AI builders will not wait for the grid, so one company ships fuel cells to the fence line while another books turbines years ahead. Both stocks just got hammered, and only one…
Sen. Bernie Sanders sent a warning to the companies spending the most on artificial intelligence. In an X post on Friday, Oct. 30, 2026, he wrote: “Big Tech Oligarchs: If your AI…
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…
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…
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…
One could say the Walton family does not deserve to be rich. Among the world’s wealthiest people, they are the only ones who did not start or serve as senior management of…
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…
Microsoft is winding down an AI cloud deal with Oracle, a stock already 65% below its peak. Here is what that means for a retiree who bought 1,000 shares at $39 in…
Jeremy Phillips 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…
A dozen AI data center loans hit the block at once, and one slice traces back to a Stargate site where Oracle issued a force majeure notice. Bids close soon, and the…
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…
Microsoft (NASDAQ: MSFT | MSFT Price Prediction) recently offered buyouts to 60,000 employees. It is unclear what the company will do if fewer than 60,000 employees take it. Earlier this year, Meta’s…
Microsoft sells AI capacity years before it exists, then pays for the build with its own cash. One investor keeps buying despite a $170 billion spending plan, and explains why Amazon and…
