​​​​​​​Does Artificial Intelligence Capex present a threat to the AI story? The market has cited three main concerns regarding it: the sheer size, the use of leverage, and the so-called circular financing. But this is not the 1990s.

​​​​​​​In this comprehensive video, I provide an update for the S&P 500, while discussing the current market structure and potential future movements.

Blockchain technology is no longer just hype. Corporations are now adopting this technology.

Micron stock rallies as analysts raise price targets ahead of Q1 earnings on Dec 17. Wall Street expects 45% revenue growth on strong DRAM demand.

The market initially welcomed the Fed’s rate cut, but rising long-term yields recreated the same headwinds seen after the October rate cut.