Applied Digital $APLD Stock Prediction: $68 Bull Case vs…
Applied Digital is not an AI story that needs the AI trade to keep working. That is the part the market keeps getting wrong. At $28.95 a share on 11…
IREN Stock Prediction: $84 Bull Case vs $22 Bear Case
IREN’s revenue is going backwards. That single fact is missing from almost every bullish write-up of this stock, and it is the most important number in the file. In the…
Palantir PLTR Stock Prediction: $245 Bull Case vs $98 Bear…
Palantir is not expensive because investors are irrational. It is expensive because it is doing something almost no software company has ever done, and the multiple is the market’s clumsy…
Gold Jumps 7.2% and the Quiet August Myth Falls Apart
Key facts Gold rose ~7% on the week to $4,340.70/oz — its strongest weekly showing since mid-January and a seven-week high. US nonfarm payrolls fell by 23,000 in July against…
Riot Platforms Just Signed a $9.1 Billion AI Lease…
Riot Platforms has signed a 20-year lease for 191 megawatts of data-center capacity at its Rockdale campus in Texas, turning power once developed for bitcoin mining into $9.1 billion of…
27-year-old chip stock sees price target slashed despite sales, profit surge
Onsemi has spent several years working through weakness in its core automotive and industrial markets, and its latest quarter gave Wall Street a clearer look at where the next leg…
Michael Burry sends warning on one of Wall Street’s top stocks
Some investors build their reputation by being loud. Others build it by staying quiet for years and then saying exactly one thing that everyone remembers. The investor who correctly called…
Another low-cost airline to liquidate after shutting down, canceling all flights
While multiple low-cost airlines flew off with significant success in multiple parts of the world in the early 2000s, the model of luring in customers with a low base fare…
Luxury retailer closes 41 stores worldwide
After closing hundreds of stores and offloading a major luxury brand, one of the fashion industry’s best-known groups continues to shrink its retail footprint. The move comes as luxury companies…
Intel makes another $15 billion vital move as AI demand accelerates
Time and again, I’ve seen the same movie at Intel, from different angles. From the layoffs, the 18A yield progress, the management restructuring, the CHIPS Act subsidies, and the Q2…