The AI Trade Is Growing Up
Artificial intelligence has spent the last several years behaving like a fashionable restaurant with a six-month waiting list: expensive, crowded, and occasionally more admired for the bill than the meal. The next phase, however, may be…
The market’s message today is blunt but not tragic: growth cooled, inflation stayed sticky, and the megacap earnings parade is doing its best impression of a relay race with trillion-dollar batons. For investors, that usually means more dispersion, more headlines, and more…
Elon Musk’s latest The Insider turn is vintage Musk: audacious, unsettling, and just coherent enough to make everyone in the room check their assumptions. In his conversation with Zanny Minton Beddoes, he argued that AI and robots could make work optional, money…
America’s job market has finally come off the caffeine high—but it has not crashed the car. AI tech stocks are back in bull-market formation, investment bankers i.e. Goldman Sachs (GS) are openly using the phrase “greed mode,” and regulators just fired a…
Wall Street’s favorite love language is earnings beats, and this week the AI infrastructure trade is writing poetry.
AI’s New Power Trio: HPE, Blackstone, Nvidia
The market’s latest storyline stars three very different leads: Hewlett Packard Enterprise (HPE), Blackstone (BX) and Nvidia…
Micron’s (MU, $895.88, +19.29%) leap into the $1 trillion club on Tuesday, May 26 doesn’t just crown a new AI-era champion; it reshapes a very exclusive guest list that already includes the biggest names in global markets.
Micron Takes Its Seat at…
Billionaire investor Bill Ackman has revealed a significant new position in Microsoft (MSFT), announcing Friday that his hedge fund Pershing Square (PS) quietly accumulated shares starting in February when the stock tumbled following disappointing fiscal Q2 2026 earnings. The Warren Buffett disciple…
Innodata Inc. (NASDAQ: INOD) just turned in the kind of quarter that makes even jaded AI investors sit up straighter, with the stock exploding higher today and now boasting a powerhouse year‑to‑date run.
AI’s Quiet Workhorse Has Its Loudest Quarter Yet
Innodata reported…
All four Magnificent 7 companies reporting on April 29, 2026 exceeded Wall Street's expectations, though market reactions were mixed as investors parsed massive AI infrastructure spending plans against revenue growth trajectories.
Microsoft: AI Revenue Surges 123% YoY
Microsoft delivered a decisive beat,…
Amazon (AMZN) isn’t just doubling down on artificial intelligence; it’s sending AI a gilded invitation, a room at AWS, and a black card with no spending limit. The company has agreed to invest up to $25 billion more in Anthropic, on top…
