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Omor Ibne Ehsan

AI Data Centers Have Driven Gas Turbine Prices Up 50%

GE Vernova's earnings call revealed something unusual about its gas turbine business: buyers are now reserving factory slots years into the future, and that desperation is reshaping how much power generation actually costs.

Omor Ibne Ehsan · 1 week ago

The Memory Crunch Is Crushing Microsoft Windows PC Sales

A global memory shortage is doing something no software competitor has managed: shrinking Microsoft's Windows business faster with each passing quarter, and the damage is spreading beyond PC makers into the data centers powering…

Omor Ibne Ehsan · 1 week ago

Wall Street Is Paying Trump’s Company to See His Posts First

Bloomberg, Susquehanna, and Jump Trading are now among the firms reportedly paying up to $100,000 a month for early access to a presidential social media feed, and the conflict of interest drawing Senate scrutiny…

Omor Ibne Ehsan · 1 week ago

Alphabet Raised $41 Billion in One Quarter to Pay for AI

Alphabet spent more on capital expenditures last quarter than it generated in operating cash flow, so it turned to stock sales and a mountain of new debt to keep the AI buildout running. What…

Omor Ibne Ehsan · 1 week ago

The 10-Year Treasury Yield Just Jumped Back Above 5%

A hawkish Fed hold with two dissenters pushing for a hike just rattled the long bond market, and now a key yield threshold is back in play with mortgage rates, inflation data, and a…

Omor Ibne Ehsan · 1 week ago

The Economy Could Be Growing Too Fast for Warsh

Kevin Warsh held rates steady while two colleagues voted to hike, GDP revisions keep surprising to the upside, and a hot third-quarter print due tomorrow could force the Fed's hand in December. The question…

Omor Ibne Ehsan · 1 week ago

OpenAI Now Makes Up 11% of Microsoft’s Revenue

Microsoft's latest quarterly filing reveals it partly owns one of its biggest customers, and the money flowing between them is growing faster than most investors realize.

Omor Ibne Ehsan · 1 week ago

Software Stocks Are Getting Crushed Again After Hours

Fortinet and ServiceNow both beat revenue estimates after the close, and both stocks cratered anyway, dragging dozens of other software names down with them in what has become a troubling pattern for the sector…

Omor Ibne Ehsan · 1 week ago