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Matt Phillips
Posts
AI “bottleneck” stocks are the big winners halfway through a tumultuous week
Makers of the crucial inputs for AI datacenters are getting a lift.
Are the tech giants destroying their own golden age by fire-hosing money into AI?
Legendary investor and market skeptic Jeremy Grantham says hyperscalers’ profits are about to get crushed as they spend heavily to veer out of their defined…
What analysts say they’re looking for next in the oil markets
“It has the makings of a once-in-a-generation market dislocation.”
As the S&P 500 announces new members, index investors could get exposure to SpaceX
This is kind of unusual.
Oil-sensitive stocks and companies relying on middle-class spending are getting crushed
That’s airlines, of course, but also chemicals, machinery, and construction products.
Oil-sensitive stocks and companies relying on middle-class spending are getting crushed
That’s airlines, of course, but also chemicals, machinery, and construction products.
Dave Inc. reports better-than-expected Q4, snags price target hikes
Small-cap neobank Dave Inc. rose more than 4% in early trading before giving back those gains.
Satellite stocks rip as war shifts focus to defense spending
Planet Labs, AST SpaceMobile, and Firefly were all up big shortly before midday on Monday.
After losing retail interest, Palantir shares pop on Middle East turmoil
Palantir’s status as a top tech defense contractor for the US and Israel lifted shares as investors take cover from the Middle Eastern conflict.
Rocket Lab dives on new delay for Neutron
A bummer for shareholders of this retail favorite.