GPU Prices -25 %, IRR Still Sub-10 %—AI CapEx Bubble One ARPU Tick From Implosion
Sticker Shock in the Server Aisle Nvidia’s H100 list price has fallen 25 % since March, yet the internal-rate-of-return models…
Author: David Johnson
2 a.m. UTC Futures Reset: How Bitcoin-Heavy MicroStrategy Dictates Tomorrow’s Nasdaq RSI
The 02:00 UTC Print That No One on the Equity Desk Wants to Miss When CME bitcoin futures settle at…
Utilities Dumped, Tech Picked Up: The 60-Day Window to Lock 12% Total Return in 2025 Dividend Shift
Risk Premium Snapback: Why Utilities Are Pricing a 160 bp Widening From late March through mid-May the S&P 500 Utilities…
40-Act Lite Goes Live: The $250B Alts Tsunami Retail Never Saw Coming
Rule Rewrite Opens the Retail Moat Around Private Credit The SEC’s new 40-Act “lite” framework, quietly codified last quarter, allows…
Gold’s Resurgence: The Hidden Gem Investors Can’t Afford to Ignore
The recent resurgence of gold in the U.S. stock market has sparked renewed interest among investors, particularly those focused on…
Brace for Impact: S&P 500 Momentum Sparks FOMO Among Investors!
Market Dynamics and ESG Implications The recent momentum in the S&P 500 has ignited a sense of urgency among investors,…
Investors Beware: Clean Energy Commitments Crumble Amid Market Turbulence!
The recent turbulence in the U.S. equity markets has raised significant concerns regarding the sustainability of clean energy commitments. As…
Understanding Market Sentiment: The Behavioral Finance Perspective
The current landscape of the U.S. stock market is a complex interplay of investor psychology, macroeconomic factors, and structural changes…
Asia’s Best-Kept Secrets: Fundamental Powerhouses for November 2025
The U.S. stock market is currently navigating a complex landscape shaped by macroeconomic factors, sector-specific dynamics, and institutional behaviors. As…
As Nvidia Ignites the AI Boom, Are Investors Ready for a Market Shake-Up?
The Current Landscape of U.S. Markets The recent surge in Nvidia’s stock price has reignited discussions around the artificial intelligence…