The Government Just Broke Up with Free Markets (And Your Portfolio Needs to Know)

Remember when the government used to pretend it didn't pick winners and losers? Yeah, those days are officially over. Welcome to what some folks are calling the "Technological Republic" – basically, Uncle Sam decided the invisible hand of the market was taking too long and switched to the iron fist of national security. Here's what happened: China got really good at AI, and suddenly Washington realized that maybe – just maybe – letting the market decide everything wasn't such a hot ...
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The AI Party Might Be Winding Down (And There’s a Sneaky Signal Telling Us So)

Remember when everyone and their grandmother was talking about AI stocks like they were the next sliced bread? Well, hold onto your portfolios because there's a quiet little warning signal flashing that suggests this AI party might be closer to last call than we think. Capital Economics just dropped some research that's basically the financial equivalent of noticing the host starting to clean up while you're still having fun. They're pointing to something called "gross equity issuance" – which sounds boring ...
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Super Micro’s Rally: When ‘No Bad News’ Becomes Good News (But Don’t Get Too Excited)

So Super Micro Computer (SMCI) is having a moment. The stock jumped 15% this week, and yesterday it popped another 3.4% just because they announced their earnings date. Not their actual earnings – just the date they'll report them. Welcome to 2026, folks, where the bar is so low it's practically underground. Here's the thing that's got traders all excited: Super Micro didn't warn anyone about bad news coming. For this company, that's basically like getting a gold star. The past ...
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Wall Street’s Crystal Ball: The Stocks Everyone’s Betting On (And Against) in 2026

So here's the thing about Wall Street analysts – they're basically the fortune tellers of finance, except instead of crystal balls, they use spreadsheets and way too much coffee. And right now, they're feeling pretty optimistic about 2026. FactSet just dropped some juicy data after analyzing nearly 12,700 U.S. stocks, and guess what? A whopping 57.5% of them got "Buy" ratings – the highest we've seen since February 2022. That's like having more than half your friends tell you to definitely ...
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The Canary in the AI Coal Mine (And It’s Not Looking Good)

Remember when your friend started bragging about their crypto portfolio right before everything crashed? Well, there's a similar vibe happening in AI land right now, and the warning signs are getting harder to ignore. Capital Economics just dropped some research that's basically the financial equivalent of "we need to talk." They're pointing to something called equity issuance – which is just fancy talk for companies selling more stock to raise money. And apparently, when this number gets really high, it's historically ...
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The Government Just Broke Up with Free Markets (And It’s About to Make Some People Very Rich)

Remember when the government used to pretend it didn't pick winners and losers? Yeah, those days are officially over. Uncle Sam just sent the "invisible hand" of the free market a breakup text, and honestly, it was a long time coming. Here's what's actually happening while everyone's arguing about everything else: The U.S. has quietly shifted into what some very smart (and slightly terrifying) people are calling the "Technological Republic." Think Manhattan Project meets Silicon Valley, with a dash of "we ...
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The Government Just Broke Up with Free Markets (And It’s About to Make Some People Very Rich)

Remember when the government used to pretend it didn't pick winners and losers? Yeah, those days are officially over. Welcome to what some very smart (and slightly terrifying) people are calling the "Technological Republic" – where Uncle Sam has basically said "screw the invisible hand, we're using the iron fist." Here's what's actually happening while everyone's arguing about TikTok dances: The U.S. government looked at China's AI progress, had what can only be described as a "holy crap" moment, and decided ...
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IREN Stock: When Wall Street Gets a Crush (And Why You Should Care)

You know that feeling when your friend suddenly becomes obsessed with someone new? That's basically Wall Street right now with IREN stock. And honestly, I get it. IREN used to be just another Bitcoin mining company – you know, those folks burning through electricity to create digital coins. But then they had what we might call a "glow up." They pivoted to AI infrastructure and data centers, which is like going from being a gold prospector to owning the land where ...
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