Netflix Has Lost Nearly Half Its Value in a Year
Netflix just delivered a profit beat that sent its stock to fresh lows, and the reason why reveals a tension at the heart of the streaming giant's next chapter.
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Omor Ibne Ehsan
Tesla and SpaceX Just Formed Special Committees to Weigh a Merger
Elon Musk confirmed on SpaceX's earnings call that both companies formed special committees to explore a deal he cannot personally join. What shareholders decide next could reshape a combined company worth over three trillion…
Elon Musk Says SpaceX Could Hit a $1 Trillion Revenue Run Rate by the End of 2027
Elon Musk just moved his trillion-dollar revenue target for SpaceX up by years, and the stock surged after hours, but the math behind his boldest claim deserves a much harder look.
Retail Investors Oversubscribed This AI IPO 400 Times. It Fell 32% Anyway
Korean retail investors flooded an AI infrastructure IPO with record demand, then watched it crater on opening day. The forces behind that collapse reach far beyond Seoul and straight into the finances of the…
Tesla Just Put a $158 Billion Price Tag on Elon Musk’s Pay for Last Year
Tesla's proxy filing attached a staggering number to Elon Musk's 2025 pay, but whether shareholders actually lose anything depends on conditions few companies have ever met before.
Defense Stocks Are Tumbling as Wall Street Bets on a Democratic Sweep
Wall Street is pricing in a Democratic sweep of Congress, and aerospace and defense stocks are paying the price, but the damage is hitting some contractors far harder than others in ways that reveal…
Google’s Former CEO Quietly Owns 1% of Anthropic
A personal check Eric Schmidt wrote in 2021 may have quietly become one of the most valuable private stakes in artificial intelligence, and the number attached to it grows larger every time Anthropic sets…
Gartner: 80% of neocloud firms face extinction by 2030 as AI capex outpaces returns
A top Gartner forecaster just handed neocloud investors a brutal timeline, and the stocks are already cracking under the pressure. Whether CoreWeave and Nebius survive as independent companies may come down to one number…
Hedge Funds Dumped Tech Stocks at the Fastest Pace in a Decade, Goldman Says
Goldman's prime brokerage data caught hedge funds slashing chip stocks at a pace not seen in over a decade, and the question now is whether that selling cleared the air or set up a…
BofA Is Sticking With an October Rate Hike Even as Markets Bet Against It
Markets give a Fed rate hike in October just a one-in-five shot, but Bank of America is betting the consensus has it wrong, and the most rate-sensitive bond fund in the market sits dangerously…
OpenAI Is Racing to Raise $30 Billion Before Anthropic Goes Public
Both OpenAI and Anthropic are courting the same short list of sovereign wealth funds and institutional buyers, and only one lab gets to set the valuation benchmark first. The outcome of that race shapes…
Elon Musk Will Give Every Kid in America a Share of SpaceX
Elon Musk pledged a SpaceX share to every child in America, but the announcement came with no filing, no eligibility rules, and no delivery plan, leaving billions of dollars in stock promises riding entirely…
Apple Now Trades at Twice Nvidia’s Forward P/E
Apple and Nvidia sit within $250 billion of each other in market value, yet one trades at a multiple more than twice as rich as the other. That gap raises a sharp question about…
Wall Street Gave Micron Back Its $1 Trillion Crown Just One Session Later
Micron crossed back into trillion-dollar territory without a single announcement or earnings update, leaving investors to figure out whether the violent swing between sessions reflects something real or just fund positioning that can reverse…
Anthropic sets aside 5% stake for public benefit fund ahead of November IPO
Before a single public share trades, Anthropic is already giving a slice of itself away, and the structure means the better the stock performs, the more new shareholders lose to the fund.
HPE Has a 12x Forward PE and 400% Growth. So Why Won’t Wall Street Touch It?
HPE just posted its worst week ever after a single analyst downgrade, yet its earnings are surging and its backlog hit a record high. The real question is whether the market sees a danger…
Cramer warns SanDisk and Western Digital are worst stocks if data center capacity shrinks
Jim Cramer called out two storage giants sitting on massive year-to-date gains as the most dangerous stocks to own if one key spending trend reverses, and the math behind their profits makes the risk…
Cathie Wood’s ARK Now Sees Tesla at $4,400 a Share by 2031
ARK Investment Management just published a Tesla price target so far above Wall Street consensus that it practically requires two entirely new industries to exist at massive scale by 2031, and one of them…
AI chip stocks bounce back as hyperscaler earnings loom, META equity raise in focus
NVIDIA collects a check whether hyperscalers borrow, issue stock, or drain their cash reserves, but Meta faces a funding squeeze that could reshape what shareholders actually own. The size of one expected equity offering…
CoreWeave’s Founders Have Sold $3.3 Billion of Stock Since Its IPO
CoreWeave's three co-founders have cashed out billions since the IPO while telling analysts their conviction in the company has never been stronger, and now the stock sits near its lowest point ever with a…