The AI Bubble Might Actually Be the Party Before the Crash—And That’s Kind of Exciting

Remember 1999? When everyone and their cousin's dog was buying tech stocks and nobody asked pesky questions like "but what does it actually do?" Well, buckle up—BCA Research thinks we're about to relive that fever dream, except this time it's all about AI. Here's the setup: BCA Research is predicting what they're calling a "melt-up"—basically a 30% stock rally that could send the S&P 500 past 9,200. Sounds great, right? The catch? It looks suspiciously like the dot-com boom, which, as ...
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David Einhorn Is Playing Defense Right Now — and You Might Want to Listen

David Einhorn doesn't ring alarm bells often. The Greenlight Capital founder has a long track record of being right when almost everyone else was wrong — including a famous short on Lehman Brothers before its collapse. So when he sends an investor letter saying he's putting "capital preservation at the top of our priorities," that's not noise. That's a signal worth taking seriously. In a letter dated this Monday, Einhorn wrote: "With so little downside priced in, we are willing to ...
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United-American Airline Merger: The Deal of the Century That Probably Dies in Court

The airline industry dropped a bombshell this week: United Airlines CEO Scott Kirby reportedly pitched a potential merger with rival American Airlines to the Trump administration earlier this year. If it happened, it would create the largest airline on Earth. American's stock surged 9% Tuesday morning just on the rumor. So is this actually happening — or is it aviation fantasy? Here's the reality check. The deal would face historic antitrust scrutiny. The top four U.S. carriers — United, American, Delta, ...
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Copper Is Quietly Becoming the Trade of the Decade

While everyone watches oil spike past $100 a barrel and the Fed twist in the wind, one metal has been building a monster case that most investors are still sleeping on: copper. It jumped more than 5% last week alone to nearly $6 per pound — and the structural story behind that move has nothing to do with short-term geopolitics. Here's the setup. Every major theme remaking the global economy — AI infrastructure, data centers, electric vehicles, electrification, decarbonization — runs ...
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Dell’s AI Server Boom: Why This Boring PC Company Just Became Your Portfolio’s Secret Weapon

Remember when Dell was just the company that sold you a clunky desktop computer? Yeah, those days are long gone. On Wednesday, Dell Technologies (NYSE:DELL) stock jumped 7%, and honestly, the reason why is way more interesting than you'd think. Here's the deal: Dell's third quarter earnings report wasn't just good—it was *record-breaking*. Revenue hit $27 billion, up 11% year-over-year. But here's where it gets spicy: net income surged 32% to $1.55 billion, and earnings per share jumped 39% to $2.28 ...
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The AI Bubble Might Actually Be the Party Before the Crash—And That’s Kind of the Point

Remember 1999? When everyone and their cousin's dog was buying tech stocks because the internet existed? Well, buckle up—BCA Research thinks we're about to get a sequel, and this time it's powered by artificial intelligence. Here's the plot twist: instead of the market crashing *now*, these strategists think we're about to see a 1999-style "melt-up"—basically a euphemism for "stocks go absolutely bonkers before reality checks in." We're talking a potential 30% rally that could push the S&P 500 past 9,200. That's ...
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The AI IPO Gold Rush: Why Getting In Early Matters (And Why Wall Street Isn’t Telling You)

Here's the thing about the AI boom: most of the money hasn't actually hit the stock market yet. That's because the companies doing the real heavy lifting—OpenAI, Anthropic, xAI, Anduril—are still private. You can use ChatGPT every day, but you can't own a piece of it. That's about to change, and it's going to be wild. 2026 is shaping up to be the year of mega AI IPOs. OpenAI is targeting a listing that could value it near a trillion dollars ...
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Uncle Sam’s Intel Bet Just Hit $36 Billion—And Trump’s Probably Already Tweeting About It

When the Trump administration dropped $8.9 billion on a nearly 10% stake in Intel last August, it was basically the government saying, "We're betting big on American chips." Fast forward to now, and that bet is looking *really* good. Like, $27 billion in paper gains good. Here's what happened: Intel crushed its Q1 earnings and gave guidance that made investors lose their minds. The stock rocketed 28% to an all-time high of $85.22, which means the government's initial investment is now ...
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