Larry Ellison Loses $66 Billion
Oracle is spending its way into an AI arms race against rivals with four times its revenue, and the cracks in its balance sheet are starting to show in ways that go far beyond…
Oracle is spending its way into an AI arms race against rivals with four times its revenue, and the cracks in its balance sheet are starting to show in ways that go far beyond…
AMD just locked in one of the most consequential deals in AI hardware history, and the terms suggest the company is playing a very different game than anyone expected.
Brian Niccol has brought fresh energy to Starbucks, but a recovering brand still faces a relentless army of rivals and a stock that trails the broader market by a wide margin over five years.…
AMD is chasing a slice of a $200 billion AI accelerator market that NVIDIA currently dominates with 75% margins and an 85% revenue surge. Whether Lisa Su's second-source strategy can actually force a wedge…
Oracle shares have shed nearly half their value in twelve months while the company quietly piles up a backlog larger than Microsoft's cloud empire. Something in that math does not add up, and the…
Nike has lost nearly a third of its value in 2026 while one major analyst firm sees a potential double from current prices, putting the stock at the center of a fierce debate between…
A $200 billion government intervention pushed mortgage rates below 6% for the first time in years, and then a war in the Middle East started unraveling every piece of that progress in a matter…
Brent crude is surging and the Fed's next move depends far less on Kevin Warsh's speeches than on a single commodity threshold that most investors are not watching closely enough.
T-bills solved the volatility scare of March 2026, but the VIX has since collapsed back to calm, and the real danger for cash holders has quietly shifted. There is a middle path between sitting…
A leaked report about SK Hynix eyeing Intel's massive Ohio chip campus sent shares swinging, but a swift denial only tells part of the story behind today's volatile session.
Oklo has shed more than 70% from its peak while simultaneously landing federal AI-nuclear contracts and a massive hyperscaler pipeline that rivals see as the future of data center power. Whether that gap is…
Vertiv just slid deep into bear market territory, yet analysts keep piling on buy ratings and eye-popping price targets. Here is why the cooling infrastructure giant's order backlog tells a very different story than…
Marvell Technology dropped 33% in a single month while its business kept accelerating, and that tension between price and fundamentals is exactly what pushed one investor to keep hitting the buy button.
Tankers are reversing course in the Red Sea while Hormuz traffic has nearly gone silent, and Saudi Arabia's backup export route just came under direct threat. What happens next to global crude flows could…
Once-celebrated EV startups burned through billions chasing a market that keeps shrinking beneath them, while Detroit giants swallowed losses that would have buried most industries. What is left of the American electric vehicle dream,…