Eric Bleeker

A risk-off wave is hammering optics stocks at midday Tuesday, and the triggers go well beyond anything that changed in the optics sector itself. Two separate headlines about AI spending have investors scrambling to reprice names that already carry enormous year-to-date gains.

Space stocks are bleeding out on a day when their home sector is flashing green, and the reason why reveals a hidden fault line running through every high-flying name in the group.

A cooling AI trade, a 19-year Treasury yield high, and a cohort of robotics names that doubled into today just became a dangerous combination for investors still holding Physical AI exposure.

A Wall Street Journal bombshell on hidden hyperscaler debt and a 19-year Treasury yield high sent AI power stocks into freefall Tuesday, but the companies getting hammered just posted record backlogs. Here is what triggered the panic selling.

A Taipei supply report on indium phosphide just sent shockwaves through the optics sector, and the institutional money that quietly positioned ahead of Monday's session suggests this squeeze may have much further to run.

Goldman Sachs just projected the space economy hits $1.8 trillion by 2035, NVIDIA disclosed a $21 billion SpaceX stake, and a $60 billion acquisition closed last week. Here is what institutional filings and analyst upgrades say about where these AI infrastructure stocks go next.

SpaceX is moving fast enough to potentially spend half a trillion dollars on data centers in a single year, and the inference economics driving that decision reveal something surprising about where the entire AI arms race could break down.

Four seemingly unrelated headlines dropped over two weeks, and when you line them up in sequence, they point to a partnership that could reshape who controls the next trillion dollars of AI infrastructure.

AI's hunger for power and bandwidth is lifting stocks you would never expect, pulling a semiconductor substrate maker, a domestic solar upstart, and a restructured industrial into the same orbit as the chip giants.

U.S. rare earth stocks are surging Friday with no confirmed catalyst in sight, and the reason traders are piling in reveals something important about how this volatile sector actually works.