Business News
Markets, macro and movers — curated.
Building a Financial Market for GPU Compute
How a funding market for GPU compute could price AI capacity, finance data centers, and reveal real demand behind Nvidia's stock.
Silver, the Dollar, and the 10-Year Case for Precious Metals
Why silver trails gold in bull markets, why manipulation claims miss the point, and how a 75% dollar decline could reward patient metals investors.
The AI Boom Needs Real Products, Not Hype
Why the market chops sideways, why AI still drives it, and what the big spenders must prove to keep the rally alive.
Apple's iPhone 18 Launch and Two Options Trades on AAPL
Apple launches new iPhones with a foldable due in October; Evercore lifts its AAPL target to 380, plus a bullish and a bearish options trade.
Stock Market's Macro Tug of War and the S&P 500's Quiet Resilience
The S&P 500 sits between macro headwinds and solid earnings, showing calm at the index level while rotation churns under the surface.
Friday Analyst Moves: Southwest, Airbnb, and Etsy Get Upgrades
Southwest (LUV), Airbnb (ABNB), and Etsy (ETSY) draw fresh analyst upgrades and higher price targets driven by revenue shifts and valuation.
Triple Witching, Oil Below $95 and BOJ Rate Hike Move Yields and Equities
Triple witching drives volume, oil falls below $95, BOJ hikes to 1.25%, yields rise, and Warren Buffett steps down at Berkshire.
Etsy (ETSY) Chart Levels and a Bullish Options Trade After the Upgrade
A breakdown of Etsy (ETSY) key price levels after an analyst upgrade, plus a bullish October call vertical trade idea.
How to Spot the Next Nvidia: A Guide to Disruption Investing
How to find the next 100x stock by backing rising stars over today's giants, with picks in chip equipment and cybersecurity.
Markets Steady After Fed as Oil Slides and Buffett Exits Berkshire Chair
Oil falls 4% on hopes of Saudi supply resolution, the BOJ hikes to a 31-year high, and Warren Buffett steps down as Berkshire chairman.
Why General-Purpose Robots Win: Inside a Publicly Traded Robotics Venture Fund
How a publicly traded venture fund picks physical AI winners, why general-purpose robots beat single-task machines, and the case for Maven Robotics.
SEC Opens the Door to On-Chain Tokenized Stocks as the Clarity Act Stalls
The SEC's new innovation exemption lets crypto platforms trade tokenized stocks after the Clarity Act stalled in Congress, reshaping U.S. crypto rules.
Fed's 2% Inflation Target Is Dead in the Age of AI Capital Wars
Why the Fed's 2% inflation goal may be mathematically impossible amid AI capex, plus outlooks on rates, tech, gold, and energy.
Yields and Oil Ease, Diesel Hits Record, SEC Advances Crypto Rules
Falling yields and oil lift markets, diesel hits a record $6.31, and the SEC clears tokenized US stocks to trade on blockchain.
AI Infrastructure Trades: Breakout Setups in MRVL, AXTI, MU and IREN
Technical breakout targets for Marvell, AXT, Micron and IREN across optics, memory and neocloud AI plays.
Crypto Regulation After the Clarity Act's Failed Vote
The Clarity Act failed by one vote, but strong Bitcoin technicals and SEC/CFTC action point to crypto rules coming without it.
Why Gold, Silver, and Oil Are Set to Climb Higher
Gold's pullback is normal volatility, silver rides both metal and chip demand, and oil's real price sits near $150 as the Iran war closes key shipping routes.
AI Safety Fears and the Case for META, SHOP, and PLTR
Why AI doom talk is likely overblown, how oil and rates pressure valuations, and the bull case for META, SHOP, and PLTR.
Palo Alto Networks (PANW): High-Quality Growth Against a Stretched Valuation
A bull-vs-bear look at Palo Alto Networks (PANW) weighing slowing organic growth and high valuation against strong cybersecurity demand and AI-driven need.
Clarity Act Stalls in Senate, But Crypto Adoption Keeps Rolling
The Senate blocked the Clarity Act, but regulators and market adoption are set to fill the gap for stablecoins and tokenized assets.