AI milestones (FSD subs, Robotaxi expansion) are real, but the market is punishing the gap between spending and monetisation.

Buy Intel (INTC) into/after earnings. The setup is a credible foundry turnaround: High-NA EUV in active production, major ...

The BoJ delivers a surprise, faster tightening path that meaningfully narrows the US–Japan rate gap and forces USD/JPY to ...

Dow ends flat as investors await key Big Tech earnings reports. Rising oil prices revive inflation and Fed rate hike concerns ...

Buy GOOGL. Earnings and revenue beat, and cloud revenue ($24.77B) is the clear upside driver—up 82% vs expectations. This signals AI infrastructure demand is translating into real, growing sales, not ...

Buy AMD. The reported Anthropic deal is a multi-year, tens-of-billions AI infrastructure commitment starting 1H 2027, plus ...

Super Micro’s >$60B new orders and record backlog confirm AI server demand is still accelerating, and Dell is a direct ...

Setup: short interest is ~32% of float (206M shares) and Musk’s warning raises the odds of a squeeze. Catalyst: Aug 4 first ...

Earnings beat and management directly counters Starlink fears: satellites can’t replace AT&T’s tens of billions of fiber/5G ...

Monday.com stock has plunged by 51% this year amid SaaSPocalypse fears. The company is laying off 20% of its workers as it ...

The stock is down ~30% on a negotiation headline, but the core business still benefits from AI training demand and Reddit’s earnings growth into late August is intact. If the Google standoff ends with ...

The $266M U.S. government suborbital contract plus rising backlog ($2.2B) signals real, funded demand through 2028. Growth ...