While Microsoft pours over $100 billion into data centers, Apple barely lifts a finger on AI spending, and one investor keeps buying anyway. But a rising cost inside every iPhone could still…
Cisco was the best business in the world at its peak, and its company kept growing for decades. So why did some of its shareholders lose a generation? The answer could decide…
A $1 Trillion Price Tag $1 trillion. That is what one prospective investor now believes Anthropic may be worth after the latest technology selloff. In October, investors were talking about a valuation…
Microsoft is quietly switching off the AI servers it rented from Oracle, and Oracle insists its aging GPUs still command a premium. Which story holds up, and what does it mean for…
Credit markets and stock analysts are telling opposite stories about CoreWeave, and only one can be right. A single earnings report on November 10 will decide which side has misread a company…
On October 28, Fed Chair Kevin Warsh summed up the AI market’s weak spot in six words: “Interest rates get in the cracks.” Then he added: “Interest rates affect directly or indirectly…
OpenAI got its money, but not on the terms it wanted, and the gap between its growth story and investor appetite is landing on two giants. One faces a bookkeeping hit, the…
A guaranteed bank rate sounds safe until you weigh what it can't do. Six blue-chip payers offer income that can grow, but a board can cut it at any meeting, and the…
A nonprofit just tallied how much teachers, firefighters, and other public retirees have riding on AI, and the next day the market flinched. Who ends up covering the gap if the bet…
A customer just agreed to fund nearly all of IREN's chips upfront, yet cash is draining and debt is climbing fast. Why would anyone pay that much early, and what does it…
Amazon just posted its highest operating margin ever, yet the stock tanked in premarket trading. The reason comes down to one number buried in the cash flow statement that has investors questioning…
Wall Street spent much of the year rewarding companies for building more data centers, buying more chips, and finding enough electricity to run them. On Thursday, investors took a harder look at…
Nearly every analyst loves Amazon, yet Jim Cramer calls big tech a millstone and the spending keeps climbing. One number in the next earnings report could decide whether the crowded bullish consensus…
OpenAI's new promise sounds like a clean fix for angry voters, but its fine print leaves out the leased campuses and partner sites where the real exposure sits. One of its biggest…
Democrats now control Congress, voters are rejecting data centers, and AI stocks are sliding as power bills become a political weapon. One hyperscaler has the balance sheet, the chips, and the valuation…
