Beyond Nvidia: The “Second Wave” AI Stocks for Your 2026 Watchlist
Sector analysis focusing on software and infrastructure layers. We analyze if hardware is overbought and where the smart money is rotating next.
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Netflix Buys Warner Bros. Discovery: The $82B Merger Explained
1. The End of the Streaming Wars? The era of having ten different streaming subscriptions may finally be coming to a violent end. For years, investors have watched the “Streaming Wars” fragment the media landscape, costing companies billions in losses. Now, the ultimate consolidation has arrived. Netflix (NFLX) has announced a staggering deal to acquire…
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The NFP Paradox: Why Good Jobs Data Crashes Your 3 Best Tech Stocks
You open your portfolio app on a Friday morning. The news is celebrating: “US Economy Booms! 300,000 New Jobs Created!” You expect to see green numbers. Instead, your tech stocks are bleeding out, and the Nasdaq is down 2%. It feels illogical, perhaps even rigged. Why does the stock market hate a healthy economy? This…
