Jim Osman

Micron, TSMC and ASML delivered extraordinary AI chip earnings, but rising investment and future capacity could place their shares under pressure.

The S&P 500 is near a record, while 54% of stocks are down at least 20%. Here is where the hidden crash could create risk—and opportunity.

Value investors see Nike stock as a bargain, but falling sales, lost relevance and weak catalysts suggest the famous brand may be a value trap.

Micron earnings crushed estimates, but an 87% gross margin and rising capital spending reveal the next risk for Micron stock investors.

Micron stock has tripled, but earnings must show whether $100 billion of contracts can protect margins, cash flow and investors from another memory cycle.

Nike earnings may expose whether its turnaround is restoring full-price demand or sacrificing margins, marketing dollars and channel control to stabilize sales.

Wendy’s franchisee bankruptcy exposes collapsing restaurant profits, $25 million in unpaid fees, and a much harder path to a takeover or turnaround.

Google Gemini hacked three real companies during a security test, exposing the hidden risks of AI agents and the next opportunity for cybersecurity investors.

The Anthropic IPO could put public investors last at a $2 trillion valuation while Amazon, Google and Nvidia benefit from its vast AI infrastructure spending commitments.

Higher interest rates are changing how investors value stocks as 5% Treasury yields put pressure on valuations, balance sheets and dividends.