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IBM’s $69 Billion Crash Sent One AI Stock Soaring

Technology & AI Ishan Majumdar -
IBM (NYSE:IBM) lost roughly $67 billion to $69 billion in market value on July 14, creating an IBM Stock Crash that stunned investors. The...

Apple vs OpenAI Lawsuit: Can AI Hardware Threaten iPhone Era?

Technology & AI Ishan Majumdar -
Apple (NASDAQ:AAPL) is not acting like a company whose flagship product is collapsing. The Apple vs OpenAI battle is unfolding while the iPhone is...
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TSMC Earnings Preview: Can Thursday Justify $2 Trillion?

Technology & AI Ishan Majumdar -
Taiwan Semiconductor Manufacturing Company (NYSE:TSM) is about to give investors a direct look beneath the AI rally in this...

Apple’s $30B Broadcom Deal Tests U.S. iPhone Story

Technology & AI Ishan Majumdar -
Apple (NASDAQ:AAPL) just handed investors, politicians, and iPhone fans a very clickable story. The company plans to spend more...

Microsoft’s Xbox Empire Is Cracking — Nadella Can’t Ignore It

Technology & AI Ishan Majumdar -
Microsoft (NASDAQ:MSFT) is still one of the strongest companies in tech. Its cloud business is growing. Its AI business...

SK Hynix Nasdaq Listing: Did The Rally Arrive First?

Technology & AI Ishan Majumdar -
Hey there. Quick thought experiment before we dive in. Imagine a stock that's already up roughly 280% this year,...

Meta AI Cloud Pivot Puts CoreWeave & Nebius Under Scrutiny

Technology & AI Ishan M. -
Hey there. If you were watching your screens Wednesday morning, you probably saw Meta Platforms (NASDAQ:META) rip more than...

This AI Power Stock Crashed 28% in a Day; Then EXPLODED! Is It The Next Trillion-Dollar Trade?

Technology & AI Ishan M. -
Some stocks move on rumors. Bloom Energy (NYSE:BE) moves on gigawatts. In the span of a few trading sessions,...
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IBM’s $69 Billion Crash Sent One AI Stock Soaring

Technology & AI Ishan Majumdar -
IBM (NYSE:IBM) lost roughly $67 billion to $69 billion in market value on July 14, creating an IBM Stock...

Apple vs OpenAI Lawsuit: Can AI Hardware Threaten iPhone Era?

Technology & AI Ishan Majumdar -
Apple (NASDAQ:AAPL) is not acting like a company whose flagship product is collapsing. The Apple vs OpenAI battle is...

TSMC Earnings Preview: Can Thursday Justify $2 Trillion?

Technology & AI Ishan Majumdar -
Taiwan Semiconductor Manufacturing Company (NYSE:TSM) is about to give investors a direct look beneath the AI rally in this...

Apple’s $30B Broadcom Deal Tests U.S. iPhone Story

Technology & AI Ishan Majumdar -
Apple (NASDAQ:AAPL) just handed investors, politicians, and iPhone fans a very clickable story. The company plans to spend more...

Microsoft’s Xbox Empire Is Cracking — Nadella Can’t Ignore It

Technology & AI Ishan Majumdar -
Microsoft (NASDAQ:MSFT) is still one of the strongest companies in tech. Its cloud business is growing. Its AI business...

SK Hynix Nasdaq Listing: Did The Rally Arrive First?

Technology & AI Ishan Majumdar -
Hey there. Quick thought experiment before we dive in. Imagine a stock that's already up roughly 280% this year,...

Meta AI Cloud Pivot Puts CoreWeave & Nebius Under Scrutiny

Technology & AI Ishan M. -
Hey there. If you were watching your screens Wednesday morning, you probably saw Meta Platforms (NASDAQ:META) rip more than...

This AI Power Stock Crashed 28% in a Day; Then EXPLODED! Is It The Next Trillion-Dollar Trade?

Technology & AI Ishan M. -
Some stocks move on rumors. Bloom Energy (NYSE:BE) moves on gigawatts. In the span of a few trading sessions,...

AI’s $3 Trillion Bill Just Arrived at the Apple Store. Here’s What Comes Next.

Technology & AI Ishan Majumdar -
Your next MacBook is $200 more expensive. Your next iPad Pro is $200 more. Apple announced the price increases...

The Micron Post-Mortem. The Numbers Were So Big They Don’t Look Real.

Technology & AI Ishan Majumdar -
Three days ago on this page, we told you to ignore the EPS number. We told you to watch two...

SpaceX: Is Elon Musk’s AI Empire Turning Into Wall Street’s Biggest Debt Test?

Technology & AI Ishan Majumdar -
Twelve days after SpaceX raised $86 billion in the largest IPO in American history, Elon Musk went back to...

Alphabet: The $225 Billion AI Talent Shock Wall Street Cannot Ignore

Technology & AI Ishan Majumdar -
Alphabet Inc. (NASDAQ:GOOGL) just gave Wall Street a reminder that the AI race is not only about chips, data...
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IBM’s $69 Billion Crash Sent One AI Stock Soaring

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IBM (NYSE:IBM) lost roughly $67 billion to $69 billion...

Kenvue Tylenol Lawsuits Cloud $48.7 Billion Deal

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Kenvue (NYSE:KVUE) woke up on July 13 with an...

Netflix Earnings Preview Q2: Can Live Programming Sustain Growth?

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Netflix reports Q2 earnings after the market closes on...

The LENS Index Just Added Three Names. None of Them Are Chips.

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Three signals. One portfolio entry and two Watch List...

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