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In 1920, a boy later known as Tyrus Wong and his father left China for a new life in America. The boy, around 9 years old, grew up to leave a lasting mark on the art world.
Cost reductions support Oracle's infrastructure sprint while free cash flow remains deeply negative.
A purchase-linked equity incentive validates Qualcomm's diversification without guaranteeing orders, timing or margins.
AI demand has moved ASML's constraint from customer interest to manufacturing throughput.
Ready for an artificial intelligence bot to buy things for you? Love it or hate it, the option is getting closer to reality thanks in part to a deal between Mastercard and fintech firm Alchemy. While Mastercard first announced its agentic payment framework back in 2025, the new deal links it to Alchemy’s agent infrastructure, which developers can use to enable their AI agents to buy stuff.
Select Water Solutions currently trades at $20.23 and has been a dream stock for shareholders. It’s returned 290% since September 2021, blowing past the S&P 500’s 71.6% gain. The company has also beaten the index over the past six months as its stock price is up 38.5% thanks to its solid quarterly results.
Wait times for Apple’s new Pro phones tell a different story than last year, and Wall Street can’t agree on what it means.
Y Combinator co-founder Paul Graham argued that token counts are becoming an inadequate way to measure AI inference as increasingly capable models can solve more complex problems with fewer tokens. Graham Calls for New AI Inference Metric On Tuesday, in...
Horizon CIO Scott Ladner discusses whether markets (^DJI, ^IXIC, ^GSPC) have settled into the "right level" of interest rates, especially as Federal Reserve officials anticipate another rate hike to come in 2026.
Comments from Anthropic CEO Dario Amodei and OpenAI CEO Sam Altman calling for a more measured approach to frontier AI development contributed to a sharp selloff across neoclouds and data center stocks. Bernstein identified CoreWeave Inc. (NASDAQ:CRWV) as the most exposed name because of its rural footprint and focus on AI training. The concern represents […]
AI-driven payment activity is accelerating with the AI models now powering agentic trading. Artemis data shows agentic-payment activity through protocols such as x402 and the Machine Payments Protocol (MPP) has surged in recent months. The number of transactions has crossed 2 million during several periods in late August and early September. Infact, daily agentic-payment volume
MediaTek's dual-node launch turns TSMC's newest process into a consumer product without abandoning 3 nanometers.
History suggests stock returns weaken sharply around this level
Space Exploration Technologies Corp. (NASDAQ:SPCX) is increasingly confident it can reach a $100 billion annual revenue run rate by year-end. The company’s CFO said there is now “even more conviction” around the target. A new AI hosting agreement worth $13 billion on an annualized basis adds significant support to that outlook and reflects how quickly […]
A federal judge ordered X and SpaceXAI to produce their Apple agreement as OpenAI defends remaining antitrust claims.
Vitesse consummated the purchase of a stake in Chevron-operated oil and gas assets in the Denver-Julesburg Basin for $26 million.
Cisco Systems (CSCO) grew revenue more slowly over the last twelve months than any other company in its peer group. Yet it trades on almost the same earnings multiple as Dell Technologies, the fastest grower of the five. Trailing growth does not explain that price on its own. Cisco's last quarter grew 18%, well ahead of its 11.8% twelve-month figure. The rest of the case rests on AI networking orders that are running well ahead of the revenue Cisco has booked from them.
Third-party AI access broadens Google's smart-home infrastructure role while increasing security and privacy exposure.
The Sandisk run is not over yet.
Roblox Corporation (NYSE:RBLX) announced on September 11 that creators will be able to distribute games as standalone applications across mobile devices, computers, and consoles, while continuing to use its underlying technology and services. The initiative, called Roblox Everywhere, could extend the company’s business beyond its main app. The investment case rests on whether those additional […]
Snap is bringing SPECS Intelligence to its smart glasses, iPhones, and Macs as competition in consumer AI intensifies.
Jim Cramer called Anthropic and OpenAI the pioneers of AI and the most brilliant companies in the race against China, then accused them of doing more damage to public trust than anyone else in the industry.
CoreWeave Stock Falls After Huge Debt Raise and 35 Million Share Offering
Stocks were trading in the green on Thursday in a rebound driven by easing Treasury yields and oil futures. The Nasdaq Composite gained 1.6% and the S&P 500 rose 1.1%. WTI futures were trading close to $102 a barrel.
Something Jamie Dimon just said is getting Wall Street’s attention.
Iren Limited (NASDAQ:IREN) CEO Daniel Roberts has presented a detailed, data-backed argument that demand for AI compute remains fundamentally constrained by limited supply, irrespective of the debate over how quickly frontier AI development should progress. The argument is well supported and offers a strong explanation for why demand could remain ahead of available supply. However, […]
In recent months, Red Cat Holdings outlined plans to reach US$150 million to US$180 million in 2026 revenue, underpinned by AI-enabled Black Widow drones, Hellcat systems for Ukraine and Blue Ops unmanned surface vessels, while scaling manufacturing to meet defense demand without building new facilities. At the same time, the company’s revenue miss against Wall Street expectations and mixed analyst reactions highlight the execution risks that accompany its rapid ramp-up in advanced drone and...
Cipher Digital Inc. recently began developing lateral pipelines at multiple sites to link directly into nearby natural gas supplies, enabling up to 2.5 gigawatts of on-site power generation to support bring-your-own-generation capacity for industrial-scale data centers focused on high-performance computing workloads. This move to secure dedicated natural gas-fed power underscores how critical reliable, controllable energy access has become for scaling AI-ready data center leasing in...
Former Hut 8 (NASDAQ: $HUT) Chief Executive Officer (CEO) Jaime Leverton has been appointed to lead cryptocurrency ...
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