Micron Is Down 20% — But Western Digital May Be the Better AI Memory Trade Right Now

AI memory stocks have been among the market's biggest winners — and now they're pulling back hard. Micron (MU) surged over 700% in the past year after revealing it had sold out its high-bandwidth memory production through all of 2026. Western Digital (WDC) soared 800% in the same stretch. Then this month, both stocks fell sharply. Micron is down roughly 20% from its June high. Western Digital is off 26%. That kind of correction rattles investors and triggers the obvious ...
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Physical AI Is the Next Hardware Boom — Here Are 6 Supply Chains to Watch

The first phase of the AI boom made fortunes for companies selling software, data centers, and cloud compute. The next phase may reward a completely different set of players — the hardware makers powering AI that lives inside real-world devices. Microsoft's new AI laptops powered by the Snapdragon X2 chip are shipping now. Nvidia and Hugging Face just launched open robotics tools. Mobileye is transitioning from chip supplier to robotaxi operator. Applied Materials partnered with EssilorLuxottica to build AI-powered smart ...
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SpaceX Stock Looks Like It’s Going Up — But Not for the Right Reasons

SpaceX's public stock (SPCX) is down from its IPO highs — and the next big move higher may have almost nothing to do with the company's business. That's the unusual position retail investors now find themselves in after one of the most hyped IPOs in years. SPCX hit an all-time intraday high of $225.64 shortly after going public, then fell sharply as a $20 billion bond offering flooded the market. As of mid-July, it's trading below $140 — meaning nearly ...
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AI’s Getting a Body—And That’s Where the Real Money Is

Remember when AI was just a chatbot behind a screen? Type something, get an answer, move on. Useful, sure. But basically a really smart parrot. That era is officially over. AI is moving into the real world—robots, smart glasses, autonomous vehicles, wearables, factory systems. It's getting a body. And once it does, the investment playbook completely changes. Here's the thing: cloud AI is about throwing compute power at a problem. Physical AI is about doing it *efficiently*—getting the right answer in milliseconds on ...
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IBM’s Q2 Disaster Just Made These Tech Stocks Pop—Here’s Why

IBM just dropped a bomb on Wall Street, and honestly? It's the best thing that could've happened to some other tech companies. Here's the deal: IBM warned that its Q2 results are going to miss estimates. Revenue came in at $17.2 billion instead of the expected $17.85 billion. Ouch. But here's where it gets interesting—IBM CEO Arvind Krishna basically admitted that customers stopped buying what IBM was selling and started throwing money at other stuff instead. Specifically, customers went on a shopping ...
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Fundrise’s Public Venture Fund Teaches a Hard Lesson About IPO Lockups and Premium Risk

When the Fundrise Innovation Fund (ticker: VCX) listed on the NYSE on March 19, 2026, it gave ordinary retail investors something genuinely rare: a publicly traded vehicle holding private stakes in Anthropic, OpenAI, SpaceX, and Databricks — all in a single ticker. The debut was extraordinary. VCX opened around $19 per share, briefly rocketed past $400 in the weeks that followed, then settled back to the mid-$60s range as early enthusiasm faded. That trajectory — stratospheric peak, sharp correction, still-impressive ...
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AI Stocks Sold Off Hard — Here Are 5 Names Wall Street Is Still Buying

A wave of selling hit AI-adjacent stocks last week, triggered by a surprise revenue miss from IBM and spreading fast across the enterprise tech sector. IBM CEO Arvind Krishna revealed that clients spent the final weeks of June pulling capital out of software and consulting deals to panic-buy supply-constrained servers and memory ahead of expected price hikes. That announcement sent IBM shares down more than 20% — the stock’s worst single-day drop since the 1987 crash — and dragged Workday ...
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Inflation Dropped to 3.5% — But the Fed Isn’t Celebrating Yet

June’s inflation report handed markets a genuine surprise to the upside. The Consumer Price Index fell 0.4% for the month — the biggest monthly drop since April 2020 — pulling the annual rate down to 3.5% from May’s 4.2%. Economists had expected a much smaller decline. Core CPI, which strips out food and energy, came in flat for the month and its annual rate dropped to 2.6%, well below the 2.9% consensus. Shelter costs — typically the stickiest part of ...
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