Credit Facility

Anthropic IPO Delayed To Mid-October As Company Finalizes $15 Billion Credit Facility

Anthropic has delayed its IPO to mid-October at the earliest. The AI company's prospectus is now expected in late September, with a potential $2 trillion valuation.

Meta Stands To Gain As Mark Zuckerberg Makes Shocking Decision

Meta Stands To Gain As Mark Zuckerberg Makes Shocking Decision

Meta CEO Mark Zuckerberg privately urged President Trump to oppose a proposed federal AI regulator.

SpaceX Stock Rally Meets Another Lockup Expiry Test On September 9: What To Expect

SpaceX Stock Rally Meets Another Lockup Expiry Test On September 9: What To Expect

SpaceX faces a supply test on September 9 as 319 million shares hit the market following a lockup expiry.

Adobe Inc. Acquires Rilo To Accelerate Agentic AI — What It Means For Investors?

Adobe Inc. Acquires Rilo To Accelerate Agentic AI — What It Means For Investors?

Adobe acquired AI startup Rilo to accelerate its shift toward agentic AI and automated marketing workflows.

The $12.93 Billion Emoji Joke

The $12.93 Billion Emoji Joke

Nvidia pays big for Hugging Face, bond yields continue to rise, and Kalshi and the NBA give two big cheaters the boot.

Weekend Reading – Robots, Investing In Uncertainty, 90/10 Asset Allocation

Weekend Reading – Robots, Investing In Uncertainty, 90/10 Asset Allocation

Tesla’s Optimus and Cybercab herald a disinflationary macro shift favoring long-duration bonds and equities.

The AI Cold War: Which Countries Are On Each Side?

The AI Cold War: Which Countries Are On Each Side?

The U.S. and China are establishing competing AI blocs, Pax Silica and W.A.I.C.O., to control global infrastructure.

The Metal Behind AI Flashed A Major Warning

The Metal Behind AI Flashed A Major Warning

AI data centers use 10X more copper than standard sites, fueling the first major supply shortage since 2009.

Is The Market Starting To Question The AI Spending Boom?

Is The Market Starting To Question The AI Spending Boom?

In this week’s video, we examine whether the market is beginning to question the massive spending associated with the AI buildout and, more importantly, what the price evidence is actually saying.

3 AI-Related Stocks Worth A Closer Look After Pullbacks

3 AI-Related Stocks Worth A Closer Look After Pullbacks

Vertiv (VRT), Applied Optoelectronics (AAOI), and Innodata (INOD) have pulled back despite reporting record growth. These resets may offer entry points as demand for AI infrastructure and data services remains robust into 2027.

Broadcom Stock Is Down After Q3 Earnings: Is It Too Soon To Buy The Dip?

Broadcom Stock Is Down After Q3 Earnings: Is It Too Soon To Buy The Dip?

Broadcom shares slipped as Q4 guidance missed lofty targets despite record AI revenue growth.

Apple Stock Falls 2% As Foldable iPhone Production Faces Supply Hurdles

Apple Stock Falls 2% As Foldable iPhone Production Faces Supply Hurdles

Apple stock fell 2% on reports that foldable iPhone production is struggling to meet quality standards.

Will “Rogue AI” Be The Monetary Reset False Flag?

Will “Rogue AI” Be The Monetary Reset False Flag?

A "rogue AI" crisis could serve as a catalyst for a global monetary reset and the adoption of central bank digital currencies.

The Open-Source Robot Revolution

The Open-Source Robot Revolution

Vulcan Robotics is open-sourcing its Sourccey robot to accelerate physical AI through community collaboration.

AMD Stock Forecast: Why This Nvidia Rival Is On The Cusp Of A Breakout

AMD Stock Forecast: Why This Nvidia Rival Is On The Cusp Of A Breakout

AMD shares signal a potential breakout as a bullish flag pattern forms following a healthy technical correction.

AI Infrastructure Faces A Permitting And Power-Grid Bottleneck

AI Infrastructure Faces A Permitting And Power-Grid Bottleneck

Permitting and power-grid bottlenecks are creating execution risks for the AI infrastructure cycle.

AI Bears: Right About The Excess, May Be Wrong On The Trade

AI Bears: Right About The Excess, May Be Wrong On The Trade

AI bears warn of a dot-com-style bubble, but today’s infrastructure is funded by cash rather than debt.

Adobe Stock Falls 7% As Company Announces New CEO Amid Leadership Shakeup

Adobe Stock Falls 7% As Company Announces New CEO Amid Leadership Shakeup

Adobe shares fell 7% as Anil Chakravarthy was named to succeed CEO Shantanu Narayen.