The Blackwell ramp, Vera CPU debut, and a multiyear SK hynix partnership are the real agenda items....
Business
Record revenue, record backlog, a beat-and-raise quarter — and ORCL fell hard. The market wasn't confused. It...
A $125B–$145B capex commitment, a $568 stock, and a Q2 earnings date that could reset the entire...
Symbotic is no longer a story stock. The numbers are starting to say something different.
SMTC isn't a household name. But the AI data center networking buildout is making it one of...
Record revenue, raised guidance, a CFO exit — and the stock drops. The setup is more interesting...
Brent crude, the Strait of Hormuz, and ExxonMobil's 24% YTD run — the oil trade in 2026...
While Nvidia holds steady, the real momentum in semiconductors has quietly shifted — and the stocks doubling...
49% revenue growth, a doubling credit card portfolio, and a stock down nearly 40% from its highs....
With oil supply down 12.8 million barrels per day and Brent swinging $44 in a single month,...
