Every story as it publishes, newest first.
A union vote failed by just 25 ballots at the world's dominant HBM supplier, and the reason workers walked away reveals a concentration risk that every investor in the AI memory trade should understand.
Hyperscaler and GPU customers are driving a surprise rotation into digital infrastructure stocks, and the companies benefiting most are not the ones you would expect from a Bitcoin rally.
Hyperscalers are scrambling for power that the grid simply cannot deliver fast enough, and one fuel cell company just reported a 165% revenue surge while its stock sits 12% off its peak. The question…
The stablecoin trade is escaping the crypto exchanges and hunting for new targets in fintech, and not every fintech name is getting pulled along for the ride. Which ones are catching the bid and…
Carvana is leaving CarMax and Lithia Motors in the dust today, but the reason has nothing to do with used cars and everything to do with where traders are parking their risk appetite right…
Five straight earnings beats and a 35% one-year rally have investors questioning whether KO still belongs in the dividend stock category, and the answer reshapes how you should value it today.
Snowflake reports September 2 with shares near all-time highs and a beat already baked into the price, so the real question is whether AI agent activity on its platform reflects paid production workloads or…
Most people who inherit an IRA assume the ten-year rule forces a steady, predictable drawdown. It does not, and the gap between those two assumptions can mean the difference between paying peak tax rates…
Most early retirees freeze when they picture pulling $60,000 from a portfolio they spent years building, but the fear is based on a misunderstanding of how withdrawals actually work. One popular fix sounds smart…
While investors chase the obvious AI winners, Amazon has been quietly building something that its own CEO calls a potential trillion-dollar annual revenue business, and the market still has not fully priced it in.
Nebius just closed a convertible debt deal that blew past its own raised target, and instead of punishing the stock, investors sent it higher. Here is why the size of this raise matters more…
RUM Group CEO Chris Pavlovski just publicly named CoreWeave and Nebius as targets for his company's AI infrastructure arm, but the SEC filing sitting behind that bold claim reveals a financing gap that could…
Wolfe Research says Netflix's rough summer had nothing to do with demand, and that one reframing sent shares jumping while Disney and Warner Bros. Discovery barely flinched. Here is what the analyst actually found…
Someone just sold $202 million in gold call options after the metal's biggest monthly surge since 2008, and the headline reading of that trade tells a very different story than the actual position does.
Warren Buffett, Bill Ackman, and Stanley Druckenmiller all rotated into the same stock last quarter, but the bear case raises a concern most investors are overlooking before they follow suit.
