Riot Platforms repaid its $200 million Coinbase loan and released roughly $494 million in bitcoin collateral. The move gives the miner full discretion over a large BTC stack — and...
Micron Technology is emerging as a major driver of S&P 500 earnings growth, potentially rivaling Nvidia. Its quarterly report has become a market-wide event, with implications for stocks, bonds, crypto,...
MARA has paid a $100 million power deposit for its 2 GW Matagorda County, Texas data center and restructured payments to HIF USA, keeping a $600 million acquisition cap. The...
U.S. stock indexes near records mask a market strained by elevated oil prices, rising Treasury yields, and a Federal Reserve poised for more rate hikes. We analyze the implications for...
Goldman Sachs argues that today's murky corporate revenue growth — a 'revenue growth fog' — is creating significant alpha opportunities for active stock pickers. With top-line visibility poor, the gap...
A heavy week of quarterly results features Micron, Nike and Carnival, offering investors a rare simultaneous read on AI-related chip demand, the U.S. consumer and discretionary travel spending. Guidance commentary...
Oura's IPO was roughly four times oversubscribed at a maximum $2.2 billion size, implying a diluted valuation near $15.62 billion, up about 42% from 2025. Meanwhile Cipher extended its Barber...
A veteran AI supply-chain analyst warns that hyperscaler claims of 10-year demand visibility are unreliable, with memory costs, power generation, and ABF substrates emerging as the true bottlenecks. Memory remains...
Goldman Sachs partner Mark Wilson argues that markets have fully priced stagflation risk and that a milder 'Goldilocks' scenario is emerging, potentially igniting a year-end equity rally before the US...
SpaceX President Gwynne Shotwell sold $52.5 million in company stock just before the Starship launch. The filing highlights executive liquidity strategies in pre-IPO aerospace firms and raises questions about timing...
McDonald's stock has tumbled 30% from its February peak and is on track for its worst year since 2002, as years of menu price hikes alienate consumers and rivals gain...
Samsung and SK Hynix are expected to report near-record Q3 profits, but analysts have trimmed estimates due to a stronger won. The earnings will test whether the AI-driven memory supercycle...
Activist investor Paul Sheffield accuses Exxon Mobil of waging a smear campaign to block his board nomination, escalating a proxy fight that could impact the energy giant's strategy and shareholder...
A federal jury has ordered Apple to pay $5.7 billion to Taction Technology for violating haptics patents. The verdict, one of the largest against Apple, could pressure near-term earnings but...
Boeing has identified a software glitch in its 737 MAX that could affect navigation systems, adding to the planemaker's list of quality-control challenges. The issue pressures Boeing shares, raises questions...
Riot Platforms has fully repaid its $200 million Coinbase Credit facility, releasing 5,821 BTC in collateral and eliminating a 6.15% fixed-rate obligation early. The payoff underscores a broader strategic pivot...
Meta's new AI assistant Muse recorded 2.8 million downloads in 12 days, surpassing ChatGPT's early figures and adding $234 billion to Meta's market cap. The strong performance validates the company's...
Foreign investors bought a record $942 billion in US stocks over the 12 months through July, the highest since 1985, while demand for US bonds cooled. The shift is reshaping...
Toys "R" Us is expanding again years after its U.S. liquidation, a symbolic reversal for specialty retail. The revival could modestly benefit toy makers, retail landlords, and suppliers seeking less...
Meta's Muse AI assistant is rapidly gaining downloads, but the company now faces the challenge of converting viral adoption into sustained daily engagement and revenue. The outcome could significantly impact...
Subscribe to get important Web3 & AI updates from the TREE NEWS desk by email — free.
