Intel did not lose $11 billion last quarter. That number is real, it is audited, and it sits at the...
The market did not sell Micron because a Chinese company started making high-bandwidth memory. It sold Micron because a Chinese...
Applied Digital is not an AI story that needs the AI trade to keep working. That is the part the...
IREN's revenue is going backwards. That single fact is missing from almost every bullish write-up of this stock, and it...
Palantir is not expensive because investors are irrational. It is expensive because it is doing something almost no software company...
Key facts Gold rose ~7% on the week to $4,340.70/oz — its strongest weekly showing since mid-January and a seven-week...
Riot Platforms has signed a 20-year lease for 191 megawatts of data-center capacity at its Rockdale campus in Texas, turning...
CoreWeave does not need to beat the Street on Tuesday, because CoreWeave already told the Street it would not. The...
Nebius is not being valued on the quarter it reports on Wednesday. It is being valued on a promise it...
Updated 8 August 2026. NVO closed at $47.26 on 7 August, up 2.81% and now 2.8% above where it sat...
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