Jensen Huang is publicly championing open AI models, and his argument sounds principled until you follow the money to see exactly who profits when AI spreads to every corner of the globe, including America's…
Three of the world's critical shipping corridors are failing at once, and HSBC warns the emergency defenses markets relied on last time are nearly gone. What happens when the buffers run out?
AI data centers are quietly engineering a collision between America's natural gas supply and its electricity grid, and nuclear power looks like the obvious fix. But one stubborn geographic reality could derail the entire…
Federal debt has surpassed a threshold not crossed since World War II, and the troubling part is not where it stands today but where it is headed and what that means for your portfolio…
Investors poured money into chipmakers while AI quietly created a crisis in a far older industry, and one firm's 18-month research effort suggests the real bottleneck will arrive sooner than anyone expects.
Tesla just missed earnings and SpaceX erased nearly half its value in weeks, yet Elon Musk keeps hinting at a combination that could rewrite the playbook for AI, robotics, and space infrastructure all at…
Alphabet just posted its first quarterly negative free cash flow as a public company, and that was somehow not the most alarming number in its earnings report. The real story is what the company…
Anthropic is racing toward one of the largest IPOs in technology history, with private investors already pricing the Claude AI maker at staggering heights. But recent high-profile listings offer a cautionary tale that every…
Intel shares have surged over 350% in the past year on the promise that CPUs are becoming the backbone of AI infrastructure, but Thursday's earnings report will reveal whether that thesis has real legs…
Michael Saylor built Strategy's reputation on one relentless idea: raise money, buy Bitcoin, repeat. But for the second straight week, the company sold shares without buying a single coin, and the reason why changes…
OpenAI just raised its compute spending target to a figure that dwarfs its entire revenue base, and the gap between what it earns and what it plans to spend raises a question the AI…
The five biggest names in tech are reporting earnings this week, and their balance sheets will look reassuringly clean. But SEC filings tell a very different story buried deep in the footnotes.
AMD just locked in one of the most consequential deals in AI hardware history, and the terms suggest the company is playing a very different game than anyone expected.
Brent crude is surging and the Fed's next move depends far less on Kevin Warsh's speeches than on a single commodity threshold that most investors are not watching closely enough.
GE Vernova heads into its Q2 report with turbine capacity booked through 2027 and shares up over 65% this year, but one number will decide whether the AI power supercycle is still accelerating or…
While investors chase GPU makers, a South Korean chipmaker has quietly locked up the single most critical chokepoint in AI infrastructure, and its latest revenue numbers suggest the market has barely noticed.
Retail investors rode Micron's AI memory boom to stunning gains while Wall Street analysts were still doing the math. Now that the big banks are finally piling in, the real question is whether the…
Google Cloud is sitting on a backlog so enormous it had to turn away some of the biggest names in tech, and the company's answer to breaking that logjam starts not with more data…
Investors have long priced in oil shocks and inflation from Middle East conflicts, but the Iran war is targeting something far more unfamiliar: the physical data centers powering the global cloud economy, and Big…
Most AI investors are gambling on which chip designer comes out on top, but there is a quieter way to profit from the revolution no matter who wins. One manufacturer sits at the center…
