Meta Surges 10% After Announcing Cloud Push to Monetize Its $145 Billion AI Bet

Meta Platforms stock jumped 10% on Wednesday after the company revealed plans to launch a cloud computing business, selling its excess AI infrastructure capacity to outside customers. The move transforms Meta from a pure AI spender into a potential AI revenue generator — a shift that Wall Street has been waiting for as the company's capital expenditure plans have rattled investors throughout 2026. Meta has committed up to $145 billion in capital expenditure this year to build out data centers and ...
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Space Stocks Are Having a Moment (And You Probably Missed It)

Here's the thing about space stocks: they're either the future or they're a spectacular way to lose money. Right now, they're looking more like the former. Rocket Lab just dropped a bombshell—acquiring Iridium Communications for roughly $8 billion in a cash-and-stock deal. Translation? They're now vertically integrated like SpaceX, owning both the rockets and the network they serve. Wall Street loved it. RKLB popped 16% yesterday. But here's what's wild: if you'd been reading the right newsletters back in September 2025, you'd ...
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Meta’s Genius Move: Turning AI Overkill Into a Cash Machine

Meta just figured out what every overzealous gym bro learns eventually: if you're going to spend a fortune on equipment, you might as well rent it out to your friends. The company's stock jumped 10% on Wednesday after Bloomberg reported that Meta is planning to launch a cloud computing business to sell off its excess AI compute capacity. Translation: Zuck's building a data center empire to monetize all those billions he's been throwing at AI infrastructure. Here's the setup: Meta, along ...
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UK Defense Stocks Surge After Starmer Confirms Near-$20 Billion Military Spending Boost

British defense stocks jumped sharply on Wednesday after UK Prime Minister Keir Starmer's government confirmed a near-$20 billion military spending package — one of the largest single defense investment commitments in UK history. Shares of BAE Systems, Babcock International, Chemring Group, and Cohort all moved higher as investors priced in a multiyear wave of government contracts. The announcement represents a major acceleration of the UK's defense posture, driven by ongoing geopolitical instability in Europe and NATO pressure on member states ...
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June Jobs Miss: ADP Reports Only 98,000 Private Payrolls Added — Below Forecasts

The U.S. labor market showed fresh signs of cooling Wednesday as ADP reported that private employers added just 98,000 jobs in June — meaningfully below the consensus forecast of around 130,000. The miss, reported July 1, marks a notable deceleration from recent months and could shift expectations ahead of Friday's official government nonfarm payrolls report. Hiring was concentrated heavily in healthcare-related sectors, while other industries showed broad weakness.The ADP National Employment Report tracks payroll changes at private U.S. businesses and ...
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Micron Stock Nears $1,000 — Why the AI Memory Boom Is Just Getting Started

Micron Technology (NASDAQ: MU) has emerged as one of the clearest beneficiaries of the AI buildout, with shares pressing toward $1,000 as Wall Street finally catches up to what's driving this cycle. Unlike every previous memory boom — each of which was capped by how many phones or laptops consumers would buy — the current AI memory cycle has no ceiling. Every new AI agent requires its own context window, and that demand is compounding with every generation of hardware.The ...
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The Market Never Sleeps (And Nasdaq Wants to Prove It)

Remember when trading stocks meant calling your broker during business hours? Yeah, those days are long gone. Now Nasdaq wants to take things to the next level—literally around the clock. Here's the deal: Nasdaq is filing papers with the SEC to make 24-hour trading a reality, five days a week. No more waiting until 9:30 a.m. to jump on a hot stock. No more missing out because you're in Tokyo or London when the U.S. market closes at 4 p.m. ET. The ...
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Stop Leaving Money on the Table: The Vertical Spread Hack Every Options Trader Should Know

Remember that feeling when you nail a trade and then watch it slowly bleed out because you didn't know when to take profits? Yeah, that's what vertical spreads are designed to fix. Here's the thing: most traders treat options like a binary bet. You're either all-in or all-out. But that's like playing poker with only two moves—go all-in or fold. Vertical spreads? They're the check-raise of options trading. Let me break down what's actually happening here. Say you bought a call option ...
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