Elon Musk Just Predicted a Neocloud Bloodbath. CoreWeave Investors Should Listen.
AI demand may be booming, but SpaceX’s ability to shift GPU capacity gives it a flexibility most neocloud operators lack.
Weekly Roundup: Renewed AI Concerns Weigh on the Market and Portfolio
We added to six holdings, and upgraded and lifted a price target on another as favorable AI data conflicted with market emotion.
Equity Indices End Lower, But Bounce on Hopes For More Restrained Fed
Major indices were down for a second session Tuesday but finished well off the lows after a key Fed voice said there’s “no need for urgency” on rate hikes.
Thinking of Buying Costco? Here’s Why I’d Keep It on a Short Leash
Let’s take a close look at this big-box retailer after it posted a solid earnings beat.
Costco’s August Sales Bring Many Reasons to Remain Bullish
Distinguishing between net sales and total sales points to August quarter upside.
Snapshot of July 2026 Retailer Comp Sales Confirms Our Positioning
We let the math speak for itself and it shows which retailers are winning share and losing it.
Iran Put on Notice, Partners Warned; How to Corral the Yield Curve
Trump vows economic pain for Iran; my colleague has an intriguing (and smart) economic plan; bracing for the week ahead.
Jackson Hole and Nvidia Loom, but Don’t Forget the Elephant in the Room
Will things get a little wild this week? Plus a look a close look at gold, the Utes and two potential tax-loss selling candidates.
Why Target’s Edge Over Walmart Will Last
A scheduled decline in prescription drug prices gives Target a sustainable edge over Walmart.
Nvidia Surprises in Return to China: 8 Key Items Shaping the Stock Market Wednesday
Trump and Canada talk tariff deal, Venezuela oil production and other headlines moving the market this morning.