Every story as it publishes, newest first.
Rothschild Redburn opened bearish coverage on two of the market’s most-watched AI infrastructure names, initiating Sell ratings on both Nebius Group and CoreWeave. The firm’s thesis: lower GPU pricing, more in-house hyperscaler capacity, and…
Redwire (NYSE:RDW) shares are climbing in Monday’s midday session, with the stock up 9% at $11.66. The move partially reverses a slide that has left Redwire stock down 3% over the past month, with…
Anchor Number: $992.4 Billion Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) carries a market capitalization of roughly $992.4 billion in afternoon trading today, putting the chipmaker within a rounding error of the trillion-dollar…
Micron's order book is locked, its customers are desperate, and its margins are breaking records, yet the same forces that made memory a graveyard for investors for four decades have not disappeared.
Hyperliquid (CRYPTO:HYPE) hovers around $95, marking a new peak—up 4.7% in 24 hours and 22.4% over the past 30 days. The current surge is largely driven by news from Payward, the parent company of…
Federal Medicaid law contains a carve-out that lets a parent hand the family home to a caregiving child without triggering the penalty that derails most transfers, but the families who try it and fail…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) CEO Jensen Huang has publicly welcomed a potential $8 billion personal tax bill from California’s proposed one-time billionaire wealth tax. The stance contrasts sharply with Larry Page, Sergey…
Meta’s Muse became the No. 1 free iPhone app in the United States within 10 days, providing an early consumer-scale example of how AI agents can increase demand for cloud CPUs as well as…
Shares of AMC Entertainment (NYSE:AMC) are climbing on Monday after the company launched a debt refinancing that pushes its nearest large maturity from 2029 out to 2031. AMC stock is up 7% to $2.88,…
Zcash (CRYPTO:ZEC) is trading at $1,505, up 4.5% in the last 24 hours and up 164% since its close at $569 on August 20. With a market cap of $25.5 billion, it ranks ninth…
A Christmas tree grower who waits one extra season before cutting can step through a federal tax door that Social Security cannot follow through, but the timing has to be planned long before the…
Fastly (NASDAQ:FSLY) is at the center of a same-session bid across edge security and artificial intelligence (AI) traffic infrastructure, with two large peers rising alongside it on no news of their own. The move…
Ahead of a scheduled quarterly report, BlackBerry stock is running on a fresh television endorsement that pointed traders back to the software story. BlackBerry Limited (NYSE:BB) shares are up 5% to $8.40 in Monday…
A single quarter-point rate hike just wiped out hundreds of billions in NVIDIA's market value, and the forces behind that move are only getting more entangled with the AI buildout's financing structure.
Oklo shares have been crushed over the past year, yet the company just pulled off something no other advanced nuclear startup has done at full scale. Whether that milestone is already priced in or…
