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.

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

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

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

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

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

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

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

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

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.

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

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

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

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

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

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