Articles
Daily market commentary and analysis.
Marvell Just Raised Its AI Revenue Target to $15 Billion
While the rest of the chip sector was getting hammered on Thursday, Marvell Technology quietly dropped an earnings report that made Wall Street sit up straight. Record revenue, raised guidance, and a…
Mar 6, 2026
Wall Street's AI Playbook Is Stuck in 1995 (And It's Costing You Money)
Here’s the thing about Wall Street: it’s really good at looking backward while pretending to look forward. And nowhere is that more obvious than how the market is treating AI right now. James Thorne,…
Mar 6, 2026
The Market Never Sleeps (And Nasdaq Wants to Prove It)
Remember when the stock market closed at 4 p.m. and everyone just… stopped? Yeah, those days might be numbered. Nasdaq just announced it’s gunning for 24-hour trading, five days a week—basically…
Mar 6, 2026
Netflix's Valuation Problem: When AI Becomes Your Biggest Competitor
Here’s the thing about Netflix that Wall Street doesn’t want to talk about: it’s trading at 38X earnings while everyone’s giving it a “Buy” rating. That’s twice what Disney charges. Sure, the stock…
Mar 6, 2026
When Jobs Disappear and Oil Prices Soar, Wall Street Has a Meltdown
Friday was rough. Like, really rough. The stock market decided to throw a tantrum, and honestly, it had good reasons. The February jobs report came in like a punch to the gut: the US lost 92,000 jobs…
Mar 6, 2026
Block Just Fired 40% of Its Workforce and Wall Street Cheered
Jack Dorsey just fired 4,000 people — roughly 40% of Block’s entire workforce — and investors responded by sending the stock up 24% after hours. Welcome to the AI economy, where mass layoffs are a…
Mar 5, 2026
Oil Tanker Rates Just Went 5X as the Strait of Hormuz Shuts Down
The world’s most important oil chokepoint just went dark — and the numbers are staggering. Charter rates for the massive supertankers that haul the planet’s crude have surged fivefold since January…
Mar 5, 2026
Greg Abel Just Made a $15 Million Bet on Berkshire's Future
For the first time in nearly two years, Berkshire Hathaway is buying back its own stock. And its new CEO just put his entire salary where his mouth is. Greg Abel, who took the reins from Warren…
Mar 5, 2026
The Stock Market's Biggest Plot Twist: Why Your Software Stocks Are Tanking While Boring Old Factories Are Printing Money
Here’s the thing nobody wants to admit: the stock market isn’t flat. It’s having an identity crisis, and it’s absolutely brutal for anyone who bought the “software will eat the world” narrative. On…
Mar 5, 2026
Why Value Investors Are Having Their Moment (And Why You Should Care)
Remember when everyone was obsessed with growth stocks and AI? Yeah, that party’s winding down. Bill Smead—the guy who runs a value fund that’s crushed 97% of its competition over 15 years—is…
Mar 5, 2026
The AI Panic Is Creating a Once-in-a-Decade Buying Opportunity
Software stocks are getting slaughtered — and some of the smartest money on Wall Street thinks the selloff has gone way too far. The numbers are ugly. Salesforce is down 33% in 2026. Shopify still…
Mar 5, 2026
Broadcom Just Dropped a $100 Billion AI Bombshell on Wall Street
Broadcom just reminded everyone why the AI infrastructure buildout is the real deal — and it’s only accelerating. The chip giant reported fiscal Q1 earnings Wednesday night that crushed estimates…
Mar 5, 2026
The HALO Trade: Why Physical Stocks Are Crushing Software in 2026
The S&P 500 looks flat. The Nasdaq looks flat. If you glanced at the headlines, you’d think nothing was happening in the market. You’d be dead wrong. Beneath that sleepy surface, one of the most…
Mar 5, 2026
Can Wall Street's Bull Market Keep Charging Into 2026? (Spoiler: It's Complicated)
The bull market that started way back in late 2022 is still going strong—we’re talking three years of gains that would make most investors pretty happy. But here’s the thing: everyone’s wondering if…
Mar 5, 2026
Why Bill Smead Is Betting Big on Homebuilders While Tech Gets Robbed Blind
Remember when everyone and their cousin’s dog was obsessed with AI stocks? Yeah, that party’s winding down. And Bill Smead—the guy who’s been quietly crushing it with his value fund (up 6.75% this…
Mar 5, 2026
The Market's Playing a Shell Game – And AI Is the Magician
Here’s the thing nobody’s talking about: the stock market isn’t actually flat. It just *looks* flat because two completely different stories are canceling each other out. On one side, software stocks…
Mar 5, 2026
Tesla's Biggest Fan Just Went All-In on Nvidia (And He's Not Sorry)
So here’s a plot twist nobody saw coming: Leo KoGuan, who’s basically Tesla’s third-biggest individual cheerleader (after Elon’s mom and that guy who named his dog “Cybertruck”), just dropped serious…
Mar 4, 2026
Trump Just Called Big Tech's Bluff — And Investors Should Pay Attention
President Trump is about to sit down with the CEOs of Google, Meta, OpenAI, Microsoft, Oracle, and Amazon for a conversation that could reshape how AI gets built in America. The topic? Electricity…
Mar 4, 2026
Wall Street's Secret Rotation Is Crushing Tech — Here's How to Profit
The market looks dead flat. The S&P 500 has been sleepwalking sideways for months, the Nasdaq’s in the same coma, and every pundit on CNBC is calling it “consolidation.” They’re all missing the…
Mar 4, 2026
The Great AI Stock Shuffle: Why Your Software Darlings Are Getting Dumped
Remember when everyone said the stock market was “flat” and boring? Yeah, well, that’s like saying a duck looks calm while its feet are paddling furiously underwater. Beneath that sleepy surface,…
Mar 4, 2026