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A stock that has risen 35-fold in a year cannot be analysed like a semiconductor company. SanDisk (SNDK) closed at $1,641.11 on August 14,...
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Financial News
Wall Street has spent this year waiting for prices to calm down. The thinking was simple. The war with Iran pushed oil up in...
Financial News
As both jet fuel prices hit new highs and the airspace in much of the Middle East remains closed amid periodic flare-ups following the...
Economy
For twenty years, the single most reliable fact about Alphabet was that it printed cash and handed a large slice of it back. In...
Economy
AST SpaceMobile has spent four years being valued on a single question: can it raise enough money to finish the constellation? As of last...
Financial News
Financial News
Economy
Microsoft spent $115.9bn on property and equipment in the twelve months to 30 June 2026, and the market’s opinion of that number reversed twice...
Financial News
Financial News
There is a version of the AI trade that everyone can see. Nvidia sells chips. Hyperscalers buy chips. The money flows one direction. It’s...
Economy
The received wisdom about SanDisk is that it got lucky on a commodity. NAND flash went short, spot prices ripped, and a spun-out memory...
Financial News
Warren Buffett spent 60 years building one of the greatest investing records in history, not by chasing whatever was popular, but by finding businesses...
Financial News
Cathie Wood, chief of Ark Investment Management, often locks in gains when her favorite tech stocks surge.That’s what she’s doing with Palantir Technologies (PLTR),...