The market has spoken: It doesn't like the massive AI spending spree of the "Big Four†hyperscalers. But the companies are barreling ahead anyway. ...

Core Viewpoint - The nostalgia for 2016 among Gen Z is expected to drive a new boom cycle in the beauty industry, particularly benefiting companies like e.l.f. Beauty and Ulta Beauty [1] Group 1: Industry Trends - Gen Z's current social media trend involves sharing photos from 2016, indicating a longing for that era when social media was less commercialized [1] - The year 2016 is identified as a peak time for bold makeup styles, which contrasts with the subsequent trend of "no-makeup makeup" [1] Group 2: Company Impact - Companies such as e.l.f. Beauty and Ulta Beauty are positioned to benefit from this nostalgia-driven trend, potentially leading to increased sales and market interest [1] - The anticipated "supercycle" in beauty products, especially makeup, suggests a significant opportunity for growth for these companies [1]

"Volatility is the price of admission with bitcoin,†one investor says. ...

Core Viewpoint - Investors are encouraged to evaluate potential buying opportunities in undervalued software stocks following what analysts describe as "indiscriminate selling" [1] Group 1 - The recent market activity has led to a significant decline in software stock prices, prompting a reassessment of investment strategies [1] - Analysts suggest that the selling pressure may have been excessive, creating potential entry points for investors [1]

Core Insights - Sandisk and Micron are projected to experience industry-leading revenue growth in the upcoming years [1] Company Summary - Sandisk is expected to capitalize on increasing demand for storage solutions, which will drive its revenue growth [1] - Micron is also positioned to benefit from the expanding market for memory products, contributing to its anticipated revenue increase [1] Industry Summary - The overall industry is likely to see significant growth, with both companies at the forefront of this trend [1] - The demand for advanced storage and memory technologies is expected to rise, further enhancing the revenue potential for Sandisk and Micron [1]

Core Viewpoint - The article suggests that the current surge in AI advertising during the Super Bowl may indicate an impending burst of the AI bubble, similar to the dot-com bubble in 2000 [1] Group 1: Historical Context - During Super Bowl XXXIV in 2000, 14 out of 61 ads were for internet startups, which preceded the dot-com bubble burst [1] - The E-Trade ad from that year humorously highlighted the potential wastefulness of investing in unproven ventures, serving as a cautionary tale [1] Group 2: Current Trends - The 2026 Super Bowl featured a significant number of ads promoting AI, suggesting a similar speculative environment as seen in the past with internet startups [1] - The prevalence of AI-focused advertisements may serve as a key indicator of market sentiment and potential overvaluation in the AI sector [1]

Group 1 - The company is focusing on two potential growth segments: driverless cars and solar energy [1]

The Dow Jones Industrial Average surged more than 1,200 points Friday, ending above 50,000 for the first time in history and cementing a strong stock market rebound. ...

The weekend brings fresh Iran sanctions and risks of a U.S. move against Tehran. ...

Hims & Hers also said it's selling a cancer-detection test that's featured in its Super Bowl ad, which plays like a commentary on the wealthy's access to better healthcare. ...