Netflix Is Down 39% From Its High. July 16 Changes Everything.

Marvell Technology Just Got the Most Powerful Endorsement in Semiconductors

Jensen Huang called MRVL “the next trillion-dollar company” — what that actually means for investors

New Fed Chair, Rising Rate Hike Odds, and a Market That’s Still Near All-Time Highs — Something Has to Give

Kevin Warsh just replaced Jerome Powell. Inflation is at 3.8%. The FedWatch Tool is pricing in rate hikes, not cuts. And the S&P 500 is historically expensive. Traders need a framework for what comes next.

AI Needs a Lot of Electricity. The Grid Can’t Keep Up. Here’s Where the Money Is Going.

The power bottleneck is the most underpriced constraint in the AI buildout — and utilities are finally getting noticed.

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