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• Here is what caused the wild swings in our 34-stock portfolio last week - The S&P 500 closed lower Friday after briefly topping 7,000 for the first time ever Wednesday.
• How the AI data center bubble story is playing out inside one booming energy stock - Can Bloom Energy's high-flying stock, fueled by generating onsite power for AI data centers, steer clear of bubble risks?
• Here are 5 bear cases for Nvidia — and why each one of them is wrong - It's a brutal parade of horrors, so steel yourself, and — spoiler alert — I don't believe any of it.
• Here are 4 major moments that drove the stock market last week - The S&P 500 ran into a brick wall Friday and finished the week lower, just one day after closing at a record high.