Toshi Moshi

As the AI trade moves past its first obvious winners, these 10 companies supply some of its hardest-to-get parts and are positioned to benefit from the next wave of AI spending.

IBM’s historic 25% plunge may signal broader trouble as AI infrastructure spending drains budgets from software and non-AI tech. What comes next?

A look at the forces pulling bitcoin in opposite directions this week, and the events that could decide the next move.

A chip-led rally brought the index’s record high back within reach, and next week could decide what happens from here.

The Nasdaq 100 just closed out its best first half in years on a wave of AI enthusiasm, only to wobble in June. So what happens next?

A look at the forces pushing bitcoin below $60,000, from rising rate-hike expectations to persistent ETF outflows, and the events that could decide the next move.

Rate hike fears, a Korean chip rout, and an Iran escalation broke a key support level. Here’s what needs to happen for buyers to take it back.

A look at the forces driving the Nasdaq 100, from Warsh’s hawkish Fed debut to the US-Iran MOU, and the levels that could decide the next move.

A look at the forces shaping bitcoin, from shifting liquidity to macro uncertainty, and the key levels that could decide the next move.

A look at the forces driving the Nasdaq 100, from a record IPO debut to back-to-back hot inflation data, and the events that could decide the next move.