Revenue grew 33% in Q1. A $6 billion AWS deal sealed the AI pivot.
Kevin Warsh's first meeting flipped rate expectations in one afternoon.
The aluminum deficit is real, the ramp is happening, and the stock hasn't priced it.
A roughly $20 million revenue miss triggered a double-digit selloff. Wall Street's consensus disagrees with that verdict.
This gap between how people feel and how stocks trade has never been this wide.
The chipmaker is no longer a smartphone play. It just proved it.
Revenue just grew 49% – the fastest pace in almost four years. The stock has noticed, just...
A Super El Niño is arriving. The food inflation math is not in the futures curve yet.
A $63 billion backlog, a new valuation identity, and a very uncomfortable question.
The Blackwell ramp, Vera CPU debut, and a multiyear SK hynix partnership are the real agenda items....