Companies are spending hundreds of billions of dollars a year on AI chips, data centers and the power to run them. Our analyses follow the money: who is spending, who is earning from it, and how much of the payoff today's stock prices already assume.
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AMDFollow the whole story: every piece in this series is on our AI storyline page. Where did it go? Into stocks, with an unusually big share heading for semiconductors. We’ll walk through the flows, then open up the chip funds and look at the five companies doing most of the work inside them, the way…
NVDAFollow the whole story: every piece in this series is on our AI storyline page. The question worth a quiet weekend isn’t what Monday does. It’s where your money needs to be in 2031, and whether Thursday changes that. We’ll get there with data: what the market did five years after its worst days, and…
NVDAFollow the whole story: every piece in this series is on our AI storyline page. Who should you call when the market drops 5%? It’s a fair question, and a good instinct: talking it through beats acting alone at 3:55 pm. We’ll answer it plainly, with the numbers worth having in front of you. But…
NVDAFollow the whole story: every piece in this series is on our AI storyline page. How much Nvidia do you really own? For most people the honest answer is “I’m not sure,” and that’s fine, because it takes about ten minutes to find out. We’ll walk through the arithmetic, fund by fund, with a worked…
NVDAFollow the whole story: every piece in this series is on our AI storyline page. Should you invest more right now, while stocks are down? It’s a fair question, and the data gives a clearer answer than you might expect, so we’ll lay it out. Here’s the part worth staying for, though: the investors who…
NVDAFollow the whole story: every piece in this series is on our AI storyline page. Could Nvidia jump 20% in the next 30 days? Yes, it could, and it has done it many times before. We’ll give you the real odds, the numbers behind the business, the dated catalyst and how far it has fallen…
NVDAFollow the whole story: every piece in this series is on our AI storyline page. The past can’t tell you what Friday does. It can tell you something more useful: whether a plan that holds through days like this has paid off before. We’ll come back to that at the end. Image from Pixabay What…
NVDAFollow the whole story: every piece in this series is on our AI storyline page. Short answer: a day like Thursday isn’t trouble. Trouble has a definition, and it’s simple: the four big buyers of AI chips cutting what they plan to spend in 2027. Until that happens, a 9% day is a price story,…
SPYFollow the whole story: every piece in this series is on our AI storyline page. Short answer: 60/40 isn’t dead. It has one blind spot, and you can see it in a single year. Here’s the part worth staying for: a mix that adds dividend stocks, a little gold and a little cash lost less…
NVDAFollow the whole story: every piece in this series is on our AI storyline page. Will stocks rebound today? It’s the question in every inbox this morning, and it deserves a straight answer, so we’ll give you one, with data. But here’s what the pros are really working on after a day like this: not…
NVDAFollow the whole story: every piece in this series is on our AI storyline page. Image from Pixabay What Does Everyone Already Know? Democrats won both chambers on Tuesday, and Texas elected a governor who has called for a pause on new data centers.
AMZNPart of our midterms guide. Start here: what the vote really changes for your money. Image from Pixabay What Does Everyone Already Know? Democrats won both chambers on Tuesday, and Democrat Gina Hinojosa won the Texas governor’s race after promising a moratorium on new data-center approvals.
MUPart of our midterms guide. Start here: what the vote really changes for your money. Image from Pixabay What Does Everyone Already Know? AI data-center stocks fell on the result.
AMDPart of our AI selloff guide. Start here: what the Nasdaq correction means for your money. Follow the whole story: every piece in this series is on our AI storyline page. Image from Pixabay What Does Everyone Already Know? AMD walked into its report as one of the hardest-hit AI chip stocks.
NVDAFollow the whole story: every piece in this series is on our AI storyline page. Image from Pixabay What Does Everyone Already Know? The Nasdaq 100 closed Monday more than 10% below its Oct 6 record, and was still about 9% below it at Wednesday’s close.
GOOGFollow the whole story: every piece in this series is on our AI storyline page. Image from Pixabay What Does Everyone Already Know? Alphabet’s third quarter was big: revenue of $127.6 billion, up 25%, with Google Cloud more than doubling to $30.7 billion.
DELLPart of our AI selloff guide. Start here: what the Nasdaq correction means for your money. Follow the whole story: every piece in this series is on our AI storyline page. Image from Pixabay What Does Everyone Already Know? Dell has become the AI server stock.
MSFTFollow the whole story: every piece in this series is on our AI storyline page. Image from Pixabay What Does Everyone Already Know? The Nasdaq 100 closed Monday more than 10% below its Oct 6 record, and was still about 9% below it at Wednesday’s close.
NVDAFollow the whole story: every piece in this series is on our AI storyline page. Image from Pixabay What Does Everyone Already Know? The Nasdaq 100 closed Monday more than 10% below its Oct 6 record.
GOOGFollow the whole story: every piece in this series is on our AI storyline page. Image from Pixabay What Does Everyone Already Know? The Nasdaq 100 closed Monday more than 10% below its Oct 6 peak, on fears that AI spending has run ahead of AI profits. It was still about 9% below that peak…
PLTRPart of our AI selloff guide. Start here: what the Nasdaq correction means for your money. Follow the whole story: every piece in this series is on our AI storyline page. On Monday, Palantir reported third-quarter revenue of $2.31 billion, up 96% from a year ago.
NVDAPart of our AI selloff guide. Start here: what the Nasdaq correction means for your money. Follow the whole story: every piece in this series is on our AI storyline page. The Nasdaq 100 closed Monday more than 10% below its Oct 6 peak, which is the textbook definition of a correction. The worst day…
NVDAPart of our AI selloff guide. Start here: what the Nasdaq correction means for your money. Follow the whole story: every piece in this series is on our AI storyline page. The Nasdaq 100 closed Monday more than 10% below its Oct 6 peak, its third correction of 2026, before bouncing to about 9% below…
NVDAFollow the whole story: every piece in this series is on our AI storyline page. The Nasdaq 100 fell about 1.4% on Monday and closed more than 10% below its Oct 6 peak, the line that marks a correction. It’s the index’s third correction this year, after March and July. By Wednesday’s close it had…
VRTPart of our midterms guide. Start here: what the vote really changes for your money. Image from Pixabay What Does Everyone Already Know? Democrats won the House and the Senate, and the Dow jumped about 3% on Wednesday, its best day since April 2025.
GOOGIn 2004, there were several search engines. Within a few years, there was one. Google still handles about 9 of every 10 searches. That’s why it’s worth $3.4 trillion. Image from Pixabay The AI Scoreboard Will AI work the same way? Here’s the scoreboard today.
GOOGAlphabet closed at $279.84 on October 30. The day before, it fell nearly 13%, its worst day ever. So let’s ask the bold question. Can it get to $1,000? Start with what $1,000 means. Alphabet has about 12.3 billion shares. At $1,000, it’s worth about…
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