Stock updates, market reactions, earnings notes, and research desk commentary on the themes and stocks we're watching.
CPI did not kill the AI infrastructure trade. It made the trade more expensive. That distinction matters. May inflation came in hot at the headline…
Micron went up 10% on Monday. Then it dropped 10% on Tuesday. Then it recovered most of that by the close. That is not normal…
The company has not committed to a listing date. In fact, OpenAI said timing has not been decided and that “it may be a while,”…
There is a moment in every investment theme where the smart-money trade becomes the obvious-money trade. The AI infrastructure buildout might be hitting that moment…
LightPath (LPTH) just did the thing small-cap bulls both love and hate. The company used a stronger stock price to raise cash. And the market…