Economy
The market has decided the artificial-intelligence infrastructure trade is exhausted — Vertiv (NYSE: VRT) has fallen roughly 36% from its May peak of $376.23...
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Memory stocks have always been among the most volatile in the semiconductor sector. They run hard when the cycle is right, then give back...
Palantir stock has struggled for months, but the company may have just given investors some hope again.Shares of Palantir surged 29.45% on Aug. 4,...
Diplomacy in the Middle East eases energy prices, reduces Federal Reserve rate-hike expectations, weakens the dollar, and boosts gold and equities. US-Iran Strait of...
For most of the past two years, investors concentrated almost exclusively on the companies designing AI chips or building the large language models consuming...
The most revealing detail of the first joint US-Japan yen-buying operation since 1998 is not the size — it is the funding. The US...
The market has decided the artificial-intelligence infrastructure trade is exhausted — Vertiv (NYSE: VRT) has fallen roughly 36% from its May peak of $376.23...
The lazy read on Klarna (NYSE: KLAR) is that it is a fading buy-now-pay-later brand that went public into a hostile tape and has...
Meta Platforms reported its second-quarter earnings with one issue dominating investor attention: the soaring cost of its artificial-intelligence expansion.Meta is not alone. Amazon raised...
Amazon (AMZN) stock blasted off post-earnings as Wall Street celebrated evidence that its whopping artificial intelligence (AI) spending was producing a measurable payoff. For...