The 127-Gigawatt Problem: Why AI Needs Its Own Power

Consumer Staples Are Up 12% This Year—These 3 Beverage Stocks Are Leading the Way

Coca-Cola, Monster Beverage, and Keurig Dr. Pepper have each gained at least 20% YTD as beverages lead a consumer staples rebound, with all three reporting Q3 2026 earnings soon.

Rackspace’s AI Land Grab: Plugging Into the Next Compute Boom

Rackspace Technology and Advanced Micro Devices have signed a massive agreement to deploy artificial intelligence computing power for regulated enterprises.

The SpaceX Sell-Off May Be More Than a Market Overreaction

SpaceX is rapidly mutating into an overleveraged technology conglomerate as sudden debt and artificial intelligence investments dilute its aerospace premium.

Berkshire Builds a Moat Around Homebuilders

Berkshire Hathaway's purchase of Taylor Morrison sets a valuation floor for homebuilders and validates the structural undersupply in residential real estate.

Carnival's Second Quarter: Is the Stock Still Complicated?

Carnival stock delivered record quarterly results and strong booking trends, but investors face risks from debt, fuel costs, and geopolitical uncertainty.