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With Nscale closing a $3.5 billion pre-IPO round and targeting a New York IPO as early as late September, the compute landlord thesis is entering a phase it has not reached before: public market validation. Infrastructure providers — the landlords of the compute era — are positioning themselves to reach public investors ahead of the […]
You'd need a lot of shares, but you don't have to buy that many. The 5.3% dividend yield will reward you regardless.
After lagging the market in the past five years, investors hope Tesla can get in the fast lane and produce winning returns in the future.
Neutron can wait. What investors really want to see is Rocket Lab finalize its most important merger.
Tyler Technologies has yet to recover from the tumble it took when "SaaSpocalypse" fears swamped the software sector.
Income investors now have another compelling option as the number of high-yielding blue chips gets smaller.
Money manager Bill Ackman recently added Netflix stock to his portfolio.
If interest rates rise, writing a prescription today for the State Street Health Care Select Sector SPDR ETF is a smart idea.
In most cases, trying to time the market does more damage than good.
According to one metric, the S&P 500 is the most expensive it's been since the dot-com bubble.
The stock peaked shortly after its IPO, but shares have started to slide in recent weeks.
Hut 8 Corp. (NASDAQ:HUT) is increasingly positioning itself as an AI infrastructure company rather than simply a Bitcoin miner, opening up potentially significant new growth opportunities as demand for power and data-center capacity accelerates. The company’s strategy is shifting away from relying primarily on Bitcoin economics and toward monetizing its power portfolio and data-center infrastructure […]
This tech powerhouse is dirt cheap.
Investors are piling into safe-haven assets at a historically worrisome pace.
Memory prices have always been free to crash. For more than half of the memory specialist's output, they no longer are.
NVIDIA announced on September 3, 2026, that it will acquire Hugging Face for $12.93 billion, a deal structured as approximately $11.9 billion in cash and up to $1 billion in equity retention for staff. As detailed in the official announcement, this acquisition marks the definitive transition of the compute landlord thesis from theory to structural […]
Its biggest customers say the hardware stays useful for up to six years -- and almost none of it is scheduled to retire in 2028.
Cryptocurrency punters have amped up the odds that OpenAI will officially announce it has created artificial general intelligence this year, after the company stated it’s "now moving into the AGI era." Polymarket Odds Spike Polygon (CRYPTO: POL)-based Polymarket currently prices...
For more aggressive investors who believe in SpaceX's long-term vision, buying shares at today's prices may present a favorable risk-to-reward profile.
There's no denying this one's getting a little long in the tooth.
Nvidia disclosed roughly $99 billion of public and private equity investments as of July 26, plus about $25 billion of additional commitments. The portfolio included a $30 billion Intel stake and several billion dollars of CoreWeave equity. NVIDIA Corporation (NASDAQ:NVDA) is using its balance sheet to support the ecosystem that buys compute, which makes Intel […]
The last big acquisition now anchors a $31 billion business line. The next one runs at more than $150 million a year.
One segment doubled last quarter while everything else combined grew 8%. If rates anywhere close to those hold, 70% arrives before the ramp is done.
Constellation Energy has the bigger nuclear platform, but Vistra's valuation and growth catalysts keep the race close.
The Vanguard Information Technology Index Fund ETF should continue to outpace the S&P 500.
On Friday, one of them drove more than half of the fund's decline.
After several quarters watching from the sidelines, CEO Greg Abel is getting Berkshire Hathaway back in the game -- slowly.
UiPath shares tumbled after its fiscal Q2 earnings report.
This time, Nvidia isn’t betting on chips.
The range is wide -- and what Greg Abel does with $365 billion of cash and Treasury bills decides which end of it the stock lands on.
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