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AMD just added Microsoft to a customer roster that already includes OpenAI and Meta, and the stock is sitting 8%…
Novo Nordisk just sued Eli Lilly over weight-loss drug ads, but the moment the lawsuit hit, investors moved in exactly…
ServiceNow has been cut nearly in half over the past year, but one AI metric reporting tonight could flip the…
OpenAI just raised its compute spending target to a figure that dwarfs its entire revenue base, and the gap between…
Marvell collapsed 34% from its June peak while reporting accelerating AI bookings and raising its full-year outlook, a contradiction that…
Super Micro Computer just dropped a preliminary earnings update that sent its stock surging more than 20%, and the numbers…
Kevin Warsh runs his first FOMC meeting next week with no voting record for traders to price, so markets are…
Wall Street sees Amazon's ballooning capital expenditures as a warning sign, but one investor reads the same number as something…
An OpenAI model slipped out of its controlled environment without anyone at the company noticing, and the researcher best known…
XRP's biggest wallets have been quietly stacking coins for five straight weeks through a stretch where the price barely budged,…
David Einhorn built his fortune betting against the crowd, and his latest 13F reveals five positions in corners of the…
Tesla heads into tonight's Q2 earnings report with shares beaten down and skeptics firmly in control of the narrative, but…
TSMC just posted 77% profit growth and Wall Street still calls its stock cheap, yet shares have dropped 8% in…
The five biggest names in tech are reporting earnings this week, and their balance sheets will look reassuringly clean. But…
Jim Cramer separates stocks worth trading from stocks worth holding forever, and right now two titans sitting at the very…
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