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Payrolls -23K, September Hike Odds Drop as Stocks and Gold Jump
SpaceX Rebounds After Lockup Shock, but the Bigger Test Is Just Beginning
SpaceX shares rebounded 6.1% on lockup day despite a prior 14% plunge, highlighting ongoing investor debate over its valuation and capital-intensive growth strategy.
SanDisk Revenue Jumped 372%. The Stock Still Fell After Earnings
SanDisk reported a 372% revenue surge, yet shares fell as investors question the durability of its pricing power and margin sustainability.
AI Winners Are Changing, Watch 5 Under-the-Radar Alpha Plays and Key Levels to Watch
SpaceX Beat Revenue Estimates. Its $15.8 Billion AI Bill Sank the Stock
SpaceX shares fell despite a revenue beat as investors focused on its $15.8 billion AI spending, which exceeds quarterly earnings and raises funding concerns.
The Gigantic National Debt Is Starting To Matter
Riskier Than 2008: Oracle's Default Risk Hits All-Time High as Debt-Fueled AI Gamble Strains Balance Sheet
Oracle faces a historic default risk after S&P downgraded its credit to the lowest investment-grade tier, threatening global AI supply chains.
The Rally's Final Earnings Test Shifts to AI Software, Memory and Power From Wednesday Through Friday
AMD's 107% Data Center Surge Still Wasn't Enough for the Stock
Ray Dalio's Bubble Warning Is About More Than AI
Ray Dalio warns US equities near bubble levels comparable to 1929, citing leverage and political cycles as critical risks beyond mere AI valuation concerns.
SpaceX's First Earnings Report: Big Revenue, Bigger AI Ambitions, and a Massive Cash Burn
SpaceX shares fell 8.56% despite soaring revenue, as investors reacted to a staggering $16 billion AI capital expenditure that signals massive future cash burn.
