AI Spending Boom

Nvidia Partnerships

Nvidia Earnings: $68 Billion in 90 Days. Wall Street Still Doesn't Fully Believe It

Feb 26, 2026

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11 min read

Nvidia Earnings: $68 Billion in 90 Days. Wall Street Still Doesn't Fully Believe It

$68.1 billion in 90 days. $78 billion guidance for next quarter

Andrew Green

AI & Technology Stocks

+13

Meta's Buying Millions of Nvidia Chips. Here's Why That Should Get Your Attention.

Feb 19, 2026

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8 min read

Meta's Buying Millions of Nvidia Chips. Here's Why That Should Get Your Attention.

Why the numbers behind it matter more than the headline.

Andrew Green

Artificial Intelligence Defense Market

+11

The Pentagon Just Committed $13.4 Billion to AI Weapons. Here's Which Stocks Are Positioned to Win

Feb 18, 2026

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9 min read

The Pentagon Just Committed $13.4 Billion to AI Weapons. Here's Which Stocks Are Positioned to Win

$13.4B in FY2026 AI + autonomy spending. OpenAI, Google, Anthropic, and xAI each hold $200M Pentagon contracts.

Andrew Green

Netflix (NFLX)

+12

Ed Yardeni Says No Recession. Iran Says It's Ready to Deal. Apple's About to Drop iPhone 17e

Feb 16, 2026

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12 min read

Ed Yardeni Says No Recession. Iran Says It's Ready to Deal. Apple's About to Drop iPhone 17e

This weekend's biggest stories. Decoded for your portfolio.

Andrew Green

nuclear energy stocks

+12

Amazon Stock Fell After Announcing $200B in AI Spending. NVDA Jumped 5%. Here's Why That Makes Sense.

Feb 15, 2026

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10 min read

Amazon Stock Fell After Announcing $200B in AI Spending. NVDA Jumped 5%. Here's Why That Makes Sense.

The companies writing the checks aren't always the ones making money from them.

Andrew Green

Google

+12

Feb 12, 2026

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10 min read

AI Race in 2026: AWS, Azure, and Google Cloud Just Showed Their Cards

Q4 2025 earnings reveal three different strategies, three different winning conditions

Andrew Green

Mag7 Stocks

Big Tech Is Down. Small Caps Just Hit Record Highs. The Great Rotation That's Reshaping Your Portfolio

Feb 7, 2026

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10 min read

Big Tech Is Down. Small Caps Just Hit Record Highs. The Great Rotation That's Reshaping Your Portfolio

Mag7 dropped 2.5% while small caps surged 6%. Here's the $1 trillion shift happening right now

Andrew Green

Nvidia

Tech's Biggest Week Ever: How Amazon, Google, Microsoft and Meta Are Spending $650 Billion on AI

Feb 6, 2026

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12 min read

Tech's Biggest Week Ever: How Amazon, Google, Microsoft and Meta Are Spending $650 Billion on AI

The $650 Billion AI Gamble: Is Tech Spending Too Much?

Andrew Green

Stock Market Trends

+10

Microsoft, AMD, Novo, PayPal: Why Them Fails to Impress Investors

Feb 4, 2026

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14 min read

Microsoft, AMD, Novo, PayPal: Why Them Fails to Impress Investors

Four sectors, one message: The benefit of the doubt just expired for corporate America

Andrew Green

US Dollar

+11

Gold Crashed. The Dollar's Back. The Fed Pick Everyone's Watching

Jan 30, 2026

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11 min read

Gold Crashed. The Dollar's Back. The Fed Pick Everyone's Watching

Here's what changed and what you should do about it.

Andrew Green

Earnings Analysis

+10

Meta, Microsoft, and Tesla Just Dropped Their Numbers—Here's What Actually Matters for Your Portfolio

Jan 29, 2026

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9 min read

Meta, Microsoft, and Tesla Just Dropped Their Numbers—Here's What Actually Matters for Your Portfolio

Three Tech Giants Just Showed Their Cards. Here's What You Missed

Andrew Green