The AI CapEx Supercycle Is No Longer a Theory
April 9, 2026 The AI CapEx Supercycle Is No Longer a Theory Amazon’s $200B Commitment and Meta’s $21B CoreWeave Deal…
April 2026
The AI CapEx Supercycle Is No Longer a Theory
April 9, 2026 The AI CapEx Supercycle Is No Longer a Theory Amazon’s $200B Commitment and Meta’s $21B CoreWeave Deal…
Energy Deflation: Oil’s 16% Faceplant and What the Market Is Really Pricing In
April 8, 2026 Energy Deflation: Oil’s 16% Faceplant and What the Market Is Really Pricing In WTI cratered to ~$94…
Meta’s Relief-Rally Jump: What the Market Heard in “Muse Spark”
April 8, 2026 Meta’s Relief-Rally Jump: What the Market Heard in “Muse Spark” A 6.5% move isn’t the story. The…
Healthcare Is Leading the Tape. Now Tell Me: Opportunity or Just Less Bad?
April 7, 2026 Healthcare Is Leading the Tape. Now Tell Me: Opportunity or Just Less Bad? CMS improved the Medicare…
Maker of Stanley tumblers prevails in lawsuit over lead scare
By Jonathan Stempel April 6 (Reuters) – A federal judge dismissed a proposed class-action lawsuit accusing the maker of Stanley…
Nuclear’s Second Act: Where the Power Market Is Quietly Shifting
A Changing Energy Landscape The global energy system appears to be entering a new phase. As electricity demand rises —…
Special Report: SpaceX and the Potential 2026 IPO
What Investors Should Know Now SpaceX is no longer just a rocket company. It is now being positioned as a…
Three AI-Infrastructure Stocks the Market Is Mispricing Right Now
April 6, 2026 Three AI-Infrastructure Stocks the Market Is Mispricing Right Now INTC, CEG, BLK — A Monday Morning Value…
Snap’s Activist Moment: A Blueprint Nobody Asked For — But Everyone Needed
April 5, 2026 Snap’s Activist Moment: A Blueprint Nobody Asked For — But Everyone Needed Irenic Capital’s letter is a…