NVIDIA's blowout earnings sent shockwaves through a corner of the market that had nothing to do with chips, lifting two power-hungry capacity operators on a read-across trade that reveals exactly how leveraged the AI…
Investors spent most of 2026 punishing design software names on fears that AI would hollow out their business models, but something shifted Thursday morning and Figma and Atlassian are suddenly leading the market higher.
Nvidia is writing a check to fund a company that turns around and buys Nvidia chips, and Jensen Huang sees nothing circular about that arrangement. Whether Perplexity's explosive revenue growth justifies a $30 billion…
Bitcoin's 3% bounce is hitting Strategy stock and MARA very differently today, and the gap between their moves reveals a structural divide in how the crypto-equity trade actually works when prices recover fast.
Oracle cratered nearly 40% over the past year while quietly assembling a backlog that dwarfs its annual revenue, and now a single earnings date separates the stock from a potential breakout or a painful…
Hyundai's CEO says tariffs are accelerating a localization push that was already underway, and the numbers behind that push reveal just how dramatically the company is betting on America outpacing its own four decades…
Apple just laid off over 100 people from Siri and machine learning teams while simultaneously betting its future on a rebuilt Siri that has already missed its own reliability bar once. Whether this is…
Salesforce's blowout quarter sent shockwaves through software stocks that never reported a single number this week, and the names catching the biggest bids are some of the most beaten-down agentic-AI plays in the market.
Raymond James just slapped a price target on Nvidia that implies a valuation bigger than any company in history, but the real question buried in the analyst's math involves who is actually funding all…
NVIDIA just delivered one of the most staggering quarters in corporate history, yet the stock trades as if Wall Street missed the memo. Whether that gap closes toward $350 depends on three things falling…
Trian Fund Management just pulled the plug on a deal that had sent Wendy's stock soaring, and now investors are staring at a business the CEO has openly called a disappointment with no buyout…
A freshly listed quantum company just landed a multimillion-dollar NASA contract that sent its stock surging well past the broader quantum sector, and the reason it stands apart from IonQ, D-Wave, and Rigetti has…
Apple just posted its best June quarter ever while Microsoft locked up $678 billion in contracted backlog, but only one of these titans is making the kind of bet that shapes the next decade…
An EV maker on the rebound, a Sun Belt landlord facing fresh headwinds, and a clinical-stage biotech sitting on pivotal pipeline data have all landed on analysts' radars this week for very different reasons.
Palo Alto Networks' CEO is warning that most AI cloud companies will collapse when GPU scarcity ends, but he carves out a narrow exception for a category of survivors he calls neoscalers. Nebius made…
