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Aliaga tells Full Signal why the AI boom is far from a bubble bursting, what's behind the neocloud selloff, and where she sees opportunity.
Oct 23, 2026
Crown Castle stock is up 12% after a report that SpaceX is in talks for access to its cell towers as it works toward a fourth nationwide wireless carrier.
Comfort Systems USA stock is down 12% after an earnings beat came with news that its longtime CFO will retire and no earnings guidance.
Bloom Energy stock is down 11% as negative cash flow and heavier factory spending overshadow record revenue and a third guidance raise this year.
US households and nonprofits had a record 48.2% of their financial assets in stocks at the end of June, above the 38.7% at the dot-com peak in 2000.
Meta's capital spending rose 80.3% from a year earlier in the third quarter while revenue grew 26.1%, the 10th straight quarter capex grew faster.
Meta stock fell 7.0% on Thursday and erased $124 billion in market value, the fourth most in the S&P 500 behind Nvidia, Amazon and Alphabet.
Meta's spending outran the cash its business generated last quarter.
CoreWeave and IREN stock closed at 2026 lows Thursday as investors sold neocloud stocks over worries about debt-funded AI spending. Nebius fell 7%.
Oct 22, 2026
Meta stock fell 7% Thursday after its capital spending topped operating cash flow for the first time since 2012, even as revenue hit a record.
Boyer tells Full Signal why Canada's defense buildup and a uranium supply crunch are setting up overlooked trades, and where he sees value.
Western Digital reported after the close on Thursday. Its stock fell in the first session after each of its last 3 quarterly earnings reports.
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