The Brutalist Report - Capex,Boom,Goes,Beyond,AI,Good,News,Stocks

The Capex Boom Goes Beyond AI. That’s Good News for Stocks. [103d]
ServiceNow, Salesforce and other software stocks surge as the OpenAI threat weakens [103d]
AI Power Stocks Could Be a Once-in-a-Generation Trade. Start With the Companies Behind Every Data Center. [103d]
Investor Who Predicted 2008 Bubble Says Sell US Stocks Before 70% Drop [103d]
Stocks End the Week With Some Notable Losing Streaks [103d]
If the Market Stumbles, These Are the Financial Stocks Worth Buying [103d]
Tech stocks just had one of their worst weeks in a year. Here’s how AI momentum went off the rails. [103d]
Blend Labs (BLND): One of the Best Stocks with Biggest Upside [103d]
GLOO Ranks Among the Best Technology Penny Stocks with Huge Upside Potential [103d]
Is Rezolve (RZLV) One of the Best Penny Stocks with Huge Upside Potential? [103d]
Rubrik (RBRK) Among Most Promising New Technology Stocks To Buy Now [103d]
X-Energy (XE) Among Our Most Promising New Technology Stocks [103d]
Nano Dimension and 4 More Stocks See Action From Activist Investors [103d]
U.S. Stocks Down as AI Fears Offset Fuel-Price Relief [103d]
Rotation Continues As Security Software Stocks Make Comeback [103d]
Moderna, Nvidia, Sandisk, Palantir, ON Semi, and More Stocks That Explain Today’s Market [103d]
Stocks to Watch Recap: Micron, Wendy’s, Apple, ON Semiconductor [103d]
AI-Themed Stocks Tank Again, Capping a Wild Week [103d]
Chip Stocks Drag Nasdaq Lower. Tech-Heavy Index Falls for Fifth Day in a Row. [103d]
Broadcom, Micron, AMD, and Other AI Chip Stocks Slumped on Friday. You Can Thank OpenAI and SpaceX. [103d]
5 US Tech Stocks in Focus as Trump Threatens 100% Digital Tax Tariffs [103d]
OpenAI Just Signaled It Might Delay Its IPO. AI Stocks Are Tumbling. Is the Bubble Bursting? [103d]
WTI Dips Below $70 a Barrel Despite Continued Confusion in the Strait of Hormuz. Are Oil Stocks Still Worth Buying Now? [103d]
Entertainment Stocks Madison Square Garden, Sphere Rally To New Highs [103d]
Healthcare stocks have become a haven for investors ditching tech [103d]
Airline Earnings Are Set for Takeoff. The Stocks May Get Left Behind. [103d]
Goldman Sachs Predicts 3 Stocks to Benefit Most From $757B AI’s Capex Supercycle [103d]
Healthcare stocks have caught fire, sending all 3 of our names to record highs [103d]