The $18 Trillion Lie: Markets Price a Hallucination
Donald Trump claims tariffs have generated $18 trillion. The real number is a fraction of that. Here is why the sheer scale of this falsehood is a flashing red signal for tech investors.
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Microsoft's AI Paradox: Why Record Growth Tanked the Stock
Microsoft posted strong Q4 2025 earnings, yet the stock tumbled. Is this the first crack in the AI bubble, or a golden buying opportunity?
Tech Stocks Rally on AI Optimism Despite Bubble Concerns
Tech stocks rebounded in November 2025 as Alphabet's Gemini 3 launch fueled AI optimism, though concerns about an AI bubble persist following mixed reactions to Nvidia's strong earnings.
Why Tech Stocks Plunged This Week Despite Nvidia's Strong Earnings
Tech stocks tumbled this week even as Nvidia crushed earnings expectations with $57B revenue, signaling investors are questioning whether AI valuations have run too far.
Nvidia Earnings Beat Expectations as AI Bubble Fears Mount
Nvidia reported Q3 revenue of $57 billion and profit of $31.9 billion, beating expectations—but concerns about an AI bubble are growing despite the strong numbers.