Everything by Jeremy.

Investing

CNBC: ByteDance building AI chip capacity outside China using Nvidia Blackwell

Mar 13, 2026 Investing

SentinelOne CEO: Microsoft has more vulnerabilities than any other company

Mar 13, 2026 Investing

Palantir CEO: adversaries targeting AI infrastructure they ‘can’t produce’

Mar 13, 2026 Investing

Red Cat CEO: U.S. producing less than 1M drones yearly vs. China’s 4M

Mar 12, 2026 Investing

Biel: Salesforce’s transaction data gives it real competitive protection

Mar 12, 2026 Investing

Lumentum CEO: sold out through end of 2027, no end in sight

Mar 12, 2026 Investing

Cuggino likes Meta for cost discipline: ‘know where the lines are’ on AI spending

Mar 12, 2026 Investing

Palantir CEO: AI precision targeting has fundamentally shifted modern warfare

Mar 12, 2026 Investing

Link: Netflix simpler story without Warner Bros. Discovery deal

Mar 12, 2026 Investing

4 Specialty Defense and Energy Plays Positioned for the Next Upcycle

Mar 12, 2026 Investing

Lockheed Martin vs. L3Harris: Which Defense Giant Belongs in Your Portfolio?

Mar 12, 2026 Investing

Cogent Communications Carries the Internet but Its Stock Has Been Crushed

Mar 11, 2026 Investing

Coherent CEO says NVIDIA supply deal is ‘multibillion dollar’ and stretches to end of decade

Mar 11, 2026 Investing

Guggenheim analyst predicts Oracle free cash flow ‘waterfall’ in fiscal 29-30

Mar 11, 2026 Investing

Clarivate: The Data Intelligence Company Flying Under the Radar

Mar 11, 2026 Investing

AMAT and Micron still winning in AI trade despite QQQ and sector weakness

Mar 11, 2026 Investing

Networking now 30% of HPE revenue but over half of profits

Mar 10, 2026 Investing

$150 Oil Won’t Hurt Broadcom’s Business, But It Could Still Hurt the Stock

Mar 8, 2026 Investing

McDonald’s Real Risk From $150 Oil Has Nothing to Do With Costs

Mar 8, 2026 Investing

Does $150 Oil Matter to Nvidia?

Mar 8, 2026