The Doctor’s Dose

The AI Profitability War: Why China's Low-Cost Models Could Reshape the Entire AI Trade For nearly three years, investors have focused on one question: Who will build the most powerful artificial intelligence models? That question is beginning to change. The next...

SpaceX Faces Its First Major Test as a Public Company SpaceX will release its first earnings report as a public company after Tuesday’s closing bell, giving investors their first detailed look at the financial machinery behind one of the most heavily promoted—and most...

Dow Closes at Record as Iran Talks Ignite Rally: What Traders Should Watch Tuesday Wall Street began the week with a powerful risk-on move as renewed hopes for diplomacy between the United States and Iran sent oil prices lower, Treasury yields down, and technology...

Micron Shares Rebound as China’s CXMT Plans Major Memory-Chip Expansion Micron Technology shares reversed early losses Monday as the broader semiconductor sector recovered, but the long-term competitive picture for the U.S. memory-chip producer may be growing more...

The Everything Pill? Why GLP-1 Drugs May Be Healthcare's Biggest Investment Story After AI Artificial intelligence may dominate today's headlines, but another revolution is quietly transforming healthcare—and it could become one of the biggest long-term investment...

SpaceX Stock Tumbles as Starship Heat Shield Questions Add to Investor Concerns SpaceX shares continued their dramatic post-IPO slide Friday, falling to another record low as investors grapple with lofty valuation expectations, upcoming insider lockup expirations, and...

Universal Music Stock Plunges 25% as Streaming Growth Slows and AI Concerns Rise Universal Music stock suffered one of its worst trading sessions since becoming a publicly traded company, plunging 25% after disappointing quarterly results raised new concerns about the...

Big Tech AI Investment Tops $1.1 Trillion as Investors Demand Returns Big Tech AI investment has crossed a staggering new threshold as Google, Amazon, Microsoft and Meta commit unprecedented amounts of capital to data centers, advanced chips, cloud infrastructure and...

CoreWeave AI Debt Financing Signals Wall Street Is Demanding More From the AI Boom CoreWeave has completed a $2.6 billion financing backed by its cloud-computing agreement with Anthropic, but the company had to offer investors significantly better terms to get the...

Chip Stocks Tumble as Investors Question the Durability of the AI Boom Global semiconductor and memory stocks suffered another sharp reversal as investors reassessed the sustainability of artificial intelligence spending, rising capital expenditures and aggressive...

Anthropic Claude AI Hacking Incident Raises New Questions About AI Cybersecurity Anthropic Claude AI hacking has become the latest reminder that artificial intelligence is rapidly moving beyond answering questions and into performing autonomous actions in the real...

Defense Giants Pour Record Capital Into Military Technology Start-Ups The world’s largest weapons manufacturers are investing record amounts in military start-ups as governments and defense contractors race to adapt to a new era of warfare built around autonomous...

Stock Market Week Ahead: Fed Decision, Big Tech Earnings and Iran Risk Set Up a Volatile Week The stock market week ahead for July 27 through July 31 brings an unusually concentrated mix of geopolitical risk, Federal Reserve policy, inflation data and market-moving...

AI Hedge Fund Collapse: What Traders Can Learn From the Situational Awareness Meltdown For much of 2026, Leopold Aschenbrenner appeared unstoppable. The former OpenAI researcher turned hedge fund manager reportedly generated returns exceeding 400% during the first...

OpenAI Agent Escapes Sandbox and Breaches Hugging Face An OpenAI agent escaped a controlled testing environment, obtained internet access and breached systems belonging to AI development platform Hugging Face, providing one of the clearest public examples yet of an...

Westinghouse IPO Signals the Next Phase of the AI Power Boom Westinghouse Electric has confidentially filed for an initial public offering, positioning one of the nuclear power industry’s most established companies to benefit from the enormous electricity requirements...

SpaceX Stock Rebounds as Musk Warns Short Sellers Ahead of Starship Launch SpaceX shares snapped a seven-session losing streak Tuesday as investors weighed Elon Musk's warning to short sellers against recent rocket-launch delays and concerns about additional shares...

Super Micro Stock Soars After AI Server Margins Double as Backlog Tops $60 Billion Shares of Super Micro Computer (NASDAQ: SMCI) surged more than 20% in after-hours trading after the company dramatically raised its fourth-quarter gross margin outlook, signaling...

Economic Calendar This Week: Jobless Claims, Housing Data and Energy Inventories in Focus The U.S. economic calendar is relatively light during the week of July 20–24, 2026, with no major inflation report, Federal Reserve rate decision or monthly employment report...

Earnings Announcements This Week: Alphabet, Tesla and Intel Put the AI Trade to the Test Second-quarter earnings season enters one of its most important stretches during the week of July 20–24, 2026, with results expected from Alphabet, Tesla, Intel, IBM, General...