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Omor Ibne Ehsan

Intel Is Down 20% From Its September High. Will $100 Hold?

Intel has shed a fifth of its value since September while burning through billions in its foundry division, and the round-number level traders have been watching now sits within arm's reach of the after-hours…

Omor Ibne Ehsan · 3 weeks ago

Broadcom’s CEO Just Compared AI Investors to Gamblers

Broadcom's CEO stood before a room of investors and called them casino gamblers, then turned around and raised his own AI revenue guidance. The contradiction points to three separate warnings buried in one panel…

Omor Ibne Ehsan · 3 weeks ago

Waymo Just Borrowed $5 Billion for the First Time

Alphabet sits on one of the largest cash piles in corporate history, so why did its robotaxi unit just walk into a room full of private credit funds and ask for $5 billion? The…

Omor Ibne Ehsan · 4 weeks ago