Apple is growing too slowly and has too little profit to be worth $5 trillion. CEO John Ternus may not add enough revenue to justify 35 Forward PE.
Wall Street wants to make AI compute an investable asset class. The 2008 crisis shows why regulators and investors need transparency in AI financing before risks spread.
SpaceX’s stock swings as analysts debate its true value, with targets from $62 to $800 and key AI contracts driving both bullish and bearish outlooks.
AI funding is tightening across IPOs, credit markets and energy costs, creating major downside risk for valuations as liquidity pressures accelerate.
Risks that could burst the AI bubble — from capital tightening to power limits — and how each scenario could move stocks like CoreWeave, Oracle, Nvidia and GE Vernova.
From jobs to housing, these five numbers show how the American economy can look and feel very different depending on your age.
Markets shift when AI doom headlines surge. This analysis tracks 11 P(doom) cycles since 2023 and how investors have historically reacted across the AI stack.
U.S. export controls pushed China’s AI labs to build hyper-efficient open models, costing Nvidia its China market and handing Beijing the lead in open-source AI.
Will the United States-Canada trade war unite middle power countries and drive the beginning of a new world order?
Stripe’s growth and OpenRouter acquisition make a bold case for an AI-driven economic shift. Census data suggests the evidence is more complicated.