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What every space stock actually does, and why ASTS, RKLB and the rest fell after SpaceX went public
Space stocks ran up together on Golden Dome defense money, then fell together after SpaceX’s record IPO. Here is what AST SpaceMobile (ASTS), Rocket Lab (RKLB), Planet Labs (PL) and the rest of the basket actually do, and why they move as one trade.
HIVE Digital (HIVE): a green bitcoin miner pivoting to AI, and a Leopold Aschenbrenner pick
HIVE Digital (HIVE) is the cheap, green bitcoin miner betting on AI. A look at the BUZZ HPC pivot, the recent $300 million share program, the Leopold Aschenbrenner stake, and the full bull and bear case.
Ondas (ONDS): a Lockheed Martin (LMT) deal, 10x revenue, and a stock cut in half
Ondas (ONDS) has a Lockheed Martin (LMT) counter-drone deal, a $457 million backlog and revenue up tenfold. It also has 508 million shares, heavy short interest, insider selling, and a Cramer meme-stock label. Both stories are true.
BlackBerry (BB) surged on its AI pivot while Nokia (NOK) and Qualcomm (QCOM) sold off
BlackBerry (BB) jumped on a QNX-led earnings beat while Nokia (NOK), Qualcomm (QCOM) and the chip suppliers fell. The old phone names are no longer one trade.
What is a chip foundry? Why almost every AI chip is made by one company, TSMC (TSM)
Nvidia, Apple and AMD design chips but do not make them. A plain-English guide to what a semiconductor foundry is, the fabless model, why TSMC (TSM) makes around 70 percent of the world's chips, and the packaging bottleneck holding back AI.
Are SaaS stocks AI roadkill or AI winners? A look at ServiceNow (NOW), Adobe (ADBE) and the SaaSpocalypse
Software has shed about $2 trillion as AI agents threaten the per-seat model. What ServiceNow (NOW) and Adobe (ADBE) actually do, why NOW round-tripped from its lows, and whether SaaS is still needed in the AI era.
Samsung, SK Hynix and Micron (MU) are all trillion-dollar stocks now. Here is how they stack up against the Mag 7.
The AI memory boom turned Samsung, SK Hynix and Micron (MU) into trillion-dollar companies. Here is how the memory giants stack up against each other and the Mag 7, and the DRAM ETF that packages them in one ticker.
The AI shortage keeps moving: from GPUs to memory, and now to hard drives (STX, WDC)
The AI shortage keeps rotating down the supply chain: first GPUs, then compute and networking, now memory, and hard drives are the leg lighting up next. The pattern, the stock moves at each stage, and what could be next.
Korea's market halted for the third time this week. Micron (MU) fell overnight, then bounced at the open.
South Korea halted trading a third time this week as SK Hynix and Samsung fell about 9 percent. Micron (MU) dropped overnight, then bounced at the open. Why this memory selloff is about leverage and positioning, not demand.
Michael Burry made a multi-year bet Microsoft (MSFT) will rise and sold part of his bet against Palantir (PLTR)
The investor famous for betting against markets just made a rare, multi-year bet that Microsoft (MSFT) will rise, using December 2028 LEAP calls, and sold part of his bet against Palantir (PLTR). MSFT is up this morning.
IREN bought the Warriors' jersey patch. Here's how it stacks up against WULF, CIFR and the other ex-miners
A few years ago IREN was a bitcoin miner. Now its badge is going on every Golden State Warriors jersey in a deal worth more than $50 million a year. Here is what IREN actually does, the Microsoft and Nvidia contracts behind the splash, and how it compares to ex-miners like WULF, CIFR, APLD and CLSK.
Sandisk (SNDK) ripped more than 20% on Micron's (MU) blowout: the memory stocks to watch
Sandisk (SNDK) jumped more than 20% today, the loudest name in a memory-stock rally lit by Micron's (MU) record quarter. Why SNDK ripped, and the other memory names riding the same wave.
Heads up for the July 4th week: the market is closed Friday, and options move to Thursday
July 4 lands on a Saturday in 2026, so the stock market is closed Friday, July 3. Thursday July 2 is a full session (not a half day), weekly options shift to Thursday, bonds close early, and crypto stays open. Here is the clean rundown.
Your old phone brands are AI stocks now: Nokia (NOK), BlackBerry (BB), Qualcomm (QCOM)
The brands that ruled the 2000s, Nokia, BlackBerry, Qualcomm and Ericsson, mostly got crushed by the iPhone. The survivors reinvented themselves around AI, from data-center networking to the software in your car to chips taking on Nvidia. What each does now, and the catch.
Nancy Pelosi's latest disclosure: Intel and Uber, then and now
Nancy Pelosi's household disclosed new call options on Intel and Uber. What the filing says, what the strike and dates mean, and how both stocks have moved since.
Solar stocks for the AI power boom: First Solar, T1 Energy, Canadian Solar and more
Solar plus batteries is the fastest power getting built for AI, and the stocks are heating up. The case for First Solar, Canadian Solar, Tesla and Fluence, plus T1 Energy, the US solar maker Leopold Aschenbrenner just took a big stake in.
Bullish Watch, week of June 29: four AI names we're watching into the July 4 week
Our first weekly bullish watch. Four AI-related names heading into the holiday-shortened week of June 29, each with a real catalyst and the risk that comes with it. Watching, not recommending.
After Micron's blowout, SK Hynix could go even bigger on July 29
Micron just posted a blockbuster quarter. The real question for July 29 is whether SK Hynix, the bigger HBM player with about 62% market share, the largest Nvidia HBM4 allocation, and record 72% margins, can top it. The bull case, and the catch.
Micron just had its best quarter ever. Wall Street sold tech anyway.
We called the blowout and Micron delivered a record quarter. So why did the Nasdaq sell off anyway? A hot inflation print and a jittery AI trade, not the fundamentals.
Our take: the AI sell-off looks overdone, and we think Micron gaps up tonight
The AI trade is in full panic and Micron has slid from over $1,200 toward $1,000 ahead of tonight's earnings. Here is why we think the sell-off is overdone and Micron could gap up.
Everything sold off at once right before Micron earnings. Here is what is actually going on.
A two-day, sell-everything rout hit stocks, Bitcoin, gold and silver right before Micron earnings. Here is what actually drove it, in plain English.
Meta is funding an entire gas plant in Alberta to power its AI. Here's what that means for CEG, VST and OKLO.
AI data centers need enormous, around-the-clock electricity, and the grid wasn't built for it. That's reviving nuclear, pushing Meta to fund an entire new gas plant in Alberta, and pulling solar into the mix too. Here's the demand, the deals, the stocks, and the risks worth respecting.
Did the AI bubble just pop, or was that a dip to buy?
After a brutal week for chip stocks, everyone's asking if the AI bubble is bursting. Here's the bear case, the bull case, and where I land: this looks more like a fear-driven dip than a popped bubble, with one real crack worth watching.
The AI selloff isn't done, and now it's all about Micron
Asia rebounded overnight and Samsung jumped more than 9%, but the bounce didn't hold. AI and chip stocks are selling off again, most of the Magnificent Seven are red, and Micron erased its premarket gains. The market is still down on fear, and Micron's earnings tonight are the one thing that can break it.