CoreWeave Vs. Cloud Giants: Amazon’s Most At Risk
AWS just posted its fastest growth in 18 quarters, yet one rival quietly routes the most profitable AI workloads around Amazon entirely. The company benefiting most may not be the one you expect.
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Year: 2026
All Year: 2026 Articles
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Meta Platforms Falls 4% on Trial Risk With Costs Up 55%, Free Cash Flow Down to $784M
A 29-state youth-harm trial opened in Oakland Tuesday with damages that could dwarf Meta Platforms' entire market cap, and that legal cloud is landing just as the company's cost structure shows a troubling divergence…
Intel Tripled in a Year. Here’s Where It’ll Reach in Another 12 Months
Intel shares are up over 300% in a year, but Wall Street still has serious doubts, and the gap between the consensus target and the bull case reveals a high-stakes bet on whether one…
Cipher Mining Falls 9%, TeraWulf Sinks 7% as Rising Yields Hit the AI Miner Pivot
Rising Treasury yields are punishing Bitcoin miners making expensive bets on AI infrastructure, and some of the biggest year-to-date winners in the sector are giving back gains fast. Here is what the synchronized selloff…
Move Over, Nvidia: Why AMD’s Latest Acquisition Could Redefine Direct-Silicon AI Inference
AMD just quietly acquired a tiny Canadian startup with a wild idea: build the chip around the AI model, not the other way around. Whether that unconventional bet can close the gap with Nvidia…
Carvana Drops 7% With Bulls, Bears Split Over the Business Model
Carvana just posted its best quarter ever, yet the stock keeps sliding while a traditional rival is up over 50% this year. Something about that gap deserves a closer look.
This Politician on the House Intelligence Committee’s Cyber Panel Just Bought Three Cybersecurity Stocks
A senior member of the House Intelligence Committee's cyber subcommittee just disclosed purchases of three pure-play cybersecurity stocks, and whether that filing reveals anything worth acting on depends entirely on a structural question the…
Billionaire Joel Greenblatt’s 5 Biggest Moves This Quarter Reveal a Surprising Defensive Shift
Joel Greenblatt built Gotham Asset Management on concentrated value bets, so his latest 13F filing caught analysts off guard with moves that look less like a stock-picker's conviction and more like someone quietly bracing…
The Best AI Trade of 2026 Isn’t a Chip Stock
Everyone chasing AI gains is piling into chip stocks, but a quiet corner of the infrastructure trade just posted 757% server revenue growth and a backlog that stretches for years, and most investors have…
Billionaire Bruce Berkowitz Reveals 76% Of Fairholme Capital Is in Just 1 Stock
Bruce Berkowitz has built his entire Fairholme portfolio around a single Northwest Florida land developer, and the boldness of that bet raises a question every retail investor should answer before following his lead.
There Is Now a Way to Collect 6.25% From Google. It Stops Paying in 2029
Alphabet quietly buried a listed income security inside its record-breaking equity raise, and most GOOGL shareholders have no idea it exists. The catch is that this yield has an expiration date written directly into…
Nvidia Is Cutting Rubin Ultra’s Memory. Is Micron’s HBM Boom in Danger?
Nvidia is quietly testing stripped-down memory configurations for its next flagship AI chip, and the ripple effects could hit Micron shareholders before most of them even see it coming.
4 Famous Billionaire Investors Just Bought This Little Known Semiconductor Stock
Four of Wall Street's most closely watched hedge fund managers quietly built massive stakes in the same obscure semiconductor name, while one legendary contrarian investor just walked away entirely. The disagreement at the top…
Ken Griffin Threatened to Walk Away From NYC Amid a Feud With Mamdani. Citadel Just Committed $4.5 Billion Instead
Ken Griffin went to Oslo, called the New York mayor's video creepy, and threatened to take Citadel's jobs to Miami. Then the demolition crews showed up anyway.
Klarna Craters 19% on Guidance Cut While Affirm, PayPal Shrug It Off
Klarna posted a Q2 beat and raised its profit outlook, yet the stock cratered while rivals shrugged. The reason behind that split tells a very different story than the headline numbers suggest.