Articles

Confluent Soars, IBM Slips: Inside the $11B AI Deal That Has Traders on Edge

1h ago
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Gavin Maguire
Confluent Soars, IBM Slips: Inside the $11B AI Deal That Has Traders on Edge - Article cover image

AI Investor, Wall Street Rebel: Michelle Connell Says You’re Looking at the Wrong Risk

4h ago
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Gavin Maguire
AI Investor, Wall Street Rebel: Michelle Connell Says You’re Looking at the Wrong Risk - Article cover image

PCE Preview: A Rare Mid-Day Inflation Shock Could Jolt Markets and Shape the Fed’s December Message

12/04
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Gavin Maguire
PCE Preview: A Rare Mid-Day Inflation Shock Could Jolt Markets and Shape the Fed’s December Message - Article cover image

AI Momentum Soars… Snowflake Stock Tanks Anyway. Here’s the Make-or-Break Level Every Trader Is Watching

12/04
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Gavin Maguire
AI Momentum Soars… Snowflake Stock Tanks Anyway. Here’s the Make-or-Break Level Every Trader Is Watching - Article cover image

Salesforce Just Delivered Its “AI Breakout Quarter”—But Is the Stock’s Big Jump a Tax-Loss Trap?

12/04
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Gavin Maguire
Salesforce Just Delivered Its “AI Breakout Quarter”—But Is the Stock’s Big Jump a Tax-Loss Trap? - Article cover image

Worst ADP Print Since 2023: Is the Fed Now Trapped Into a Cut?

12/03
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Gavin Maguire
Worst ADP Print Since 2023: Is the Fed Now Trapped Into a Cut? - Article cover image

Salesforce Has Been Left for Dead — Can Tonight’s Earnings Spark a 2026 Revival?

12/03
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Gavin Maguire
Salesforce Has Been Left for Dead — Can Tonight’s Earnings Spark a 2026 Revival? - Article cover image

Marvell’s 2027 AI Vision Ignites Wall Street — But Can the Stock Live Up to It?

12/03
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Gavin Maguire
Marvell’s 2027 AI Vision Ignites Wall Street — But Can the Stock Live Up to It? - Article cover image

Hassett Shockwave: Is Trump About to Blow Up Powell’s Fed and Reshape the Bond Market?

12/02
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Gavin Maguire
Hassett Shockwave: Is Trump About to Blow Up Powell’s Fed and Reshape the Bond Market? - Article cover image

Marvell’s Make-or-Break AI Moment: Can Tonight’s Earnings Finally Launch MRVL Into Nvidia’s League?

12/02
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Gavin Maguire
Marvell’s Make-or-Break AI Moment: Can Tonight’s Earnings Finally Launch MRVL Into Nvidia’s League? - Article cover image

CRDO Might Be the Most Important AI Company You’ve Never Heard Of — Until Today

12/02
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Gavin Maguire
CRDO Might Be the Most Important AI Company You’ve Never Heard Of — Until Today - Article cover image

MDB’s Earnings Just Rewired the AI Narrative — and Traders Are Scrambling

12/02
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Gavin Maguire
MDB’s Earnings Just Rewired the AI Narrative — and Traders Are Scrambling - Article cover image

Is MongoDB About to Become the Ultimate Agentic AI Winner?

12/01
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Gavin Maguire
Is MongoDB About to Become the Ultimate Agentic AI Winner? - Article cover image

Americans Splurged on Black Friday — and Quietly Took On Invisible Debt to Do It

12/01
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Gavin Maguire
Americans Splurged on Black Friday — and Quietly Took On Invisible Debt to Do It - Article cover image

Holiday Spending Surges — But the Shocking Divide in Who’s Buying Reveals a Deeper Trend

12/01
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Gavin Maguire
Holiday Spending Surges — But the Shocking Divide in Who’s Buying Reveals a Deeper Trend - Article cover image

Cooling System Breakdown Temporarily Freezes CME Futures and Options Markets

11/28
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Gavin Maguire
Cooling System Breakdown Temporarily Freezes CME Futures and Options Markets - Article cover image

TPU vs GPU: Google’s $10B Attack on Nvidia’s AI Monopoly Is Now Underway

11/26
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Gavin Maguire
TPU vs GPU: Google’s $10B Attack on Nvidia’s AI Monopoly Is Now Underway - Article cover image

Beige Book Shows Stable Economy as Markets Hold Firm on December Rate Cut

11/26
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Gavin Maguire
Beige Book Shows Stable Economy as Markets Hold Firm on December Rate Cut - Article cover image

Great Quarter, Terrible Outlook: Deere Says the Ag Downcycle Isn’t Over Yet

11/26
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Gavin Maguire
Great Quarter, Terrible Outlook: Deere Says the Ag Downcycle Isn’t Over Yet - Article cover image

The AI Server Boom Has Arrived: Dell’s Earnings Just Proved It

11/26
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Gavin Maguire
The AI Server Boom Has Arrived: Dell’s Earnings Just Proved It - Article cover image

Dell Earnings Preview: Can The AI Workhorse Outrun Its Own Cost Inflation?

11/25
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Gavin Maguire
Dell Earnings Preview: Can The AI Workhorse Outrun Its Own Cost Inflation? - Article cover image

Inflation Stalls, Jobs Crack — and Powell’s Running Out of Time

11/25
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Gavin Maguire
Inflation Stalls, Jobs Crack — and Powell’s Running Out of Time - Article cover image

Dick’s Just Beat Expectations — So Why Did the Stock Crash 9%?

11/25
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Gavin Maguire
Dick’s Just Beat Expectations — So Why Did the Stock Crash 9%? - Article cover image

Analog Devices Just Gave the Semiconductor Market the Green Light

11/25
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Gavin Maguire
Analog Devices Just Gave the Semiconductor Market the Green Light - Article cover image

The Real Surprise in Best Buy’s Earnings — And What It Signals for Holiday Spending

11/25
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Gavin Maguire
The Real Surprise in Best Buy’s Earnings — And What It Signals for Holiday Spending - Article cover image

Alibaba’s Cloud Is on Fire: Triple-Digit AI Growth Ignites Rally

11/25
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Gavin Maguire
Alibaba’s Cloud Is on Fire: Triple-Digit AI Growth Ignites Rally - Article cover image

The One Thing MicroStrategy Didn’t Do Today — And Why It Could Shake Crypto Markets

11/24
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Gavin Maguire
The One Thing MicroStrategy Didn’t Do Today — And Why It Could Shake Crypto Markets - Article cover image

Carol Roth Just Exposed the Biggest Risk to America’s Economy — And It’s Not AI

11/24
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Gavin Maguire
Carol Roth Just Exposed the Biggest Risk to America’s Economy — And It’s Not AI - Article cover image

Global Growth on Life Support: Services Hold Up While Manufacturing Implodes—Is the Boom Dead?

11/21
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Gavin Maguire
Global Growth on Life Support: Services Hold Up While Manufacturing Implodes—Is the Boom Dead? - Article cover image

Capital & Power Short: CFRA’s Angelo Zino Says the AI Bubble Narrative Is Changing—But Not for the Reasons You Think

11/20
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Gavin Maguire
Capital & Power Short: CFRA’s Angelo Zino Says the AI Bubble Narrative Is Changing—But Not for the Reasons You Think - Article cover image