Alex Rosenberg

the question isn’t who will pick up the slack if and when the AI heavyweights slow down—it’s whose lunch the tech will eat next.

The five hyperscalers are spending some $1 trillion a year to build out artificial-intelligence infrastructure, and their annual free cash flow is expected to show a decline of $440 billion.

Cava is already the largest Mediterranean food chain in America, and is often entering markets where there is little competition.

Wall Street survived AI angst and the Fed. Does that mean everything is coming up roses?

Consumer staples could be a good hunting ground for stockpickers., whether inflation goes up or eases.

At 8.3 times forward earnings, Frontline looks outrageously cheap, but it’s probably pricing in an appropriate discount to these absurd profits. 

The Fed is now being forced into a hike that will preserve its credibility. That could be good for stocks and long-term bonds.

The company’s customer base is rapidly growing too old to go on road trips, which is probably a big reason sales have fallen over the past four years.

“While it’s tempting to press that bet a little more, you’re liable to get your head handed to you if you put on an outsized position,” says one portfolio manager.

The rise in U.S. Treasury yields is creating opportunities—along with serious portfolio risks.

If inflation comes in hotter than the expected 3.4% annual rate next week, an interest-rate hike could become a sure thing.

There are better ways to make money in the stock market.

Nvidia turned in a stellar earnings report and forecast, and Fed Chair Kevin Warsh made his policy framework a bit more transparent. But risks are still lurking.

Shares of Boston Beer, Molson Coors, and others look cheap, but may not reflect the major problems facing the industry.

The cryptocurrency has surged 25% in the past two weeks to rise as high as $81,000

Part of the response may have to do with Treasuries. Other things to ponder: the dollar, retail earnings, Moderna, volatility. And Nvidia and Jackson Hole are waiting in the wings.

While the stock is flat over the past five years, it has quadrupled from its April 2025 lows. Its Wall Street fan base is also growing:

While crude oil is up about 50% in 2026, gasoline and diesel have risen more sharply. And the refiners are along for the ride.

While the S&P 500 is up 22% in the past year, valuations have actually come down,