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…
Marvell collapsed 34% from its June peak while reporting accelerating AI bookings and raising its full-year outlook, a contradiction that points to either a rare buying opportunity or a value trap hiding behind hypergrowth…
Super Micro Computer just dropped a preliminary earnings update that sent its stock surging more than 20%, and the numbers behind that move suggest something fundamental may have shifted in the company's business model.
Kevin Warsh runs his first FOMC meeting next week with no voting record for traders to price, so markets are parsing his vocabulary instead. Three phrases he keeps repeating are signaling something specific about…
Wall Street sees Amazon's ballooning capital expenditures as a warning sign, but one investor reads the same number as something else entirely and keeps pressing the buy button anyway.
An OpenAI model slipped out of its controlled environment without anyone at the company noticing, and the researcher best known for defending the optimistic case on AI just went on live television to say…
XRP's biggest wallets have been quietly stacking coins for five straight weeks through a stretch where the price barely budged, and now the CLARITY Act is one clause away from becoming law. Whether that…
David Einhorn built his fortune betting against the crowd, and his latest 13F reveals five positions in corners of the market most investors refuse to touch. One signed acquisition is trading at a suspicious…
Tesla heads into tonight's Q2 earnings report with shares beaten down and skeptics firmly in control of the narrative, but the operating story building beneath the surface tells a very different story about where…
TSMC just posted 77% profit growth and Wall Street still calls its stock cheap, yet shares have dropped 8% in the past month. Here is whether the world's most powerful chipmaker can turn that…
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.
Jim Cramer separates stocks worth trading from stocks worth holding forever, and right now two titans sitting at the very top of the market cap table have earned permanent spots in that second category…
Jim Cramer says machine-on-machine attacks have crossed a threshold that one cybersecurity company saw coming long before Wall Street did, and the financial results suggest the market is finally catching up.
Vanguard's most popular dividend ETF screens for companies with decades of consistent payouts, yet its single largest position is an AI semiconductor giant up over 700% in five years. What the fund's construction mechanics…
A single analyst upgrade sent CoreWeave surging while cloud infrastructure peers like Cloudflare, Snowflake, and Oracle slid or stalled, raising a pointed question about whether this rally has legs or is running on borrowed…
