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Year: 2026

All Year: 2026 Articles

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ASML and TSMC Just Told the Market AI Spending Isn’t Slowing Down

ASML and TSMC just handed the AI bull case its strongest validation yet, reporting results and guidance that confirm hyperscaler infrastructure spending is accelerating, not cooling. For anyone still wondering whether the AI buildout…

Jeremy Phillips · 5 months ago

CoreWeave Just Locked In $21 Billion From Meta. Here’s Who Else Wins.

CoreWeave (NASDAQ:CRWV) just secured a $21 billion commitment from Meta, expanding what was already a landmark relationship and cementing CoreWeave as the preferred AI cloud infrastructure partner for the world’s largest social platform. We’ve…

Jeremy Phillips · 5 months ago

Up 19% With an 11% Yield, This Industrial BDC Is a Hidden Gem

Private credit is in the middle of its first real stress test. Redemption gates at Ares and Apollo, Morgan Stanley warning of default rates surging to 8%, and AI disruption fears hammering software-heavy BDC…

Omor Ibne Ehsan · 5 months ago