The Power Grid Is Cracking Under the Weight of AI. One Stock Is the Cleanest Way to Play It. Everyone is chasing the chip trade. The real bottleneck — and the real opportunity — is the electricity that feeds those chips.
Akamai Is Up 8%. The CDN Is Dead. The AI Toll Booth Is Just Getting Started. A $1.8 billion Anthropic deal and a BofA upgrade rewrote this company’s story in one quarter.
Eli Lilly Is Near Its All-Time High. The Real Growth Wave Hasn’t Started Yet. Medicare just started covering select GLP-1s. Retatrutide may reshape the entire category.