To The Moon

MW Trump, Vance and Bessent try to calm the bond market with 'alternative facts'An earlier version of this column incorrectly stated the 2028 federal deficit estimate. It has been corrected. By Brett

Billions of dollars are pouring into the AI buildout, racing ahead of Wall Street forecasts and leaving analysts playing catchup.A Barron's analysis of more than a decade of analyst forecasts shows ca

Trump says US has 'total control' over Strait of HormuzAug 12 -U.S. President Donald Trump on Wednesday said the United States in is control of the Strait of Hormuz."The U.S.A. has total control over the Strait of Hormuz. I THINK WE WILL KEEP IT!Our Naval Blockade is being called, by everyone, “A WALL OF STEEL,” and there is nothing Iran can do about it," he wrote on his Truth Social platform.

Nvidia stock was rising in premarket trading Wednesday as fears over the company's exposure to debt fueling the artificial intelligence boom eased. CEO Jensen Huang looks like a market whisperer once

UPDATE 2-Palantir lifts annual revenue forecast as data analytics spending boomsAug 3 (Reuters)-Palantir TechnologiesPLTR.Oon Monday raised its annual revenue forecast again, signaling strong demand...

The US dollar is heading for its worst week in three months, tumbling to its lowest level in over a month. This decline is fueled by a double blow: growing skepticism about the Federal Reserve's...

UPDATE 2-Amazon soars as cloud revenue surge allays fears over ballooning AI betsJuly 31 (Reuters)-AmazonAMZN.Oshares surged nearly 14% on Friday after the tech giant's solid cloud sales growth reinfo

The tech stock rebound was short-lived, but "The Big Short" investor Michael Burry hasn't retreated. Instead, he has expanded his short positions in stocks like Nvidia (NVDA) and Micron (MU). He...

1422 ET - Microsoft's recent earnings should be conclusive proof that the AI infrastructure buildout has not overextended itself, Benchmark analyst Yi Fu Lee writes in a note. "The number one investor pushback we receive is concern of AI infrastructure build out overcapacity," Lee says, citing reports of Meta considering selling excess computing power. But the strong showing from Azure--43% growth that continues to accelerate and demand continuing to exceed capacity--"puts this debate to rest," Lee says. "The company has great AI/Cloud customer pipeline visibility and the observation that any new capacity brought online is utilized serves as proof. We believe this reinforces our longstanding view that Azure growth remains constrained by supply availability rather than demand." Microsoft jumps 17%.