Bitcoin Bros Still Partying While Their Bags Are Down 50%

So here's the thing about crypto people: they're basically the financial world's equivalent of that friend who insists the party's just getting started at 3 AM while everyone else is calling Ubers. Case in point: Bitcoin Investor Week just wrapped up in NYC, and despite bitcoin being down about 50% from its recent peak, the vibes were apparently immaculate. Picture this: cowboys in snakeskin boots mingling with hedge fund bros in Patagonia vests, all united by their shared belief that orange ...
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Pinterest Lost 20% in One Day — A Tariff Warning Nobody Saw Coming

When people think about tariff casualties, they picture factories, shipping containers, and steel mills. Nobody had "social media ad platforms" on their bingo card. But Pinterest just proved that tariff damage can show up in the strangest places. Shares of Pinterest crashed nearly 20% on Friday after the company delivered a gut punch of a quarter. Revenue of $1.32 billion — up 14% year-over-year — and adjusted EPS of $0.67 both narrowly missed estimates. But the real damage came from the ...
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Cisco Smashed Earnings and the Stock Still Dropped 7% — Here’s Why

Cisco just delivered its best quarter in years. Record revenue. Double-digit growth. Earnings beat. AI infrastructure orders piling up. And the stock got punished anyway. The networking giant reported $15.35 billion in Q2 revenue — up 10% year-over-year and ahead of the $15.12 billion Wall Street expected. Earnings came in at $1.04 per share adjusted, beating the $1.02 consensus. Net income surged to $3.18 billion from $2.43 billion a year ago. By almost any traditional measure, this was a strong quarter. So ...
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AMD Is Quietly Eating Nvidia’s AI Lunch — Arista’s CEO Just Said It

For three years, Nvidia's dominance in AI chips has been the closest thing to a natural law in tech investing. Then Arista Networks' CEO Jayshree Ullal casually dropped a bombshell on her earnings call that should make every chip investor sit up. "A year ago, it was pretty much 99% Nvidia," Ullal said when asked about her company's work with AMD. "Today, when we look at our deployments, we see about 20%, maybe a little more, 20% to 25%, where AMD ...
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Rivian Surged 27% on Earnings — But the Real Story Is the $45,000 R2

Rivian just posted the kind of quarter that turns skeptics into believers — or at least makes them pause. The EV maker beat Wall Street estimates on both earnings and revenue, then guided to a 47-59% increase in vehicle deliveries for 2026. Shares ripped 27% higher on Friday, closing at $17.73 after sitting at $14 the day before. The numbers: Rivian lost 54 cents per share in Q4, handily beating the 68-cent loss analysts expected. Revenue came in at $1.29 billion ...
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Trump’s $12 Billion ‘Project Vault’ Just Made Rare Earth Stocks a National Priority

President Trump just committed $12 billion to stockpiling strategic minerals, and the rare earth sector is scrambling to figure out what it means. The initiative, dubbed "Project Vault," is essentially a Strategic Petroleum Reserve for critical minerals — neodymium, dysprosium, lithium, and the other elements that power everything from AI data centers to missile guidance systems. The market reaction was immediate. Critical Metals Corp (CRML), which controls a massive rare earth deposit in Greenland, surged 35% on the announcement alone. And ...
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A Former Karaoke Company Just Wiped Billions Off Trucking Stocks

A company that used to make in-car karaoke systems just triggered the biggest one-day sell-off in trucking stocks since the tariff wars of April 2025. If that sentence sounds absurd, welcome to the 2026 AI fear trade. Algorhythm Holdings — a micro-cap with a market cap of roughly $6 million — announced that its SemiCab AI freight platform is helping customers scale freight volumes by 300% to 400% without adding a single employee. It also claims to reduce empty freight miles ...
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A Former Karaoke Company Just Wiped Billions Off Trucking Stocks

A company that used to make in-car karaoke systems just triggered the biggest one-day sell-off in trucking stocks since the tariff wars of April 2025. If that sentence sounds absurd, welcome to the 2026 AI fear trade. Algorhythm Holdings — a micro-cap with a market cap of roughly $6 million — announced that its SemiCab AI freight platform is helping customers scale freight volumes by 300% to 400% without adding a single employee. It also claims to reduce empty freight miles ...
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