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Robots Could Soon Take Over 80% of Meta’s Data-Center Workload – and There’s a $145 Billion Reason Why

Meta is testing robots that could handle 80% of some data-center jobs. See what automation means for its $145B capex and shrinking margins.
By David Engle
September 4, 2026
Robots Could Soon Take Over 80% of Meta’s Data-Center Workload – and There’s a $145 Billion Reason Why

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SB Energy IPO: Plenty of Risk for This AI Data-Center Stock, But Is There Any Return?

SB Energy IPO: Plenty of Risk for This AI Data-Center Stock, But Is There Any Return?

SB Energy is planning an IPO, with the developer of AI data centers and power projects raising $5 billion to $7 billion, at an estimated market cap of more than $50 billion.
By James Royal
September 4, 2026
Is Okta Stock a Buy After Soaring in 2026? Why the Coming AI Agent Boom Makes OKTA a Must-Own

Is Okta Stock a Buy After Soaring in 2026? Why the Coming AI Agent Boom Makes OKTA a Must-Own

Is Okta stock a buy after its 2026 run? Here’s why the AI agent trend make it a must-own – with caveats.
By John Kilhefner | September 4, 2026
Tesla Optimus, Grok, and TSLA Stock: What’s Real. What’s Hype. What the Filings Actually Show.

Tesla Optimus, Grok, and TSLA Stock: What’s Real. What’s Hype. What the Filings Actually Show.

While Tesla Optimus, Grok and the Cybercab grab headlines, here’s what the filings actually show – and what it means for TSLA stock.
By Jonathan Rose | September 4, 2026
7 Best ETFs to Hedge Against an AI Bubble

7 Best ETFs to Hedge Against an AI Bubble

With the stock market near all-time highs and many investors worried about an AI bubble, here are seven ETFs that can hedge your portfolio if AI stocks plunge.
By James Royal | September 3, 2026

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SpaceX Wants to Build Natural Gas-Turbine Parts for AI Data Centers. Can Elon Musk Pull It Off?

SpaceX Wants to Build Natural Gas-Turbine Parts for AI Data Centers. Can Elon Musk Pull It Off?

SpaceX plans to make its own gas-turbine blades and vanes to speed up power production for AI data centers. Can Musk overcome the major manufacturing hurdles?
By David Engle | September 3, 2026
August Jobs Report Preview: Forget the VIX — Watch the Bond Market Going Into Friday

August Jobs Report Preview: Forget the VIX — Watch the Bond Market Going Into Friday

While the VIX stays calm, our August jobs report preview shows the bond market flashing a warning into Friday's release.
By Jonathan Rose | September 2, 2026
Strategy’s Latest Bitcoin Buys Look Quite Puzzling – Here’s Why It’s a Worrisome Sign

Strategy’s Latest Bitcoin Buys Look Quite Puzzling – Here’s Why It’s a Worrisome Sign

Strategy is buying bitcoins again, scooping up 4,603 in the last week of August for a price of $369.7 million, though its stock is trading at a small premium to its holdings.
By James Royal | September 2, 2026
Is MasTec Stock Set to Soar? Here’s Why It Looks Like a Major AI ‘Picks and Shovels’ Player Now

Is MasTec Stock Set to Soar? Here’s Why It Looks Like a Major AI ‘Picks and Shovels’ Player Now

MasTec's $1.65 billion Superior acquisition moves it inside the AI data-center fence. Here's what the deal means for growth and investors.
By David Engle | September 2, 2026
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