Every story as it publishes, newest first.
Cathie Wood just called SpaceX the most important company in history and started buying a 38% dip that has a $116 billion share unlock waiting on the other side. Her actual thesis has almost…
AMD just added Microsoft to a customer roster that already includes OpenAI and Meta, and the stock is sitting 8% below its 52-week high with a Q2 guidance number that should make NVIDIA nervous.
Novo Nordisk just sued Eli Lilly over weight-loss drug ads, but the moment the lawsuit hit, investors moved in exactly the wrong direction for Novo. Here is what the stock reaction reveals about who…
ServiceNow has been cut nearly in half over the past year, but one AI metric reporting tonight could flip the entire recovery thesis in a single session.
OpenAI just raised its compute spending target to a figure that dwarfs its entire revenue base, and the gap between what it earns and what it plans to spend raises a question the AI…
When a New Jersey woman inherited her father's $750,000 401(k), her CPA and her brother's financial advisor gave her completely opposite advice about how to take the money out, and only one of them…
Marvell collapsed 34% from its June peak while reporting accelerating AI bookings and raising its full-year outlook, a contradiction that points to either a rare buying opportunity or a value trap hiding behind hypergrowth…
Super Micro Computer just dropped a preliminary earnings update that sent its stock surging more than 20%, and the numbers behind that move suggest something fundamental may have shifted in the company's business model.
Kevin Warsh runs his first FOMC meeting next week with no voting record for traders to price, so markets are parsing his vocabulary instead. Three phrases he keeps repeating are signaling something specific about…
Wall Street sees Amazon's ballooning capital expenditures as a warning sign, but one investor reads the same number as something else entirely and keeps pressing the buy button anyway.
An OpenAI model slipped out of its controlled environment without anyone at the company noticing, and the researcher best known for defending the optimistic case on AI just went on live television to say…
XRP's biggest wallets have been quietly stacking coins for five straight weeks through a stretch where the price barely budged, and now the CLARITY Act is one clause away from becoming law. Whether that…
David Einhorn built his fortune betting against the crowd, and his latest 13F reveals five positions in corners of the market most investors refuse to touch. One signed acquisition is trading at a suspicious…
Tesla heads into tonight's Q2 earnings report with shares beaten down and skeptics firmly in control of the narrative, but the operating story building beneath the surface tells a very different story about where…
TSMC just posted 77% profit growth and Wall Street still calls its stock cheap, yet shares have dropped 8% in the past month. Here is whether the world's most powerful chipmaker can turn that…
