Nothing goes up in a straight line forever. Every trend, process, or dynamic has limits. They encounter negative feedback loops that send them running...

“Trump trades” are all the rage right now. But that trade isn’t really “this stock” or “that stock.” It’s the whole market. Tax cuts,...

Yesterday, I described some factors that could keep this market moving. This economy has so much going on under the hood that even today’s...

I laid out in October the disaster unfolding at Intel Corp (NASDAQ: INTC). The company began losing its competitive edge in 2018 when it...

Every three days, a new data center opens somewhere in the world—with many classified as hyperscale. These data centers consume massive amounts of energy....

To paraphrase Trump, Big Tech has spent “bigly” on AI data. Microsoft Corp. (NASDAQ: MSFT) invested $20 billion in AI during the latest quarter....

We will experience a monumental election in just a few days. Despite a strong economy (at least according to the stats), low unemployment, and...

Throughout the commercial computer era, which began roughly in 1970, Intel Corp. (NASDAQ: INTC) remained a leader among chip makers. You could say it...

The race to build out computing power to meet booming AI demand is currently underway. The best way to gauge that expected growth is...

In a few of my recent notes, I’ve discussed how to think about a company’s market value. Capital forms the foundation of that value....