A permitting fight could stall the buildings that every AI chip, cable, and cooling system needs. While chip stocks sank in a single month, one corner of the market barely flinched. Which…
Nvidia's board opened an independent investigation of CEO Jensen Huang on Sunday after he wrote in a letter to staff that he was unfaithful to his wife. Here is what a 5%,…
Jeremy Phillips 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…
Intel (NASDAQ:INTC | INTC Price Prediction) trades at $56.28. The shares trade modestly above where they traded eight years ago, but the business underlying has been rebuilt around data center demand. Over…
CoreWeave (NASDAQ:CRWV) faces a financing test right now. Anthropic is reportedly seeking $80 billion to $100 billion at a valuation around $1.5 trillion, down from earlier talk of approximately $2 trillion. The…
An $895 Billion Promise to Pay Anthropic has committed $895.4 billion to future computing power, equipment leases and other infrastructure agreements, according to its amended IPO filing released November 2, 2026. The…
One Number: A $1.04 Trillion Annual Pace for Hardware Imports America is now importing computers, computer accessories, and semiconductors at a pace of roughly $1.04 trillion a year. That run rate comes…
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…
Nvidia (NASDAQ:NVDA | NVDA Price Prediction) trades at $186.64. A forward multiple near 13 only looks cheap if Wall Street’s earnings forecasts hold up through the next phase of the AI expansion.…
Rich Duprey 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…
A fourth straight weekly loss looks bad, but the S&P 500's record rests on a technicality, and the real damage hit one corner of the market. With CPI and NVIDIA earnings looming,…
A billionaire investor floated a staggering number for Elon Musk's chip venture, and Musk didn't flinch. Only a sliver of the bill has an official price tag, and nobody has said whose…
Anyone planning to request Anthropic shares through a brokerage app this month just got a reason to read the fine print first. Three major investors plan to take part in the offering.…
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…
One Number: 30% of 2028 Capacity at Risk About 30% of the data-center capacity the U.S. plans to add in 2028 could be at risk, according to a UBS estimate reported by…
