Author: Noah (Noah )

CoreWeave has been a wild ride since its IPO in April 2025. The stock rocketed to one all-time high after another in its early months, riding the broader wave of AI enthusiasm, then reversed hard as sentiment shifted, and now sits roughly 50% below its peak.  Brokers from Rubinax take a closer look at whether...

Taiwan Semiconductor Manufacturing, known as TSMC, makes the world’s most advanced AI chips, and its latest quarterly results just delivered the clearest evidence yet that AI adoption is still accelerating.  Ever since the AI boom took off in early 2023, investors have debated whether the spending surge is sustainable or headed for a correction. Brokers...

Brokers from Rubinax break down two warning signs hiding inside one of the market’s favorite trades. The AI boom has handed investors one of the friendliest stock markets in memory. The S&P 500 has posted gains of 24%, 23%, and 16% over the last three calendar years, and it’s already up another 10% this year,...

Brokers from Rubinax dive into this topic, unpacking why one of the market’s most closely watched stocks failed to rally on what looked, at first glance, like unambiguously good news. If you only looked at the headline number, you’d assume Tesla had a great quarter. The automaker shipped 480,126 vehicles in Q2, a jump of...

Space Exploration Technologies had a blockbuster debut on the public markets back in June, with shares opening at $150, well above its $135 IPO price. Brokers from Rubinax dive into this topic, pointing out that the stock kept climbing for a couple of weeks before peaking around $225, a run that had early investors sitting...

Shares of Bitmine Immersion Technologies (NYSE: BMNR) have had a brutal run, falling 51% in the first half of 2026 alone and sitting 89% below their all-time highs. Brokers from Rubinax dive into this topic, examining why a company built almost entirely around Ethereum has taken such a beating, and whether the sell-off has created...

Artificial intelligence is driving a boom in data centers, and electric vehicles keep gaining market share worldwide. Both trends depend on the same thing: a steady supply of critical metals, and that supply is getting harder to secure.  The Metals Company (NASDAQ: TMC) has built its entire strategy around a very different answer to that...

QuantumScape (NASDAQ: QS) has had a rough run in 2026, with shares down roughly 27% to 37% depending on the measurement window, even as the company keeps racking up real technical and commercial milestones. Brokers from Rubinax dive into this topic, looking at why the stock has struggled even as the underlying solid-state battery business...

Brookfield Corporation has spent the past several years quietly building one of the largest investment-led insurance platforms globally, positioning it as a potentially powerful new growth engine. This strategy reflects a broader shift within Brookfield’s business model—leveraging its core strength in asset management to generate long-duration, fee-bearing capital through insurance operations. By integrating insurance float...

Wall Street’s attention has been locked on tech, semiconductors, and artificial intelligence for most of this year, and understandably so given the returns those sectors have produced. But that focus has quietly overshadowed a different story.  The iShares Core Dividend Growth ETF (NYSEMKT: DGRO) is one of several dividend focused funds that have outperformed the...