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For the past two years, investors have treated artificial intelligence as a technology story.If you wanted exposure to the AI boom, you bought Nvidia...
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Financial News
For years, Cloudflare (NET) was easy to explain.It helped websites load faster, blocked cyberattacks, and kept internet traffic moving.In the era of artificial intelligence,...
Economy
CoreWeave does not need to beat the Street on Tuesday, because CoreWeave already told the Street it would not. The company guided second-quarter revenue...
Economy
Nebius is not being valued on the quarter it reports on Wednesday. It is being valued on a promise it has to keep by...
Financial News
Every high-end NvidiaAI chip that ships this year comes bundled with someone else’s manufacturing bet.The stacked memory wrapped around each processor, the component that...
Financial News
Financial News
Financial News
Economy
The July jobs report released today by the Bureau of Labor Statistics (BLS) revealed that the US economy shed jobs in July, a result...
Financial News
Financial News
Wall Street’s been debating a rather unusual possibility since the Federal Reserve’s July 29 meeting.Was the bond market doing the Fed’s tightening for it?...
Financial News
Financial News
Financial News
Economy
Micron trades at roughly 6.4x forward earnings, and almost everyone reads that number backwards. A single-digit multiple on a $1 trillion company looks like...
Economy
Novo Nordisk raised its full-year outlook twice in 2026 and the stock is down 28% from its January peak. That combination is the whole...
Financial News
While the price of jet fuel has dropped slightly amid breaks in active fighting in the Middle East, it still sits at highs unseen...