Economy
Nvidia is the cheapest it has been relative to its own growth since the AI trade began, and that is the least interesting thing...
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The standard case against AMD is that it cannot catch Nvidia. That argument is getting weaker every quarter, and it is no longer the...
Intel’s two biggest numbers of 2026 both run backwards from intuition, and that is the most useful thing to understand before touching the stock....
D-Wave Quantum is not expensive because the market is excited about quantum computing. It is expensive because of arithmetic that almost nobody quotes. QBTS...
Meta Platforms has had a brutal year by its own recent standards. Shares are down sharply, and a high-profile courtroom battle is only adding...
The artificial-intelligence boom is most often seen as a Wall Street story. Nvidia (NVDA) rallies. Big Tech spends billions. Data centers multiply. Investors debate...
Nvidia is the cheapest it has been relative to its own growth since the AI trade began, and that is the least interesting thing...
Micron Technology (NASDAQ: MU) closed at $937.11 on 19 August 2026, down 0.39%, and traded at $943.49 in the pre-market at 05:42 AM EDT...
Western Digital (NASDAQ: WDC) closed at $462.09 on 19 August 2026, down 6.87%, and traded at $468.04 in the pre-market at 05:51 AM EDT...
Broadcom did not fall 6% on 14 August because AMD took its Google business. That is the story the market settled on, and the...
The received wisdom about Applied Materials is that its shares fell after August’s earnings because the numbers disappointed. They did not. Applied reported record...
For twenty years, the single most reliable fact about Alphabet was that it printed cash and handed a large slice of it back. In...
AST SpaceMobile has spent four years being valued on a single question: can it raise enough money to finish the constellation? As of last...
Boston Scientific has lost more than half its value in eleven months, and almost every explanation you will read blames a slowdown. That is...
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...
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,...