SpaceX Is in Talks on a Multibillion Dollar Defense Contract. Here Is What It Means for Investors
Key Points SpaceX and the Department of Defense are reportedly discussing a potential multi-billion-dollar computing contract. If the deal goes…
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JPMorgan Chase CEO Jamie Dimon Thinks AI Spending Is Going to Reach $1 Trillion Next Year
Key Points The large banks reported strong growth in the second quarter, driven by investment banking. CEOs pointed out that…
Prediction: SOXX Is About to Outperform SMH. Here’s Why.
Key Points The iShares Semiconductor ETF (SOXX) and the VanEck Semiconductor ETF (SMH) are the two biggest funds in this…
Jensen Huang Told CES 2026 That Memory Is Now the Biggest Bottleneck in AI. Micron and Sandisk Have Outperformed Nvidia’s Stock Ever Since.
Key Points As a speaker at CES 2026 in January, Nvidia CEO Jensen Huang discussed why the AI data center…
Meta Platforms Is Up 21% This Month, and Here Is What’s Driving the Surge
Key Points The AI race is in full swing, and Meta has been aggressively building tech infrastructure. Selling excess compute…
3 Warren Buffett Quotes You Must Read Before Buying SpaceX Stock
Key Points Few companies have grabbed the attention of investors this year like Space Exploration Technologies (NASDAQ: SPCX), better known…