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 that's spent most of 2025 getting hammered — down 29% year-to-date heading into Friday — this was the first time in months investors had a genuine reason...

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 like they're radioactive. The Great AI Freakout of 2026 It's honestly wild to watch. Software com...

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 $20, they've managed to burn through almost half a billion dollars in cash this year alone. Yikes. The "We're Total...

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 maybe – just maybe – they know something about the kitchen you don't. The Data Center Drama Let's start with Oracle (ORCL) and Core...

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 $2 trillion in market cap just... poof. Gone. The biggest non-recession beatdown the sector has seen in 30 years. The...

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 used in Arista's networking deployments. "Today, when we look at our deployments, we see about 20%, maybe a little more,...

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 booming (fourth-quarter revenue fell 4.1% and operating income dropped 53%), but because the Anthropic investment has more than offs...

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 everyday items like pie tins, food cans, and drink containers. Voters heading into the November midterms are...

Remember when everyone was obsessed with finding gold in their backyard? Well, plot twist: the real treasure might be sitting in your electrical wiring. Copper is about to have its main character moment, and honestly, it's about time. Here's the deal: We're staring down a massive copper shortage that makes toilet paper hoarding look quaint. By 2040, the world will need 42 million metric tons of this shiny stuff, but we'll only be pumping out 33 million tons by 2030. That's a 10 million-ton "oops" that's going to make prices do some very interesting gymnastics. The culprit? AI data centers ar...

When the federal government decides to become one of your biggest customers, pay attention. That's exactly what happened when President Trump signed off on "Project Vault" — a $12 billion initiative to build a U.S. critical mineral reserve. Think of it as a Strategic Petroleum Reserve, but for the obscure elements that power everything from AI data centers to F-35 fighter jets. The numbers tell you why this matters. China currently controls roughly 70% of global rare earth mining and a staggering 90% of refining capacity. That's not a supply chain — it's a dependency. And Beijing has already ...