Rivian Just Popped 20% and Wall Street Is Finally Paying Attention

Rivian just did something it hasn't done in a very long time — it made bulls look smart. Shares of the Irvine-based EV maker surged more than 20% on Friday after the company dropped a Q4 earnings report that beat on both top and bottom lines. Revenue came in at $1.29 billion versus the $1.26 billion consensus, and the adjusted loss of $0.54 per share was a significant improvement over the $0.68 loss Wall Street had penciled in. For a company ...
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AI Is Having a Meltdown (And Taking Everyone With It)

So apparently, AI has decided to have a complete identity crisis, and it's taking the entire stock market along for the ride. What started as "Hey, this chatbot is pretty neat" has somehow evolved into "EVERYONE PANIC, THE ROBOTS ARE COMING FOR OUR JOBS." Let me paint you a picture of what's been happening lately. Every time someone announces a new AI tool that can do literally anything—from writing code to organizing spreadsheets—investors collectively lose their minds and start dumping stocks ...
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When Data Center Darling Vertiv Became a $3 Billion Oops

Remember when everyone was obsessed with data centers? You know, those massive buildings that keep your Netflix running and your Instagram photos backed up? Well, there's this company called Vertiv that makes the power and cooling gear for these digital fortresses, and boy, do they have some explaining to do. Here's the thing about Vertiv (NYSE: VRT) – it's like that friend who keeps promising they'll pay you back but somehow always has a new excuse. Except instead of owing you ...
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When the Smart Money Runs: Why Insiders Are Bailing on These 3 Stocks

You know that feeling when you're at a party and suddenly notice all the cool kids have quietly slipped out the back door? That's basically what's happening in the stock market right now, except instead of cool kids, it's corporate insiders – and instead of a lame party, it's their own companies. Here's the thing about insider selling: it's like your friend who works at a restaurant suddenly refusing to eat there. Sure, maybe they're just tired of the menu, but ...
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AI Is Having a Meltdown (And Taking Half the Stock Market With It)

Remember when we thought AI would just help us write better emails and maybe beat us at chess? Well, plot twist: it's now sending entire stock sectors into full panic mode, and honestly, it's kind of wild to watch. Here's what's happening: Every time some AI company drops a new tool, investors collectively lose their minds trying to figure out who's about to get disrupted out of existence. It started with software stocks getting absolutely demolished last week – we're talking ...
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Arista Just Revealed AMD Is Quietly Stealing Nvidia’s AI Customers

For three years, Nvidia has owned the AI chip market like a landlord who never gets a complaint. Roughly 90% market share. Zero serious competition. A $4.5 trillion market cap built on GPUs that every tech giant needs and nobody else makes well enough. Then Arista Networks CEO Jayshree Ullal dropped a number on her earnings call Thursday night that should make Nvidia investors pause. "A year ago, it was pretty much 99% Nvidia," Ullal said, referring to the accelerator chips ...
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A Korean Telecom Company Is Wall Street’s Strangest AI Play

Want to invest in Anthropic, the company behind Claude? You can't buy shares directly — it's private, valued at $380 billion after a jaw-dropping $30 billion funding round last week. But there's a backdoor, and it's one of the weirdest trades on Wall Street right now. SK Telecom (SKM), a South Korean telecom company, holds a stake in Anthropic that has essentially transformed it into an AI stock. Its ADR is up 57% year-to-date — not because its phone business is ...
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Steel Stocks Just Got Wrecked by the TACO Trade

Wall Street has a new nickname for Trump's trade policy: TACO. It stands for "Trump Always Chickens Out." And on Friday, steel and aluminum stocks got absolutely hammered because of it. The Financial Times reported that the Trump administration is preparing to roll back some of the tariffs — up to 50% — that the president slapped on steel and aluminum imports last summer. Commerce Department and USTR officials reportedly believe the tariffs are hurting consumers by driving up prices on ...
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