Jul 31, 2026
AMD is securing up to 2.5 gigawatts of data center capacity from Core Scientific, transforming a former crypto-mining grid into a long-term AI infrastructure powerhouse.
Jul 30, 2026
Bloom Energy is emerging as a critical power solution for AI data centers, fueled by explosive growth, broad hyperscaler demand, and Brookfield’s $25 billion commitment.
Jul 29, 2026
As AI reshapes demand for power and energy, Baker Hughes, EQT and Murphy Oil are gaining attention. Meanwhile, T-Mobile and Netflix face intensifying competition and fading returns.
Jul 28, 2026
Verizon’s dark fiber deal with Alphabet could turn its underused network into a high-margin AI infrastructure engine. Improving cash flow, buybacks and a hefty dividend add appeal—if the company can keep reducing its debt.
Jul 27, 2026
Defense demand is surging, housing is cooling, and financials are regaining momentum. These earnings reveal an economy splitting into clear winners and laggards.
Jul 26, 2026
Q2 earnings from AT&T, Verizon, and T-Mobile suggest telecom’s long slump may finally be easing. Stronger subscriber trends, better cash flow, and bigger shareholder returns are helping the sector look healthier than it has in years.
Jul 25, 2026
AMD and Cerebras are redefining AI hardware with a disaggregated design that separates prompt processing from token generation. The result could be a major leap in efficiency, latency, and data center economics.
Jul 24, 2026
Rocket Lab’s stock has been cut in half, but a sky-high valuation and fresh analyst caution suggest the sell-off may not be over. Strong growth and big contracts keep the bull case alive, though the shares still look priced for perfection.
Jul 23, 2026
Boxabl’s tiny float and massive short interest are setting the stage for a volatile debut. As traditional homebuilders struggle, investors are betting that factory-built housing could reshape the market.
Jul 22, 2026
Qualcomm’s 30% drop has investors debating whether the market has overdone the sell-off or spotted real risks. July 29 earnings could be the catalyst that finally clarifies the chipmaker’s AI and data center growth story.
Jul 20, 2026
Rising Hormuz tensions are driving tanker rates higher, and these two VLCC operators could be among the biggest beneficiaries. Frontline and DHT are seeing strong revenue growth as rerouted trade boosts demand for their fleets.
Jul 19, 2026
A strong quarter wasn’t enough: investors fixated on slower da Vinci growth guidance and a premium valuation, sending ISRG shares sharply lower. Analysts still see upside, but the stock’s technical break has traders on edge.
