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TSMC Takes a Big Shot at AI Rivals with Boosted $265 Billion US Chipmaking Investment

TSMC is investing $265 billion in U.S. chip manufacturing as AI demand drives record revenue, soaring profits, and a booming semiconductor backlog. See what it means for investors.
By David Engle
July 24, 2026
TSMC Takes a Big Shot at AI Rivals with Boosted $265 Billion US Chipmaking Investment

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

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.
By James Royal
July 24, 2026
3 Reasons SpaceX’s Stock Could Plummet Another 50%

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.
By James Royal | July 24, 2026
Alphabet’s Planned ‘Frozen’ Chip Could Help Google Win the AI Race – Here’s How

Alphabet’s Planned ‘Frozen’ Chip Could Help Google Win the AI Race – Here’s How

Alphabet is developing a new chip designed to run its Gemini AI model 6 to 10 times more efficiently. The AI race is quickly shifting to favor lower-cost usage, which could favor Google.
By Mike DiBiase | July 24, 2026
The SPR Is Almost Empty: What a $28 Billion Refill Means for Oil Prices

The SPR Is Almost Empty: What a $28 Billion Refill Means for Oil Prices

The Strategic Petroleum Reserve just fell to its lowest level since 1983. Here's what the coming refill means for oil prices and energy stocks.
By John Evelius | July 22, 2026

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AI ‘Picks and Shovels’ Stocks: Are They the Smartest Way to Play the Data-Center Boom?

AI ‘Picks and Shovels’ Stocks: Are They the Smartest Way to Play the Data-Center Boom?

"Picks and shovels" AI stocks are crucial for keeping data centers operational and look like one of the best AI investments out there for the data-center build-out.
By Bill McGilton | July 22, 2026
What Meta’s Potential $10 Billion Data-Center Leasing Deal With Anthropic Signals About the AI Trade

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.
By James Royal | July 22, 2026
Is SpaceX Too Cheap to Ignore After Losing Nearly Half Its Value? The Company’s AI Unit Holds the Answer

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.
By James Royal | July 22, 2026
Dell’s AI Factory Is Booming and the Stock Has Soared in 2026. Is It a Good Buy Right Now?

Dell’s AI Factory Is Booming and the Stock Has Soared in 2026. Is It a Good Buy Right Now?

Dell has evolved into an AI-infrastructure leader through its Nvidia partnership, record AI-server demand, and strong earnings. Here's what investors should know about Dell's outlook.
By David Engle | July 21, 2026
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