Articles
Daily market commentary and analysis.
Big Tech's $700 Billion AI Bet: Genius or Madness?
So here’s the deal: Big Tech is about to drop $700 billion this year on AI infrastructure. That’s $2 billion per day flowing into data centers, GPUs, and enough cooling systems to make your electric…
Mar 2, 2026
Oil Rockets Past $80 After Drone Strike Shuts Saudi Arabia's Biggest Refinery
Oil prices surged more than 6% on Monday after an Iranian drone strike forced Saudi Arabia to shut down its largest oil refinery — and the Middle East energy map is suddenly looking a lot more…
Mar 2, 2026
The SaaS Bloodbath Is Creating Once-in-a-Decade Buying Opportunities
Software stocks are getting massacred, and Wall Street can’t stop the bleeding. The fear is existential: if businesses can throw a few prompts into Claude or ChatGPT and build their own tools at…
Mar 2, 2026
Big Tech Is Spending $2 Billion a Day on AI and Here Is Why
Wall Street can’t decide if Big Tech is pulling off the greatest investment of the century or lighting $700 billion on fire. The five largest hyperscalers — Microsoft, Amazon, Alphabet, Meta, and…
Mar 2, 2026
Big Tech Is Spending $2 Billion a Day on AI — Here Is Why
Wall Street can’t decide if Big Tech is pulling off the greatest investment of the century or lighting $700 billion on fire. The five largest hyperscalers — Microsoft, Amazon, Alphabet, Meta, and…
Mar 2, 2026
Gold Miners Are Printing Money at $5,000 an Ounce
Gold just blew past $5,300 again on Monday as the Iran conflict sent investors sprinting toward safe havens. But while everyone is watching the shiny metal itself, the real money is being made one…
Mar 2, 2026
Wall Street Data Says This Geopolitical Selloff Is a Buying Opportunity
Markets opened ugly on Monday. The Dow dropped 600 points at the lows. The S&P 500 fell 1.2%. Oil spiked. Gold ripped past $5,300. VIX hit its highest level of 2026. The Iran conflict has…
Mar 2, 2026
Defense Stocks Are Quietly Having Their Best Year Since 9/11
While the rest of the market is getting hammered by the Iran conflict, one corner of Wall Street is throwing a party. Defense stocks are surging — and the numbers suggest this trade has a lot more…
Mar 2, 2026
When Your CEO Cashes Out $50M Right After Goldman Says 'Buy' – The Las Vegas Sands Rollercoaster
Picture this: You wake up Monday morning, check your portfolio, and see Las Vegas Sands (NYSE:LVS) jumping 2.5% in premarket trading. Goldman Sachs just slapped a “buy” rating on it with an $80 price…
Mar 2, 2026
Why This Wall Street Guy Isn't Losing Sleep Over the AI Job Apocalypse
So everyone’s freaking out about AI stealing their jobs, right? Your LinkedIn feed is probably full of people either declaring themselves “AI-powered professionals” or updating their resumes in…
Mar 2, 2026
NVIDIA Beat Earnings But Still Got Dunked On – Here's Why That's Actually Good News
So NVIDIA just dropped their earnings report, and it was basically the corporate equivalent of LeBron dunking on someone in the playoffs. Revenue up 73%. Beat expectations on literally everything.…
Mar 2, 2026
When Geopolitics Gets Messy: Your Portfolio's New Best Friends (and Enemies)
So, the Middle East is having another one of those weekends, and Wall Street is doing what it does best: panicking first, asking questions later. The US and Israel decided to give Iran some unwanted…
Mar 2, 2026
Iran Just Gave Oil Markets Their Monday Morning Nightmare
Well, this escalated quickly. While you were probably enjoying your weekend, Iran decided to remind everyone why geopolitics and oil prices go together like peanut butter and market volatility.…
Mar 1, 2026
Software Stocks Are Getting Wrecked by AI Fear and That May Be the Trade
Something unusual is happening in tech. The very companies that were supposed to ride the AI wave to infinity — the software-as-a-service names that minted millionaires over the past decade — are…
Mar 1, 2026
Retail's Biggest Earnings Week Could Decide the Consumer Trade
This week is the final exam for the American consumer — and the retail stocks that live or die by their wallets. Target, Best Buy, and Costco all report earnings over the next five days, and the…
Mar 1, 2026
Oil Could Hit $100 a Barrel by Monday and Nobody Is Ready
Barclays just issued the kind of note that makes energy traders spill their coffee: Brent crude could test $100 per barrel when markets open Monday. That would be a 37% spike from Friday’s close of…
Mar 1, 2026
Fintech Stocks Are Down 48% in Five Years and Analysts Say That Is the Opportunity
Here’s a stat that should stop every value investor in their tracks: the Global X FinTech ETF (FINX) has dropped 48% over the past five years. In the same period, the S&P 500 has risen 80% and…
Mar 1, 2026
Greg Abel Just Wrote His First Berkshire Letter and Wall Street Should Read Between the Lines
For the first time in 60 years, the Berkshire Hathaway annual shareholder letter didn’t come from Warren Buffett. Greg Abel, the 63-year-old Canadian who officially took over as CEO at the start of…
Mar 1, 2026
Defense Stocks Are Quietly Becoming the New Subscription Business
The U.S. and Israel launched coordinated strikes on Iran Saturday morning, and investors are scrambling to figure out what Monday’s open will look like. The S&P 500 fell 0.43% on Friday in…
Mar 1, 2026
Oil Markets Are About to Get Spicy: Iran Drama Could Send Crude to $100
Well, well, well. Just when you thought 2026 couldn’t get any more interesting, here comes some good old-fashioned geopolitical drama to shake up your portfolio. The weekend attacks on Iran have oil…
Mar 1, 2026