The AI cooling pure-play with a $15 billion backlog is about to tell us if the run...
Economy
China just blacklisted America's only rare earth miner. The real trade is the refinery, not the mine.
The Q4 guide of $50B changes everything the market thought it knew about memory cycles.
Revenue grew 33% in Q1. A $6 billion AWS deal sealed the AI pivot.
The ECB raised rates as eurozone GDP limps at 0.8%. The stagflation math is worth running.
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...
INTC is soaring on a Trump-posted Apple foundry claim. Here’s what the numbers actually say.
Copper just hit record highs near $13,800 a tonne. The stocks mining it haven't fully caught up.
GS just crossed a historic milestone in deal value advised. Here is what that number actually means...
