AI can train and think inside data centers, but without 5G, it can never leave them. While data centers train the models, run inference, and orchestrate automation, AI’s true application lies in physical AI and the Internet of Things (IoT). The IoT is the collection of connected devices that, as of mid-2026, are growing at ...
Bitmine Immersion Technologies (NYSE:) has announced its latest purchase worth $237 million. The purchase of 111,942 Ethereum tokens last week is BitMine’s biggest ETH acquisition since December 2025. According to BitMine’s latest disclosure, the company now holds 5.39 million $ETH tokens in its reserve. This represents roughly 4.47% of Ethereum’s circulating supply. Against this backdrop, the ...
The Semiconductor Bubble is about overvaluation and momentum; outstanding fundamentals will not stop the correction to come. Harken back, if you will, to a time some hazy years ago that I sold Nvidia (NASDAQ:) too soon and neglected to buy it back on its long journey upward, leading the Semiconductor bubble to come by a country ...
Three consecutive months of year-on-year growth in Europe, including a 46.5% rebound in April 2026 to 10,654 regional units, mark a clear improvement after a severe 2025 slump that saw EU registrations fall 37.9% and market share halve to 1.3%. The recovery is real — but BYD registered 27,008 units in Europe during the same ...
Stocks managed to finish higher, with doing much of the heavy lifting, rising just shy of 20% on the day. This is like and on steroids, and honestly, I am not sure there is a better way to describe the situation at this point. Call volumes are soaring, while 7-day implied volatility is sitting around ...
The artificial intelligence (AI) boom has transitioned from an equity market narrative to a defining force in fixed income. Hyperscalers (, , , , and ) are shifting from internal cash flows to substantial bond issuance to fund massive data center, graphics processing unit (GPU), and power infrastructure buildouts. This marks a structural change in ...
In a recent update on the semiconductor index (), we showed that, based on historical analyses of the relative strength indicator (RSI) returns for the short-, intermediate-, and long-term, the average returns were -7%, +15-25%, and -8 to -26%, respectively. See Table 1 below. Table 1: Forward returns when the daily RSI5 and 14 are ...
Listen to the audio version of this article (generated by AI). Why Jonathan Rose is bearish on PLTR… triple-digit “Super Signal” wins with Jonathan and Marc Chaikin… Huang’s roaring AI endorsement… the AI stock Luke Lango just upgraded to “Buy” … a new agentic AI pick from Brian Hunt In our May 4 Digest, we ...
Two of the most valuable private companies ever created are heading for the public markets within months of each other. The question is no longer whether investors want them, it is whether the market can absorb trillion-dollar newcomers without blinking. Wall Street has seen mega-listings before. It has never seen anything like what is queued ...
Listen to the audio version of this article (generated by AI). I hope you had a good holiday weekend, folks! Last week, NVIDIA Corporation (NVDA) delivered another quarter of record-setting earnings. I wrote about NVIDIA’s earnings here, but the big takeaway is that the AI boom is far from over. In fact, it’s entering an ...
