Senior Writer

July 28, 2026

Nvidia Is Becoming the ‘Central Bank of AI,’ As It Weighs $250 Billion OpenAI Data-Center Backstop

Nvidia's creative $250 billion financing for OpenAI's data center would increase its own risk, as it tries to keep the AI bubble afloat by bankrolling the money pit at its very center.

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July 28, 2026

3 Ways to Invest in the AI Data-Center Power Boom After Trump’s Expanded Price Protection Pledge

A newly expanded voluntary pledge created by President Donald Trump and signed by some 200 companies and nearly half of all the U.S. governors promises to lower the price impact on consumers. Here are three ways to invest.

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July 24, 2026

Tesla’s Falling Profits Are Spooking Investors, Amid Robotaxi Delays and SpaceX Merger Rumblings

Tesla's stock was down big after the company's second-quarter earnings report, as it heavily discounted cars and some key projects struggle with delays, amid growing SpaceX merger speculation.

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July 24, 2026

3 Reasons SpaceX’s Stock Could Plummet Another 50%

SpaceX stock is down big since its IPO, but the big run-up in the stock and its exposure to the AI bubble mean that it still has major downside risk.

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July 22, 2026

What Meta’s Potential $10 Billion Data-Center Leasing Deal With Anthropic Signals About the AI Trade

Meta's move into leasing its AI data centers shows that the company is already seeing oversupply in the market, though the company will keep spending anyway.

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July 22, 2026

Is SpaceX Too Cheap to Ignore After Losing Nearly Half Its Value? The Company’s AI Unit Holds the Answer

SpaceX remains way overvalued, as hyper-efficient, low-cost Chinese AI threatens America's surging investment in costly AI data centers. But there's some hidden upside, too.

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James Royal

Nvidia Is Becoming the ‘Central Bank of AI,’ As It Weighs $250 Billion OpenAI Data-Center Backstop

3 Ways to Invest in the AI Data-Center Power Boom After Trump’s Expanded Price Protection Pledge

Tesla’s Falling Profits Are Spooking Investors, Amid Robotaxi Delays and SpaceX Merger Rumblings

3 Reasons SpaceX’s Stock Could Plummet Another 50%

What Meta’s Potential $10 Billion Data-Center Leasing Deal With Anthropic Signals About the AI Trade

Is SpaceX Too Cheap to Ignore After Losing Nearly Half Its Value? The Company’s AI Unit Holds the Answer