A $63 billion backlog, a new valuation identity, and a very uncomfortable question.
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META's $125B–$145B AI capex plan rattled the market. The revenue math and the ad flywheel say the...
MSFT stock has been the megacap laggard of 2026. Azure at 40% growth and a $37B AI...
Kevin Warsh's first FOMC press conference is today. The rate decision isn't the story — the tone...
Record equities, a four-year-high M&A backlog, and a SpaceX IPO mandate — GS is firing on almost...
Jensen Huang's trillion-dollar declaration at Computex 2026 ignited MRVL's biggest single-day gain ever. The trade is real....
AMD's -1.00% pullback on June 1 looks like noise. The underlying structural thesis is far more durable...
MercadoLibre's 49% revenue surge signals something bigger than a bounce
How the world's most underestimated media platform quietly became one of the most compelling growth stories in...
UiPath's fiscal Q1 results did more than beat estimates. They reframed the entire debate about where AI-native...
