AI Stocks Are Having Their ‘Wait, What?’ Moment (And It’s About Time)

Remember when everyone was convinced AI was going to solve world hunger, cure cancer, and probably do your taxes while making you a perfect cup of coffee? Yeah, well, the stock market is having second thoughts about that whole thing. The AI darlings that had investors throwing money around like confetti at a New Year's party are now looking more like the morning after. Nvidia's down 13% since November, Oracle has face-planted 43%, and CoreWeave is joining the double-digit decline club ...
Read More About This
|

AMD Just Crushed Earnings But Wall Street Had a Meltdown Anyway

So here's a fun Wall Street paradox: AMD just posted absolutely monster earnings and the stock immediately face-planted 10%. Because apparently, crushing it isn't enough anymore. The Numbers Were Actually Insane AMD pulled in $10.3 billion in revenue for Q4 – a 34% jump that beat estimates by $600 million. They made $1.53 per share when analysts expected $1.32. In normal times, this would be champagne territory. Their data center business hit $5.4 billion (up 39%), including a sneaky $390 million from China ...
Read More About This
|

NVIDIA Just Hit $4 Trillion – Because Apparently the Sky Isn’t the Limit Anymore

Well, folks, we've officially entered the "numbers don't make sense anymore" phase of the stock market. NVIDIA just became the first company to hit a $4 trillion market cap, and honestly, at this point I'm starting to think Jensen Huang made some kind of deal with the tech gods. Let's Talk About That Number Four trillion dollars. That's more than the GDP of most countries. It's enough money to buy Twitter 100 times over (though why you'd want to is another question) ...
Read More About This
|

Jensen Huang Just Called Wall Street’s AI Panic Attack ‘The Most Illogical Thing in the World’

So Wall Street is having another one of its classic freak-outs, and this time it's about AI supposedly coming for software companies' lunch money. You know how this goes: someone whispers "disruption" and suddenly everyone's selling like the apocalypse is tomorrow. Enter Jensen Huang, Nvidia's leather-jacket-wearing CEO and unofficial AI prophet, who basically looked at this whole mess and said, "Are you kidding me right now?" Here's what happened: Software stocks have been getting absolutely demolished lately. The iShares Expanded Tech-Software Sector ...
Read More About This
|

The Fed’s About to Get an AI Makeover (And Your Portfolio Should Too)

So here's the deal: Kevin Warsh might become the next Fed chair, and if you think that's just another boring Washington shuffle, think again. This guy could literally rewire how money flows into AI – and that's kind of a big deal for anyone who owns stocks. Let me break this down without the Wall Street jargon that makes your eyes glaze over. Why This Actually Matters For years, the Fed has basically been Uncle Sam's personal ATM, keeping interest rates low so ...
Read More About This
|

The Fed’s About to Get an AI Makeover (And Your Portfolio Should Too)

So here's the deal: Kevin Warsh might be taking over the Fed, and if you think that's just another boring Washington shuffle, think again. This guy could literally rewire how money flows into AI – and that's kind of a big deal. Let me break this down without the Wall Street jargon that makes your eyes glaze over. Why This Actually Matters For years, the Fed has basically been Uncle Sam's credit card company, keeping interest rates low so the government can keep ...
Read More About This
|

Your Tax Refund Just Became Your Investment Strategy (Thanks, BofA)

Look, I get it. Tax season usually means one thing: frantically searching for receipts you definitely threw away and wondering if that coffee with your cousin counts as a business expense. But this year, Bank of America analysts are basically saying your refund check could be your ticket to some solid stock picks. And honestly? They might be onto something. Here's the deal: BofA thinks Americans are about to get a $140 billion economic boost from tax refunds and smaller tax ...
Read More About This
|

Palantir Just Pulled a Fast One on Wall Street (And We’re Here for It)

Remember when your friend said they were "probably going to fail that test" and then showed up with an A+? That's basically what Palantir (PLTR) just did to Wall Street analysts, except with billions of dollars and way more spreadsheets involved. Wall Street was bracing for Palantir's Q4 earnings like that friend who always expects the worst-case scenario. They figured the AI darling would post decent numbers—around $1.33 billion in revenue—but then slow down because, you know, "economic uncertainties" and "maturing ...
Read More About This
|