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Broadcom did not fall 6% on 14 August because AMD took its Google business. That is the story the market settled on, and the...
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Financial News
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...
Economy
The standard case against AMD is that it cannot catch Nvidia. That argument is getting weaker every quarter, and it is no longer the...
Economy
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....
Financial News
Investors have a habit of forgiving conviction calls that come too early. Michael Burry has spent the past two years testing how far that...
Financial News
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...
Economy
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...
Economy
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...
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...