Stocks
The AI Boom Has Started Paying Itself — and That Is How Every Bubble Quietly Ends
Broadcom beat earnings and lost 14% in a day. Nvidia is funding the customer that buys its chips. When a boom has to manufacture its own demand,...
Author
Dimitri Stagnitto
Stocks
Wall Street Crashed Because the Economy Is Too Healthy — and That Should Worry You More Than the Crash
On Friday, the U.S. added 172,000 jobs and the Nasdaq had its worst day in over a year. The market did not fall despite the good news. It fell...
Stocks
Broadcom Didn’t Miss. It Just Stopped Promising More — and the AI Trade Cannot Survive on Less
The chipmaker beat on earnings and still dragged the entire semiconductor sector lower. The reason is uncomfortable: Wall Street never priced AI...
Stocks
Wall Street Hit a Record. Strip Out AI Spending, and Corporate America Has Stopped Growing.
The S&P 500 is near 7,500 and Wall Street calls it strength. But the earnings growth behind the record comes almost entirely from AI...
Stocks
Wall Street Kept You Out of OpenAI and SpaceX for Years. Now It Needs You to Buy In.
SpaceX filed to go public this month, with OpenAI and Anthropic close behind in an IPO wave whose combined valuation approaches $4 trillion. The...
Stocks
NVIDIA Delivered a Perfect Quarter and Wall Street Yawned. That’s the Warning
Record revenue, an $80 billion buyback, a twenty-five-fold dividend hike — NVIDIA’s quarter was close to flawless. The stock barely moved. When the...
Economy & World
Wall Street Has Already Cashed the Peace Dividend — Before Anyone Signed the Peace
The S&P 500 just booked an eighth straight winning week, an 18% climb built on the hope that a fragile Iran ceasefire hardens into lasting...
Economy & World
Nvidia Just Pledged $80 Billion to Buybacks. That’s the Most Bearish Thing It Said All Quarter.
Record revenue, a blowout beat, a dividend raised twenty-five-fold — and the stock fell anyway. When the most growth-hungry company on earth starts...
Fed & Central Banks
Wall Street Is Staring at Nvidia. The Real Story This Week Was the 30-Year Treasury.
Stocks rallied Wednesday because oil cracked and Treasury yields cooled — not because of anything a chip company did. With the 30-year bond at a...
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