
Wood made a major Magnificent Seven purchase in the ARK Innovation ETF.
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Wood made a major Magnificent Seven purchase in the ARK Innovation ETF.
AI is becoming a broader earnings engine across Google
Lucid and Bolt are set to deploy at least 25,000 fully autonomous Lucid vehicles across multiple European cities.

Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter. The letter can be downloaded here. The second quarter reflected a sharp shift from geopolitical uncertainty and oil market volatility to a powerful equity rally led by semiconductor companies. Despite the broader market strength, the Fund declined […]

Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter. The letter can be downloaded here. The second quarter reflected a sharp shift from geopolitical uncertainty and oil market volatility to a powerful equity rally led by semiconductor companies. Despite the broader market strength, the Fund declined […]
One resignation does not establish a broad exodus, but it intensifies scrutiny around talent and development speed.

Rigetti Computing (RGTI) trades near $15, about 73% below the high it set inside the past year. No market shock did that: the S&P 500 returned 17% over the past twelve months while Rigetti lost 8.5%. The 73% is measured from a high set inside those same twelve months, so the stock ran up hard before it fell. A fall like that in a rising market says the price is a bet on a road map.

Wall Street's analyst community has reached a verdict on Meta that almost never happens with a mega-cap stock, and the numbers behind that consensus point to a price target that may surprise even longtime bulls.

Adobe (ADBE) trades near $252, about 31% below its 52-week high, and the past week alone took 11.7% off it. Over the trailing twelve months the stock has lost 28% while the S&P 500 gained about 19%. That underperformance wasn't driven by broad market weakness. Adobe decided to stop putting an immediate paywall in front of its newest users, and that is what makes this fall hard to size.
Daniel Roberts says today's AI demand could outrun available infrastructure for years.
Three AI chief executives agreed on one thing over the weekend, and by Monday morning billions in market value had shifted away from chips and toward software. The rotation raises a question every investor in the sector now has to answer.

Tesla stock dropped early on Monday after CEO Elon Musk joined those concerned about humanity’s ability to control AI. “Dario is right,” tweeted Musk on Saturday, reposting a tweet from Anthropic CEO Dario Amodei. Amodei recently wrote a lengthy essay calling for a slowdown of AI development to help mitigate AI risks, including cyberattacks, bioterrorism, and economic.

Google says its AI servers pay back in under two years, while its own chips take about one year. That could make Alphabet’s $200 billion AI spending look increasingly profitable.

Marvell Technology, Inc. (NASDAQ:MRVL) delivered a quarterly beat and raised its revenue outlook, yet the stock plunged more than 10% the following day. The sharp reaction led Jim Cramer to question, during the September 8 Mad Money episode, why investors punished a company whose AI business continues to accelerate. What the heck just happened to […]

Most SCHD holders track the quarterly payout and call it a win, but a decade of reinvested dividends tells a story the fund's marketing materials never mention. The yield looks safe until you compare the account balance.

Amazon's stock has fallen sharply even as AWS clocked its fastest growth in 18 quarters, and one Wall Street analyst now sits at a target so far above consensus it reframes the entire risk-reward picture.

Pinterest (PINS) stock fell 9.2% in its latest session, on September 9, 2026, to about $18.28. Over the past twelve months it lost 51.8% while the S&P 500 returned 18.5%, so that twelve-month decline was not market-wide. The company's last report paired a strong quarter with a slower outlook.

Oracle (ORCL) tops fiscal first quarter earnings and revenue estimates; the stock is gaining in Thursday's after-hours trading. Epistrophy Capital Research chief market strategist Cory Johnson speaks with Josh Lipton about Oracle's results and where certain concentration risks lie within the AI ecosystem.

The CEO of one of Apple’s biggest carrier partners did not mince words.

Meta just attached a price tag to its AI ambitions, and traders are now asking whether a consumer subscription can justify one of the biggest capital budgets in tech history while a key rival takes an immediate hit.

Lucid stock has cratered while rivals like Tesla and Rivian held their ground, and the company's latest financials reveal a tension between surging revenue and an alarming cash burn that puts every investor's next move under pressure.

Oracle's stock has cratered while Wall Street analysts stubbornly hold some of the most bullish price targets in the mega-cap space. With earnings dropping Thursday, something has to give.
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