Goldman Sachs and Apollo are reportedly shopping pieces of SpaceX's AI chip financing to investors, and whoever signs up inherits a risk the company refuses to carry. The real question is how…
A five-year chip lease vanished after Washington stepped in, yet the lost contract is a rounding error next to Oracle's backlog. The bigger threat sits in another China-linked relationship that now faces…
Berkshire hit a record high with no press release, no filing, and no executive comment to explain it. Three days before earnings, one report could show whether buybacks and cash moves are…
Coherent has billions in AI contracts and a rival that is about to be swallowed whole. The harder question is whether the cash it burns building capacity will pay off before the…
The S&P 500 is headed for a near-flat start Thursday. As of about 8:20 a.m. ET, funds that track the index were up 0.1% before the bell. Under that calm number, the…
While the S&P 500 and Nasdaq surged, Nvidia lost its crown as the world's largest company to Apple in a single session. Analysts still see huge upside, but one political shift could…
TSMC just posted its third straight earnings beat while AI demand outstrips supply, yet shares have dropped nearly 11% in a month. One question from the CFO's own playbook now determines whether…
Broadcom's share price keeps falling while its AI revenue explodes to record highs, and that widening gap between fundamentals and stock performance rarely lasts long before something gives.
Relief, cheaper oil and a calmer VIX sent Wall Street soaring after the midterms, yet no major index hit a record, and one fund quietly did. Which one reveals the rally's real…
Analysts see Marvell doubling, yet the market is pricing something very different. A fixed exchange ratio with no safety net has turned a premium into a discount, and Lumentum investors are the…
IREN has Microsoft and NVIDIA as customers, billions in financing, and a stock that has lost nearly half its value in a month. Its AI pivot now faces a delivery test, and…
Chipmakers barely flinched when Democrats swept the midterms, but two stocks tied to AI data centers got hammered. A Texas permit freeze could explain the split, and it may reach your 401(k)…
Supermicro shares have sold off hard even as its order backlog hit record levels and a preliminary quarter beat guidance. A single-digit forward multiple on a company growing faster than Dell raises…
The Magnificent Seven split in two on Wednesday morning, the day after Democrats won control of Congress. As of about 11:15 AM ET on Nov. 4, five of the seven megacap tech…
Memory prices are climbing fast, and that single cost is splitting two tech giants onto opposite sides of a trade. One company's suffering feeds the other's record margins, and the gap between…
