Morgan Stanley Destroys Bear Case Against Nebius AI Rally
Morgan Stanley's latest bottom up view argues that AI infrastructure demand will outpace supply, turning the Nebius s...
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27,652 articlesBeshara Real Estate Team Expands with Compass Atlanta
The beshara real estate team, a seven-member unit led by Brenda Beshara, leaves Keller Williams to join Compass Atlan...
Saylor’s Strategy Strengthens Liquidity, Draws Scrutiny
MicroStrategy unveils a refreshed liquidity framework, lifting cash reserves but leaving questions about its long-ter...
Meta’s Classic Wall Street Disconnect Sparks Buy Thesis
Meta Platforms is delivering stronger fundamentals even as the stock trades at a cautious multiple. This article argu...
Did Warren Buffett Give Amazon? Berkshire Sells Major Stake
Berkshire Hathaway slashed its Amazon holding by 77% in the fourth quarter, leaving a lean position and sparking rene...
Running Power Stresses AI: Space Won’t Provide Escape
AI demand is driving a surge in data-center energy use, and space won’t be a quick fix. This report explains why runn...
Hultquist HECM Reforms: Proprietary Loans and Talent
HUD opens a formal review of HECM reforms as proprietary reverse mortgage options expand. Industry leaders weigh in o...
AI Jitters Turning Discount Chains Into Market Hot Trade
AI jitters are turning discount chains and shampoo makers into the market’s hottest trade, upending traditional defen...
AI ETF ARTY Soars 28% and Leaves QQQ in Dust Markets
ARTY posted a 12-month gain of 28.3%, topping QQQ's 14.3% and SPY's 13.7%, as AI infrastructure exposure draws buyers...
EBay Cuts Jobs Across Company as Depop Deal Closes
eBay announced an 800-job cut across its operations, about 6% of headcount, days after closing a $1.2 billion cash de...
Iran Conflicts Just Adds to Wall of Worry for Stocks
U.S. stocks paused as energy costs rose and Middle East tensions persisted. Citi cautions that iran conflicts just ad...
Altman, Jensen Huang and Other AI Kings Stir Market Fear
Investors are jittery as AI powerhouses push for faster adoption, while critics warn of overhype. This piece breaks d...
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