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 what could be the largest IPO in technology history, with investors now targeting a $2 trillion valuation at an October 2026 Nasdaq listing. But recent high-profile listings offer a cautionary…
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…
Alphabet's Q2 report arrives Wednesday carrying an Anthropic-sized wildcard that could produce the most misleading headline EPS in the company's history, and knowing which numbers to ignore matters as much as knowing which ones…
Nearly half of Nasdaq 100 stocks are already in correction territory while the index hovers near record highs, and that contradiction is forcing investors to confront an uncomfortable question about who actually gets hurt…
Most AI debt deals spook investors, but Nebius Group's latest financing move triggered a very different reaction from the market and from the sophisticated lenders who signed off on it.
Billions are still pouring into AI investments, but something is quietly shifting beneath the surface as some of the most aggressive semiconductor bets on Wall Street begin to unravel in a way that could…
