Articles
Daily market commentary and analysis.
Greg Abel Just Wrote His First Berkshire Letter and Wall Street Should Read Between the Lines
For the first time in 60 years, the Berkshire Hathaway annual shareholder letter didn’t come from Warren Buffett. Greg Abel, the 63-year-old Canadian who officially took over as CEO at the start of…
Mar 1, 2026
Defense Stocks Are Quietly Becoming the New Subscription Business
The U.S. and Israel launched coordinated strikes on Iran Saturday morning, and investors are scrambling to figure out what Monday’s open will look like. The S&P 500 fell 0.43% on Friday in…
Mar 1, 2026
Oil Markets Are About to Get Spicy: Iran Drama Could Send Crude to $100
Well, well, well. Just when you thought 2026 couldn’t get any more interesting, here comes some good old-fashioned geopolitical drama to shake up your portfolio. The weekend attacks on Iran have oil…
Mar 1, 2026
Dollar General Just Pulled a Plot Twist While Everyone Else Was Having a Bad Day
So here’s a fun Thursday story: while the rest of the stock market was basically having an existential crisis, Dollar General decided to be the main character and jumped 5%. Because apparently,…
Mar 1, 2026
Big Tech's $700 Billion AI Bet: Genius or Madness?
So here’s the deal: Big Tech is about to drop $700 billion this year on AI infrastructure. That’s roughly $2 billion per day flowing into data centers, GPUs, and enough cooling systems to make…
Mar 1, 2026
Wall Street's AI Freakout: Where the Panic Spreads Next (Spoiler: It's Everywhere)
Remember when AI was going to make us all rich? Yeah, well, Wall Street got the memo that maybe robots taking everyone’s jobs isn’t actually bullish for the economy. Who could have seen that coming?…
Feb 28, 2026
Trump Just Blacklisted America's Top AI Company and Wall Street Should Be Terrified
In a move one government contracts attorney called “the contractual equivalent of nuclear war,” President Trump on Friday ordered every federal agency to stop using Anthropic’s AI technology — and…
Feb 28, 2026
Amgen Is Quietly Crushing the Dow and Nobody Is Talking About It
While everyone obsesses over Nvidia’s latest earnings and the AI selloff carnage, Amgen has been on a tear that would make most tech stocks jealous. The biotech giant is up 17% year-to-date,…
Feb 28, 2026
Druckenmiller Just Ditched AI Stocks for Copper and a 6x Pharma Play
Stanley Druckenmiller — the man who ran 30% annualized returns for three decades without a single losing year — just told the world he’s moved on from AI stocks. And what he’s buying instead should…
Feb 28, 2026
PayPal Crashed 83% and Now the Vultures Are Circling
A company once worth $360 billion is now sitting at a $41 billion market cap, down 83% from its 2021 all-time high. And suddenly, everyone wants a piece of PayPal. Shares surged 10% last week after…
Feb 28, 2026
Defense Stocks Are Quietly Becoming Wall Street's Best Subscription Play
When U.S. and Israeli forces confirmed strikes on Iran this weekend, the playbook wrote itself: buy defense stocks on Monday morning, sell them once the headlines fade. It is a pattern as old as the…
Feb 28, 2026
Buffett's Final Quarter Reveals a $373 Billion Cash Warning
Warren Buffett just wrapped his last quarter as CEO of Berkshire Hathaway — and he did it sitting on the largest pile of cash in corporate history. Berkshire reported Q4 operating earnings of $10.2…
Feb 28, 2026
Coinbase Just Went Full 'Everything App' Mode (And Wall Street Has Thoughts)
Remember when Coinbase was just that place where you bought Bitcoin during your 3 AM “this time it’s different” moments? Well, those days are officially over. The crypto exchange just pulled an Elon…
Feb 28, 2026
Wall Street's AI Freakout: Where the Panic Spreads Next (Spoiler: It's Everywhere)
Remember when AI was going to make us all rich? Yeah, about that. Wall Street is currently having what can only be described as an existential crisis, and it’s spreading faster than gossip at a high…
Feb 28, 2026
Is Big Tech Burning $700 Billion or Building the Future?
So here’s the deal: Big Tech is about to drop $700 billion this year on AI infrastructure. That’s roughly $2 billion per day flowing into data centers, GPUs, and enough cooling systems to make your…
Feb 28, 2026
When Even Crushing Earnings Isn't Enough: Nvidia's Impossible Standards Problem
So here’s a fun little paradox for you: Nvidia just absolutely demolished Wall Street’s earnings expectations, and what did investors do? They basically shrugged and sent the stock down 5.5%. Welcome…
Feb 27, 2026
FanDuel's Parent Just Got Crushed and Sports Betting Bulls Should Worry
Flutter Entertainment — the company that owns FanDuel, the largest online sportsbook in America — just delivered a fourth-quarter earnings report that missed Wall Street estimates on virtually every…
Feb 27, 2026
CoreWeave Crashes 20% After Revealing a $35 Billion Spending Spree
CoreWeave just learned a brutal lesson about Wall Street’s patience: investors love a growth story right up until they see the bill. Shares of the Nvidia-backed cloud infrastructure company cratered…
Feb 27, 2026
OpenAI Just Raised $110 Billion and Changed the AI Game Forever
OpenAI just pulled off the single largest private funding round in the history of capitalism. Not a typo. The company behind ChatGPT announced Friday that Amazon, Nvidia, and SoftBank collectively…
Feb 27, 2026
Big Tech Is Spending $700 Billion on AI – Are They Crazy or Genius?
So here’s the deal: Big Tech companies are about to drop $700 billion this year on AI infrastructure. That’s basically $2 billion every single day going toward fancy computers, data centers, and…
Feb 27, 2026