Apple’s Selloff Points to the Real AI Trade
Apple’s chip squeeze is a $725B capex story. The winners are not who most investors are watching.
Category: Business
The Bond Market Just Voted No Confidence
Words without action pushed the 30-year to a 2007-era high. September is the real test.
Credo Technology Is Down 30% From Its High. The Optics Bet Is Just Starting.
Revenue tripled in fiscal 2026 and 80%+ growth is guided for next year.
NextEra Reports Today. The AI Power Bet Just Got Much Bigger.
A $66.8B Dominion deal puts NEE at the center of America’s AI electricity buildout.
Danaher Just Beat Q2. The Masimo Story Is Just Getting Started.
Net earnings up 60% and guidance raised this morning. The stock is still down ~22% this year.
3M Reports Tomorrow. The Azure Deal Nobody Priced.
A century-old industrial just joined the AI infrastructure supply chain.
UNH Just Beat by 30%. The Managed Care Recovery Is Real.
Operating earnings jumped about 54% and guidance moved sharply higher. The sector read-through is the bigger story.
SpaceX Is Down ~36% From Its IPO Peak. August 6 Is When the Float Changes.
Starlink at ~10.3M subscribers, ~$4.7B in Q1 revenue, and a lockup window that could rewrite the supply-demand equation.
The AI Chip Crisis Nobody Is Measuring Correctly
Inside the invisible yield bottleneck deciding which AI factories actually ship.
The Law That Rewired Global Drug Manufacturing
A single piece of legislation just forced every major pharma company to find new factories overnight.