3 Commodities The AI Rally Forgot
October 21, 2026
While AI stocks lead the S&P 500 to record highs, commodities like oil, corn, and aluminum remain historically cheap compared to paper assets.
Bitcoin Down 23%, Oil Up 79%, But JPM Still Favors Bitcoin
Bitcoin fell 23% this year as oil surged, but JPMorgan ranks the asset first for returns over the next decade.
CoreWeave Default Odds Top 60% As Its Bond Yield Hits 15%
Investors increasingly worry that massive capex requirements are outstripping cash flows, creating systemic risks for the Nasdaq.
CoreWeave Debt Tops $51 Billion: Is Big Trouble Brewing For AI?
Rising credit risks at CoreWeave and hot inflation data are fueling a sharp selloff in AI and semiconductor stocks.
AI Capex Drives Half Of S&P 500 Profit Growth: What If It Slows?
AI capex drives half of S&P 500 earnings growth, but profits risk stalling as spending acceleration peaks.
CoreWeave Bonds Sink Below 80 Cents: Did It Pop The AI Bubble?
A junk-rated neocloud got cut off by the bond market. Every buildout has casualties. The buildout is not the bubble.
LATEST ARTICLES
The New Zealand Dollar Takes Its Winning Streak Into The Inflation Report
October 21, 2026
The New Zealand Dollar rides a five-day winning streak into Wednesday's high-stakes Q3 inflation report.
Mentions: UUP
The VIX May Be Approaching A Turning Point
October 21, 2026
The VIX approaches a potential floor as heavy central bank schedules and tech earnings threaten a volatility spike.
Meta Stock Jumps On Earnings - But $25B Penalty Raises Stakes
October 21, 2026
Meta shares rose on a Q3 revenue beat, signaling ad resilience despite heavy AI spending.
In This Article: META
Farm Bankruptcies Jump 46%
October 21, 2026
Farm bankruptcies jumped 46% as rising food inflation masks the financial pressures facing modern producers.
Unusually Heavy Options Trading In UBER Ahead Of Earnings - Are Investors Bullish On UBER?
October 21, 2026
Strong free cash flow and high analyst price targets suggest the ride-sharing giant remains significantly undervalued.
In This Article: UBER
Silver Price Forecast: Failed Rebound Leaves $57 Exposed
October 21, 2026
Technical indicators signal a downward trend, exposing the $56.38 support and $55.00 level. Reclaiming $60.
Mentions: SLV
ETF Battles: CTAP Vs. RSST — Which "Return Stacking" ETF Is Better?
October 21, 2026
CTAP and RSST face off in a detailed comparison of layered return stacking ETFs.
Last Gasp For The Nasdaq And S&P? Charts Signal "Yes"... Warning Revealed
October 21, 2026
The S&P 500 targets 8,000 before a projected reversal, while the Nasdaq faces rejection after breaking long-term trend lines.
From Trials To Global Markets: Could 2027 Be INmune Bio's Breakout Year?
October 21, 2026
Two announcements on the same day reveal how INmune Bio is preparing for a potential transition from clinical-stage biotech to commercial drug developer.
Robinhood Stock Rises As Analysts See Growth Beyond Its Brokerage Business
October 21, 2026
Robinhood shares rose as analysts praised its shift from a brokerage to a broad financial platform.
In This Article: HOOD
Is Nat Gas An AI Play?
October 21, 2026
AI data centers are fueling a surge in energy demand, positioning natural gas as a vital infrastructure play.
No Mention Of Orbital Data Centers On SpaceX Call: Should Investors Be Concerned?
October 21, 2026
SpaceX is prioritizing terrestrial computing expansion over orbital data centers, targeting 10 gigawatts of capacity by 2027.
In This Article: SPCX
Gold Rebounds Above $4,130 As Oil Retreats, Fed Decision Looms
October 21, 2026
Markets remain focused on upcoming Fed decisions and inflation data, with technical indicators suggesting continued consolidation.
Mentions: GLD
EDITOR'S CHOICE
Bitcoin fell 23% this year as oil surged, but JPMorgan ranks the asset first for returns over the next decade.
Investors increasingly worry that massive capex requirements are outstripping cash flows, creating systemic risks for...
Rising credit risks at CoreWeave and hot inflation data are fueling a sharp selloff in AI and semiconductor stocks.
IN THE SPOTLIGHT
Two announcements on the same day reveal how INmune Bio is preparing for a potential transition from clinical-stage...
Accelerating US inflation signaled a hawkish Fed, sparking an S&P 500 sell-off. The Swiss franc surged as a safe-haven...
Semiconductor stocks like ASML face pressure from macro headwinds and Chinese competition despite record order backlogs.
Nearly 41% of Gen Z and Millennials now trust AI to manage their investments, marking a generational shift in wealth...
Hedge funds are rotating into U.S. Treasuries, holding a record $2.4 trillion in a defensive move to preserve liquidity.