The sell-off assumes Meta Compute becomes a direct rival, but Meta is monetizing excess capacity while keeping its core training workloads. CoreWeave’s revenue is anchored by a $21B deal running ...

The article highlights AI/semiconductor equipment as the engine of Russell 2000 leadership, and AEHR is a direct beneficiary of the AI chip buildout and testing demand. Momentum is strong (hundreds of ...

The news flags extreme valuation—~39x expected earnings and ~6x expected sales versus a long-term 1–2x sales range—after a 172% 12-month run. Burry’s core point is that the AI/data-center demand ...

Sell SMH. The news hits the whole memory/semis complex, and the sector is already stretched after a huge first-half run. Rotation out of tech plus fears of new South Korea capacity turning tight ...

WhiteBIT, the largest European cryptocurrency exchange by traffic, has announced the launch of TradeFi — a new market category designed to give users the opportunity to trade tr ...

The report turns Meta’s AI capex from a cost center into a potential revenue engine by monetizing excess compute and hosted models (AWS Bedrock-like). The 10.6% jump is the market repricing “AI ...

The stock reclaiming $200 and then slipping ~2% looks like a pause, not a thesis break. Add on weakness toward the recent support zone around the $200 area. Key Risk: AI spending slows or customers ...

Oobit launches Tether-backed crypto Visa card in Guatemala, Paraguay. Oobit data shows rising stablecoin spending across Latin America. Guatemala, Paraguay join Oobit's growing Latin America expansion ...

Guggenheim’s upgrade is explicitly valuation-driven, not an AI-winner bet, and it targets double-digit growth with improving US federal business as procurement delays ease. With investors shifting ...

The news adds renewed US-Iran tension and raises the risk of energy-market disruption, which typically lifts crude ...

ADP shows hiring slowing but wages stable (4.4% stayers), with financial activities adding 14,000 jobs—consistent with a labor market that’s cooling without collapsing. That supports credit quality ...

July’s catalyst stack is earnings season (banks July 14–15; large tech names and “Magnificent 7” next) with FactSet expecting ...