The market has this one backwards: Nvidia (NVDA) did not sell off because the AI trade broke — it sold off because record results stopped being enough. The stock closed at $197.58 on July 3,
Weaker payrolls fade Fed hike bets, pressuring the Dollar; diverging ECB path and geopolitical risk premiums complicate the moves. A Dovish Repricing of Fed Expectations Is Undercutting the Dollar The dominant force across markets right
Solana cryptocurrency can be expected to rise to the next resistance level 90.00 (target price for the completion of the active minor impulse wave 1). Solana broke key resistance level 75.00 Likely to rise to
The U.S. Department of Justice has unsealed criminal charges against Peter Stokes, a 19-year-old dual U.S.-Estonian citizen accused of belonging to the cybercrime group known as Scattered Spider, following his extradition from Finland to the
The lazy read on Microsoft (MSFT) in mid-2026 is that it has become a broken AI-capex story: the shares closed at $373.02 on June 30, 2026, well off their old highs, as investors recoiled from
BitGo has expanded its institutional custody platform to support YLDS, the SEC-registered yield-bearing digital security issued by Figure Certificate Company, giving institutional investors access to regulated custody for one of the first blockchain-native fixed-income products
The textbook rule says gold (XAU/USD) rises when real yields fall — and over the past two years that rule has been wrong. Gold ran to a record near $5,595/oz in January 2026 even as
The reflex take on Broadcom (AVGO) is that it is just another way to ride Nvidia's AI boom. It is closer to the opposite. Broadcom's growth engine is custom AI silicon — the application-specific chips
The lazy take on Taiwan Semiconductor Manufacturing Company (TSMC) is that it is just another expensive artificial-intelligence (AI) trade. It is not. TSMC is the one AI monopoly that trades at a discount to the
Forget the reflex that says memory chips are dumb commodities doomed to boom and bust. The single most important number in Micron Technology's (NASDAQ: MU) fiscal third quarter is not the record $41.5 billion in
